Gutierrez Wealth Advisory, LLC holds a focused book of 70 stocks worth $173.0M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Dimensional Emerging Core Eq and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Gutierrez Wealth Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 77 / 70 | $400.1B |
| WELLS FARGO & COMPANY/MN | 77 / 70 | $143.3B |
| LPL Financial LLC | 77 / 70 | $77.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 70 | $19.4B |
| OSAIC HOLDINGS, INC. | 77 / 70 | $16.2B |
| MORGAN STANLEY | 76 / 70 | $404.9B |
| ROYAL BANK OF CANADA | 76 / 70 | $123.7B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 70 | $92.4B |
Ranked by how many of Gutierrez Wealth Advisory, LLC's top 70 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $18.3M | 26.7K | 10.6% | ▼−3.4% Reduced · −941 sh | |
| 2 | Capital Group Dividend Value SHS CREAT UNIT | $15.5M | 315.0K | 9.0% | ▼−5.1% Reduced · −17K sh | |
| 3 | Capital Group Growth ETF SHS CREAT UNIT | $14.8M | 314.2K | 8.6% | ▼−3.5% Reduced · −11K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $14.6M | 204.2K | 8.4% | ▼−2.5% Reduced · −5K sh | |
| 5 | Vanguard Index FDS EXTEND MKT ETF | $10.5M | 42.6K | 6.1% | ▼−1.6% Reduced · −693 sh | |
| 6 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $9.8M | 283.1K | 5.7% | ▼−4.2% Reduced · −12K sh | |
| 7 | Vanguard Malvern FDS CORE BD ETF | $9.7M | 125.8K | 5.6% | ▲+0.8% Added · +1K sh | |
| 8 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $9.4M | 222.8K | 5.4% | ▼−6.1% Reduced · −15K sh | |
| 9 | Vanguard Mun BD FDS TAX EXEMPT BD | $7.9M | 155.5K | 4.5% | ▲+4.2% Added · +6K sh | |
| 10 | Capital Grp Fixed Incm ETF T MUN INM ETF | $7.5M | 271.6K | 4.3% | ▼−13% Reduced · −41K sh | |
| 11 | Capital Grp Fixed Incm ETF T MUN HIGH ETF | $6.3M | 242.0K | 3.6% | ▲+8.4% Added · +19K sh | |
| 12 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.7M | 79.3K | 2.7% | ▼−2.1% Reduced · −2K sh | |
| 13 | Vanguard Mun BD FDS CORE TAX EXEMPT | $3.7M | 48.7K | 2.2% | ▼−9.5% Reduced · −5K sh | |
| 14 | Ishares TR NATIONAL MUN ETF | $3.7M | 34.0K | 2.1% | ▼−34% Reduced · −18K sh | |
| 15 | Meta Platforms Inc CL A | $2.4M | 4.2K | 1.4% | ▲+0.2% Added · +10 sh | |
| 16 | Dimensional ETF Trust US CORE EQT MKT | $1.8M | 35.7K | 1.1% | ▼−0.1% Reduced · −47 sh | |
| 17 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.8M | 22.2K | 1.1% | ▲+604% Added · +19K sh | |
| 18 | Ishares TR MSCI ACWI EX US | $1.6M | 21.2K | 0.9% | ▲+5.1% Added · +1K sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 4.1K | 0.9% | ▼−17% Reduced · −852 sh | |
| 20 | Vanguard Specialized Funds DIV APP ETF | $1.4M | 6.1K | 0.8% | ▲+0.4% Added · +26 sh | |
| 21 | Walmart Inc COM | $1.4M | 12.6K | 0.8% | ▲+0.7% Added · +85 sh | |
| 22 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.6% | ▲+1.4% Added · +20 sh | |
| 23 | Apple Inc COM | $1.1M | 3.7K | 0.6% | ▲+1.3% Added · +48 sh | |
| 24 | Home Bancshares Inc COM | $1.0M | 35.0K | 0.6% | ▲+0.8% Added · +272 sh | |
