Gutierrez Wealth Advisory, LLC
RIA/Wealth
Gutierrez Wealth Advisory, LLC is a RIA/Wealth based in Little Rock, AR led by Roy David Gutierrez, reporting $280.3M in AUM as of Q3 2025 with 88% ETF concentration and 71% concentrated in top 10 holdings.
FounderRoy David Gutierrez
- Portfolio Value
- $151.9M
- Positions
- 59
- Top Holding
- VOO at 11.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gutierrez Wealth Advisory, LLC's portfolio (71.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.1M | 11.89% | -$224.7K Sold | — 29.5K shares | |
ETF ETF | $14.5M | 9.57% | +$128.1K Bought | — 346.0K shares | |
ETF ETF | $14.4M | 9.46% | -$879.4K Sold | — 327.1K shares | |
ETF ETF | $12.3M | 8.08% | -$796.5K Sold | — 204.9K shares | |
ETF ETF | $9.3M | 6.14% | +$494.5K Bought | — 119.0K shares | |
ETF ETF | $9.3M | 6.10% | -$155.7K Sold | — 44.2K shares | |
ETF ETF | $8.9M | 5.83% | +$409.4K Bought | — 299.1K shares | |
ETF ETF | $7.4M | 4.89% | +$343.1K Bought | — 217.5K shares | |
ETF ETF | $7.2M | 4.74% | +$551.2K Bought | — 263.9K shares | |
ETF ETF | $6.9M | 4.53% | -$62.3K Sold | — 137.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gutierrez Wealth Advisory, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-50.93% |
Analytics
Portfolio insights and performance metrics for Gutierrez Wealth Advisory, LLC
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