Gutierrez Wealth Advisory
Gutierrez Wealth Advisory reported 80 stocks worth $188M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VOO (10.0%), CGGR (8.5%) and CGDV (8.4%). Compared with Q2 2026, the fund opened new positions in HYD, PM and AMZN, added to VOO, CGGR and CGDV, trimmed CGHM, VTEB and VOOG and sold out of CAT and EEM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $18.9M | 10.0% | 27K | +271 (+1%) | 8 of 8 | |
| 2 |  CGGR Capital Group Growth | $16.1M | 8.5% | 339K | +25K (+8%) | 8 of 8 | |
| 3 |  CGDV Capital Group Dividend | $15.9M | 8.4% | 326K | +11K (+4%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $14.4M | 7.7% | 204K | No change | 8 of 8 | |
| 5 |  CGMU Capital Grp Fixed Incm ETF T | $10.4M | 5.5% | 402K | +131K (+48%) | 8 of 8 | |
| 6 |  VCRB Vanguard Malvern Fds | $10.3M | 5.5% | 140K | +14K (+11%) | 8 of 8 | |
| 7 |  CGXU Capital Group Intrtnl | $10.1M | 5.4% | 296K | +13K (+4%) | 8 of 8 | |
| 8 |  VXF Vanguard Index Fds | $10M | 5.3% | 43K | +397 (+1%) | 8 of 8 | |
| 9 |  VCRM Vanguard Mun BD Fds | $9.7M | 5.1% | 135K | +87K (+178%) | 6 of 8 | |
| 10 |  CGGO Capital Group Gbl Growth Eqt | $9.4M | 5.0% | 236K | +13K (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gutierrez Wealth Advisory 13F FAQ
What does Gutierrez Wealth Advisory own?
Gutierrez Wealth Advisory reported 80 stocks worth $188M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VOO (10.0%), CGGR (8.5%) and CGDV (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Gutierrez Wealth Advisory buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 52 added to, 10 trimmed and 2 sold out. New positions include HYD, PM and AMZN. It sold all of CAT and EEM.
When will Gutierrez Wealth Advisory file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Gutierrez Wealth Advisory's portfolio worth?
The Q3 2026 filing reports $188M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.