SEC 13F Intelligence

Gutierrez Wealth Advisory, LLC / META

Gutierrez Wealth Advisory, LLC’s Meta Platforms Inc Position

Does Gutierrez Wealth Advisory, LLC own Meta Platforms Inc (META)? Yes — 4.2K shares worth $2M (+1.50% of its 13F portfolio) as of Q1 2026, down from 4.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.2K
% of Portfolio
+1.50%
Quarters Held
6
currently held

Position History META

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.2K$2M+1.50%
Q4 20254.3K$3M+1.77%
Q3 20254.4K$3M+2.05%
Q2 20254.4K$3M+2.16%
Q1 20254.5K$3M+2.11%
Q4 20244.5K$3M+2.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gutierrez Wealth Advisory, LLC’s full portfolio or all institutional holders of META.