Guided Capital Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$117M
Signature - Title
Nicole Louvar - Chief Operating 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 34 stock holdings with total value $117M as of Q3 2025. Top holdings included USFR, QUAL, JGRO, IWM, and PYLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 34 $117M +$12.2M -$32.6M -$20.4M USFR, QUAL, JGRO, IWM, PYLD 13F-HR 10/8/2025, 04:08 PM
Q2 2025 34 $130M +$357K -$4M -$3.64M USFR, QUAL, RDVY, JGRO, QTEC 13F-HR 7/10/2025, 11:15 AM
Q1 2025 35 $120M +$35.4M -$20.5M +$14.9M USFR, QUAL, RDVY, JBND, PYLD 13F-HR 4/21/2025, 12:58 PM
Q4 2024 30 $109M $0 $0 USFR, QUAL, RDVY, FTSM, DEED 13F-HR 1/29/2025, 02:48 PM