Guided Capital Wealth Management, LLC
Guided Capital Wealth Management, LLC reported 35 holdings worth US$171M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Guided Capital Wealth Management, LLC reported 35 holdings worth US$171M as of Jun 30, 2026. Largest: Carpenter Technology Corporation, Quanta Services, Inc. and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$171M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Carpenter Technology Corporation | 8,481 | US$5.23M | 3.1% |
| Quanta Services, Inc. | 5,578 | US$4.02M | 2.3% |
| Alphabet Inc (google) Class C | 8,595 | US$3.07M | 1.8% |
| Nvidia Corporation | 15,252 | US$3.05M | 1.8% |
| Natera, Inc. | 10,577 | US$2.87M | 1.7% |
| Establishment Labs Holdings Inc. | 28,361 | US$2.43M | 1.4% |
| Exxon Mobil Corporation | 16,625 | US$2.27M | 1.3% |
| Huntington Ingalls Industries, Inc. | 7,904 | US$2.21M | 1.3% |
| Microsoft Corp. | 5,648 | US$2.11M | 1.2% |
| Palantir Technologies Inc. | 15,663 | US$1.83M | 1.1% |
| Servicenow, Inc. | 17,029 | US$1.69M | 0.99% |
| Third Coast Bancshares, Inc. | 22,235 | US$898K | 0.53% |
| Alphatec Holdings, Inc. | 10,000 | US$86,500 | 0.05% |
| Zeta Global Holdings Corp. | 0 | US$0 | 0.00% |