Guided Capital Wealth Management, LLC - Portfolio overview

Guided Capital Wealth Management, LLC has 43 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. FTSM - FIRST TR EXCHANGE-TRADED FD, 19.28%
2. QUAL - ISHARES TR, 5.54%
3. CGUS - CAPITAL GROUP CORE EQUITY ET, 5.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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