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Gutierrez Wealth Advisory, LLC
Updated 3 days agoManaged by Gutierrez Wealth Advisory, Llc • Latest filing Q3 2026
Portfolio value
$188.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $156.3M |
| Q4 2025 | $159.2M |
| Q1 2026 | $161M |
| Q2 2026 | $173M |
| Q3 2026 | $188.5M |
Top holdings
128 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $15.9M | 334.8K | 8.43% | — | |
| 2 | $15.5M | 22.1K | 8.22% | — | |
| 3 | $15M | 306.9K | 7.95% | — | |
| 4 | $11.7M | 165.8K | 6.21% | — | |
| 5 | $10.1M | 295.8K | 5.38% | — | |
| 6 | ? N/A VANGUARD MALVERN FDS | $9.8M | 132.8K | 5.19% | — |
| 7 | $9.3M | 233.4K | 4.93% | — | |
| 8 | $7.3M | 31.6K | 3.89% | — | |
| 9 | $6.7M | 93.3K | 3.54% | — | |
| 10 | $6.4M | 247.9K | 3.41% | — | |
| 11 | $4.1M | 68.4K | 2.15% | — | |
| 12 | $4M | 154.3K | 2.12% | — | |
| 13 | $3.4M | 4.9K | 1.82% | — | |
| 14 | $3.4M | 33.9K | 1.82% | — | |
| 15 | $3M | 42.0K | 1.59% | — | |
| 16 | $3M | 4.1K | 1.57% | — | |
| 17 | $2.7M | 38.4K | 1.44% | — | |
| 18 | $2.7M | 55.7K | 1.42% | — | |
| 19 | $2.6M | 11.4K | 1.40% | — | |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 49.8K | 1.38% | — |