Guided Capital Wealth Management, LLC
RIA/Wealth
Guided Capital Wealth Management, LLC is a RIA/Wealth based in Houston, TX led by Kyle R Louvar, managing $116.6M across 34 long positions as of Q3 2025 with 75% ETF concentration and 66% concentrated in top 10 holdings.
Managing PartnerKyle R Louvar
- Portfolio Value
- $116.6M
- Positions
- 34
- Top Holding
- USFR at 11.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Guided Capital Wealth Management, LLC's portfolio (66.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.4M | 11.45% | +$1.3M Bought | — 265.6K shares | |
ETF ETF | $9.6M | 8.22% | -$2.0M Sold | — 49.3K shares | |
ETF ETF | $8.7M | 7.44% | +$457.4K Bought | — 92.5K shares | |
ETF ETF | $8.0M | 6.82% | +$107.2K Bought | — 32.9K shares | |
ETF ETF | $7.2M | 6.21% | +$257.7K Bought | — 269.8K shares | |
ETF ETF | $7.2M | 6.20% | +$290.1K Bought | — 133.5K shares | |
ETF ETF | $7.2M | 6.14% | +$543.4K Bought | — 334.7K shares | |
ETF ETF | $6.5M | 5.53% | -$2.6M Sold | — 95.9K shares | |
ETF ETF | $5.4M | 4.61% | +$5.4M New | — 55.6K shares | |
ETF ETF | $4.2M | 3.59% | +$730.7K Bought | — 45.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Guided Capital Wealth Management, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+33.67% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-74.55% |
Analytics
Portfolio insights and performance metrics for Guided Capital Wealth Management, LLC
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