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Gutierrez Wealth Advisory - Q4 2025 13F Filings

GU

Gutierrez Wealth Advisory, LLC

CIK: 0001965923
Address: Arkansas Little Rock 10801 Executive Center Drive Suite 103
$159.19 M
Portfolio Value
62
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/03/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFAU Dimensional Us Core Equity Market Etf
+$609,194.46
2. CGMU Capital Group Municipal Income Etf
+$527,475.25
3. CGHM Capital Group Municipal High-Income Etf
+$524,354.02
4. VEA Vanguard Ftse Developed Markets Etf
+$459,153.84
5. CGCP Capital Group Core Plus Income Etf
+$429,572.99

Top Sells

Q4 2025
1. CGDV Capital Group Dividend Value Etf
−$920,060.83
2. VOO Vanguard S&P 500 Etf
−$797,079.66
3. VTES Vanguard Short-Term Tax Exempt Bond Etf
−$727,974.63
4. CGGR Capital Group Growth Etf
−$350,378.55
5. FBTC Fidelity Wise Origin Bitcoin Fund
−$225,122

Asset Allocation

Stocks/ETFs
+1.81%
$159.17 M 99.99%
Options
$0 0.00%
Debt
+100.00%
$13,104 0.01%
Other
$0 0.00%

Sector Allocation (Stocks)

Gutierrez Wealth Advisory Q4 2025 Filing Summary

Gutierrez Wealth Advisory, LLC filed its 13F report for Q4 2025 on February 06, 2026. The portfolio totaled 159.19 M reflecting a +1.82% change from the prior quarter, spanning 62 assets. The top 10 holdings comprised 68.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Gutierrez Wealth Advisory’s Q4 2025 Filing

Gutierrez Wealth Advisory submitted their Form 13F-HR for the Q4 2025 period on 02/06/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Gutierrez Wealth Advisory reported a managed portfolio value of 159.19 M, consisting of 100 individual positions.

This page displays the raw filing documents. To see which stocks Gutierrez Wealth Advisory bought or sold during Q4 2025, please visit Gutierrez Wealth Advisory's Portfolio Analysis page.