Gutierrez Wealth Advisory, LLC

Q3 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$188,491
Net value change ($000)
+15,444 (8.9%)
New positions
12
Sold out positions
2
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VCRM 5,959 160.1%
CGMU 2,972 39.8%
HYD 2,673 NEW
MUB 2,023 55.4%
CGGR 1,258 8.5%
META 890 37.4%
DFAU 762 41.3%
MSFT 631 293.5%
VCRB 585 6.0%
VOO 565 3.1%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -5,754 -73.1%
CGHM -3,358 -53.7%
VXF -529 -5.0%
VTES -398 -46.9%
WMT -232 -16.2%
EEM -202 -100.0%
CAT -202 -100.0%
VEA -133 -0.9%
IBM -80 -21.2%
VUG -62 -18.6%
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