Guided Capital Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing was submitted on October 21, 2026, by Chief Compliance Officer Nicole Louvar, representing the firm's position report for the third quarter of 2026.
The report details a portfolio consisting of 37 individual equity securities and exchange-traded funds (ETFs). The filing indicates that the firm holds a significant number of shares in the iShares Core S&P 500 ETF, with 589,705 shares reported. Other major holdings include shares in NVIDIA Corporation, Microsoft Corporation, ExxonMobil Holdings Corp., and Alphabet Inc. Class A.
The portfolio also includes a substantial allocation to the First Trust Exchange-Traded Fund VI First Trust Global Allocation Fund, with 128,302 shares. Additionally, the firm holds shares in WisdomTree Trust Floating Rate Treasury ETF, with 194,222 shares, and the First Trust Exchange-Traded Fund VI First Trust Enhanced New Finance ETF, with 642,454 shares.
The filing lists a variety of other holdings, including shares in Quanta Services Inc., ServiceNow Inc., Palantir Technologies Inc. Class A, and Establishment Labs Holdings Inc. The report does not specify the total value of the portfolio or the specific strategy driving these selections.
