§ 13F · FUND PROFILE
Guided Capital Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $117M (13F)Positions · 35Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | 552K | $33M | 21.8% | +5244% |
| 2 | QUAL | ISHARES TR | 49K | $9M | 6.3% | −1% |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | 243K | $9M | 6.2% | ±0% |
| 4 | DEED | FIRST TR EXCHNG TRADED FD VI | 423K | $9M | 5.9% | −1% |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | 162K | $9M | 5.8% | ±0% |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 117K | $8M | 5.3% | ±0% |
| 7 | HGER | HARBOR ETF TRUST | 250K | $8M | 5.1% | NEW |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | 86K | $7M | 4.8% | −3% |
| 9 | AIRR | FIRST TR EXCHANGE TRADED FD | 61K | $7M | 4.5% | −1% |
| 10 | IWM | ISHARES TR | 25K | $6M | 4.1% | −24% |
§ 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 $117 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed