Gutierrez Wealth Advisory, LLC

13F Filings History

Latest 13F report: Q2 2025 - Jul 22, 2025
Value $: $149M
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 59 stock holdings with total value $149M as of Q2 2025. Top holdings included VOO, CGGR, CGDV, VEA, and VCRB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	59	$149M	+$21.4M	-$7.23M	+$14.2M	VOO, CGGR, CGDV, VEA, VCRB	13F-HR	7/22/2025, 11:08 AM
Q1 2025	46	$123M	+$5.77M	-$1.54M	+$4.23M	VOO, CGDV, CGGR, VEA, CGMU	13F-HR	4/28/2025, 05:26 PM
Q4 2024	45	$121M	$0	$0		VOO, CGGR, CGDV, VEA, VXF	Restatement	4/16/2025, 10:44 AM