Guided Capital Wealth Management

Guided Capital Wealth Management as of June 30, 2026

Portfolio Holdings for Guided Capital Wealth Management

Guided Capital Wealth Management holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange-traded First Tr Enh New (FTSM) 22.0 $38M 629k 59.73
Capital Group Core Equity Et Shs Creat Unit (CGUS) 6.4 $11M 248k 44.48
Harbor Etf Trust Pana Dy Core Etf (INFO) 6.3 $11M 395k 27.19
First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.6 $9.5M 117k 81.06
Harbor Etf Trust Comm All Wea Etf (HGER) 5.3 $9.1M 309k 29.34
Wisdomtree Tr Floatng Rat Trea (USFR) 5.1 $8.8M 174k 50.35
J P Morgan Exchange Traded F Active Growth (JGRO) 5.0 $8.6M 87k 98.59
First Tr Exchng Traded Fd Vi Secur Plus Etf (DEED) 5.0 $8.5M 398k 21.38
J P Morgan Exchange Traded F Active Bond Etf (JBND) 4.9 $8.4M 156k 53.50
First Tr Exchange Traded Rba Indl Etf (AIRR) 4.8 $8.2M 61k 133.25
Ishares Tr Russell 2000 Etf (IWM) 3.1 $5.3M 18k 300.45
Carpenter Technology Corporation (CRS) 3.1 $5.2M 8.5k 616.84
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) 3.0 $5.1M 46k 111.55
Quanta Services (PWR) 2.3 $4.0M 5.6k 720.04
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 2.1 $3.6M 132k 27.05
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.1M 8.6k 357.37
NVIDIA Corporation (NVDA) 1.8 $3.1M 15k 200.09
Natera (NTRA) 1.7 $2.9M 11k 271.45
Establishment Labs Holdings Ord (ESTA) 1.4 $2.4M 28k 85.81
Exxon Mobil Corporation (XOM) 1.3 $2.3M 17k 136.72
Huntington Ingalls Inds (HII) 1.3 $2.2M 7.9k 279.89
Microsoft Corporation (MSFT) 1.2 $2.1M 5.6k 373.03
Palantir Technologies Cl A (PLTR) 1.1 $1.8M 16k 116.67
Servicenow (NOW) 1.0 $1.7M 17k 99.28
Third Coast Bancshares (TCBX) 0.5 $898k 22k 40.40
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 0.5 $776k 13k 59.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $754k 1.1k 686.81
Invesco Actively Managed Exc Qqq Inc Adv Etf (QQA) 0.4 $750k 13k 57.63
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.4 $726k 13k 55.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $677k 12k 56.48
Ishares Tr Core S&p500 Etf (IVV) 0.3 $551k 736.00 748.89
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $317k 1.7k 182.28
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.2 $270k 5.3k 50.66
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $208k 4.1k 50.57
Alphatec Hldgs Com New (ATEC) 0.1 $87k 10k 8.65