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Portfolio (Quarterly) Guide ↗

Guided Capital Wealth Management, LLC

· CIK 0001849618
13F Portfolio $143M AUM 36 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 17 Added 8 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 267,665.0 $13.5M 9.44% +2K +0.8% $50.32 +0.2%
2 QUAL ISHARES TR 50,041.0 $9.9M 6.97% +787.0 +1.6% $198.62 +6.2%
3 DEED FIRST TR EXCHNG TRADED FD VI 425,437.0 $9.2M 6.44% +91K +27.1% $21.60 -1.9%
4 PYLD PIMCO ETF TR 330,214.0 $8.8M 6.17% +60K +22.4% $26.68 -1.8%
5 JBND J P MORGAN EXCHANGE TRADED F 162,936.0 $8.8M 6.17% +29K +22.0% $54.07 -2.1%
6 RDVY FIRST TR EXCHANGE TRADED FD 117,319.0 $8.2M 5.71% +21K +22.3% $69.47 +6.2%
7 AIRR FIRST TR EXCHANGE TRADED FD 61,920.0 $6.1M 4.27% +6K +11.4% $98.32 +27.1%
8 JTEK J P MORGAN EXCHANGE TRADED F 46,335.0 $4.2M 2.92% +795.0 +1.8% $90.07 +11.7%
9 CRS CARPENTER TECHNOLOGY CORP Industrials 12,406.0 $3.9M 2.74% +1K +8.8% $314.84 +29.9%
10 NTRA NATERA INC Healthcare 15,786.0 $3.6M 2.53% +3K +24.3% $229.09 -18.7%
11 AXP AMERICAN EXPRESS CO Financial Services 9,545.0 $3.5M 2.48% +3K +46.1% $369.95 -15.6%
12 PWR QUANTA SVCS INC Industrials 7,459.0 $3.1M 2.21% +3K +65.9% $422.06 +82.4%
13 MSFT MICROSOFT CORP Technology 5,694.0 $2.8M 1.93% +238.0 +4.4% $483.64 -12.8%
14 GOOGL ALPHABET INC Communication Services 8,090.0 $2.5M 1.77% +2K +26.1% $313.00 +26.8%
15 EHC ENCOMPASS HEALTH CORP Healthcare 20,652.0 $2.2M 1.54% +1K +7.0% $106.14 +0.5%
16 NOW SERVICENOW INC Technology 12,102.0 $1.9M 1.30% +10K +504.2% $153.19 -37.9%
17 TCBX THIRD COAST BANCSHARES INC Financial Services 29,635.0 $1.1M 0.79% +6K +28.1% $38.01 -2.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Industrials 23.8%
Healthcare 22.3%
Financial Services 18.2%
Communication Services 6.2%
Energy 4.9%