Gutierrez Wealth Advisory, LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 173,047
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 70 | 173,047 | 13F-HR | Gutierrez Wealth Advisory, LLC |
| Q1 2026 | 4/21/2026 | 70 | 160,954 | 13F-HR | Gutierrez Wealth Advisory, LLC |
| 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 | 46.43 K | 26.8% | 4.848 K | 0 | 4.848 K |
| ETFs | 125.4 K | 72.5% | 7.228 K | 0 | 7.228 K |
| Debt | 1.193 K | 0.7% | 13 | 0 | 13 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
173,047
Holdings
70
QoQ value change ($000)
12,093
(7.5%)
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.