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Guided Capital Wealth Management - Q1 2026 13F Filings

GU

Guided Capital Wealth Management, LLC

CIK: 0001849618
Address: Texas Houston 24 Greenway Plaza, Suite 1203
$151.58 M
Portfolio Value
34
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FTSM First Trust Enhanced Short Maturity Etf
+$32.36 M
2. HGER Harbor All-Weather Inflation Focus Etf
+$7.75 M
3. FTGC First Trust Global Tactical
+$3.41 M
4. GOOGL Alphabet
+$187,489.16
5. ZETA Zeta Global Holdings
+$159,200

Top Sells

Q1 2026
1. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
−$8.81 M
2. USFR Wisdomtree Floating Rate Treasury Fund
−$8.26 M
3. AXP American Express Company
−$3.53 M
4. SPGI S&P Global
−$2.78 M
5. EHC Encompass Health Corporation
−$2.19 M

Asset Allocation

Stocks/ETFs
+7.68%
$151.58 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Guided Capital Wealth Management Q1 2026 Filing Summary

Guided Capital Wealth Management, LLC filed its 13F report for Q1 2026 on April 30, 2026. The portfolio totaled 151.58 M reflecting a +6.23% change from the prior quarter, spanning 34 assets. The top 10 holdings comprised 69.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Guided Capital Wealth Management’s Q1 2026 Filing

Guided Capital Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/30/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Guided Capital Wealth Management reported a managed portfolio value of 151.58 M, consisting of 34 individual positions.

This page displays the raw filing documents. To see which stocks Guided Capital Wealth Management bought or sold during Q1 2026, please visit Guided Capital Wealth Management's Portfolio Analysis page.