§ 13F · FUND PROFILE
Guided Capital Wealth Management, LLC.
AUM · $171M (13F)Positions · 35Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | 629K | $38M | 22.0% | +14% |
| 2 | CGUS | CAPITAL GROUP CORE EQUITY ET | 248K | $11M | 6.4% | +2% |
| 3 | INFO | HARBOR ETF TRUST | 395K | $11M | 6.3% | NEW |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 117K | $10M | 5.6% | ±0% |
| 5 | HGER | HARBOR ETF TRUST | 308K | $9M | 5.3% | +23% |
| 6 | USFR | WISDOMTREE TR | 174K | $9M | 5.1% | +68% |
| 7 | JGRO | J P MORGAN EXCHANGE TRADED F | 87K | $9M | 5.0% | +1% |
| 8 | DEED | FIRST TR EXCHNG TRADED FD VI | 398K | $9M | 5.0% | −6% |
| 9 | JBND | J P MORGAN EXCHANGE TRADED F | 156K | $8M | 4.9% | −4% |
| 10 | AIRR | FIRST TR EXCHANGE TRADED FD | 61K | $8M | 4.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUIDED SIGNAL
AC read
Guided Capital Wealth Management, LLC is a Other fund managing $171 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →