Guided Capital Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Guided Capital Wealth Management, LLC held in its portfolio 36 assets valued at $142,688,639 (i.e. $142.69M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($13.47M), ISHARES TR ($9.94M), and CAPITAL GROUP CORE EQUITY ET ($9.82M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Guided Capital Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 267665 | 13468907 | FLOATNG RAT TREA |
| ISHARES TR | 50041 | 9939143 | MSCI USA QLT FCT |
| CAPITAL GROUP CORE EQUITY ET | 243980 | 9815315 | SHS CREATION UNI |
| FIRST TR EXCHNG TRADED FD VI | 425437 | 9189439 | SECURITIZED PLUS |
| PIMCO ETF TR | 330214 | 8810110 | MULTISECTOR BD |
| J P MORGAN EXCHANGE TRADED F | 162936 | 8809950 | ACTIVE BOND ETF |
| J P MORGAN EXCHANGE TRADED F | 88754 | 8236371 | ACTIVE GROWTH |
| FIRST TR EXCHANGE TRADED FD | 117319 | 8150151 | RISNG DIVD ACHIV |
| ISHARES TR | 32749 | 8061494 | RUSSELL 2000 ETF |
| FIRST TR EXCHANGE TRADED FD | 61920 | 6087974 | RBA INDL ETF |
| J P MORGAN EXCHANGE TRADED F | 46335 | 4173519 | U S TECH LEADERS |
| CARPENTER TECHNOLOGY CORP | 12406 | 3905911 | COM |
| NATERA INC | 15786 | 3616415 | COM |
| AMERICAN EXPRESS CO | 9545 | 3531173 | COM |
| ESTABLISHMENT LABS HLDGS INC | 45490 | 3315311 | COM |
| QUANTA SVCS INC | 7459 | 3148146 | COM |
| S&P GLOBAL INC | 5322 | 2781224 | COM |
| PALANTIR TECHNOLOGIES INC | 15515 | 2757791 | CL A |
| MICROSOFT CORP | 5694 | 2753862 | COM |
| NVIDIA CORPORATION | 14587 | 2720476 | COM |
| HUNTINGTON INGALLS INDS INC | 7829 | 2662408 | COM |
| ALPHABET INC | 8090 | 2532170 | CAP STK CL A |
| ENCOMPASS HEALTH CORP | 20652 | 2192003 | COM |
| EXXON MOBIL CORP | 16655 | 2004291 | COM |
| FIRST TR EXCHANGE TRADED FD | 24027 | 1919036 | INDLS PROD DUR |
| SERVICENOW INC | 12102 | 1853905 | COM |
| THIRD COAST BANCSHARES INC | 29635 | 1126426 | COM |
| GOLDMAN SACHS ETF TR | 13071 | 690149 | S&P 500 PREMIUM |
| INVESCO ACTIVELY MANAGED EXC | 13004 | 689472 | QQQ INCOME ADVAN |
| VANGUARD INDEX FDS | 1098 | 688589 | S&P 500 ETF SHS |
| GOLDMAN SACHS ETF TR | 13022 | 688473 | NASDAQ-100 PREMI |
| J P MORGAN EXCHANGE TRADED F | 11986 | 686079 | EQUITY PREMIUM |
| FIRST TR EXCHANGE-TRADED FD | 10323 | 618657 | FIRST TR ENH NEW |
| ISHARES TR | 736 | 504116 | CORE S&P500 ETF |
| ISHARES TR | 1738 | 288178 | DOW JONES US ETF |
| ISHARES U S ETF TR | 5323 | 272005 | SHORT DURATION B |
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