Guided Capital Wealth Management, LLC Portfolio Holdings

Guided Capital Wealth Management, LLC

  • $143 Billion
  • Q4 2025

Guided Capital Wealth Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $13.5B, Ishares Msci Usa Quality Facto with a value of $9.94B, Capital Group Core Equity ETF with a value of $9.82B, First Tr Exch Trd Fd Viii Firs with a value of $9.19B, and Pimco ETF Tr with a value of $8.81B.

Examining the 13F form we can see an increase of $26B in the current position value, from $117B to 143B.

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 $143 Billion
ETFs: $59.9 Billion
Technology: $10.1 Billion
Industrials: $9.72 Billion
Healthcare: $9.12 Billion
Financial Services: $7.44 Billion
Communication Services: $2.53 Billion
Energy: $2 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $143 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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