13F Filings History of Gutierrez Wealth Advisory, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$159,187,735
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 62 stock holdings with total value $159,187,735 as of Q4 2025. Top holdings included VOO, CGGR, CGDV, VEA, and VCRB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $159,187,735 +$5,271,514 -$4,603,740 +$667,774 VOO, CGGR, CGDV, VEA, VCRB 13F-HR 06 Feb 2026, 15:04
Q3 2025 61 $156,343,869 +$4,591,698 -$6,077,864 -$1,486,166 VOO, CGDV, CGGR, VEA, VCRB 13F-HR 12 Nov 2025, 14:39
Q2 2025 59 $149,159,692 +$21,386,906 -$7,225,568 +$14,161,338 VOO, CGGR, CGDV, VEA, VCRB 13F-HR 22 Jul 2025, 11:08
Q1 2025 46 $123,191,457 +$5,768,222 -$1,541,690 +$4,226,532 VOO, CGDV, CGGR, VEA, CGMU 13F-HR 28 Apr 2025, 17:26
Q4 2024 45 $121,231,740 $0 $0 $0 VOO, CGGR, CGDV, VEA, VXF Restatement 16 Apr 2025, 10:44