# EDGAR Filing Document

**Accession Number:** 0001965923
**File Stem:** 0001965923-26-000001
**Filing Date:** 2026-2
**Character Count:** 14054
**Document Hash:** 58b5e39369f4c87abae79ebb997fff0d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001965923-26-000001.hdr.sgml**: 20260206

**ACCESSION NUMBER**: 0001965923-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260206

**DATE AS OF CHANGE**: 20260206

**EFFECTIVENESS DATE**: 20260206

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gutierrez Wealth Advisory, LLC
- **CENTRAL INDEX KEY:** 0001965923

**ORGANIZATION NAME:**
- **EIN:** 920779813
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24896
- **FILM NUMBER:** 26607187

**BUSINESS ADDRESS:**
- **STREET 1:** 10801 EXECUTIVE CENTER DRIVE
- **STREET 2:** SUITE 103
- **CITY:** LITTLE ROCK
- **STATE:** AR
- **ZIP:** 72211
- **BUSINESS PHONE:** 5014516900

**MAIL ADDRESS:**
- **STREET 1:** 10801 EXECUTIVE CENTER DRIVE
- **STREET 2:** SUITE 103
- **CITY:** LITTLE ROCK
- **STATE:** AR
- **ZIP:** 72211

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Gutierrez Wealth Advisory LLC<br>**Address:** 10801 EXECUTIVE CENTER DRIVE<br>SUITE 103<br>LITTLE ROCK, AR 72211

**Form 13F File Number:** 028-24896

**CRD Number (if applicable):** 000319481

**SEC File Number (if applicable):** 801-126693

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David Gutierrez<br>**Title:** Chief Compliance Officer<br>**Phone:** 5014516902

**Signature, Place, and Date of Signing:**

David Gutierrez  Little Rock, AR  02-06-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 100

