DOSSIER · 13F-HR · Q2 2026

Gutierrez Wealth Advisory, LLC

$173M in tracked AUM across 110 positions as of Q2 2026.

GW
CIK 0001965923 · last filed Jun 30, 2026
Total AUM
$173M
as of Q2 2026
Holdings
110
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Gutierrez Wealth Advisory, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$18M27K10.6%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$16M315K9.0%
03
CGGR
CAPITAL GROUP GROWTH ETF
$15M314K8.6%
04
VEA
VANGUARD TAX-MANAGED FDS
$15M204K8.4%
05
VXF
VANGUARD INDEX FDS
$10M43K6.1%
06
CGXU
CAPITAL GROUP INTL FOCUS EQT
$10M283K5.7%
07
VCRB
VANGUARD MALVERN FDS
$10M126K5.6%
08
CGGO
CAPITAL GROUP GBL GROWTH EQT
$9M223K5.4%
09
VTEB
VANGUARD MUN BD FDS
$8M156K4.5%
10
CGMU
CAPITAL GRP FIXED INCM ETF T
$7M272K4.3%

Filing history

2026Q2Jun 30
$173M 7.5%
110 positionsView →
2026Q1Mar 31
$161M 1.1%
110 positionsView →
2025Q4Dec 31
$159M 1.8%
100 positionsView →
2025Q3Sep 30
$156M 4.8%
97 positionsView →
2025Q2Jun 30
$149M 21.1%
96 positionsLocked
2025Q1Mar 31
$123M 1.6%
81 positionsLocked
2024Q4Dec 31
$121M
75 positionsLocked