Gutierrez Wealth Advisory, LLC ETF holdings
Little Rock, AR
Reported $162.3M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$162.3M
ETFs held
54
Change from prior quarter
+7.8%
With price moves
ETFs as a share of its 13F
93.8%
of $173.0M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $18.3M | 26,716 | −941 shares |
| CGDV | Capital Group Dividend Value ETF | $15.5M | 315,024 | −17,080 shares |
| CGGR | Capital Group Growth ETF | $14.8M | 314,234 | −11,470 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $14.6M | 204,214 | −5,132 shares |
| VXF | Vanguard Extended Market ETF | $10.5M | 42,607 | −693 shares |
| CGXU | Capital Group International Focus Equity ETF | $9.8M | 283,123 | −12,317 shares |
| VCRB | Vanguard Core Bond ETF | $9.7M | 125,787 | +1,059 shares |
| CGGO | Capital Group Global Growth Equity ETF | $9.4M | 222,757 | −14,528 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $7.9M | 155,527 | +6,303 shares |
| CGMU | Capital Group Municipal Income ETF | $7.5M | 271,595 | −41,448 shares |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965923. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Gutierrez Wealth Advisory, LLC own?
Gutierrez Wealth Advisory, LLC reported 54 ETF positions worth $162.3M in its Form 13F for June 30, 2026. The largest was VOO, at $18.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.