Gutierrez Wealth Advisory, LLC: 13F holdings
CIK 19659232026Q2
| Positions | 70 |
|---|
| Reported value | $172.8m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 70 (+0 vs prior quarter) |
|---|
| Reported value | $172.8m (+7.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 26,716 | $18.3m | 10.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 315,024 | $15.5m | 9.0% |
| CGGR CAPITAL GROUP GROWTH ETF | 314,234 | $14.8m | 8.6% |
| VEA VANGUARD TAX-MANAGED FDS | 204,214 | $14.6m | 8.4% |
| VXF VANGUARD INDEX FDS | 42,607 | $10.5m | 6.1% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 283,123 | $9.8m | 5.7% |
| VCRB VANGUARD MALVERN FDS | 125,787 | $9.7m | 5.6% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 222,757 | $9.4m | 5.5% |
| VTEB VANGUARD MUN BD FDS | 155,527 | $7.9m | 4.6% |
| CGMU CAPITAL GRP FIXED INCM ETF T | 271,595 | $7.5m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965923")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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