Investor
Gutierrez Wealth Advisory, LLC
CIK 0001965923 · filed 2026-04-21 · SEC filing
13F book
$161M
Positions
70
10 new · 2 sold
Largest name
10.3%
Vanguard Index Fds
Est. mark
−$3.71M
Price effect on 60 names still held. Flow $5.47M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 27.7K | $16.5M | 10.3% | −$817.9K | Cut−$1.18M |
| Capital Group Dividend Value | — | 332.1K | $14.1M | 8.8% | −$357.4K | Added−$51.6K |
| Vanguard Tax-Managed Fds | — | 209.3K | $13.4M | 8.3% | $337.1K | Cut$155.6K |
| Capital Group Growth Etf | — | 325.7K | $13.1M | 8.1% | −$1.37M | Added−$1.11M |
| Vanguard Malvern Fds | — | 124.7K | $9.65M | 6.0% | −$62.7K | Added$167.1K |
| Vanguard Index Fds | — | 43.3K | $8.91M | 5.5% | −$143.6K | Cut−$204.6K |
| Capital Group Intl Focus Eqt | — | 295.4K | $8.71M | 5.4% | −$17.7K | Added−$7.37K |
| Capital Grp Fixed Incm Etf T | — | 313K | $8.5M | 5.3% | −$65.1K | Added$746.3K |
| Capital Group Gbl Growth Eqt | — | 237.3K | $7.92M | 4.9% | −$290.3K | Added$60K |
| Vanguard Mun Bd Fds | — | 149.2K | $7.44M | 4.6% | −$54.5K | Added$602.4K |
| Capital Grp Fixed Incm Etf T | — | 223.1K | $5.65M | 3.5% | −$35.2K | Added$45.9K |
| Ishares Tr | — | 51.6K | $5.48M | 3.4% | −$48.3K | Added$82.7K |
| Vanguard Intl Equity Index F | — | 81K | $4.38M | 2.7% | $23.5K | Cut−$15.4K |
| Vanguard Mun Bd Fds | — | 53.8K | $4.04M | 2.5% | −$22.6K | Cut−$99.3K |
| Meta Platforms, Inc. | META | 4.21K | $2.41M | 1.5% | −$370.7K | Cut−$401.7K |
| Dimensional Etf Trust | — | 35.8K | $1.61M | 1.0% | −$34.6K | Added$649.9K |
| Vanguard Index Fds | — | 4.99K | $1.6M | 1.0% | −$52.1K | Added$392.8K |
| Walmart Inc. | WMT | 12.6K | $1.56M | 1.0% | $161.6K | Cut−$408.1K |
| Ishares Tr | — | 20.1K | $1.38M | 0.9% | $27K | Held |
| Vanguard Specialized Funds | — | 6.1K | $1.31M | 0.8% | −$28.7K | Added−$23.5K |
| Vanguard Admiral Fds Inc | — | 3.16K | $1.29M | 0.8% | −$99.6K | Added$87.9K |
| Home Bancshares Inc | HOMB | 34.8K | $935.9K | 0.6% | −$29.4K | Added−$26.2K |
| Ishares Tr | — | 1.43K | $934.6K | 0.6% | −$44.8K | Added−$29.8K |
| Apple Inc. | AAPL | 3.64K | $923.9K | 0.6% | −$65.6K | Cut−$217.3K |
| Capital Grp Fixed Incm Etf T | — | 38.6K | $861.3K | 0.5% | −$8.55K | Added$216.5K |
| Vanguard Wellington Fd | — | 8.34K | $843.3K | 0.5% | −$3.6K | Added−$461 |
| Ishares Tr | — | 2.35K | $837.6K | 0.5% | −$39.7K | Added−$37.5K |
| Capital Grp Fixed Incm Etf T | — | 26.9K | $706.8K | 0.4% | −$5.14K | Added$181.8K |
| Berkshire Hathaway Inc Del | — | 1.44K | $687.7K | 0.4% | −$33.7K | Cut−$174.4K |
| Capital Group Dividend Growe | — | 19.1K | $684.4K | 0.4% | $4.14K | Added$116.5K |
| Deere & Co | DE | 1.16K | $650.6K | 0.4% | $112K | Added$117.6K |
| Ishares Tr | — | 4.65K | $643.4K | 0.4% | −$14.5K | Held |
