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GUIDED CAPITAL WEALTH MANAGEMENT, LLC 13F portfolio summary

GUIDED CAPITAL WEALTH MANAGEMENT, LLC of GUIDED CAPITAL WEALTH MANAGEMENT, LLC has 34 current stock holdings with a reported portfolio value of $151.6M. The portfolio 1 year return is +18.64%. Top holdings include JBND (0.00%), FTSM (23.08%), QUAL (6.63%), CGUS (6.54%), DEED (6.31%).

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GUIDED CAPITAL WEALTH MANAGEMENT, LLC

GUIDED CAPITAL WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

GUIDED CAPITAL WEALTH MANAGEMENT, LLC runs GUIDED CAPITAL WEALTH MANAGEMENT, LLC and currently holds 34 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $151.58M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GUIDED CAPITAL WEALTH MANAGEMENT, LLC ranks #937 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GUIDED CAPITAL WEALTH MANAGEMENT, LLC's portfolio at GUIDED CAPITAL WEALTH MANAGEMENT, LLC has delivered returns of +18.64%. Their 3-year annualized return is +13.96%. Looking at the 5-year horizon, GUIDED CAPITAL WEALTH MANAGEMENT, LLC has achieved +13.96% annualized returns at GUIDED CAPITAL WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.64%
#720/1000
3 Year
+13.96%
#945/1000
5 Year
+13.96%
#940/1000

Portfolio Value

$151.58M

Alpha Score

13.4

#937 of 1000

Holdings

34

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change