Gutierrez Wealth Advisory, LLC

Q4 2025 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$159,188
Net value change ($000)
+2,844 (1.8%)
New positions
2
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 981 8.0%
DFAU 617 177.8%
CGHM 562 11.1%
CGMU 551 7.7%
CGCP 429 198.6%
CGGO 427 5.7%
GOOGL 274 NEW
CGMS 237 82.0%
VSDB 223 NEW
ITM 219 50.6%
Top Reduces (Value $000, Stocks/ETFs)
VTES -733 -46.5%
META -387 -12.1%
CGDV -363 -2.5%
VOO -362 -2.0%
IVE -225 -100.0%
FBTC -225 -100.0%
EEM -219 -100.0%
AVGO -173 -27.7%
CGGR -171 -1.2%
VXF -145 -1.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type