Gutierrez Wealth Advisory, LLC reported 24 positions worth $16.37M for the quarter ended Sep 30, 2026, up 53.0% on the prior quarter. It opened 9 new positions, added to 14, trimmed 1 and exited 1. Its largest holding is Meta Platforms, Inc. at 20% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +1,072 | +185.8% | $550.10K | 5.17% |
| AVGO Broadcom Inc. | +1,550 | +141.8% | $544.46K | 5.67% |
| PM Philip Morris International Inc. | +2,128 | – | $406.05K | 2.48% |
| AMZN Amazon Com Inc | +1,583 | – | $394.41K | 2.41% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +840 | +111.0% | $383.39K | 4.45% |
| LLY ELI LILLY & Co | +302 | – | $350.31K | 2.14% |
| ASML Asml Holding Nv | +185 | – | $336.13K | 2.05% |
| V Visa Inc. | +797 | – | $286.48K | 1.75% |
| NVDA Nvidia Corp | +1,244 | +71.3% | $284.14K | 4.17% |
| RTX RTX Corp | +1,330 | – | $246.94K | 1.51% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PM Philip Morris International Inc. | +2,128 | $406.05K | 2.48% |
| AMZN Amazon Com Inc | +1,583 | $394.41K | 2.41% |
| LLY ELI LILLY & Co | +302 | $350.31K | 2.14% |
| ASML Asml Holding Nv | +185 | $336.13K | 2.05% |
| V Visa Inc. | +797 | $286.48K | 1.75% |
| RTX RTX Corp | +1,330 | $246.94K | 1.51% |
| GOOGL Alphabet Inc. | +637 | $219.16K | 1.34% |
| GE General Electric Co | +694 | $216.90K | 1.33% |
| JPM Jpmorgan Chase & Co | +616 | $203.88K | 1.25% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CAT Caterpillar Inc | -190 | $202.48K | 1.89% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | META Meta Platforms, Inc. | Technology | 4,506 | $3.27M | 19.97% | +284 | +6.7% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 4,238 | $1.41M | 8.62% | +550 | +14.9% | Added | 0% |
| 3 | WMT Walmart Inc. | Consumer Staples | 11.5K | $1.20M | 7.33% | -1,098 | -8.7% | Reduced | 0% |
| 4 | HOMB Home Bancshares Inc | Financial Services | 35.3K | $994.82K | 6.08% | +275 | +0.8% | Added | 0.02% |
| 5 | AVGO Broadcom Inc. | Technology | 2,643 | $928.39K | 5.67% | +1,550 | +141.8% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 1,649 | $846.19K | 5.17% | +1,072 | +185.8% | Added | 0% |
| 7 | DE Deere & Co | Industrials | 1,227 | $824.16K | 5.03% | +69 | +6.0% | Added | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,635 | $814.15K | 4.97% | +200 | +13.9% | Added | 0% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,597 | $728.90K | 4.45% | +840 | +111.0% | Added | 0% |
| 10 | NVDA Nvidia Corp | Technology | 2,988 | $682.48K | 4.17% | +1,244 | +71.3% | Added | 0% |
| 11 | AMGN Amgen Inc | Healthcare | 1,589 | $669.64K | 4.09% | +95 | +6.4% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 1,326 | $451.80K | 2.76% | +469 | +54.7% | Added | 0% |
| 13 | PM Philip Morris International Inc. | Consumer Staples | 2,128 | $406.05K | 2.48% | +2,128 | – | New | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 1,583 | $394.41K | 2.41% | +1,583 | – | New | 0% |
| 15 | WPC W. P. Carey Inc. | Real Estate | 5,692 | $367.86K | 2.25% | +8 | +0.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Gutierrez Wealth Advisory.
As of its Q3 2026 13F filing, Gutierrez Wealth Advisory, LLC’s five largest positions were Meta Platforms, Inc. (META) at 20.0%, Apple Inc. (AAPL) at 8.6%, Walmart Inc. (WMT) at 7.3%, Home Bancshares Inc (HOMB) at 6.1%, Broadcom Inc. (AVGO) at 5.7% of the reported portfolio.
Gutierrez Wealth Advisory, LLC reported a 13F portfolio worth $16.37M across 24 positions for Q3 2026. That is up 53.0% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($550.10K), Broadcom Inc. ($544.46K), Philip Morris International Inc. ($406.05K). It opened 9 new positions.
Its largest sales by value were Caterpillar Inc ($202.48K), Walmart Inc. ($114.11K). It exited 1 positions entirely.
From the Form 13F-HR reports Gutierrez Wealth Advisory, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.