🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 777.22 -0.2% NASDAQ 100: 757.73 -0.3% Dow Jones: 534.08 -0.5%

Guided Capital Wealth Management - Q2 2026 13F Filings

GU

Guided Capital Wealth Management, LLC

CIK: 0001849618
Address: Texas Houston 24 Greenway Plaza, Suite 1203
$171.01 M
Portfolio Value
35
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. INFO Harbor Panagora Dynamic Large Cap Core Etf
+$10.75 M
2. FTSM First Trust Enhanced Short Maturity Etf
+$4.61 M
3. USFR Wisdomtree Floating Rate Treasury Fund
+$3.54 M
4. HGER Harbor All-Weather Inflation Focus Etf
+$1.72 M
5. NOW Servicenow
+$385,107.09

Top Sells

Q2 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$9.48 M
2. IWM Ishares Russell 2000 Etf
−$2.16 M
3. PWR Quanta Services
−$1.46 M
4. DEED First Trust Securitized Plus Etf
−$524,686.59
5. JBND Jpmorgan Active Bond Etf
−$335,231.02

Asset Allocation

Stocks/ETFs
+12.82%
$171.01 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Guided Capital Wealth Management Q2 2026 Filing Summary

Guided Capital Wealth Management, LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 171.01 M reflecting a +12.82% change from the prior quarter, spanning 35 assets. The top 10 holdings comprised 70.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Guided Capital Wealth Management’s Q2 2026 Filing

Guided Capital Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Guided Capital Wealth Management reported a managed portfolio value of 171.01 M, consisting of 35 individual positions.

This page displays the raw filing documents. To see which stocks Guided Capital Wealth Management bought or sold during Q2 2026, please visit Guided Capital Wealth Management's Portfolio Analysis page.