Gutierrez Wealth Advisory, LLC
Q3 2026 13F filing
Updated 3 days ago128 disclosed positions worth $188.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAPITAL GROUP GROWTH ETF | $15.9M | 334.8K | 8.43% | — |
| 2 | V VANGUARD INDEX FDS | $15.5M | 22.1K | 8.22% | — |
| 3 | C CAPITAL GROUP DIVIDEND VALUE | $15M | 306.9K | 7.95% | — |
| 4 | V VANGUARD TAX-MANAGED FDS | $11.7M | 165.8K | 6.21% | — |
| 5 | C CAPITAL GROUP INTL FOCUS EQT | $10.1M | 295.8K | 5.38% | — |
| 6 | ? N/A VANGUARD MALVERN FDS | $9.8M | 132.8K | 5.19% | — |
| 7 | C CAPITAL GROUP GBL GROWTH EQT | $9.3M | 233.4K | 4.93% | — |
| 8 | V VANGUARD INDEX FDS | $7.3M | 31.6K | 3.89% | — |
| 9 | V VANGUARD MUN BD FDS | $6.7M | 93.3K | 3.54% | — |
| 10 | C CAPITAL GRP FIXED INCM ETF T | $6.4M | 247.9K | 3.41% | — |
| 11 | V VANGUARD INTL EQUITY INDEX F | $4.1M | 68.4K | 2.15% | — |
| 12 | C CAPITAL GRP FIXED INCM ETF T | $4M | 154.3K | 2.12% | — |
| 13 | V VANGUARD INDEX FDS | $3.4M | 4.9K | 1.82% | — |
| 14 | E ISHARES TR | $3.4M | 33.9K | 1.82% | — |
| 15 | V VANGUARD MUN BD FDS | $3M | 42.0K | 1.59% | — |
| 16 | M META PLATFORMS INC | $3M | 4.1K | 1.57% | — |
| 17 | V VANGUARD TAX-MANAGED FDS | $2.7M | 38.4K | 1.44% | — |
| 18 | H VANECK ETF TRUST | $2.7M | 55.7K | 1.42% | — |
| 19 | V VANGUARD INDEX FDS | $2.6M | 11.4K | 1.40% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 49.8K | 1.38% | — |
| 21 | E ISHARES TR | $2.3M | 22.3K | 1.20% | — |
| 22 | C CAPITAL GRP FIXED INCM ETF T | $2.1M | 88.2K | 1.13% | — |
| 23 | V VANGUARD ADMIRAL FDS INC | $1.9M | 22.0K | 1.00% | — |
| 24 | V VANGUARD MUN BD FDS | $1.8M | 37.3K | 0.94% | — |
| 25 | E ISHARES TR | $1.6M | 21.2K | 0.85% | — |
| 26 | B VANGUARD SPECIALIZED FUNDS | $1.4M | 6.2K | 0.76% | — |
| 27 | V VANGUARD INDEX FDS | $1.3M | 3.5K | 0.69% | — |
| 28 | C CAPITAL GRP FIXED INCM ETF T | $1.3M | 59.8K | 0.67% | — |
| 29 | W WALMART INC | $1.2M | 11.5K | 0.64% | — |
| 30 | A APPLE INC | $1.1M | 3.3K | 0.58% | — |
| 31 | E ISHARES TR | $996K | 2.4K | 0.53% | — |
| 32 | H HOME BANCSHARES INC | $995K | 35.3K | 0.53% | — |
| 33 | B ISHARES TR | $990K | 6.2K | 0.53% | — |
| 34 | C CAPITAL GROUP DIVIDEND VALUE | $940K | 19.2K | 0.50% | — |
| 35 | A BROADCOM INC | $834K | 2.4K | 0.44% | — |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $814K | 1.6K | 0.43% | — |
| 37 | C CAPITAL GRP FIXED INCM ETF T | $806K | 30.7K | 0.43% | — |
| 38 | C CAPITAL GRP FIXED INCM ETF T | $802K | 32.1K | 0.43% | — |
| 39 | V VANECK ETF TRUST | $775K | 17.6K | 0.41% | — |
| 40 | V VANGUARD INTL EQUITY INDEX F | $775K | 13.1K | 0.41% | — |
| 41 | C CAPITAL GRP FIXED INCM ETF T | $773K | 32.1K | 0.41% | — |
| 42 | ? N/A CAPITAL GRP FIXED INCM ETF T | $764K | 31.4K | 0.41% | — |
| 43 | D DEERE & CO | $751K | 1.1K | 0.40% | — |
| 44 | M MICROSOFT CORP | $705K | 1.4K | 0.37% | — |
| 45 | V VANGUARD MUN BD FDS | $692K | 9.3K | 0.37% | — |
| 46 | C CAPITAL GROUP DIVIDEND GROWE | $679K | 18.3K | 0.36% | — |
| 47 | E ISHARES TR | $625K | 816 | 0.33% | — |
| 48 | T TAIWAN SEMICONDUCTOR MANUFAC | $623K | 1.4K | 0.33% | — |
| 49 | N NVIDIA CORPORATION | $586K | 2.6K | 0.31% | — |
| 50 | E ISHARES TR | $571K | 746 | 0.30% | — |