Gutierrez Wealth Advisory, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$156.3B
Holdings
61
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 29,511 | $18.1B | 11.56% | |
| 2 | CGDGCAPITAL GROUP DIVIDEND VALUE | 346,000 | $14.5B | 9.30% | |
| 3 | CGGRCAPITAL GROUP GROWTH ETF | 327,133 | $14.4B | 9.19% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 204,901 | $12.3B | 7.85% | |
| 5 | VCRBVANGUARD MALVERN FDS | 119,023 | $9.3B | 5.97% | |
| 6 | VXFVANGUARD INDEX FDS | 44,238 | $9.3B | 5.92% | |
| 7 | CGXUCAPITAL GROUP INTL FOCUS EQT | 299,055 | $8.9B | 5.67% | |
| 8 | CGGOCAPITAL GROUP GBL GROWTH EQT | 217,474 | $7.4B | 4.75% | |
| 9 | CGMUCAPITAL GRP FIXED INCM ETF T | 263,892 | $7.2B | 4.61% | |
| 10 | VTEBVANGUARD MUN BD FDS | 137,398 | $6.9B | 4.40% | |
| 11 | MUBISHARES TR | 49,196 | $5.2B | 3.35% | |
| 12 | CGHMCAPITAL GRP FIXED INCM ETF T | 199,336 | $5.0B | 3.22% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 81,987 | $4.4B | 2.84% | |
| 14 | VCRMVANGUARD MUN BD FDS | 54,301 | $4.1B | 2.61% | |
| 15 | METAMETA PLATFORMS INC | 4,355 | $3.2B | 2.05% | |
| 16 | WMTWALMART INC | 18,712 | $1.9B | 1.23% | |
| 17 | VTESVANGUARD WELLINGTON FD | 15,474 | $1.6B | 1.01% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 6,029 | $1.3B | 0.83% | |
| 19 | ACWXISHARES TR | 19,852 | $1.3B | 0.83% | |
| 20 | VOOGVANGUARD ADMIRAL FDS INC | 2,694 | $1.2B | 0.75% | |
| 21 | VTIVANGUARD INDEX FDS | 3,546 | $1.2B | 0.74% | |
| 22 | AAPLAPPLE INC | 4,381 | $1.1B | 0.71% | |
| 23 | HOMBHOME BANCSHARES INC | 34,379 | $972.9M | 0.62% | |
| 24 | IWBISHARES TR | 2,336 | $853.9M | 0.55% | |
| 25 | IVVISHARES TR | 1,181 | $790.6M | 0.51% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,435 | $721.4M | 0.46% | |
| 27 | TCAFT ROWE PRICE ETF INC | 17,585 | $663.0M | 0.42% | |
| 28 | IVWISHARES TR | 5,456 | $658.6M | 0.42% | |
| 29 | ACWIISHARES TR | 4,609 | $637.2M | 0.41% | |
| 30 | AVGOBROADCOM INC | 1,891 | $623.8M | 0.40% | |
| 31 | MSFTMICROSOFT CORP | 1,040 | $538.5M | 0.34% | |
| 32 | CGCBCAPITAL GRP FIXED INCM ETF T | 19,565 | $520.0M | 0.33% | |
| 33 | DEDEERE & CO | 1,132 | $517.6M | 0.33% | |
| 34 | VXUSVANGUARD STAR FDS | 6,217 | $456.7M | 0.29% | |
| 35 | ITMVANECK ETF TRUST | 9,293 | $433.0M | 0.28% | |
| 36 | IWOISHARES TR | 1,325 | $424.0M | 0.27% | |
| 37 | CGDGCAPITAL GROUP DIVIDEND GROWE | 11,876 | $411.5M | 0.26% | |
| 38 | AMGNAMGEN INC | 1,409 | $397.8M | 0.25% | |
| 39 | CGICCAPITAL GROUP INTERNATIONAL | 12,705 | $391.4M | 0.25% | |
| 40 | OEFISHARES TR | 1,164 | $387.4M | 0.25% | |
| 41 | SCHFSCHWAB STRATEGIC TR | 16,633 | $387.2M | 0.25% | |
| 42 | NVDANVIDIA CORPORATION | 2,046 | $381.7M | 0.24% | |
| 43 | WPCWP CAREY INC | 5,576 | $376.8M | 0.24% | |
| 44 | IWMISHARES TR | 1,497 | $362.3M | 0.23% | |
| 45 | ITOTISHARES TR | 2,410 | $351.0M | 0.22% | |
| 46 | DFAUDIMENSIONAL ETF TRUST | 7,584 | $347.0M | 0.22% | |
| 47 | IBMINTERNATIONAL BUSINESS MACHS | 1,198 | $338.0M | 0.22% | |
| 48 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,189 | $332.0M | 0.21% | |
| 49 | AMLPALPS ETF TR | 7,070 | $331.8M | 0.21% | |
| 50 | VSDMVANGUARD MUN BD FDS | 4,206 | $322.6M | 0.21% | |
| 51 | VTVANGUARD INTL EQUITY INDEX F | 2,127 | $293.2M | 0.19% | |
| 52 | CGMSCAPITAL GRP FIXED INCM ETF T | 10,428 | $289.4M | 0.19% | |
| 53 | GOOGALPHABET INC | 1,114 | $271.3M | 0.17% | |
| 54 | VOOVVANGUARD ADMIRAL FDS INC | 1,136 | $226.6M | 0.14% | |
| 55 | VUGVANGUARD INDEX FDS | 472 | $226.5M | 0.14% | |
| 56 | FBTCFIDELITY WISE ORIGIN BITCOIN | 2,256 | $225.1M | 0.14% | |
| 57 | IVEISHARES TR | 1,090 | $225.1M | 0.14% | |
| 58 | VOVANGUARD INDEX FDS | 762 | $224.0M | 0.14% | |
| 59 | EEMISHARES TR | 4,104 | $219.2M | 0.14% | |
| 60 | IJHISHARES TR | 3,354 | $218.9M | 0.14% | |
| 61 | CGCPCAPITAL GRP FIXED INCM ETF T | 9,505 | $216.0M | 0.14% |