Gutierrez Wealth Advisory, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$149.2B
Holdings
59
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 29,878 | $17.0B | 11.38% | |
| 2 | CGGRCAPITAL GROUP GROWTH ETF | 347,156 | $14.1B | 9.46% | |
| 3 | CGDGCAPITAL GROUP DIVIDEND VALUE | 342,952 | $13.5B | 9.08% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 218,193 | $12.4B | 8.34% | |
| 5 | VCRBVANGUARD MALVERN FDS | 112,717 | $8.7B | 5.86% | |
| 6 | VXFVANGUARD INDEX FDS | 44,982 | $8.7B | 5.81% | |
| 7 | CGXUCAPITAL GROUP INTL FOCUS EQT | 285,232 | $7.7B | 5.19% | |
| 8 | VTEBVANGUARD MUN BD FDS | 138,643 | $6.8B | 4.56% | |
| 9 | CGGOCAPITAL GROUP GBL GROWTH EQT | 207,434 | $6.6B | 4.45% | |
| 10 | CGMUCAPITAL GRP FIXED INCM ETF T | 243,694 | $6.5B | 4.36% | |
| 11 | MUBISHARES TR | 49,106 | $5.1B | 3.44% | |
| 12 | CGHMCAPITAL GRP FIXED INCM ETF T | 189,095 | $4.7B | 3.12% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 81,740 | $4.0B | 2.71% | |
| 14 | VCRMVANGUARD MUN BD FDS | 52,432 | $3.9B | 2.59% | |
| 15 | WMTWALMART INC | 38,130 | $3.7B | 2.50% | |
| 16 | METAMETA PLATFORMS INC | 4,355 | $3.2B | 2.16% | |
| 17 | VTESVANGUARD WELLINGTON FD | 15,376 | $1.6B | 1.04% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 6,004 | $1.2B | 0.82% | |
| 19 | ACWXISHARES TR | 19,852 | $1.2B | 0.81% | |
| 20 | VTIVANGUARD INDEX FDS | 3,763 | $1.1B | 0.77% | |
| 21 | VOOGVANGUARD ADMIRAL FDS INC | 2,690 | $1.1B | 0.72% | |
| 22 | HOMBHOME BANCSHARES INC | 34,147 | $971.8M | 0.65% | |
| 23 | AAPLAPPLE INC | 4,466 | $916.3M | 0.61% | |
| 24 | IWBISHARES TR | 2,330 | $791.3M | 0.53% | |
| 25 | IVVISHARES TR | 1,178 | $731.2M | 0.49% | |
| 26 | MSFTMICROSOFT CORP | 1,392 | $692.0M | 0.46% | |
| 27 | AVGOBROADCOM INC | 2,447 | $674.5M | 0.45% | |
| 28 | TCAFT ROWE PRICE ETF INC | 17,585 | $620.4M | 0.42% | |
| 29 | ITMVANECK ETF TRUST | 13,598 | $618.3M | 0.41% | |
| 30 | WPCWP CAREY INC | 9,841 | $613.9M | 0.41% | |
| 31 | IVWISHARES TR | 5,467 | $601.9M | 0.40% | |
| 32 | ACWIISHARES TR | 4,609 | $592.8M | 0.40% | |
| 33 | DEDEERE & CO | 1,147 | $583.4M | 0.39% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,088 | $528.5M | 0.35% | |
| 35 | VXUSVANGUARD STAR FDS | 6,618 | $457.2M | 0.31% | |
| 36 | VTVANGUARD INTL EQUITY INDEX F | 3,102 | $398.6M | 0.27% | |
| 37 | AMGNAMGEN INC | 1,423 | $397.2M | 0.27% | |
| 38 | IWOISHARES TR | 1,323 | $378.3M | 0.25% | |
| 39 | CGICCAPITAL GROUP INTERNATIONAL | 12,653 | $368.3M | 0.25% | |
| 40 | SCHFSCHWAB STRATEGIC TR | 16,633 | $367.6M | 0.25% | |
| 41 | OEFISHARES TR | 1,161 | $353.5M | 0.24% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 1,191 | $351.1M | 0.24% | |
| 43 | AMLPALPS ETF TR | 7,070 | $345.4M | 0.23% | |
| 44 | ITOTISHARES TR | 2,404 | $324.5M | 0.22% | |
| 45 | IWMISHARES TR | 1,494 | $322.3M | 0.22% | |
| 46 | CGDGCAPITAL GROUP DIVIDEND GROWE | 9,197 | $309.3M | 0.21% | |
| 47 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,359 | $307.9M | 0.21% | |
| 48 | 4I1PHILIP MORRIS INTL INC | 1,657 | $301.8M | 0.20% | |
| 49 | VSDMVANGUARD MUN BD FDS | 3,860 | $292.2M | 0.20% | |
| 50 | NVDANVIDIA CORPORATION | 1,535 | $242.6M | 0.16% | |
| 51 | GOOGALPHABET INC | 1,335 | $236.8M | 0.16% | |
| 52 | IVEISHARES TR | 1,096 | $214.1M | 0.14% | |
| 53 | VOOVVANGUARD ADMIRAL FDS INC | 1,131 | $213.4M | 0.14% | |
| 54 | VOVANGUARD INDEX FDS | 760 | $212.6M | 0.14% | |
| 55 | IJHISHARES TR | 3,343 | $207.3M | 0.14% | |
| 56 | VUGVANGUARD INDEX FDS | 472 | $206.8M | 0.14% | |
| 57 | AMZNAMAZON COM INC | 941 | $206.4M | 0.14% | |
| 58 | FDXFEDEX CORP | 892 | $202.8M | 0.14% | |
| 59 | CCIVGBPLUCID GROUP INC | 10,005 | $21.1M | 0.01% |