Guided Capital Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$151,577
Net value change ($000)
+8,888 (6.2%)
New positions
3
Sold out positions
5
Turnover %
21.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTSM 32,357 5227.3%
HGER 7,749 NEW
FTGC 3,406 NEW
PWR 1,026 32.6%
XOM 817 40.8%
AIRR 713 11.7%
HII 385 14.5%
ZETA 159 NEW
Top Reduces (Value $000, Stocks/ETFs)
PYLD -8,810 -100.0%
USFR -8,254 -61.3%
AXP -3,531 -100.0%
SPGI -2,781 -100.0%
EHC -2,192 -100.0%
FXR -1,919 -100.0%
IWM -1,889 -23.4%
ESTA -1,704 -51.4%
NTRA -1,494 -41.3%
JGRO -927 -11.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type