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GUTIERREZ WEALTH ADVISORY, LLC 13F portfolio summary

GUTIERREZ WEALTH ADVISORY, LLC of GUTIERREZ WEALTH ADVISORY, LLC has 67 current stock holdings with a reported portfolio value of $161.0M. The portfolio 1 year return is +14.81%. Top holdings include CGCB (0.00%), CGHY (0.00%), VOO (10.67%), CGDV (9.12%), VEA (8.66%).

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GUTIERREZ WEALTH ADVISORY, LLC

GUTIERREZ WEALTH ADVISORY, LLC
Latest filing: 2026-03-31

GUTIERREZ WEALTH ADVISORY, LLC runs GUTIERREZ WEALTH ADVISORY, LLC and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $160.95M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GUTIERREZ WEALTH ADVISORY, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GUTIERREZ WEALTH ADVISORY, LLC's portfolio at GUTIERREZ WEALTH ADVISORY, LLC has delivered returns of +14.81%. Their 3-year annualized return is +12.67%. Looking at the 5-year horizon, GUTIERREZ WEALTH ADVISORY, LLC has achieved +12.67% annualized returns at GUTIERREZ WEALTH ADVISORY, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.81%
#0/1000
3 Year
+12.67%
#0/1000
5 Year
+12.67%
#0/1000

Portfolio Value

$160.95M

Alpha Score

11.6

#0 of 1000

Holdings

67

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change