Long-term investor
Guided Capital Wealth Management, LLC @guidedcapitalwealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001849618).
Record
- Tracked since 2025-12-31 (261 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FTSM · 22.0% · long · since 2025-12-31
- CGUS · 6.4% · long · since 2025-12-31
- INFO · 6.3% · long · since 2026-06-30
- RDVY · 5.6% · long · since 2025-12-31
- HGER · 5.3% · long · since 2026-03-31
- USFR · 5.1% · long · since 2025-12-31
- JGRO · 5.0% · long · since 2025-12-31
- DEED · 5.0% · long · since 2025-12-31
- JBND · 4.9% · long · since 2025-12-31
- AIRR · 4.8% · long · since 2025-12-31
- IWM · 3.1% · long · since 2025-12-31
- CRS · 3.1% · long · since 2025-12-31