Guided Capital Wealth Management, LLC
35 holdingsFiling period: 2026-03-31Current AUM: $165.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | 551.6K | $33.0M | $32.9M | 19.94% | +541.3K | 2026-03-31 |
| 2 | QUAL | ISHARES TR | 49.4K | $9.5M | $10.8M | 6.56% | -640 | 2026-03-31 |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | 243.3K | $9.3M | $10.9M | 6.58% | -646 | 2026-03-31 |
| 4 | DEED | FIRST TR EXCHNG TRADED FD VI | 422.6K | $9.0M | $8.9M | 5.37% | -2,857 | 2026-03-31 |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | 162.4K | $8.7M | $8.6M | 5.18% | -565 | 2026-03-31 |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 117.1K | $8.0M | $9.5M | 5.74% | -267 | 2026-03-31 |
| 7 | HGER | HARBOR ETF TRUST | 249.9K | $7.7M | $8.0M | 4.86% | -- | 2026-03-31 |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | 86.5K | $7.3M | $7.9M | 4.80% | -2,280 | 2026-03-31 |
| 9 | AIRR | FIRST TR EXCHANGE TRADED FD | 61.4K | $6.8M | $7.2M | 4.35% | -527 | 2026-03-31 |
| 10 | IWM | ISHARES TR | 24.9K | $6.2M | $7.2M | 4.39% | -7,861 | 2026-03-31 |
| 11 | USFR | WISDOMTREE TR | 103.6K | $5.2M | $5.2M | 3.16% | -164,066 | 2026-03-31 |
| 12 | PWR | QUANTA SVCS INC | 7.6K | $4.2M | $5.1M | 3.07% | +143 | 2026-03-31 |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | 45.8K | $3.6M | $4.3M | 2.61% | -584 | 2026-03-31 |
| 14 | CRS | CARPENTER TECHNOLOGY CORP | 9.0K | $3.5M | $4.7M | 2.83% | -3,409 | 2026-03-31 |
| 15 | FTGC | FIRST TR EXCHANGE TRAD FD VI | 118.6K | $3.4M | $3.4M | 2.08% | -- | 2026-03-31 |
| 16 | HII | HUNTINGTON INGALLS INDS INC | 8.0K | $3.0M | $2.6M | 1.58% | +191 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 16.6K | $2.8M | $2.6M | 1.56% | -30 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 16.6K | $2.8M | $2.6M | 1.56% | -30 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 15.1K | $2.6M | $3.0M | 1.83% | +491 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 8.7K | $2.5M | $3.1M | 1.88% | +652 | 2026-03-31 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | 15.8K | $2.3M | $1.9M | 1.18% | +280 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 5.9K | $2.2M | $2.8M | 1.67% | +239 | 2026-03-31 |
| 23 | NTRA | NATERA INC | 10.6K | $2.1M | $2.8M | 1.72% | -5,173 | 2026-03-31 |
| 24 | — | ESTABLISHMENT LABS HLDGS INC | 28.4K | $1.6M | $1.6M | 0.97% | -17,123 | 2026-03-31 |
| 25 | NOW | SERVICENOW INC | 13.2K | $1.4M | $1.5M | 0.88% | +1.0K | 2026-03-31 |
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