Guided Capital Wealth Management, LLC
•CIK: 1849618•Filing: Q4 2025
**Guided Capital Wealth Management, LLC** manages $143M across a portfolio of 36 distinct positions. The firm exhibits notable concentration in fixed income and dividend-focused strategies, highlighted by top holdings such as USFR ($13.5M) and QUAL ($9.9M). Further allocations include significant exposure to CGUS ($9.8M), DEED ($9.2M), and PYLD ($8.8M). This positioning suggests a tactical focus on income generation and defensive equity sectors.
Total AUM
$142.7M
QoQ Performance
+22.4%
Positions
27
Top 10 Concentration
63.5%
Latest Filing
Q4 2025
Top Holdings Allocation
USFR
QUAL
CGUS
DEED
PYLD
JBND
JGRO
RDVY
USFR9.4%
QUAL7.0%
CGUS6.9%
DEED6.4%
PYLD6.2%
JBND6.2%
JGRO5.8%
RDVY5.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.7%
Technology5.6%
Financial2.5%
Energy1.4%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW7 new positions
↑18 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024