Guided Capital Wealth Management, LLC

CIK

1849618

Location

HOUSTON, TX

Portfolio Value

Micro $31,770,824

Diversification

Diversified

Filing Date

Global Rank

#7,671 / 8,700 ▼ 503

Top Industry

Metal Fabrication 16.5%

Period ended 2 months ago

Filed Jul 24, 2026 · 51d

7 quarters · since Dec 2024

Portfolio Concentration

13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.5%

−7.6 pts

Top 5

57.4%

−1.1 pts

Top 10

91.6%

+12.0 pts

HHI

970

Diversified−58

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	36.1%	$11,460,053	3
Technology	27.3%	$8,676,629	4
Healthcare	17.0%	$5,391,283	3
Communication Services	9.7%	$3,071,595	1
Energy	7.2%	$2,272,970	1
Financial Services	2.8%	$898,294	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+3,879	17,029	$1,690,639
NVDA	Nvidia Corp	+174	15,252	$3,051,772
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
TCBX	Third Coast Bancshares, Inc.	−2,400	22,235	$898,294
PWR	Quanta Services, Inc.	−2,024	5,578	$4,016,383
CRS	Carpenter Technology Corp	−516	8,481	$5,231,420
MSFT	Microsoft Corp	−285	5,648	$2,106,816
GOOGL	Alphabet Inc.	−147	8,595	$3,071,595
PLTR	Palantir Technologies Inc.	−132	15,663	$1,827,402
HII	Huntington Ingalls Industries, Inc.	−116	7,904	$2,212,250
NTRA	Natera, Inc.	−36	10,577	$2,871,126
ESTA	Establishment Labs Holdings Inc.	−6	28,361	$2,433,657
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ATEC	Alphatec Holdings, Inc.	10,000	$86,500
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
CAAA	First Trust AAA CMBS ETF	551,623	$32,976,022
AAXJ	iShares MSCI All Country Asia ex Japan ETF	76,763	$16,403,977
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	208,122	$12,369,722
CGUS	Capital Group Core Equity ETF	243,334	$9,348,892
AFGR	First Trust Active Factor Large Cap Growth ETF	422,580	$9,013,631
AIRR	First Trust RBA American Industrial Renaissance ETF	117,052	$7,992,310
ACOM	Harbor Active Commodity ETF	249,881	$7,748,809
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	103,599	$5,215,173
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	118,641	$3,406,183
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	26,153	$1,301,500
VB	Vanguard Morningstar Small-Cap ETF	1,098	$656,109
DVVY	Invesco Diversified Dividend Opportunities ETF	13,004	$648,613
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	5,323	$270,621
ZETA	Zeta Global Holdings Corp.	10,000	$159,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 tracked positions · $31,770,824 total · as of Jun 30, 2026

All sectors Communication Services Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRS	Carpenter Technology Corp Industrials	Reduced	8,481	-516	$5,231,420	+47.5%	16.47%
PWR	Quanta Services, Inc. Industrials	Reduced	5,578	-2,024	$4,016,383	−3.8%	12.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,595	-147	$3,071,595	+22.2%	9.67%
NVDA	Nvidia Corp Technology	Added	15,252	+174	$3,051,772	+16.1%	9.61%
NTRA	Natera, Inc. Healthcare	Reduced	10,577	-36	$2,871,126	+35.3%	9.04%
ESTA	Establishment Labs Holdings Inc. Healthcare	Reduced	28,361	-6	$2,433,657	+51.1%	7.66%
XOM	ExxonMobil Holdings Corp Energy	Held	16,625	0	$2,272,970	−19.4%	7.15%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	7,904	-116	$2,212,250	−27.4%	6.96%
MSFT	Microsoft Corp Technology	Reduced	5,648	-285	$2,106,816	−4.1%	6.63%
PLTR	Palantir Technologies Inc. Technology	Reduced	15,663	-132	$1,827,402	−20.9%	5.75%
NOW	ServiceNow, Inc. Technology	Added	17,029	+3,879	$1,690,639	+23.0%	5.32%
TCBX	Third Coast Bancshares, Inc. Financial Services	Reduced	22,235	-2,400	$898,294	−3.6%	2.83%
ATEC	Alphatec Holdings, Inc. Healthcare	NEW	10,000	NEW	$86,500	NEW	0.27%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.