Guided Capital Wealth Management, LLC ETF holdings
Houston, TX
Reported $139.2M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$139.2M
ETFs held
22
Change from prior quarter
+14.0%
With price moves
ETFs as a share of its 13F
81.4%
of $171.0M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FTSM | First Trust Enhanced Short Maturity ETF | $37.6M | 628,737 | +77,114 shares |
| CGUS | Capital Group Core Equity ETF | $11.0M | 247,559 | +4,225 shares |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | $10.7M | 395,134 | New position |
| RDVY | First Trust Rising Dividend Achievers ETF | $9.5M | 117,421 | +369 shares |
| HGER | Harbor Commodity All-Weather Strategy ETF | $9.1M | 308,481 | +58,600 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $8.8M | 173,942 | +70,343 shares |
| JGRO | JPMorgan Active Growth ETF | $8.6M | 86,934 | +460 shares |
| DEED | First Trust Securitized Plus ETF | $8.5M | 398,039 | −24,541 shares |
| JBND | Jpmorgan Active Bond ETF | $8.4M | 156,105 | −6,266 shares |
| AIRR | First Trust RBA American Industrial RenaissanceTM ETF | $8.2M | 61,417 | +24 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001849618. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Guided Capital Wealth Management, LLC own?
Guided Capital Wealth Management, LLC reported 22 ETF positions worth $139.2M in its Form 13F for June 30, 2026. The largest was FTSM, at $37.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.