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The Analysis of Gutierrez Wealth Advisory, LLC's Holdings & P&L

Currently, Gutierrez Wealth Advisory, LLC holds 70 types of securities in its portfolio with a total value $161.0M. In the most recent quarter, they have increased their positions in CGMU (+29.9K shares, valued at $811.4K), DFAU (+15.2K shares, valued at $684.5K), VTEB (+13.2K shares, valued at $656.9K); decreased their positions in WMT (-5.1K shares, valued at $635.6K), N/A (-583 shares, valued at $348.4K), TCAF (-5.3K shares, valued at $190.0K); initiated new positions in DFIC (+9.8K shares, valued at $349.6K), SPDW (+6.2K shares, valued at $284.7K), VYMI (+2.9K shares, valued at $277.7K).

1M P&L

+3.4M+2.24%

3M P&L

-6.3M-3.93%

HY P&L

+1.9M+1.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A133.2M

93.8%

2Internet Content & Information2.4M

1.7%

3Discount Stores1.6M

1.1%

Top Industries by Stock Count

1N/A50 stocks

79.4%

2Drug Manufacturers - General2 stocks

3.2%

3Semiconductors2 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS27.7K shares-2.06%2026-03-312026-04-21

CGDV CAPITAL GROUP DIVIDEND VALUE332.1K shares2.21%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS209.3K shares-1.37%2026-03-312026-04-21

CGGR CAPITAL GROUP GROWTH ETF325.7K shares2.02%2026-03-312026-04-21

VCRB VANGUARD MALVERN FDS124.7K shares2.44%2026-03-312026-04-21

VXF VANGUARD INDEX FDS43.3K shares-0.67%2026-03-312026-04-21

CGXU CAPITAL GROUP INTL FOCUS EQT295.4K shares0.12%2026-03-312026-04-21

CGMU CAPITAL GRP FIXED INCM ETF T313.0K shares10.55%2026-03-312026-04-21

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CGGO CAPITAL GROUP GBL GROWTH EQT237.3K shares4.63%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS149.2K shares9.68%2026-03-312026-04-21

CGHM CAPITAL GRP FIXED INCM ETF T223.1K shares1.46%2026-03-312026-04-21

MUB ISHARES TR51.6K shares2.45%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F81.0K shares-0.89%2026-03-312026-04-21

VCRM VANGUARD MUN BD FDS53.8K shares-1.85%2026-03-312026-04-21

META META PLATFORMS INC4.2K shares-1.10%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST35.8K shares73.64%2026-03-312026-04-21

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VTI VANGUARD INDEX FDS5.0K shares38.51%2026-03-312026-04-21

WMT WALMART INC12.6K shares-28.94%2026-03-312026-04-21

ACWX ISHARES TR20.1K shares0.00%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS6.1K shares0.39%2026-03-312026-04-21

VOOG VANGUARD ADMIRAL FDS INC3.2K shares17.06%2026-03-312026-04-21

HOMB HOME BANCSHARES INC34.8K shares0.35%2026-03-312026-04-21

IVV ISHARES TR1.4K shares1.63%2026-03-312026-04-21

AAPL APPLE INC3.6K shares-13.29%2026-03-312026-04-21

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CGCP CAPITAL GRP FIXED INCM ETF T38.6K shares35.37%2026-03-312026-04-21

VTES VANGUARD WELLINGTON FD8.3K shares0.37%2026-03-312026-04-21

IWB ISHARES TR2.3K shares0.26%2026-03-312026-04-21

CGCB CAPITAL GRP FIXED INCM ETF T26.9K shares35.97%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-16.33%2026-03-312026-04-21

CGDG CAPITAL GROUP DIVIDEND GROWE19.1K shares19.64%2026-03-312026-04-21

DE DEERE & CO1.2K shares0.87%2026-03-312026-04-21

ACWI ISHARES TR4.7K shares0.00%2026-03-312026-04-21

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ITM VANECK ETF TRUST13.7K shares-0.98%2026-03-312026-04-21

