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Portfolio (Quarterly) Guide ↗

Guided Capital Wealth Management, LLC

· CIK 0001849618
13F Portfolio $143M AUM 36 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 17 Added 8 Reduced 6 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HII HUNTINGTON INGALLS INDS INC Industrials 7,829.0 $2.7M 1.87% NEW $340.07 -4.1%
22 GOOGL ALPHABET INC Communication Services 8,090.0 $2.5M 1.77% +2K +26.1% $313.00 +26.8%
23 EHC ENCOMPASS HEALTH CORP Healthcare 20,652.0 $2.2M 1.54% +1K +7.0% $106.14 +0.5%
24 XOM EXXON MOBIL CORP Energy 16,655.0 $2.0M 1.41% -417.0 -2.4% $120.34 +31.2%
25 FXR FIRST TR EXCHANGE TRADED FD 24,027.0 $1.9M 1.34% $79.87 +5.5%
26 NOW SERVICENOW INC Technology 12,102.0 $1.9M 1.30% +10K +504.2% $153.19 -37.9%
27 TCBX THIRD COAST BANCSHARES INC Financial Services 29,635.0 $1.1M 0.79% +6K +28.1% $38.01 -2.7%
28 GPIX GOLDMAN SACHS ETF TR 13,071.0 $690K 0.48% NEW $52.80 +4.1%
29 QQA INVESCO ACTIVELY MANAGED EXC 13,004.0 $689K 0.48% NEW $53.02 +5.6%
30 VOO VANGUARD INDEX FDS 1,098.0 $689K 0.48% -26.0 -2.3% $627.13 +8.3%
31 GPIQ GOLDMAN SACHS ETF TR 13,022.0 $688K 0.48% NEW $52.87 +8.3%
32 JEPI J P MORGAN EXCHANGE TRADED F 11,986.0 $686K 0.48% NEW $57.24 -1.9%
33 FTSM FIRST TR EXCHANGE-TRADED FD 10,323.0 $619K 0.43% -6K -37.1% $59.93 -0.1%
34 IVV ISHARES TR 736.0 $504K 0.35% $684.94 +8.3%
35 IYY ISHARES TR 1,738.0 $288K 0.20% $165.81 +8.1%
36 NEAR ISHARES U S ETF TR 5,323.0 $272K 0.19% -176.0 -3.2% $51.10 -1.0%
Page 2 of 2  ·  36 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
Technology 24.7%
Industrials 23.8%
Healthcare 22.3%
Financial Services 18.2%
Communication Services 6.2%
Energy 4.9%