13F Filings History of Guided Capital Wealth Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$142,688,639
Signature - Title
Nicole Louvar - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Guided Capital Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Guided Capital Wealth Management, LLC reported 36 stock holdings with total value $142,688,639 as of Q4 2025. Top holdings included USFR, QUAL, CGUS, DEED, and PYLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $142,688,639 +$31,578,481 -$8,026,863 +$23,551,618 USFR, QUAL, CGUS, DEED, PYLD 13F-HR 15 Jan 2026, 14:41
Q3 2025 34 $116,608,550 +$12,202,378 -$32,634,497 -$20,432,119 USFR, QUAL, JGRO, IWM, PYLD 13F-HR 08 Oct 2025, 16:08
Q2 2025 34 $129,831,274 +$356,588 -$4,000,958 -$3,644,370 USFR, QUAL, RDVY, JGRO, QTEC 13F-HR 10 Jul 2025, 11:15
Q1 2025 35 $119,702,265 +$35,413,468 -$20,517,661 +$14,895,807 USFR, QUAL, RDVY, JBND, PYLD 13F-HR 21 Apr 2025, 12:58
Q4 2024 30 $109,114,613 $0 $0 $0 USFR, QUAL, RDVY, FTSM, DEED 13F-HR 29 Jan 2025, 14:48