CGMS CAPITAL GRP FIXED INCM ETF T21.7K shares14.10%2026-03-312026-04-21

AMGN AMGEN INC1.5K shares3.43%2026-03-312026-04-21

VSDM VANGUARD MUN BD FDS6.7K shares40.17%2026-03-312026-04-21

IVW ISHARES TR4.5K shares-2.49%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F3.6K shares46.65%2026-03-312026-04-21

CAPITAL GRP FIXED INCM ETF T CAPITAL GRP FIXED INCM ETF T18.9K shares24.92%2026-03-312026-04-21

VXUS VANGUARD STAR FDS5.8K shares0.33%2026-03-312026-04-21

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TCAF T ROWE PRICE ETF INC12.3K shares-30.22%2026-03-312026-04-21

CGIC CAPITAL GROUP INTERNATIONAL12.8K shares0.00%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR17.1K shares0.00%2026-03-312026-04-21

IWO ISHARES TR1.3K shares0.00%2026-03-312026-04-21

IWM ISHARES TR1.5K shares0.13%2026-03-312026-04-21

OEF ISHARES TR1.2K shares0.26%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR7.1K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.2K shares-8.37%2026-03-312026-04-21

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DFIC DIMENSIONAL ETF TRUST9.8K sharesnew addition2026-03-312026-04-21

WPC WP CAREY INC5.1K shares-9.31%2026-03-312026-04-21

ITOT ISHARES TR2.4K shares0.25%2026-03-312026-04-21

VUG VANGUARD INDEX FDS750 shares58.56%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-1.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION1.7K shares-5.93%2026-03-312026-04-21

VSDB VANGUARD MALVERN FDS3.8K shares30.21%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS6.2K sharesnew addition2026-03-312026-04-21

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VYMI VANGUARD WHITEHALL FDS2.9K sharesnew addition2026-03-312026-04-21

SCHY SCHWAB STRATEGIC TR8.7K sharesnew addition2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC810 shares-7.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC911 shares-14.14%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST3.7K sharesnew addition2026-03-312026-04-21

VOOV VANGUARD ADMIRAL FDS INC1.1K shares0.44%2026-03-312026-04-21

IJH ISHARES TR3.4K shares0.24%2026-03-312026-04-21

VTHR VANGUARD SCOTTSDALE FDS789 sharesnew addition2026-03-312026-04-21

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VO VANGUARD INDEX FDS767 shares0.39%2026-03-312026-04-21

MSFT MICROSOFT CORP594 shares-32.50%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-04-21

JNJ JOHNSON & JOHNSON838 sharesnew addition2026-03-312026-04-21

FDX FEDEX CORP569 sharesnew addition2026-03-312026-04-21

IJR ISHARES TR1.6K sharesnew addition2026-03-312026-04-21

VANGUARD INDEX FDS

-2.06%

Shares27.7K

Event2026-03-31

Filed2026-04-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.21%

Shares332.1K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-1.37%

Shares209.3K

Event2026-03-31

Filed2026-04-21

CGGR

CAPITAL GROUP GROWTH ETF

2.02%

Shares325.7K

Event2026-03-31

Filed2026-04-21

VCRB

VANGUARD MALVERN FDS

2.44%

Shares124.7K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

-0.67%

Shares43.3K

Event2026-03-31

Filed2026-04-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.12%

Shares295.4K

Event2026-03-31

Filed2026-04-21

CGMU

CAPITAL GRP FIXED INCM ETF T

10.55%

Shares313.0K

Event2026-03-31

Filed2026-04-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

4.63%

Shares237.3K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

9.68%

Shares149.2K

Event2026-03-31

Filed2026-04-21

CGHM

CAPITAL GRP FIXED INCM ETF T

1.46%

Shares223.1K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

2.45%

Shares51.6K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

-0.89%

Shares81.0K

Event2026-03-31

Filed2026-04-21

VCRM

VANGUARD MUN BD FDS

-1.85%

Shares53.8K

Event2026-03-31

Filed2026-04-21