Institutional Fund
Guided Capital Wealth Management, LLC
Houston, TXCIK 18496185 filings on record
Portfolio Value
$151.58M
Q1 2026
Holdings
34
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+6.2%
from $142.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange-Traded Fd21.8%
- Ishares Tr6.3%
- Capital Group Core Equity Et6.2%
- First Tr Exchng Traded Fd Vi5.9%
- J P Morgan Exchange Traded F5.8%
- First Tr Exchange Traded Fd5.3%
- Other48.8%
Portfolio Holdings
34 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange-Traded Fd | 551.6K | $32.98M | 21.8% | +541.3K | Added |
| 2 | Ishares Tr | 49.4K | $9.48M | 6.3% | −640 | Reduced |
| 3 | Capital Group Core Equity Et | 243.3K | $9.35M | 6.2% | −646 | Reduced |
| 4 | First Tr Exchng Traded Fd Vi | 422.6K | $9.01M | 5.9% | −2.9K | Reduced |
| 5 | J P Morgan Exchange Traded F | 162.4K | $8.73M | 5.8% | −565 | Reduced |
| 6 | First Tr Exchange Traded Fd | 117.1K | $7.99M | 5.3% | −267 | Reduced |
| 7 | Harbor ETF Trust | 249.9K | $7.75M | 5.1% | +249.9K | New |
| 8 | J P Morgan Exchange Traded F | 86.5K | $7.31M | 4.8% | −2.3K | Reduced |
| 9 | First Tr Exchange Traded Fd | 61.4K | $6.80M | 4.5% | −527 | Reduced |
| 10 | Ishares Tr | 24.9K | $6.17M | 4.1% | −7.9K | Reduced |
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