Gutierrez Wealth Advisory, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$159.2M
Holdings
62
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 28,240 | $17.7M | 11.12% | |
| 2 | CGGRCAPITAL GROUP GROWTH ETF | 319,254 | $14.2M | 8.92% | |
| 3 | CGDGCAPITAL GROUP DIVIDEND VALUE | 324,917 | $14.2M | 8.91% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 212,251 | $13.3M | 8.33% | |
| 5 | VCRBVANGUARD MALVERN FDS | 121,758 | $9.5M | 5.96% | |
| 6 | VXFVANGUARD INDEX FDS | 43,592 | $9.1M | 5.73% | |
| 7 | CGXUCAPITAL GROUP INTL FOCUS EQT | 295,090 | $8.7M | 5.48% | |
| 8 | CGGOCAPITAL GROUP GBL GROWTH EQT | 226,789 | $7.9M | 4.94% | |
| 9 | CGMUCAPITAL GRP FIXED INCM ETF T | 283,157 | $7.8M | 4.87% | |
| 10 | VTEBVANGUARD MUN BD FDS | 136,057 | $6.8M | 4.30% | |
| 11 | CGHMCAPITAL GRP FIXED INCM ETF T | 219,915 | $5.6M | 3.52% | |
| 12 | MUBISHARES TR | 50,372 | $5.4M | 3.39% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 81,724 | $4.4M | 2.76% | |
| 14 | VCRMVANGUARD MUN BD FDS | 54,837 | $4.1M | 2.60% | |
| 15 | METAMETA PLATFORMS INC | 4,259 | $2.8M | 1.77% | |
| 16 | WMTWALMART INC | 17,670 | $2.0M | 1.24% | |
| 17 | ACWXISHARES TR | 20,140 | $1.4M | 0.85% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 6,077 | $1.3M | 0.84% | |
| 19 | VTIVANGUARD INDEX FDS | 3,602 | $1.2M | 0.76% | |
| 20 | VOOGVANGUARD ADMIRAL FDS INC | 2,697 | $1.2M | 0.75% | |
| 21 | AAPLAPPLE INC | 4,198 | $1.1M | 0.72% | |
| 22 | DFAUDIMENSIONAL ETF TRUST | 20,601 | $964K | 0.61% | |
| 23 | IVVISHARES TR | 1,408 | $963K | 0.60% | |
| 24 | HOMBHOME BANCSHARES INC | 34,633 | $962K | 0.60% | |
| 25 | IWBISHARES TR | 2,343 | $875K | 0.55% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,715 | $861K | 0.54% | |
| 27 | VTESVANGUARD WELLINGTON FD | 8,307 | $843K | 0.53% | |
| 28 | TCAFT ROWE PRICE ETF INC | 17,670 | $675K | 0.42% | |
| 29 | ACWIISHARES TR | 4,650 | $657K | 0.41% | |
| 30 | ITMVANECK ETF TRUST | 13,834 | $652K | 0.41% | |
| 31 | CGCPCAPITAL GRP FIXED INCM ETF T | 28,479 | $644K | 0.40% | |
| 32 | CGDGCAPITAL GROUP DIVIDEND GROWE | 15,934 | $567K | 0.36% | |
| 33 | IVWISHARES TR | 4,577 | $563K | 0.35% | |
| 34 | DEDEERE & CO | 1,145 | $532K | 0.33% | |
| 35 | CGMSCAPITAL GRP FIXED INCM ETF T | 19,052 | $526K | 0.33% | |
| 36 | CGCBCAPITAL GRP FIXED INCM ETF T | 19,795 | $524K | 0.33% | |
| 37 | AMGNAMGEN INC | 1,429 | $467K | 0.29% | |
| 38 | AVGOBROADCOM INC | 1,302 | $450K | 0.28% | |
| 39 | VXUSVANGUARD STAR FDS | 5,804 | $436K | 0.27% | |
| 40 | IWOISHARES TR | 1,328 | $428K | 0.27% | |
| 41 | MSFTMICROSOFT CORP | 880 | $425K | 0.27% | |
| 42 | CGICCAPITAL GROUP INTERNATIONAL | 12,800 | $415K | 0.26% | |
| 43 | SCHFSCHWAB STRATEGIC TR | 17,106 | $410K | 0.26% | |
| 44 | OEFISHARES TR | 1,167 | $399K | 0.25% | |
| 45 | IBMINTERNATIONAL BUSINESS MACHS | 1,302 | $385K | 0.24% | |
| 46 | CGHYCAPITAL GRP FIXED INCM ETF T | 15,113 | $383K | 0.24% | |
| 47 | IWMISHARES TR | 1,502 | $369K | 0.23% | |
| 48 | VSDMVANGUARD MUN BD FDS | 4,750 | $362K | 0.23% | |
| 49 | WPCWP CAREY INC | 5,606 | $360K | 0.23% | |
| 50 | ITOTISHARES TR | 2,418 | $358K | 0.22% | |
| 51 | VTVANGUARD INTL EQUITY INDEX F | 2,480 | $349K | 0.22% | |
| 52 | NVDANVIDIA CORPORATION | 1,822 | $338K | 0.21% | |
| 53 | AMLPALPS ETF TR | 7,070 | $332K | 0.21% | |
| 54 | GOOGALPHABET INC | 1,061 | $332K | 0.21% | |
| 55 | GOOGLALPHABET INC | 876 | $273K | 0.17% | |
| 56 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 871 | $264K | 0.17% | |
| 57 | VOOVVANGUARD ADMIRAL FDS INC | 1,141 | $233K | 0.15% | |
| 58 | VUGVANGUARD INDEX FDS | 473 | $230K | 0.14% | |
| 59 | VSDBVANGUARD MALVERN FDS | 2,910 | $222K | 0.14% | |
| 60 | IJHISHARES TR | 3,362 | $221K | 0.14% | |
| 61 | VOVANGUARD INDEX FDS | 764 | $221K | 0.14% | |
| 62 | DBX 0 03/01/28DROPBOX INC | 13,000 | $13K | 0.01% |