account_balance
Investment manager · 13F filer · SEC CIK 1849618
Guided Capital Wealth Management, LLC
Reported value$172Mas of Sep 30, 2026
Positions37 3 new, 1 sold out
Top 10 weight69.9%FTSM alone is 22%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTSMFirst Tr Exchange-Traded Fd
22.2%Added +2%
INFOHarbor ETF Trust
6.4%
CGUSCapital Group Core Equity Et
6.3%
HGERHarbor ETF Trust
6.3%
USFRWisdomtree Tr
5.7%Added +12%
RDVYFirst Tr Exchange Traded Fd
5.3%
JGROJ P Morgan Exchange Traded F
4.8%
JBNDJ P Morgan Exchange Traded F
4.6%
DEEDFirst Tr Exchng Traded Fd Vi
4.6%
AIRRFirst Tr Exchange Traded Fd
3.7%
IWMiShares Tr
2.8%
JTEKJ P Morgan Exchange Traded F
2.8%
FTSMFirst Tr Exchange-Traded Fd
22.2%Added +2%
INFO6.4%
CGUSCapital Group Core Equity Et
6.3%
HGERHarbor ETF Trust
6.3%
USFRWisdomtree Tr
5.7%+12%
RDVYFirst Tr Exchange Traded Fd
5.3%
JGROJ P Morgan Exchange Traded F
4.8%
JBNDJ P Morgan Exchange Traded F
4.6%
DEEDFirst Tr Exchng Traded Fd Vi
4.6%
AIRR3.7%
IWM2.8%
JTEK2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTSM First Tr Exchange-Traded Fd 22.2% Added +2%
INFO Harbor ETF Trust 6.4% Held
CGUS Capital Group Core Equity Et 6.3% Held
HGER Harbor ETF Trust 6.3% Held
USFR Wisdomtree Tr 5.7% Added +12%
RDVY First Tr Exchange Traded Fd 5.3% Held
JGRO J P Morgan Exchange Traded F 4.8% Held
JBND J P Morgan Exchange Traded F 4.6% Held
DEED First Tr Exchng Traded Fd Vi 4.6% Held
AIRR First Tr Exchange Traded Fd 3.7% Held
IWM iShares Tr 2.8% Held
JTEK J P Morgan Exchange Traded F 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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