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GUIDED CAPITAL WEALTH MANAGEMENT, LLC
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
GUIDED CAPITAL WEALTH MANAGEMENT, LLC runs GUIDED CAPITAL WEALTH MANAGEMENT, LLC and currently holds 35 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $171.01M. Their top holdings are FTSM, CGUS, RDVY, HGER, USFR. The top five represent 44.4% of reported portfolio weight. GUIDED CAPITAL WEALTH MANAGEMENT, LLC ranks #905 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GUIDED CAPITAL WEALTH MANAGEMENT, LLC initiated 2 new positions. They added to 9 existing positions. They trimmed 12 positions. Their current best-performing preview position is CRS with returns of +56.50%.
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35 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FTSM FIRST TR EXCHANGE-TRADED FD | 21.96% | $59.77 | $59.87 | +0.17% | Added +13.98% |
 CGUS CAPITAL GROUP CORE EQUITY ET | 6.44% | $40.30 | $45.12 | +11.96% | Added +1.74% |
 RDVY FIRST TR EXCHANGE TRADED FD | 5.57% | $61.07 | $81.95 | +34.19% | Added +0.32% |
 HGER HARBOR ETF TRUST | 5.29% | $30.69 | $35.17 | +14.58% | Added +23.45% |
 USFR WISDOMTREE TR | 5.12% | $50.33 | $50.49 | +0.32% | Added +67.90% |
 JGRO J P MORGAN EXCHANGE TRADED F | 5.01% | $80.77 | $94.18 | +16.60% | Added +0.53% |
 JBND J P MORGAN EXCHANGE TRADED F | 4.88% | $53.64 | $52.64 | -1.86% | Trimmed -3.86% |
 AIRR FIRST TR EXCHANGE TRADED FD | 4.79% | $96.86 | $115.27 | +19.01% | Added +0.04% |
 IWM ISHARES TR | 3.11% | $215.32 | $299.93 | +39.30% | Trimmed -28.92% |
 CRS CARPENTER TECHNOLOGY CORP | 3.06% | $193.03 | $492.46 | +155.12% | Trimmed -5.74% |
Showing 1-10 of 35