Guided Capital Wealth Management

Guided Capital Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Guided Capital Wealth Management

Guided Capital Wealth Management holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 9.4 $14M 268k 50.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.0 $9.9M 50k 198.62
Capital Group Core Equity Et Shs Creation Uni (CGUS) 6.9 $9.8M 244k 40.23
First Tr Exchng Traded Fd Vi Securitized Plus (DEED) 6.4 $9.2M 425k 21.60
Pimco Etf Tr Multisector Bd (PYLD) 6.2 $8.8M 330k 26.68
J P Morgan Exchange Traded F Active Bond Etf (JBND) 6.2 $8.8M 163k 54.07
J P Morgan Exchange Traded F Active Growth (JGRO) 5.8 $8.2M 89k 92.80
First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.7 $8.2M 117k 69.47
Ishares Tr Russell 2000 Etf (IWM) 5.6 $8.1M 33k 246.16
First Tr Exchange Traded Rba Indl Etf (AIRR) 4.3 $6.1M 62k 98.32
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 2.9 $4.2M 46k 90.07
Carpenter Technology Corporation (CRS) 2.7 $3.9M 12k 314.84
Natera (NTRA) 2.5 $3.6M 16k 229.09
American Express Company (AXP) 2.5 $3.5M 9.5k 369.95
Establishment Labs Holdings Ord (ESTA) 2.3 $3.3M 46k 72.88
Quanta Services (PWR) 2.2 $3.1M 7.5k 422.06
S&p Global (SPGI) 1.9 $2.8M 5.3k 522.59
Palantir Technologies Cl A (PLTR) 1.9 $2.8M 16k 177.75
Microsoft Corporation (MSFT) 1.9 $2.8M 5.7k 483.64
NVIDIA Corporation (NVDA) 1.9 $2.7M 15k 186.50
Huntington Ingalls Inds (HII) 1.9 $2.7M 7.8k 340.07
Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.5M 8.1k 313.00
Encompass Health Corp (EHC) 1.5 $2.2M 21k 106.14
Exxon Mobil Corporation (XOM) 1.4 $2.0M 17k 120.34
First Tr Exchange Traded Indls Prod Dur (FXR) 1.3 $1.9M 24k 79.87
Servicenow (NOW) 1.3 $1.9M 12k 153.19
Third Coast Bancshares (TCBX) 0.8 $1.1M 30k 38.01
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.5 $690k 13k 52.80
Invesco Actively Managed Exc Qqq Income Advan (QQA) 0.5 $690k 13k 53.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $689k 1.1k 627.13
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.5 $689k 13k 52.87
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $686k 12k 57.24
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $619k 10k 59.93
Ishares Tr Core S&p500 Etf (IVV) 0.4 $504k 736.00 684.94
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $288k 1.7k 165.81
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $272k 5.3k 51.10