Gutierrez Wealth Advisory, LLC - Portfolio Stock Holdings

Gutierrez Wealth Advisory, LLC disclosed 73 stock positions in a recent SEC 13F filing. $173,046,855 of stock holdings were filed, with the largest holdings including VOO, CGDV, and CGGR. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $329,326,452 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.