Gutierrez Wealth Advisory, LLC

Q2 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$173,047
Net value change ($000)
+12,093 (7.5%)
New positions
3
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 1,822 11.0%
CGGR 1,742 13.3%
VXF 1,579 17.7%
CGGO 1,511 19.1%
CGDV 1,396 9.9%
VEA 1,135 8.5%
CGXU 1,089 12.5%
CGHM 606 10.7%
VOOG 550 42.7%
VTEB 422 5.7%
Top Reduces (Value $000, Stocks/ETFs)
MUB -1,824 -33.3%
CGMU -1,038 -12.2%
VCRM -323 -8.0%
SPDW -285 -100.0%
AZN -218 -100.0%
FDX -203 -100.0%
WMT -129 -8.3%
VTI -69 -4.3%
META -32 -1.3%
AMLP -5 -1.3%
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