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Gutierrez Wealth Advisory - Q1 2026 13F Filings

GU

Gutierrez Wealth Advisory, LLC

CIK: 0001965923
Address: Arkansas Little Rock 10801 Executive Center Drive Suite 103
$160.95 M
Portfolio Value
70
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/03/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CGMU Capital Group Municipal Income Etf
+$811,403.04
2. DFAU Dimensional Us Core Equity Market Etf
+$684,513.98
3. VTEB Vanguard Tax-Exempt Bond Etf
+$656,899.92
4. VTI Vanguard Total Stock Market Etf
+$444,952.6
5. CGGO Capital Group Global Growth Equity Etf
+$350,252.25

Top Sells

Q1 2026
1. WMT Walmart
−$635,586.79
2. VOO Vanguard S&P 500 Etf
−$348,375.35
3. GOOGL Alphabet
−$274,345
4. TCAF T Rowe Price Capital Appreciation Equity Etf
−$190,009.26
5. VEA Vanguard Ftse Developed Markets Etf
−$186,152.53

Asset Allocation

Stocks/ETFs
+1.12%
$160.95 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Gutierrez Wealth Advisory Q1 2026 Filing Summary

Gutierrez Wealth Advisory, LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 160.95 M reflecting a +1.11% change from the prior quarter, spanning 70 assets. The top 10 holdings comprised 67.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Gutierrez Wealth Advisory’s Q1 2026 Filing

Gutierrez Wealth Advisory submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Gutierrez Wealth Advisory reported a managed portfolio value of 160.95 M, consisting of 110 individual positions.

This page displays the raw filing documents. To see which stocks Gutierrez Wealth Advisory bought or sold during Q1 2026, please visit Gutierrez Wealth Advisory's Portfolio Analysis page.