Gutierrez Wealth Advisory, LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 160,954
- 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 |
|---|---|---|---|---|---|
| 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 | 41.58 K | 25.8% | 0 | 62.33 K | -62.33 K |
| ETFs | 118.2 K | 73.4% | 63.85 K | 0 | 63.85 K |
| Debt | 1.18 K | 0.7% | 259 | 0 | 259 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
160,954
Holdings
70
QoQ value change ($000)
1,766
(1.1%)
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.