Guided Capital Wealth Management, LLC

CIK

1849618

Location

HOUSTON, TX

Portfolio Value

Micro $29,436,519

Diversification

Diversified

Filing Date

Global Rank

#7,066 / 8,232 ▼ 102

Top Industry

Software - Infrastructure 15.9%

3Y Alpha vs SPY

+6.4%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+32.5%

SPY

+23.4%

Annualised alpha

+6.4%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.2%

+4.6 pts

Top 5

55.1%

+12.3 pts

Top 10

91.6%

+15.4 pts

HHI

929

Diversified+217

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	36.6%	$10,766,615	3
Technology	29.5%	$8,670,345	5
Healthcare	12.7%	$3,733,171	2
Energy	9.6%	$2,820,597	1
Communication Services	8.5%	$2,513,849	1
Financial Services	3.2%	$931,942	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+1,048	13,150	$1,374,832
GOOGL	Alphabet Inc.	+652	8,742	$2,513,849
NVDA	Nvidia Corp	+491	15,078	$2,629,603
PLTR	Palantir Technologies Inc.	+280	15,795	$2,310,492
MSFT	Microsoft Corp	+239	5,933	$2,196,218
HII	Huntington Ingalls Industries, Inc.	+191	8,020	$3,046,798
PWR	Quanta Services, Inc.	+143	7,602	$4,173,650
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
ESTA	Establishment Labs Holdings Inc.	−17,123	28,367	$1,610,678
NTRA	Natera, Inc.	−5,173	10,613	$2,122,493
TCBX	Third Coast Bancshares, Inc.	−5,000	24,635	$931,942
CRS	Carpenter Technology Corp	−3,409	8,997	$3,546,167
XOM	Exxon Mobil Corp	−30	16,625	$2,820,597
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ZETA	Zeta Global Holdings Corp.	10,000	$159,200
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AXP	American Express Co	9,545	$3,531,172
SPGI	S&P Global Inc.	5,322	$2,781,223
EHC	Encompass Health Corp	20,652	$2,192,003
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $29,436,519 total · as of Mar 31, 2026

All sectors Communication Services Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PWR	Quanta Services, Inc. Industrials	Added	7,602	+143	$4,173,650	+32.6%	14.18%
CRS	Carpenter Technology Corp Industrials	Reduced	8,997	-3,409	$3,546,167	−9.2%	12.05%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	8,020	+191	$3,046,798	+14.4%	10.35%
XOM	Exxon Mobil Corp Energy	Reduced	16,625	-30	$2,820,597	+40.7%	9.58%
NVDA	Nvidia Corp Technology	Added	15,078	+491	$2,629,603	−3.3%	8.93%
GOOGL	Alphabet Inc. Communication Services	Added	8,742	+652	$2,513,849	−0.7%	8.54%
PLTR	Palantir Technologies Inc. Technology	Added	15,795	+280	$2,310,492	−16.2%	7.85%
MSFT	Microsoft Corp Technology	Added	5,933	+239	$2,196,218	−20.2%	7.46%
NTRA	Natera, Inc. Healthcare	Reduced	10,613	-5,173	$2,122,493	−41.3%	7.21%
ESTA	Establishment Labs Holdings Inc. Healthcare	Reduced	28,367	-17,123	$1,610,678	−51.4%	5.47%
NOW	ServiceNow, Inc. Technology	Added	13,150	+1,048	$1,374,832	−25.8%	4.67%
TCBX	Third Coast Bancshares, Inc. Financial Services	Reduced	24,635	-5,000	$931,942	−17.3%	3.17%
ZETA	Zeta Global Holdings Corp. Technology	NEW	10,000	NEW	$159,200	NEW	0.54%