Gutierrez Wealth Advisory, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports a portfolio consisting of 128 positions held by the firm.
The report lists David H. Gutierrez, Chief Compliance Officer, as the authorized signatory for the filing. The advisory firm is based in Little Rock, Arkansas, and the report covers the period ending September 30, 2026.
The disclosed portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Major individual stock holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, Alphabet Inc., and Amazon.com Inc. The portfolio also holds significant positions in Capital Group funds, including the Capital Group Dividend Value Shares and Capital Group Global Growth Equity Shares.
ETFs represent a substantial portion of the portfolio, with holdings in the Vanguard S&P 500 ETF Shares, Vanguard Total Stock Market ETF, and various Vanguard bond and international equity funds. Other notable ETF holdings include the iShares Core S&P Total Stock Market ETF and the iShares Core S&P 500 ETF.
