Gutierrez Wealth Advisory, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001965923 · LITTLE ROCK, AR

As of Sep 30, 2025, Gutierrez Wealth Advisory, LLC reported 61 positions worth 56.3M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	29,511	8.1M	11.56%
CAPITAL GROUP DIVIDEND VALUE ETF	CGDV	—	346,000	4.5M	9.30%
CAPITAL GROUP GROWTH ETF	CGGR	—	327,133	4.4M	9.19%
VANGUARD TAX-MANAGED FUNDS	VEA	—	204,901	2.3M	7.85%
VANGUARD CORE BOND ETF	VCRB	—	119,023	$9.3M	5.97%
VANGUARD EXTENDED MARKET INDEX FUND	VXF	—	44,238	$9.3M	5.92%
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF	CGXU	—	299,055	$8.9M	5.67%
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF	CGGO	—	217,474	$7.4M	4.75%
CAPITAL GROUP MUNICIPAL INCOME ETF	CGMU	—	263,892	$7.2M	4.61%
VANGUARD TAX-EXEMPT BOND INDEX FUND	VTEB	—	137,398	$6.9M	4.40%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	49,196	$5.2M	3.35%
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF	CGHM	—	199,336	$5.0M	3.22%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	81,987	$4.4M	2.84%
VANGUARD MUN BD FDS	VCRM	—	54,301	$4.1M	2.61%
META PLATFORMS INC	META	Communication Services	4,355	$3.2M	2.05%
WALMART INC	WMT	Consumer Defensive	18,712	.9M	1.23%
VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	VTES	—	15,474	.6M	1.01%
VANGUARD DIVIDEND APPREC ETF	VIG	—	6,029	.3M	0.83%
ISHARES MSCI ACWI EX US ETF	ACWX	—	19,852	.3M	0.83%
VANGUARD S&P 500 GROWTH INDEX FUND	VOOG	—	2,694	.2M	0.75%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	3,546	.2M	0.74%
APPLE INC	AAPL	Technology	4,381	.1M	0.71%
HOME BANCSHARES INC	HOMB	Financial Services	34,379	$972.9K	0.62%
ISHARES RUSSELL 1000 ETF	IWB	—	2,336	$853.9K	0.55%
ISHARES CORE S&P 500 ETF	IVV	—	1,181	$790.6K	0.51%