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Guided Capital Wealth Management, LLC

Portfolio Manager
Guided Capital Wealth Management, LLC
Performance
-2.73% (2026 Q1)
AUM (13F)
$151.58M
# of Holdings
34
Performance Rank
Allocation (Top 20)
91.61%

Guided Capital Wealth Management, LLC Holdings Map

Top 34 Guided Capital Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FTSM
FIRST TR EXCHANGE-TRADED FD
21.76%551.6K$33.0M
+5243.63%(+541.30K)
2025-Q1: 22.1K shares2025-Q2: 16.9K shares2025-Q3: 16.4K shares2025-Q4: 10.3K shares2026-Q1: 551.6K shares
$59.85(+0.01%)
2026-03-31
QUAL
ISHARES TR
6.25%49.4K$9.5M
-1.28%(-640)
2025-Q1: 60.1K shares2025-Q2: 59.4K shares2025-Q3: 49.3K shares2025-Q4: 50.0K shares2026-Q1: 49.4K shares
$178.87(+17.94%)
2026-03-31
CGUS
CAPITAL GROUP CORE EQUITY ET
6.17%243.3K$9.3M
-0.26%(-646)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 244.0K shares2026-Q1: 243.3K shares
$39.89(+8.99%)
2026-03-31
DEED
FIRST TR EXCHNG TRADED FD VI
5.95%422.6K$9.0M
-0.67%(-2.86K)
2025-Q1: 320.1K shares2025-Q2: 309.3K shares2025-Q3: 334.7K shares2025-Q4: 425.4K shares2026-Q1: 422.6K shares
$21.27(+0.27%)
2026-03-31
JBND
J P MORGAN EXCHANGE TRADED F
5.76%162.4K$8.7M
-0.35%(-565)
2025-Q1: 133.1K shares2025-Q2: 128.2K shares2025-Q3: 133.5K shares2025-Q4: 162.9K shares2026-Q1: 162.4K shares
$53.14(+0.36%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
5.27%117.1K$8.0M
-0.23%(-267)
2025-Q1: 136.0K shares2025-Q2: 134.0K shares2025-Q3: 95.9K shares2025-Q4: 117.3K shares2026-Q1: 117.1K shares
$60.84(+21.46%)
2026-03-31
HGER
HARBOR ETF TRUST
5.11%249.9K$7.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 249.9K shares
$27.91(+19.08%)
2026-03-31
JGRO
J P MORGAN EXCHANGE TRADED F
4.82%86.5K$7.3M
-2.57%(-2.28K)
2025-Q1: 88.3K shares2025-Q2: 87.6K shares2025-Q3: 92.5K shares2025-Q4: 88.8K shares2026-Q1: 86.5K shares
$79.31(+23.26%)
2026-03-31
AIRR
FIRST TR EXCHANGE TRADED FD
4.49%61.4K$6.8M
-0.85%(-527)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 55.6K shares2025-Q4: 61.9K shares2026-Q1: 61.4K shares
$89.90(+44.02%)
2026-03-31
IWM
ISHARES TR
4.07%24.9K$6.2M
-24.00%(-7.86K)
2025-Q1: 32.7K shares2025-Q2: 32.4K shares2025-Q3: 32.9K shares2025-Q4: 32.7K shares2026-Q1: 24.9K shares
$218.08(+29.62%)
2026-03-31

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