Guided Capital Wealth Management, LLC
Guided Capital Wealth Management, LLC reported 35 positions worth $171.0M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: FTSM (22.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FTSM | SH | $37.6M | 21.96% | 628,737 | — | — | |
| ▸ 2 | CGUS | SH | $11.0M | 6.44% | 247,559 | — | — | |
| ▸ 3 | INFO | SH | $10.7M | 6.28% | 395,134 | — | — | |
| ▸ 4 | RDVY | SH | $9.5M | 5.57% | 117,421 | — | — | |
| ▸ 5 | HGER | SH | $9.1M | 5.29% | 308,481 | — | — | |
| ▸ 6 | USFR | SH | $8.8M | 5.12% | 173,942 | — | — | |
| ▸ 7 | JGRO | SH | $8.6M | 5.01% | 86,934 | — | — | |
| ▸ 8 | DEED | SH | $8.5M | 4.98% | 398,039 | — | — | |
| ▸ 9 | JBND | SH | $8.4M | 4.88% | 156,105 | — | — | |
| ▸ 10 | AIRR | SH | $8.2M | 4.79% | 61,417 | — | — |
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Frequently Asked Questions
What stocks does Guided Capital Wealth Management, LLC hold as of Q2 2026?
Guided Capital Wealth Management, LLC reported 35 positions worth $171.0M in its Q2 2026 13F filing. Largest positions: FTSM (22.0%), CGUS (6.4%), INFO (6.3%), RDVY (5.6%) and HGER (5.3%).
What did Guided Capital Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Guided Capital Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.