Guided Capital Wealth Management, LLC Portfolio Holdings

Guided Capital Wealth Management, LLC

  • $117 Billion
  • Q3 2025

Guided Capital Wealth Management, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $13.4B, Ishares Msci Usa Quality Facto with a value of $9.58B, J P Morgan Exchange Traded Fd with a value of $8.67B, Ishares Russell 2000 ETF with a value of $7.95B, and Pimco ETF Tr with a value of $7.24B.

Examining the 13F form we can see an decrease of $13.1B in the current position value, from $130B to 117B.

Guided Capital Wealth Management, LLC is based out at Houston, TX

Below you can find more details about Guided Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $59.7 Billion
Technology: $11.3 Billion
Healthcare: $6.61 Billion
Industrials: $4.66 Billion
Financial Services: $3.05 Billion
Energy: $1.92 Billion
Communication Services: $1.56 Billion
Consumer Defensive: $319 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.4 Billion 11.44% of portfolio
265,596
Q3 2025 Added 11.24%
$0
$9.58 Billion 8.21% of portfolio
49,254
Q3 2025 Reduced 17.06%
-
$8.67 Billion 7.43% of portfolio
-
Q3 2025 Added 5.57%
$0
$7.95 Billion 6.81% of portfolio
32,866
Q3 2025 Added 1.37%
Pimco ETF Tr
-
$7.24 Billion 6.21% of portfolio
-
Q3 2025 Added 3.69%
J P Morgan Exchange Traded F
-
$7.23 Billion 6.2% of portfolio
-
Q3 2025 Added 4.18%
$0
$7.16 Billion 6.13% of portfolio
334,681
Q3 2025 Added 8.22%
$0
$6.45 Billion 5.53% of portfolio
95,944
Q3 2025 Reduced 28.41%
$0
$5.38 Billion 4.61% of portfolio
55,599
Q3 2025 New
J P Morgan Exchange Traded F
-
$4.19 Billion 3.59% of portfolio
-
Q3 2025 Added 21.13%
$360B
$3.3 Billion 2.83% of portfolio
18,086
Q3 2025 Reduced 49.91%
$471B
$3.29 Billion 2.82% of portfolio
17,657
Q3 2025 Reduced 36.62%
$0
$2.9 Billion 2.49% of portfolio
12,639
Q3 2025 Reduced 62.11%
$3.91T
$2.83 Billion 2.42% of portfolio
5,456
Q3 2025 Added 0.94%
$12.6B
$2.8 Billion 2.4% of portfolio
11,405
Q3 2025 Added 1.58%
$12.4B
$2.45 Billion 2.1% of portfolio
19,305
Q3 2025 Added 3.65%
$242B
$2.17 Billion 1.86% of portfolio
6,535
Q3 2025 Added 33.67%
$974M
$2.12 Billion 1.81% of portfolio
51,650
Q3 2025 Added 3.84%
$16.7B
$2.04 Billion 1.75% of portfolio
12,701
Q3 2025 Reduced 3.3%
$475B
$1.92 Billion 1.65% of portfolio
17,072
Q2 2025 Reduced 2.88%
$63.4B
$1.86 Billion 1.6% of portfolio
4,497
Q3 2025 New
$0
$1.87 Billion 1.6% of portfolio
23,974
Q3 2025 Reduced 74.55%
$185B
$1.84 Billion 1.58% of portfolio
2,003
Q3 2025 Reduced 49.91%
$1.46T
$1.56 Billion 1.34% of portfolio
6,414
Q3 2025 Reduced 22.88%
$0
$983 Million 0.84% of portfolio
16,401
Q3 2025 Reduced 3.04%
$525M
$878 Million 0.75% of portfolio
23,135
Q4 2024 New
$0
$688 Million 0.59% of portfolio
1,124
Q4 2024 New
$0
$493 Million 0.42% of portfolio
736
Q4 2024 New
$0
$282 Million 0.24% of portfolio
1,738
Q4 2024 New
$0
$282 Million 0.24% of portfolio
5,499
Q4 2024 New
Hut 8 Corp
-
$244 Million 0.21% of portfolio
-
Q3 2025 New
$39.8B
$217 Million 0.19% of portfolio
2,398
Q1 2025 New
$128B
$203 Million 0.17% of portfolio
570
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $117 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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