Guided Capital Wealth Management, LLC: 13F holdings
CIK 18496182026Q2
| Positions | 35 |
|---|
| Reported value | $171.0m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 35 (+1 vs prior quarter) |
|---|
| Reported value | $171.0m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FTSM FIRST TR EXCHANGE-TRADED FD | 628,737 | $37.6m | 22.0% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 247,559 | $11.0m | 6.4% |
| INFO HARBOR ETF TRUST | 395,134 | $10.7m | 6.3% |
| RDVY FIRST TR EXCHANGE TRADED FD | 117,421 | $9.5m | 5.6% |
| FXNC HARBOR ETF TRUST | 308,481 | $9.1m | 5.3% |
| USFR WISDOMTREE TR | 173,942 | $8.8m | 5.1% |
| JGRO J P MORGAN EXCHANGE TRADED F | 86,934 | $8.6m | 5.0% |
| DEED FIRST TR EXCHNG TRADED FD VI | 398,039 | $8.5m | 5.0% |
| JBND J P MORGAN EXCHANGE TRADED F | 156,105 | $8.4m | 4.9% |
| AIRR FIRST TR EXCHANGE TRADED FD | 61,417 | $8.2m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1849618")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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