Guided Capital Wealth Management, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 172,437
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 37 | 172,437 | 13F-HR | Guided Capital Wealth Management, LLC |
| Q2 2026 | 7/24/2026 | 35 | 171,015 | 13F-HR | Guided Capital Wealth Management, LLC |
| Q1 2026 | 4/30/2026 | 34 | 151,577 | 13F-HR | Guided Capital Wealth Management, LLC |
| Q4 2025 | 1/15/2026 | 36 | 142,689 | 13F-HR | Guided Capital Wealth Management, LLC |
| Q3 2025 | 10/8/2025 | 35 | 116,711 | 13F-HR | Guided Capital Wealth Management, LLC |
| Q2 2025 | 7/10/2025 | 34 | 129,831 | 13F-HR | Guided Capital Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.55 K | 55.4% | 2.893 K | 0 | 2.893 K |
| ETFs | 68.88 K | 39.9% | 0 | 1.121 K | -1.121 K |
| Debt | 8.003 K | 4.6% | 0 | 349 | -349 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
172,437
Holdings
37
QoQ value change ($000)
1,422
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.