Gutierrez Wealth Advisory, LLC - Portfolio overview

Gutierrez Wealth Advisory, LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Financial Services.

Largest reported holdings by portfolio allocation

1. CGGR - CAPITAL GROUP GROWTH ETF, 13.64%
2. VEA - VANGUARD TAX-MANAGED FDS, 11.51%
3. VCRB - VANGUARD MALVERN FDS, 9.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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