Gutierrez Wealth Advisory, LLC
Gutierrez Wealth Advisory, LLC reported 110 holdings worth US$173M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Gutierrez Wealth Advisory, LLC reported 110 holdings worth US$173M as of Jun 30, 2026. Largest: Meta Platforms, Inc., Walmart Inc. and Apple Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 110
- Value as reported
- US$173M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Meta Platforms, Inc. | 4,222 | US$2.38M | 1.4% |
| Walmart Inc. | 12,641 | US$1.43M | 0.83% |
| Apple Inc | 3,688 | US$1.07M | 0.62% |
| Home Bancshares, Inc. | 35,027 | US$1M | 0.58% |
| Deere & Company | 1,158 | US$735K | 0.42% |
| Berkshire Hathaway Inc. | 1,435 | US$718K | 0.41% |
| Amgen Inc. | 1,494 | US$541K | 0.31% |
| Broadcom Inc. | 1,093 | US$413K | 0.24% |
| W. P. Carey Inc. Reit | 5,684 | US$406K | 0.23% |
| International Business Machines Corporation | 1,340 | US$377K | 0.22% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 757 | US$362K | 0.21% |
| Nvidia Corporation | 1,744 | US$349K | 0.20% |
| Alphabet Inc (google) Class C | 847 | US$303K | 0.17% |
| Microsoft Corp. | 577 | US$215K | 0.12% |
| Johnson & Johnson | 799 | US$203K | 0.12% |
| Caterpillar, Inc. | 190 | US$202K | 0.12% |
| Fedex Corporation | 0 | US$0 | 0.00% |