Guided Capital Wealth Management, LLC
CIK: 0001849618SEC EDGAR →
Portfolio Value
$142.7M
Holdings
36
As of
Q4 2025
New Positions
5
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 267,665 | $13.5M | 9.44% |
| 2 | ISHARES TR | 50,041 | $9.9M | 6.97% |
| 3 | CAPITAL GROUP CORE EQUITY ET | 243,980 | $9.8M | 6.88% |
| 4 | FIRST TR EXCHNG TRADED FD VI | 425,437 | $9.2M | 6.44% |
| 5 | PIMCO ETF TR | 330,214 | $8.8M | 6.17% |
| 6 | J P MORGAN EXCHANGE TRADED F | 162,936 | $8.8M | 6.17% |
| 7 | J P MORGAN EXCHANGE TRADED F | 88,754 | $8.2M | 5.77% |
| 8 | FIRST TR EXCHANGE TRADED FD | 117,319 | $8.2M | 5.71% |
| 9 | ISHARES TR | 32,749 | $8.1M | 5.65% |
| 10 | FIRST TR EXCHANGE TRADED FD | 61,920 | $6.1M | 4.27% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $104.8M | 73.4% |
| Technology | 4 | $10.1M | 7.1% |
| Industrials | 3 | $9.7M | 6.8% |
| Healthcare | 3 | $9.1M | 6.4% |
| Unknown | 2 | $4.5M | 3.1% |
| Communication Services | 1 | $2.5M | 1.8% |
| Energy | 1 | $2.0M | 1.4% |