**Form 13F Information Table Value Total:** $159187735

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 6760761 | 32330 | SH |  | SOLE |  | 0 | 0 | 32330 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 2355071 | 11262 | SH |  | DFND |  | 0 | 0 | 11262 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 10446390 | 167223 | SH |  | SOLE |  | 0 | 0 | 167223 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2812911 | 45028 | SH |  | DFND |  | 0 | 0 | 45028 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3609104 | 67134 | SH |  | SOLE |  | 0 | 0 | 67134 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 784332 | 14590 | SH |  | DFND |  | 0 | 0 | 14590 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 14523638 | 23159 | SH |  | SOLE |  | 0 | 0 | 23159 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3186456 | 5081 | SH |  | DFND |  | 0 | 0 | 5081 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 156950 | 501 | SH |  | DFND |  | 0 | 0 | 501 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 117395 | 375 | SH |  | SOLE |  | 0 | 0 | 375 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 300308 | 957 | SH |  | DFND |  | 0 | 0 | 957 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 32734 | 104 | SH |  | SOLE |  | 0 | 0 | 104 |
| AMGEN INC | COM | 031162100 |  | 63569 | 194 | SH |  | DFND |  | 0 | 0 | 194 |
| AMGEN INC | COM | 031162100 |  | 404367 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| APPLE INC | COM | 037833100 |  | 200641 | 738 | SH |  | DFND |  | 0 | 0 | 738 |
| APPLE INC | COM | 037833100 |  | 940544 | 3460 | SH |  | SOLE |  | 0 | 0 | 3460 |
| BROADCOM INC | COM | 11135F101 |  | 443720 | 1282 | SH |  | DFND |  | 0 | 0 | 1282 |
| BROADCOM INC | COM | 11135F101 |  | 7025 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | 14020Y805 |  | 1023742 | 40178 | SH |  | DFND |  | 0 | 0 | 40178 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | 14020Y805 |  | 4579704 | 179737 | SH |  | SOLE |  | 0 | 0 | 179737 |
| DEERE  CO | COM | 244199105 |  | 6981 | 15 | SH |  | DFND |  | 0 | 0 | 15 |
| DEERE  CO | COM | 244199105 |  | 526027 | 1130 | SH |  | SOLE |  | 0 | 0 | 1130 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 29029 | 98 | SH |  | DFND |  | 0 | 0 | 98 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 356552 | 1204 | SH |  | SOLE |  | 0 | 0 | 1204 |
| META PLATFORMS INC | CL A | 30303M102 |  | 135811 | 206 | SH |  | DFND |  | 0 | 0 | 206 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2675421 | 4053 | SH |  | SOLE |  | 0 | 0 | 4053 |
| MICROSOFT CORP | COM | 594918104 |  | 301161 | 623 | SH |  | DFND |  | 0 | 0 | 623 |
| MICROSOFT CORP | COM | 594918104 |  | 124150 | 257 | SH |  | SOLE |  | 0 | 0 | 257 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 294960 | 1582 | SH |  | DFND |  | 0 | 0 | 1582 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 44763 | 240 | SH |  | SOLE |  | 0 | 0 | 240 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 262386 | 863 | SH |  | DFND |  | 0 | 0 | 863 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2464 | 8 | SH |  | SOLE |  | 0 | 0 | 8 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 |  | 3534203 | 46767 | SH |  | DFND |  | 0 | 0 | 46767 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 |  | 609820 | 8070 | SH |  | SOLE |  | 0 | 0 | 8070 |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 |  | 298373 | 3903 | SH |  | DFND |  | 0 | 0 | 3903 |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 |  | 64748 | 847 | SH |  | SOLE |  | 0 | 0 | 847 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 13332975 | 305522 | SH |  | SOLE |  | 0 | 0 | 305522 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 846383 | 19395 | SH |  | DFND |  | 0 | 0 | 19395 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 13968199 | 314104 | SH |  | SOLE |  | 0 | 0 | 314104 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 229003 | 5150 | SH |  | DFND |  | 0 | 0 | 5150 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 8719896 | 295090 | SH |  | SOLE |  | 0 | 0 | 295090 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 3435697 | 125482 | SH |  | SOLE |  | 0 | 0 | 125482 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 4317135 | 157675 | SH |  | DFND |  | 0 | 0 | 157675 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 1352025 | 20140 | SH |  | SOLE |  | 0 | 0 | 20140 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 369653 | 1502 | SH |  | SOLE |  | 0 | 0 | 1502 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 1199137 | 2697 | SH |  | SOLE |  | 0 | 0 | 2697 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 233765 | 1141 | SH |  | SOLE |  | 0 | 0 | 1141 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6828237 | 135777 | SH |  | SOLE |  | 0 | 0 | 135777 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 14081 | 280 | SH |  | DFND |  | 0 | 0 | 280 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 7753643 | 223770 | SH |  | SOLE |  | 0 | 0 | 223770 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 104608 | 3019 | SH |  | DFND |  | 0 | 0 | 3019 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 8949179 | 114888 | SH |  | SOLE |  | 0 | 0 | 114888 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 535175 | 6870 | SH |  | DFND |  | 0 | 0 | 6870 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 644767 | 28479 | SH |  | SOLE |  | 0 | 0 | 28479 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 |  | 391836 | 10994 | SH |  | SOLE |  | 0 | 0 | 10994 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 |  | 176062 | 4940 | SH |  | DFND |  | 0 | 0 | 4940 |
| CAPITAL GRP FIXED INCM ETF T | HIGH YIELD BOND | 14020Y870 |  | 383262 | 15113 | SH |  | SOLE |  | 0 | 0 | 15113 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 526217 | 19052 | SH |  | SOLE |  | 0 | 0 | 19052 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 964125 | 20601 | SH |  | SOLE |  | 0 | 0 | 20601 |
| VANGUARD MALVERN FDS | SHORT DURATION B | 922020730 |  | 222565 | 2910 | SH |  | SOLE |  | 0 | 0 | 2910 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 229962 | 3048 | SH |  | SOLE |  | 0 | 0 | 3048 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 207913 | 2756 | SH |  | DFND |  | 0 | 0 | 2756 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 524962 | 19795 | SH |  | SOLE |  | 0 | 0 | 19795 |
| ISHARES TR | CORE S ETF | 464287200 |  | 580572 | 848 | SH |  | DFND |  | 0 | 0 | 848 |
| ISHARES TR | CORE S ETF | 464287200 |  | 383825 | 560 | SH |  | SOLE |  | 0 | 0 | 560 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 334816 | 2716 | SH |  | DFND |  | 0 | 0 | 2716 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 229342 | 1861 | SH |  | SOLE |  | 0 | 0 | 1861 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 313394 | 2222 | SH |  | DFND |  | 0 | 0 | 2222 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 36400 | 258 | SH |  | SOLE |  | 0 | 0 | 258 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 856516 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5529 | 11 | SH |  | DFND |  | 0 | 0 | 11 |
| HOME BANCSHARES INC | COM | 436893200 |  | 962103 | 34633 | SH |  | SOLE |  | 0 | 0 | 34633 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1335677 | 6077 | SH |  | SOLE |  | 0 | 0 | 6077 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 575008 | 1715 | SH |  | SOLE |  | 0 | 0 | 1715 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 632654 | 1887 | SH |  | DFND |  | 0 | 0 | 1887 |
| WALMART INC | COM | 931142103 |  | 1968609 | 17670 | SH |  | SOLE |  | 0 | 0 | 17670 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 |  | 675334 | 17670 | SH |  | SOLE |  | 0 | 0 | 17670 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 657920 | 4650 | SH |  | SOLE |  | 0 | 0 | 4650 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 875102 | 2343 | SH |  | SOLE |  | 0 | 0 | 2343 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 843768 | 8307 | SH |  | SOLE |  | 0 | 0 | 8307 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 4182980 | 39053 | SH |  | DFND |  | 0 | 0 | 39053 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1212336 | 11319 | SH |  | SOLE |  | 0 | 0 | 11319 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 |  | 415988 | 12800 | SH |  | DFND |  | 0 | 0 | 12800 |
| WP CAREY INC | COM | 92936U109 |  | 360795 | 5606 | SH |  | SOLE |  | 0 | 0 | 5606 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 92189H201 |  | 652391 | 13834 | SH |  | DFND |  | 0 | 0 | 13834 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 109163 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 112738 | 1708 | SH |  | DFND |  | 0 | 0 | 1708 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 264615 | 1780 | SH |  | SOLE |  | 0 | 0 | 1780 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 94938 | 638 | SH |  | DFND |  | 0 | 0 | 638 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 259896 | 805 | SH |  | SOLE |  | 0 | 0 | 805 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 169014 | 523 | SH |  | DFND |  | 0 | 0 | 523 |
| ISHARES TR | S 100 ETF | 464287101 |  | 278885 | 813 | SH |  | SOLE |  | 0 | 0 | 813 |
| ISHARES TR | S 100 ETF | 464287101 |  | 121351 | 354 | SH |  | DFND |  | 0 | 0 | 354 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 196698 | 8182 | SH |  | SOLE |  | 0 | 0 | 8182 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 214540 | 8924 | SH |  | DFND |  | 0 | 0 | 8924 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 178418 | 615 | SH |  | SOLE |  | 0 | 0 | 615 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 43370 | 149 | SH |  | DFND |  | 0 | 0 | 149 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 230842 | 473 | SH |  | SOLE |  | 0 | 0 | 473 |
| DROPBOX INC | NOTE 3/0 | 26210CAD6 |  | 13104 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 332431 | 7070 | SH |  | SOLE |  | 0 | 0 | 7070 |

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