Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guided Capital Wealth Management, LLC (CIK 1849618) reported $171.0M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FTSM ($37.6M, 21.96%), CGUS ($11.0M, 6.44%), INFO ($10.7M, 6.28%), RDVY ($9.5M, 5.57%), HGER ($9.1M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | $37.6M | 21.96% | 628,737 | Added |
| 2 | CGUS | CAPITAL GROUP CORE EQUITY ET | $11.0M | 6.44% | 247,559 | Added |
| 3 | INFO | HARBOR ETF TRUST | $10.7M | 6.28% | 395,134 | New |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $9.5M | 5.57% | 117,421 | Added |
| 5 | HGER | HARBOR ETF TRUST | $9.1M | 5.29% | 308,481 | Added |
| 6 | USFR | WISDOMTREE TR | $8.8M | 5.12% | 173,942 | Added |
| 7 | JGRO | J P MORGAN EXCHANGE TRADED F | $8.6M | 5.01% | 86,934 | Added |
| 8 | DEED | FIRST TR EXCHNG TRADED FD VI | $8.5M | 4.98% | 398,039 | Trimmed |
| 9 | JBND | J P MORGAN EXCHANGE TRADED F | $8.4M | 4.88% | 156,105 | Trimmed |
| 10 | AIRR | FIRST TR EXCHANGE TRADED FD | $8.2M | 4.79% | 61,417 | Added |
| 11 | IWM | ISHARES TR | $5.3M | 3.11% | 17,691 | Trimmed |
| 12 | CRS | CARPENTER TECHNOLOGY CORP | $5.2M | 3.06% | 8,481 | Trimmed |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.97% | 45,554 | Trimmed |
| 14 | PWR | QUANTA SVCS INC | $4.0M | 2.35% | 5,578 | Trimmed |
| 15 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $3.6M | 2.08% | 131,764 | Added |
| 16 | GOOGL | ALPHABET INC | $3.1M | 1.80% | 8,595 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.1M | 1.78% | 15,252 | Added |
| 18 | NTRA | NATERA INC | $2.9M | 1.68% | 10,577 | Trimmed |
| 19 | ESTA | ESTABLISHMENT LABS HLDGS INC | $2.4M | 1.42% | 28,361 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $2.3M | 1.33% | 16,625 | Hold |
| 21 | HII | HUNTINGTON INGALLS INDS INC | $2.2M | 1.29% | 7,904 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $2.1M | 1.23% | 5,648 | Trimmed |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $1.8M | 1.07% | 15,663 | Trimmed |
| 24 | NOW | SERVICENOW INC | $1.7M | 0.99% | 17,029 | Added |
| 25 | TCBX | THIRD COAST BANCSHARES INC | $898,294 | 0.53% | 22,235 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30