StockDriftsStockDriftsTop 35 Guided Capital Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | 21.96% | 628.7K | $37.6M | +13.98%(+77.11K) | $59.85(-0.10%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 6.44% | 247.6K | $11.0M | +1.74%(+4.22K) | $39.90(+16.08%) | 2026-06-30 | |
| INFO | HARBOR ETF TRUST | 6.28% | 395.1K | $10.7M | new | $25.00(+13.82%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5.57% | 117.4K | $9.5M | +0.32%(+369) | $60.88(+37.20%) | 2026-06-30 | |
| HGER | HARBOR ETF TRUST | 5.29% | 308.5K | $9.1M | +23.45%(+58.60K) | $28.34(+17.64%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 5.12% | 173.9K | $8.8M | +67.90%(+70.34K) | $50.30(+0.24%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 5.01% | 86.9K | $8.6M | +0.53%(+460) | $79.37(+20.51%) | 2026-06-30 | |
| DEED | FIRST TR EXCHNG TRADED FD VI | 4.98% | 398.0K | $8.5M | -5.81%(-24.54K) | $21.27(-0.69%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 4.88% | 156.1K | $8.4M | -3.86%(-6.27K) | $53.14(-0.84%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 4.79% | 61.4K | $8.2M | +0.04%(+24) | $89.92(+37.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.90% |
Guided Capital Wealth Management, LLC reports $171.01M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are FTSM (22.0%), CGUS (6.4%) and INFO (6.3%). The top 20 holdings account for 91.9% of reported assets. Its disclosed equity book has returned +22.00% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Guided Capital Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849618). View Guided Capital Wealth Management, LLC’s 13F filings on SEC