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Portfolio (Quarterly) Guide ↗

Guided Capital Wealth Management, LLC

· CIK 0001849618
13F Portfolio $171M AUM 35 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 7 Added 13 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 173,942.0 $8.8M 5.12% -94K -35.0% $50.35 +0.0%
2 JGRO J P MORGAN EXCHANGE TRADED F 86,934.0 $8.6M 5.01% -2K -2.0% $98.59 -4.4%
3 DEED FIRST TR EXCHNG TRADED FD VI 398,039.0 $8.5M 4.98% -27K -6.4% $21.38 -1.4%
4 JBND J P MORGAN EXCHANGE TRADED F 156,105.0 $8.4M 4.88% -7K -4.2% $53.50 -1.5%
5 AIRR FIRST TR EXCHANGE TRADED FD 61,417.0 $8.2M 4.79% -503.0 -0.8% $133.25 -17.8%
6 IWM ISHARES TR 17,691.0 $5.3M 3.11% -15K -46.0% $300.45 -1.6%
7 CRS CARPENTER TECHNOLOGY CORP Industrials 8,481.0 $5.2M 3.06% -4K -31.6% $616.84 -22.8%
8 JTEK J P MORGAN EXCHANGE TRADED F 45,554.0 $5.1M 2.97% -781.0 -1.7% $111.55 -9.6%
9 PWR QUANTA SVCS INC Industrials 5,578.0 $4.0M 2.35% -2K -25.2% $720.04 -16.3%
10 NTRA NATERA INC Healthcare 10,577.0 $2.9M 1.68% -5K -33.0% $271.45 +20.2%
11 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 28,361.0 $2.4M 1.42% -17K -37.6% $85.81 -17.7%
12 MSFT MICROSOFT CORP Technology 5,648.0 $2.1M 1.23% -46.0 -0.8% $373.03 +37.7%
13 TCBX THIRD COAST BANCSHARES INC Financial Services 22,235.0 $898K 0.53% -7K -25.0% $40.40 +11.7%

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
Industrials 36.1%
Technology 27.3%
Healthcare 17.0%
Communication Services 9.7%
Energy 7.2%
Financial Services 2.8%