Guided Capital Wealth Management, LLC
CIK 0001849618 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$171.0M
2026 Q2
Positions
35
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
FTSM
FIRST TR EXCHANGE-TRADED FD
22.0%
CGUS
CAPITAL GROUP CORE EQUITY ET
6.4%
INFO
HARBOR ETF TRUST
6.3%
RDVY
FIRST TR EXCHANGE TRADED FD
5.6%
HGER
HARBOR ETF TRUST
5.3%
USFR
WISDOMTREE TR
5.1%
JGRO
J P MORGAN EXCHANGE TRADED F
5.0%
DEED
FIRST TR EXCHNG TRADED FD VI
5.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.