Gutierrez Wealth Advisory, LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 159,188
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 62 | 159,188 | 13F-HR | Gutierrez Wealth Advisory, LLC |
| Q3 2025 | 11/12/2025 | 61 | 156,344 | 13F-HR | Gutierrez Wealth Advisory, LLC |
| Q2 2025 | 7/22/2025 | 59 | 149,160 | 13F-HR | Gutierrez Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 103.9 K | 65.3% | 2.49 K | 0 | 2.49 K |
| ETFs | 54.35 K | 34.1% | 0 | 49 | -49 |
| Debt | 921 | 0.6% | 401 | 0 | 401 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
159,188
Holdings
62
QoQ value change ($000)
2,844
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.