Gutierrez Wealth Advisory, LLC

Q1 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$160,954
Net value change ($000)
+1,766 (1.1%)
New positions
10
Sold out positions
1
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CGMU 746 9.6%
DFAU 650 67.4%
VTEB 603 8.8%
VTI 392 32.5%
DFIC 350 NEW
SPDW 285 NEW
VYMI 278 NEW
SCHY 277 NEW
DFAS 261 NEW
VTHR 227 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,183 -6.7%
CGGR -1,107 -7.8%
WMT -408 -20.7%
META -401 -14.3%
GOOGL -274 -100.0%
TCAF -236 -35.0%
AAPL -217 -19.0%
MSFT -205 -48.2%
VXF -205 -2.2%
BRK-B -174 -20.2%
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