Guided Capital Wealth Management, LLC Portfolio Holdings

Guided Capital Wealth Management, LLC

  • $130 Billion
  • Q2 2025

Guided Capital Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $12B, Ishares Msci Usa Quality Facto with a value of $10.9B, First Trust Rising Dividend Ac with a value of $8.41B, J P Morgan Exchange Traded Fd with a value of $7.54B, and First Trust Nasdaq 100 Technol with a value of $7.1B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $120B to 130B.

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 $130 Billion
ETFs: $67.7 Billion
Technology: $16.6 Billion
Healthcare: $6.63 Billion
Industrials: $6.21 Billion
Financial Services: $4.67 Billion
Energy: $1.84 Billion
Communication Services: $1.47 Billion
Consumer Defensive: $222 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.31B
$2.36 Billion 1.82% of portfolio
36,437
Q2 2025 Added 1.7%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $130 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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