Gutierrez Wealth Advisory, LLC — 13F holdings

Gutierrez Wealth Advisory, LLC reported 110 holdings worth $173M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $18.3M (10.6%)
  2. CGDV CAPITAL GROUP DIVIDEND VALUE — $15.5M (9.0%)
  3. CGGR CAPITAL GROUP GROWTH ETF — $14.8M (8.6%)
  4. VEA VANGUARD TAX-MANAGED FDS — $14.6M (8.4%)
  5. VXF VANGUARD INDEX FDS — $10.5M (6.1%)
  6. CGXU CAPITAL GROUP INTL FOCUS EQT — $9.80M (5.7%)
  7. VCRB VANGUARD MALVERN FDS — $9.71M (5.6%)
  8. CGGO CAPITAL GROUP GBL GROWTH EQT — $9.43M (5.4%)
  9. VTEB VANGUARD MUN BD FDS — $7.87M (4.5%)
  10. CGMU CAPITAL GRP FIXED INCM ETF T — $7.46M (4.3%)