Gutierrez Wealth Advisory, LLC

Est. AUM

$56.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$8.7M	295440	15.56%	SOLE
2	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$4.6M	181526	8.21%	SOLE
3	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$4.4M	162429	7.88%	DFND
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.9M	4907	5.24%	DFND
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	39265	4.49%	DFND
6	META PLATFORMS INC	CL A	$2.3M	4041	4.13%	SOLE
7	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.3M	11043	4.06%	DFND
8	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.6M	35772	2.88%	SOLE
9	WALMART INC	COM	$1.6M	12556	2.79%	SOLE
10	ISHARES TR	MSCI ACWI EX US	$1.4M	20140	2.46%	SOLE
11	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	6101	2.34%	SOLE
12	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.3M	3157	2.30%	SOLE
13	ISHARES TR	NATIONAL MUN ETF	$1.2M	11379	2.16%	SOLE
14	HOME BANCSHARES INC	COM	$936K	34755	1.67%	SOLE
15	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$861K	38552	1.54%	SOLE
16	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$843K	8338	1.51%	SOLE
17	ISHARES TR	RUS 1000 ETF	$838K	2349	1.50%	SOLE
18	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$826K	19424	1.48%	DFND
19	APPLE INC	COM	$795K	3134	1.42%	SOLE
20	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$707K	26915	1.26%	SOLE
21	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$694K	12849	1.24%	DFND
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$688K	1435	1.23%	SOLE
23	ISHARES TR	MSCI ACWI ETF	$643K	4650	1.15%	SOLE
24	VANECK ETF TRUST	INTRMDT MUNI ETF	$636K	13698	1.14%	DFND
25	DEERE & CO	COM	$631K	1120	1.13%	SOLE
26	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$613K	8163	1.10%	SOLE
27	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$592K	21739	1.06%	SOLE
28	VANGUARD MALVERN FDS	CORE BD ETF	$535K	6917	0.96%	DFND
29	VANGUARD INDEX FDS	TOTAL STK MKT	$487K	1517	0.87%	DFND
30	CAPITAL GRP FIXED INCM ETF T	HIGH YIELD BOND	$473K	18879	0.84%	SOLE
31	AMGEN INC	COM	$442K	1255	0.79%	SOLE
32	T ROWE PRICE ETF INC	CAP APPRECIATION	$439K	12331	0.78%	SOLE
33	CAPITAL GROUP INTERNATIONAL	SHS	$424K	12800	0.76%	DFND
34	ISHARES TR	RUSSELL 2000 ETF	$373K	1504	0.67%	SOLE
35	ALPS ETF TR	ALERIAN MLP	$372K	7070	0.66%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$367K	562	0.66%	SOLE
37	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$350K	9839	0.63%	SOLE
38	WP CAREY INC	COM	$346K	5084	0.62%	SOLE
39	INTERNATIONAL BUSINESS MACHS	COM	$296K	1221	0.53%	SOLE
40	VANGUARD MALVERN FDS	SHORT DURATION B	$289K	3789	0.52%	SOLE
41	SPDR INDEX SHS FDS	STATE STREET SPD	$285K	6236	0.51%	DFND
42	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$278K	2947	0.50%	SOLE
43	SCHWAB STRATEGIC TR	INTERNL DIVID	$277K	8736	0.49%	SOLE
44	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$261K	3663	0.47%	SOLE
45	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$240K	1739	0.43%	SOLE
46	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$234K	1146	0.42%	SOLE
47	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$227K	789	0.41%	SOLE
48	SCHWAB STRATEGIC TR	INTL EQTY ETF	$221K	8924	0.39%	DFND
49	VANGUARD STAR FDS	VG TL INTL STK F	$217K	2814	0.39%	DFND
50	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$215K	2816	0.38%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.