| 25 | Ishares TR MSCI ACWI ETF | $979K | 6.2K | 0.6% | ▲+34% Added · +2K sh | |
| 26 | Ishares TR RUS 1000 ETF | $978K | 2.4K | 0.6% | ▲+1.7% Added · +40 sh | |
| 27 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $866K | 38.9K | 0.5% | ▲+0.8% Added · +321 sh | |
| 28 | Vanguard Wellington FD SHORT TRM TAX EX | $849K | 8.4K | 0.5% | ▲+0.6% Added · +46 sh | |
| 29 | Deere & Co COM | $735K | 1.2K | 0.4% | ▲+0.3% Added · +3 sh | |
| 30 | Capital Group Dividend Growe SHS ETF | $719K | 19.2K | 0.4% | ▲+0.6% Added · +106 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $718K | 1.4K | 0.4% | —Held | |
| 32 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $713K | 27.2K | 0.4% | ▲+1.2% Added · +326 sh | |
| 33 | Ishares TR S&P 500 GRWT ETF | $650K | 4.7K | 0.4% | ▲+5.9% Added · +265 sh | |
| 34 | Vaneck ETF Trust INTRMDT MUNI ETF | $646K | 13.8K | 0.4% | ▲+0.4% Added · +56 sh | |
| 35 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $600K | 22.0K | 0.3% | ▲+1.0% Added · +221 sh | |
| 36 | Vanguard Intl Equity Index F TT WRLD ST ETF | $573K | 3.7K | 0.3% | ▲+0.4% Added · +14 sh | |
| 37 | Amgen Inc COM | $541K | 1.5K | 0.3% | ▲+1.1% Added · +16 sh | |
| 38 | Ishares TR RUS 2000 GRW ETF | $524K | 1.3K | 0.3% | ▲+0.1% Added · +2 sh | |
| 39 | Vanguard Scottsdale FDS VNG RUS3000IDX | $518K | 1.6K | 0.3% | ▲+98% Added · +774 sh | |
| 40 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $512K | 6.7K | 0.3% | ▲+0.4% Added · +26 sh | |
| 41 | T Rowe Price Exchange-Traded CAP APPRECIATION | $507K | 12.3K | 0.3% | —Held | |
| 42 | Vanguard Star FDS VG TL INTL STK F | $493K | 5.8K | 0.3% | ▼−0.9% Reduced · −53 sh | |
| 43 | Capital Grp Fixed Incm ETF T HIGH YIELD BOND | $480K | 19.0K | 0.3% | ▲+0.4% Added · +79 sh | |
| 44 | Ishares TR RUSSELL 2000 ETF | $480K | 1.6K | 0.3% | ▲+6.3% Added · +94 sh | |
| 45 | Schwab Strategic TR INTL EQTY ETF | $477K | 17.2K | 0.3% | ▲+0.6% Added · +103 sh | |
| 46 | Capital Group International SHS | $466K | 12.8K | 0.3% | ▲+0.1% Added · +8 sh | |
| 47 | Ishares TR S&P 100 ETF | $429K | 1.2K | 0.2% | ▲+0.3% Added · +3 sh | |
| 48 | Broadcom Inc COM | $413K | 1.1K | 0.2% | ▼−8.4% Reduced · −100 sh | |
| 49 | WP Carey Inc COM | $406K | 5.7K | 0.2% | ▲+12% Added · +600 sh | |
| 50 | Ishares TR CORE S&P TTL STK | $399K | 2.4K | 0.2% | ▲+0.2% Added · +6 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965923/holdings"
Use Arkolith to show Gutierrez Wealth Advisory, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 110 | $173.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 110 | $161.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 100 | $159.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 97 | $156.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 96 | $149.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 81 | $123.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Apr 16, 2025 | 80 | $121.2M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.