Guided Capital Wealth Management, LLC
Net buyer this quarter
$171M
15
+$9.32M
23.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 INFO | $10.7M | 6.28% | 7.31% | New | Q2 2026 |
 CRS | $5.23M | 3.06% | 0.02% | -5.7% | Q1 2025 |
 PWR | $4.02M | 2.35% | 0.00% | -26.6% | Q3 2025 |
 FTGC | $3.56M | 2.08% | Not reported | +11.1% | Q1 2026 |
 GOOGL | $3.07M | 1.80% | 0.00% | -1.7% | Q4 2024 |
 NVDA | $3.05M | 1.78% | 0.00% | +1.2% | Q4 2024 |
 NTRA | $2.87M | 1.68% | 0.01% | -0.3% | Q4 2024 |
 ESTA | $2.43M | 1.42% | 0.10% | 0.0% | Q1 2025 |
 XOM | $2.27M | 1.33% | 0.00% | Not reported | Q4 2024 |
 HII | $2.21M | 1.29% | 0.02% | -1.5% | Q4 2025 |
 MSFT | $2.11M | 1.23% | 0.00% | -4.8% | Q4 2024 |
 PLTR | $1.83M | 1.07% | 0.00% | -0.8% | Q4 2024 |
 NOW | $1.69M | 0.99% | 0.00% | +29.5% | Q4 2024 |
 TCBX | $898K | 0.53% | 0.13% | -9.7% | Q4 2024 |
 ATEC | $86.5K | 0.05% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| PWR | $4.17M | 2.75% | 0.01% | +1.9% | Q3 2025 |
| CRS | $3.55M | 2.34% | 0.02% | -27.5% | Q1 2025 |
| FTGC | $3.41M | 2.25% | Not reported | New | Q1 2026 |
| HII | $3.05M | 2.01% | 0.02% | +2.4% | Q4 2025 |
| XOM | $2.82M | 1.86% | 0.00% | -0.2% | Q4 2024 |
| NVDA | $2.63M | 1.73% | 0.00% | +3.4% | Q4 2024 |
| GOOGL | $2.51M | 1.66% | 0.00% | +8.1% | Q4 2024 |
| PLTR | $2.31M | 1.52% | 0.00% | +1.8% | Q4 2024 |
| MSFT | $2.2M | 1.45% | 0.00% | +4.2% | Q4 2024 |
| NTRA | $2.12M | 1.40% | 0.01% | -32.8% | Q4 2024 |
| ESTA | $1.61M | 1.06% | 0.10% | -37.6% | Q1 2025 |
| NOW | $1.37M | 0.91% | 0.00% | +8.7% | Q4 2024 |
| TCBX | $932K | 0.61% | 0.15% | -16.9% | Q4 2024 |
 ZETA | $159K | 0.11% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| CRS | $3.91M | 2.74% | 0.02% | +8.8% | Q1 2025 |
| NTRA | $3.62M | 2.53% | 0.01% | +24.3% | Q4 2024 |
 AXP | $3.53M | 2.47% | 0.00% | +46.1% | Q4 2024 |
| ESTA | $3.32M | 2.32% | 0.16% | -11.9% | Q1 2025 |
| PWR | $3.15M | 2.21% | 0.01% | +65.9% | Q3 2025 |
 SPGI | $2.78M | 1.95% | 0.00% | New | Q4 2025 |
| PLTR | $2.76M | 1.93% | 0.00% | -14.2% | Q4 2024 |
| MSFT | $2.75M | 1.93% | 0.00% | +4.4% | Q4 2024 |
| NVDA | $2.72M | 1.91% | 0.00% | -17.4% | Q4 2024 |
| HII | $2.66M | 1.87% | 0.02% | New | Q4 2025 |
| GOOGL | $2.53M | 1.77% | 0.00% | +26.1% | Q4 2024 |
 EHC | $2.19M | 1.54% | 0.02% | +7.0% | Q1 2025 |
| XOM | $2M | 1.40% | 0.00% | -2.4% | Q4 2024 |
| NOW | $1.85M | 1.30% | 0.00% | +20.8% | Q4 2024 |
| TCBX | $1.13M | 0.79% | 0.21% | +28.1% | Q4 2024 |
| Q3 2025 | |||||
| PLTR | $3.3M | 2.83% | 0.00% | -49.9% | Q4 2024 |
| NVDA | $3.29M | 2.82% | 0.00% | -36.6% | Q4 2024 |
| MSFT | $2.83M | 2.42% | 0.00% | +0.9% | Q4 2024 |
| CRS | $2.8M | 2.40% | 0.02% | +1.6% | Q1 2025 |
| EHC | $2.45M | 2.10% | 0.02% | +3.7% | Q1 2025 |
| AXP | $2.17M | 1.86% | 0.00% | +33.7% | Q4 2024 |
| ESTA | $2.12M | 1.81% | 0.18% | +3.8% | Q1 2025 |
| NTRA | $2.04M | 1.75% | 0.01% | -3.3% | Q4 2024 |
| XOM | $1.92M | 1.65% | 0.00% | Not reported | Q4 2024 |
| PWR | $1.86M | 1.60% | 0.00% | New | Q3 2025 |
| NOW | $1.84M | 1.58% | 0.00% | -49.9% | Q4 2024 |
| GOOGL | $1.56M | 1.34% | 0.00% | -22.9% | Q4 2024 |
| TCBX | $878K | 0.75% | 0.17% | Not reported | Q4 2024 |
 HUT | $244K | 0.21% | 0.01% | New | Q3 2025 |
 CCEP | $217K | 0.19% | 0.00% | Not reported | Q1 2025 |
 GLD | $203K | 0.17% | 0.00% | New | Q3 2025 |