Titelia

Holdings of Guided Capital Wealth Management, LLC

31 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 74.5 % of the equity sleeve

Sector breakdown

  • Funds 12.0 %
  • Technology 6.1 %
  • Industrials 3.0 %
  • Materials 2.5 %
  • Energy 2.0 %
  • Communication 1.8 %
  • Health care 1.5 %
  • Unattributed 71.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US31139.5M $100.00 %

Positions

RankCompanySharesValueWeight
1First Trust Exchange-Traded Fund IV 551,62333M $
2iShares Trust 49,4019.5M $
3CAPITAL GROUP CORE EQUITY ETF 243,3349.3M $
4First Trust Securitized Plus ETF 422,5809M $
5J P Morgan Exchange Traded Fund Trust 162,3718.7M $
6First Trust Rising Dividend Achievers ETF 117,0528M $
7Harbor Commodity All-Weather Strategy ETF 249,8817.7M $
8JPMorgan Active Growth ETF 86,4747.3M $
9iShares Russell 2000 ETF 24,8886.2M $
10WisdomTree Trust 103,5995.2M $
11Quanta Services Inc 7,6024.2M $
12Carpenter Technology Corp 8,9973.5M $
13FIRST TRUST EXCHANGE-TRADED FUND VII 118,6413.4M $
14Huntington Ingalls Industries, Inc. 8,0203M $
15Exxon Mobil Corp 16,6252.8M $
16NVIDIA Corp 15,0782.6M $
17Alphabet Inc 8,7422.5M $
18Palantir Technologies Inc 15,7952.3M $
19Microsoft Corp 5,9332.2M $
20Natera Inc 10,6132.1M $
21ServiceNow Inc 13,1501.4M $
22Third Coast Bancshares Inc 24,635931.9K $
23J P Morgan Exchange Traded Fund Trust 11,986679.4K $
24Vanguard S&P 500 ETF 1,098656.1K $
25Goldman Sachs ETF Trust 13,071654.1K $
26Invesco QQQ Income Advantage ETF 13,004648.6K $
27Goldman Sachs Nasdaq-100 Premium Income ETF 13,082647.4K $
28iShares Core S&P 500 ETF 736480.8K $
29iShares Dow Jones U.S. ETF 1,738275.4K $
30ISHARES U S ETF TR 5,323270.6K $
31Zeta Global Holdings Corp 10,000159.2K $