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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
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HII HUNTINGTON INGALLS INDS INC Industrials 7,904.0 $2.2M 1.29% +75.0 +1.0% $279.89 +5.1%
22 MSFT MICROSOFT CORP Technology 5,648.0 $2.1M 1.23% -46.0 -0.8% $373.03 +37.7%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 15,663.0 $1.8M 1.07% +148.0 +0.9% $116.67 +59.7%
24 NOW SERVICENOW INC Technology 17,029.0 $1.7M 0.99% +5K +40.7% $99.28 +45.8%
25 TCBX THIRD COAST BANCSHARES INC Financial Services 22,235.0 $898K 0.53% -7K -25.0% $40.40 +11.7%
26 GPIQ GOLDMAN SACHS ETF TR 13,082.0 $776K 0.45% $59.31 -4.0%
27 VOO VANGUARD INDEX FDS 1,098.0 $754K 0.44% $686.81 +3.0%
28 QQA INVESCO ACTIVELY MANAGED EXC 13,004.0 $749K 0.44% $57.63 -2.7%
29 GPIX GOLDMAN SACHS ETF TR 13,071.0 $726K 0.42% $55.57 +1.4%
30 JEPI J P MORGAN EXCHANGE TRADED F 11,986.0 $677K 0.40% $56.48 +2.3%
31 IVV ISHARES TR 736.0 $551K 0.32% $748.89 +3.2%
32 IYY ISHARES TR 1,738.0 $317K 0.18% $182.28 +2.8%
33 NEAR ISHARES U S ETF TR 5,323.0 $270K 0.16% $50.66 -0.3%
34 J P MORGAN EXCHANGE TRADED F 4,112.0 $208K 0.12% NEW $50.57
35 ATEC ALPHATEC HLDGS INC Healthcare 10,000.0 $86K 0.05% NEW $8.65 +9.1%
Page 2 of 2  ·  35 positions

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%