account_balance

Investment manager · 13F filer · SEC CIK 1965923

Gutierrez Wealth Advisory, LLC

Reported value$188Mas of Sep 30, 2026
Positions80 12 new, 2 sold out
Top 10 weight66.5%VOO alone is 10%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 10.0% Held
CGGR Capital Group Growth ETF 8.5% Added +8%
CGDV Capital Group Dividend Value 8.5% Added +4%
VEA Vanguard Tax-Managed FDS 7.6% Held
CGMU Capital GRP Fixed Incm ETF T 5.5% Added +48%
VCRB Vanguard Malvern FDS 5.5% Added +11%
CGXU Capital Group Intl Focus Eqt 5.4% Added +4%
VXF Vanguard Index FDS 5.3% Held
VCRM Vanguard Mun Bd FDS 5.1% Added +178%
CGGO Capital Group GBL Growth Eqt 5.0% Added +6%
MUB iShares Tr 3.0% Added +65%
VWO Vanguard Intl Equity Index F 2.6% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VTEB −71%
  • CGHM −50%
  • VTES −45%
  • SCHF −12%
remove_circleSold out
  • CAT $202K
  • EEM $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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