Gutierrez Wealth Advisory, LLC has disclosed its most recent holdings in an SEC filing, revealing a total value of approximately $188.5 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions within various sectors, which may influence the broader asset management industry.

Founded in Delaware, Gutierrez Wealth Advisory operates in the financial services sector, primarily focusing on wealth management. The firm is registered with the SEC and has a history of filing various reports, including its latest 13F-HR form filed on November 2, 2026, under accession number 0001965923-26-000005. The firm’s business address is located at 10801 Executive Center Drive, Suite 103, Little Rock, Arkansas.

The recent filing indicates that the firm holds a total of 128 positions, showcasing a diverse investment portfolio. The total value of the holdings reported is $188,490,975, reflecting the firm’s active management approach in navigating market conditions. The filing also highlights the firm’s commitment to transparency and regulatory compliance, which is crucial in the wealth management industry.

This update may impact various stakeholders, including clients, investors, and competitors in the wealth management sector. Clients can gain insights into the firm’s investment philosophy and strategies, while competitors may analyze Gutierrez's holdings to adapt their own investment approaches in response to market trends.

Looking ahead, it remains to be seen how Gutierrez Wealth Advisory will continue to evolve its investment strategies and whether further disclosures will follow in the coming months. The filing does not specify any immediate next steps, but ongoing reporting will likely provide additional insights into the firm’s performance and strategic direction.