• 13F History

Gutierrez Wealth Advisory, LLC

13F Filings History

Latest 13F report
Q4 2024 - Apr 16, 2025
Value $
$121M
Signature - Title
David Gutierrez - Chief Compliance Officer
Location
Little Rock, AR
Summary
This page shows a list of all the recent 13F filings made by Gutierrez Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gutierrez Wealth Advisory, LLC reported 45 stock holdings with total value $121M as of Q4 2024. Top holdings included VOO, CGGR, CGDV, VEA, and VXF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 45 $121M $0 $0 VOO, CGGR, CGDV, VEA, VXF Restatement 4/16/2025, 10:44 AM