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Portfolio (Quarterly) Guide ↗

Guided Capital Wealth Management, LLC

· CIK 0001849618
13F Portfolio $171M AUM 35 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 7 Added 13 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTSM FIRST TR EXCHANGE-TRADED FD 628,737.0 $37.6M 21.96% +618K +5990.6% $59.73 +0.3%
2 CGUS CAPITAL GROUP CORE EQUITY ET 247,559.0 $11.0M 6.44% +4K +1.5% $44.48 +1.9%
3 GOOGL ALPHABET INC Communication Services 8,595.0 $3.1M 1.80% +505.0 +6.2% $357.37 -3.0%
4 NVDA NVIDIA CORPORATION Technology 15,252.0 $3.1M 1.78% +665.0 +4.6% $200.09 +8.7%
5 HII HUNTINGTON INGALLS INDS INC Industrials 7,904.0 $2.2M 1.29% +75.0 +1.0% $279.89 +5.1%
6 PLTR PALANTIR TECHNOLOGIES INC Technology 15,663.0 $1.8M 1.07% +148.0 +0.9% $116.67 +59.7%
7 NOW SERVICENOW INC Technology 17,029.0 $1.7M 0.99% +5K +40.7% $99.28 +45.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 36.1%
Technology 27.3%
Healthcare 17.0%
Communication Services 9.7%
Energy 7.2%
Financial Services 2.8%