Guided Capital Wealth Management, LLC

HOUSTON, TX · CIK 1849618 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHouston, TX

$171.0m reported value +12.8% vs Q1 2026

35positions

70.3%in top 10

3 new 10 added 13 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	628,737	$37.6m21.96%	21.96%	Added +77.1k	+77,114 14.0%
2	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	247,559	$11.0m6.44%	6.44%	Added +4.2k	+4,225 1.7%
3	HARBOR ETF TRUST PANA DY CORE ETF INFO	INFO	395,134	$10.7m6.28%	6.28%	New
4	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	117,421	$9.5m5.57%	5.57%	Added +369	+369 0.3%
5	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	308,481	$9.1m5.29%	5.29%	Added +58.6k	+58,600 23.4%
6	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	173,942	$8.8m5.12%	5.12%	Added +70.3k	+70,343 67.9%
7	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	86,934	$8.6m5.01%	5.01%	Added +460	+460 0.5%
8	FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED DEED	DEED	398,039	$8.5m4.98%	4.98%	Reduced -24.5k	-24,541 -5.8%
9	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	156,105	$8.4m4.88%	4.88%	Reduced -6.3k	-6,266 -3.9%
10	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	61,417	$8.2m4.79%	4.79%	Added +24	+24 0.0%
11	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,691	$5.3m3.11%	3.11%	Reduced -7.2k	-7,197 -28.9%
12	CARPENTER TECHNOLOGY CORP COM CRS	CRS	8,481	$5.2m3.06%	3.06%	Reduced -516	-516 -5.7%
13	J P MORGAN EXCHANGE TRADED F U S TECH LEADERS JTEK	JTEK	45,554	$5.1m2.97%	2.97%	Reduced -197	-197 -0.4%
14	QUANTA SVCS INC COM PWR	PWR	5,578	$4.0m2.35%	2.35%	Reduced -2.0k	-2,024 -26.6%
15	FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD FTGC	FTGC	131,764	$3.6m2.08%	2.08%	Added +13.1k	+13,123 11.1%
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,595	$3.1m1.80%	1.80%	Reduced -147	-147 -1.7%
17	NVIDIA CORPORATION COM NVDA	NVDA	15,252	$3.1m1.78%	1.78%	Added +174	+174 1.1%
18	NATERA INC COM NTRA	NTRA	10,577	$2.9m1.68%	1.68%	Reduced -36	-36 -0.3%
19	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	28,361	$2.4m1.42%	1.42%	Reduced -6	-6 -0.0%
20	EXXON MOBIL CORP COM XOM	XOM	16,625	$2.3m1.33%	1.33%	Unchanged
21	HUNTINGTON INGALLS INDS INC COM HII	HII	7,904	$2.2m1.29%	1.29%	Reduced -116	-116 -1.4%
22	MICROSOFT CORP COM MSFT	MSFT	5,648	$2.1m1.23%	1.23%	Reduced -285	-285 -4.8%
23	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	15,663	$1.8m1.07%	1.07%	Reduced -132	-132 -0.8%
24	SERVICENOW INC COM NOW	NOW	17,029	$1.7m0.99%	0.99%	Added +3.9k	+3,879 29.5%
25	THIRD COAST BANCSHARES INC COM TCBX	TCBX	22,235	$898.3k0.53%	0.53%	Reduced -2.4k	-2,400 -9.7%
26	GOLDMAN SACHS ETF TR NASDAQ-100 PREMI GPIQ	GPIQ	13,082	$775.9k0.45%	0.45%	Unchanged
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,098	$754.1k0.44%	0.44%	Unchanged
28	INVESCO ACTIVELY MANAGED EXC QQQ INCOME ADVAN QQA	QQA	13,004	$749.5k0.44%	0.44%	Unchanged
29	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	13,071	$726.4k0.42%	0.42%	Unchanged
30	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	11,986	$677.0k0.40%	0.40%	Unchanged
31	ISHARES TR CORE S&P500 ETF IVV	IVV	736	$551.2k0.32%	0.32%	Unchanged
32	ISHARES TR DOW JONES US ETF IYY	IYY	1,738	$316.8k0.19%	0.19%	Unchanged
33	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	5,323	$269.7k0.16%	0.16%	Unchanged
34	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	4,112	$207.9k0.12%	0.12%	New
35	ALPHATEC HLDGS INC COM NEW ATEC	ATEC	10,000	$86.5k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR QUAL	QUAL	49,401	$9.5m49.4k shares
ZETA GLOBAL HOLDINGS CORP ZETA	ZETA	10,000	$159.2k10.0k shares