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 $151.6M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTSM ($33.0M, 21.76%), QUAL ($9.5M, 6.25%), CGUS ($9.3M, 6.17%), DEED ($9.0M, 5.95%), JBND ($8.7M, 5.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | $33.0M | 21.76% | 551,623 | Added |
| 2 | QUAL | ISHARES TR | $9.5M | 6.25% | 49,401 | Trimmed |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | $9.3M | 6.17% | 243,334 | Trimmed |
| 4 | DEED | FIRST TR EXCHNG TRADED FD VI | $9.0M | 5.95% | 422,580 | Trimmed |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $8.7M | 5.76% | 162,371 | Trimmed |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $8.0M | 5.27% | 117,052 | Trimmed |
| 7 | HGER | HARBOR ETF TRUST | $7.7M | 5.11% | 249,881 | New |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | $7.3M | 4.82% | 86,474 | Trimmed |
| 9 | AIRR | FIRST TR EXCHANGE TRADED FD | $6.8M | 4.49% | 61,393 | Trimmed |
| 10 | IWM | ISHARES TR | $6.2M | 4.07% | 24,888 | Trimmed |
| 11 | USFR | WISDOMTREE TR | $5.2M | 3.44% | 103,599 | Trimmed |
| 12 | PWR | QUANTA SVCS INC | $4.2M | 2.75% | 7,602 | Added |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.40% | 45,751 | Trimmed |
| 14 | CRS | CARPENTER TECHNOLOGY CORP | $3.5M | 2.34% | 8,997 | Trimmed |
| 15 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $3.4M | 2.25% | 118,641 | New |
| 16 | HII | HUNTINGTON INGALLS INDS INC | $3.0M | 2.01% | 8,020 | Added |
| 17 | XOM | EXXON MOBIL CORP | $2.8M | 1.86% | 16,625 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.6M | 1.73% | 15,078 | Added |
| 19 | GOOGL | ALPHABET INC | $2.5M | 1.66% | 8,742 | Added |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $2.3M | 1.52% | 15,795 | Added |
| 21 | MSFT | MICROSOFT CORP | $2.2M | 1.45% | 5,933 | Added |
| 22 | NTRA | NATERA INC | $2.1M | 1.40% | 10,613 | Trimmed |
| 23 | ESTA | ESTABLISHMENT LABS HLDGS INC | $1.6M | 1.06% | 28,367 | Trimmed |
| 24 | NOW | SERVICENOW INC | $1.4M | 0.91% | 13,150 | Added |
| 25 | TCBX | THIRD COAST BANCSHARES INC | $931,942 | 0.61% | 24,635 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31