Guided Capital Wealth Management, LLC has submitted its latest quarterly report, known as the 13F-HR, which outlines its institutional holdings as of September 30, 2026. This filing is crucial as it provides insights into the investment strategies of institutional managers, which can influence market dynamics and competitor actions.
Founded in Texas, Guided Capital Wealth Management operates in the wealth management sector, focusing on managing investments for institutional clients. The firm recently filed its 13F-HR on October 21, 2026, with the accession number 0001951757-26-001724. This filing is part of a series of recent submissions, including quarterly reports and proxy voting records.
The filing states, "The period of report is 2026-09-30," indicating that the information is current as of the end of September. However, specific details about the holdings were not available in the SEC filing.
This update may affect various stakeholders in the wealth management industry, including competitors and investors who monitor institutional investment trends. The filing does not specify what actions will follow this report, leaving the next steps unclear for the firm and its stakeholders.
Filing Details and Context
The 13F-HR filing by Guided Capital Wealth Management, LLC was accepted on October 21, 2026, at 09:17:16, indicating prompt processing by the SEC. The firm operates from its business address located at 24 Greenway Plaza, Suite 1203, Houston, TX 77046, and can be reached at the phone number 832-975-0711.
This filing is part of a regulatory requirement under the Securities Exchange Act of 1934, specifically under the 13F regulation, which mandates institutional investment managers to disclose their equity holdings on a quarterly basis. Guided Capital Wealth Management's Central Index Key (CIK) is 0001849618, and it is registered under the file number 028-24662.
The firm’s Employer Identification Number (EIN) is 832443486, and its fiscal year ends on December 31.
Document Availability
The filing includes two main documents: the primary report and an information table, which can be accessed in various formats including HTML and XML. These documents provide a comprehensive view of the firm's holdings and investment strategies, although specific details about the holdings themselves were not disclosed in the initial summary.
Stakeholders interested in the detailed holdings can refer to the complete submission text file available for download, which consists of 34,348 bytes of data.