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GUTIERREZ WEALTH ADVISORY, LLC
GUTIERREZ WEALTH ADVISORY, LLC
Latest filing: 2026-06-30
GUTIERREZ WEALTH ADVISORY, LLC runs GUTIERREZ WEALTH ADVISORY, LLC and currently holds 70 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $173.05M. Their top holdings are VOO, CGDV, CGGR, VEA, VXF. The top five represent 42.6% of reported portfolio weight. GUTIERREZ WEALTH ADVISORY, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, GUTIERREZ WEALTH ADVISORY, LLC initiated 3 new positions. They added to 42 existing positions. They trimmed 19 positions. Their current best-performing preview position is TSM with returns of +41.30%.
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70 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 10.60% | $538.76 | $703.77 | +30.63% | Trimmed -3.40% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 8.97% | $35.49 | $50.21 | +41.47% | Trimmed -5.14% |
 CGGR CAPITAL GROUP GROWTH ETF | 8.57% | $37.14 | $46.99 | +26.52% | Trimmed -3.52% |
 VEA VANGUARD TAX-MANAGED FDS | 8.41% | $48.51 | $73.43 | +51.37% | Trimmed -2.45% |
 VXF VANGUARD INDEX FDS | 6.06% | $189.06 | $245.51 | +29.86% | Trimmed -1.60% |
 CGXU CAPITAL GROUP INTL FOCUS EQT | 5.66% | $24.90 | $35.12 | +41.04% | Trimmed -4.17% |
 VCRB VANGUARD MALVERN FDS | 5.61% | $76.11 | $75.94 | -0.22% | Added +0.85% |
 CGGO CAPITAL GROUP GBL GROWTH EQT | 5.45% | $29.79 | $40.79 | +36.93% | Trimmed -6.12% |
 VTEB VANGUARD MUN BD FDS | 4.55% | $49.68 | $49.50 | -0.36% | Added +4.22% |
 CGMU CAPITAL GRP FIXED INCM ETF T | 4.31% | $26.99 | $27.09 | +0.35% | Trimmed -13.24% |
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