Guided Capital Wealth Management, LLC
Guided Capital Wealth Management, LLC reported 37 holdings worth US$172M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 21, 2026
Guided Capital Wealth Management, LLC reported 37 holdings worth US$172M as of Sep 30, 2026. Largest: First Trust Enhanced Short Maturity ETF, Harbor PanAgora Dynamic Large Cap Core ETF and Capital Group Core Equity ETF. Filed Oct 21, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$172M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| First Trust Enhanced Short Maturity ETF | 642K | US$38.2M | 22.2% |
| Harbor PanAgora Dynamic Large Cap Core ETF | 392K | US$11M | 6.4% |
| Capital Group Core Equity ETF | 246K | US$10.9M | 6.3% |
| Harbor Commodity All-Weather Strategy ETF | 307K | US$10.8M | 6.3% |
| WisdomTree Floating Rate Treasury Fund | 194K | US$9.79M | 5.7% |
| First Trust Rising Dividend Achievers ETF | 117K | US$9.15M | 5.3% |
| JPMorgan Active Growth ETF | 86,394 | US$8.34M | 4.8% |
| JPMorgan Active Bond ETF | 157K | US$8M | 4.6% |
| First Trust Securitized Plus ETF | 391K | US$7.93M | 4.6% |
| First Trust RBA American Industrial Renaissance ETF | 61,090 | US$6.31M | 3.7% |
| iShares Russell 2000 ETF | 17,651 | US$4.91M | 2.8% |
| JPMorgan U.S. Tech Leaders ETF | 45,317 | US$4.77M | 2.8% |
| Natera, Inc. | 10,577 | US$4.37M | 2.5% |
| First Trust Global Tactical Commodity Strategy Fund | 128K | US$3.92M | 2.3% |
| Nvidia Corporation | 16,059 | US$3.67M | 2.1% |
| Quanta Services, Inc. | 5,570 | US$3.58M | 2.1% |
| Carpenter Technology Corporation | 8,671 | US$3.37M | 2.0% |
| Alphabet Inc (google) Class C | 8,990 | US$3.09M | 1.8% |
| Palantir Technologies Inc. | 15,757 | US$2.95M | 1.7% |
| Microsoft Corp. | 5,266 | US$2.7M | 1.6% |
| Servicenow, Inc. | 17,091 | US$2.29M | 1.3% |
| Establishment Labs Holdings Inc. | 29,282 | US$1.88M | 1.1% |
| Goldman Sachs Nasdaq-100 Premium Income ETF | 14,137 | US$820K | 0.48% |
| Invesco QQQ Income Advantage ETF | 14,131 | US$807K | 0.47% |
| Vanguard S&P 500 ETF | 1,148 | US$805K | 0.47% |
| Goldman Sachs S&P 500 Premium Income ETF | 14,234 | US$795K | 0.46% |
| JPMorgan Equity Premium Income ETF | 13,447 | US$756K | 0.44% |
| Third Coast Bancshares, Inc. | 15,935 | US$675K | 0.39% |
| iShares Core S&P 500 ETF | 770 | US$590K | 0.34% |
| iShares Dow Jones U.S. ETF | 1,738 | US$322K | 0.19% |
| State Street SPDR Nuveen ICE Municipal Bond ETF | 6,296 | US$269K | 0.16% |
| iShares Short Duration Bond Active ETF | 5,323 | US$265K | 0.15% |
| Energy Transfer Lp | 10,868 | US$215K | 0.12% |
| JPMorgan Ultra-Short Income ETF | 4,186 | US$211K | 0.12% |
| Amazon.com, Inc. | 846 | US$211K | 0.12% |
| Alphatec Holdings, Inc. | 15,000 | US$155K | 0.09% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Huntington Ingalls Industries, Inc. | 0 | US$0 | 0.00% |
Source
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