| Vaneck Etf Trust | — | 13.7K | $636K | 0.4% | −$9.97K | Cut−$16.4K |
| Capital Grp Fixed Incm Etf T | — | 21.7K | $592K | 0.4% | −$7.43K | Added$65.7K |
| Amgen Inc | AMGN | 1.48K | $520.1K | 0.3% | $34.9K | Added$52.2K |
| Vanguard Mun Bd Fds | — | 6.66K | $507.9K | 0.3% | −$749 | Added$144.8K |
| Ishares Tr | — | 4.46K | $504.8K | 0.3% | −$45.3K | Cut−$59.3K |
| Vanguard Intl Equity Index F | — | 3.64K | $503K | 0.3% | −$6.8K | Added$153.2K |
| Capital Grp Fixed Incm Etf T | — | 18.9K | $473K | 0.3% | −$4.6K | Added$89.8K |
| Vanguard Star Fds | — | 5.82K | $449K | 0.3% | $9.64K | Added$11.1K |
| T Rowe Price Etf Inc | — | 12.3K | $438.8K | 0.3% | −$32.4K | Cut−$236.5K |
| Capital Group International | — | 12.8K | $423.8K | 0.3% | $7.81K | Held |
| Schwab Strategic Tr | — | 17.1K | $423.4K | 0.3% | $12.1K | Held |
| Ishares Tr | — | 1.33K | $416.8K | 0.3% | −$12.1K | Held |
| Ishares Tr | — | 1.5K | $373K | 0.2% | $2.86K | Added$3.35K |
| Ishares Tr | — | 1.17K | $372.2K | 0.2% | −$28.9K | Added−$28K |
| Alps Etf Tr | — | 7.07K | $372.2K | 0.2% | $39.7K | Held |
| Broadcom Inc. | AVGO | 1.19K | $369.5K | 0.2% | −$43.5K | Cut−$81.3K |
| Dimensional Etf Trust | — | 9.84K | $349.6K | 0.2% | — | New |
| Wp Carey Inc | — | 5.08K | $345.5K | 0.2% | $18.3K | Cut−$15.3K |
| Ishares Tr | — | 2.42K | $345.2K | 0.2% | −$15.2K | Added−$14.4K |
| Vanguard Growth Etf | — | 750 | $327.6K | 0.2% | −$24.3K | Added$96.7K |
| International Business Machs | — | 1.29K | $312.3K | 0.2% | −$69.4K | Cut−$73.3K |
| Nvidia Corp | NVDA | 1.71K | $298.8K | 0.2% | −$20.7K | Cut−$40.9K |
| Vanguard Malvern Fds | — | 3.79K | $288.9K | 0.2% | −$650 | Added$66.4K |
| Spdr Index Shs Fds | — | 6.24K | $284.7K | 0.2% | — | New |
| Vanguard Whitehall Fds | — | 2.95K | $277.7K | 0.2% | — | New |
| Schwab Strategic Tr | — | 8.74K | $276.6K | 0.2% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 810 | $273.9K | 0.2% | $27.6K | Cut$9.01K |
| Alphabet Inc | — | 911 | $261.5K | 0.2% | −$24.4K | Cut−$71.5K |
| Dimensional Etf Trust | — | 3.66K | $260.5K | 0.2% | — | New |
| Vanguard Admiral Fds Inc | — | 1.15K | $233.6K | 0.1% | −$1.2K | Added−$182 |
| Ishares Tr | — | 3.37K | $227.6K | 0.1% | $5.14K | Added$5.68K |
| Vanguard Scottsdale Fds | — | 789 | $226.9K | 0.1% | — | New |
| Vanguard Index Fds | — | 767 | $220.3K | 0.1% | −$2.35K | Added−$1.49K |
| Microsoft Corp | MSFT | 594 | $220K | 0.1% | −$67.1K | Cut−$205.4K |
| Astrazeneca Plc Ord | AZN | 1.11K | $218.4K | 0.1% | — | New |
| Johnson & Johnson | JNJ | 838 | $204.8K | 0.1% | — | New |
| Fedex Corp | FDX | 569 | $202.5K | 0.1% | — | New |
| Ishares Tr | — | 1.63K | $202.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.