GuidedMoney, LLC
13F Reported Value
ⓘ$190.5M
Holdings
29
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GuidedMoney, LLC disclosed 29 positions worth $190.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 2 and a full exit from $WEC. The portfolio is most concentrated in Other (97.3% of disclosed assets). All figures are sourced directly from GuidedMoney, LLC’s Form 13F-HR filing with the SEC under CIK 2112951.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$75.0M233,776 shVANGUARD BD INDEX FDS
—Quality
$50.6M686,802 shVANGUARD STAR FDS
—Quality
$16.7M217,147 shISHARES TR
—Quality
$12.5M87,940 shVANGUARD CHARLOTTE FDS
—Quality
$8.6M178,451 shISHARES TR
—Quality
$5.9M68,019 shISHARES TR
—Quality
$4.8M48,718 shSCHWAB STRATEGIC TR
—Quality
$2.6M100,630 shSCHWAB STRATEGIC TR
—Quality
$1.6M51,435 shVANGUARD INDEX FDS
—Quality
$1.5M5,731 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $75.0M | 233,776 |
| VANGUARD BD INDEX FDS | — | $50.6M | 686,802 |
| VANGUARD STAR FDS | — | $16.7M | 217,147 |
| ISHARES TR | — | $12.5M | 87,940 |
| VANGUARD CHARLOTTE FDS | — | $8.6M | 178,451 |
| ISHARES TR | — | $5.9M | 68,019 |
| ISHARES TR | — | $4.8M | 48,718 |
| SCHWAB STRATEGIC TR | — | $2.6M | 100,630 |
| SCHWAB STRATEGIC TR | — | $1.6M | 51,435 |
| VANGUARD INDEX FDS | — | $1.5M | 5,731 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GuidedMoney, LLC's 29 positions.
Showing top 10 of 29 holdings.
Sector Allocation
Other
$185.4M
Technology
$2.5M
Utilities
$1.4M
Consumer Discretionary
$593,509
Financials
$591,554
Full Holdings — GuidedMoney, LLC (Q1 2026)
All 29 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $75.0M | 39.4% | +5% | — |
| 2 | — | VANGUARD BD INDEX FDS | $50.6M | 26.6% | +4% | — |
| 3 | — | VANGUARD STAR FDS | $16.7M | 8.8% | +1% | — |
| 4 | — | ISHARES TR | $12.5M | 6.6% | +0% | — |
| 5 | — | VANGUARD CHARLOTTE FDS | $8.6M | 4.5% | +10% | — |
| 6 | — | ISHARES TR | $5.9M | 3.1% | +0% | — |
| 7 | — | ISHARES TR | $4.8M | 2.5% | +27% | — |
| 8 | — | SCHWAB STRATEGIC TR | $2.6M | 1.4% | +0% | — |
| 9 | — | SCHWAB STRATEGIC TR | $1.6M | 0.8% | +0% | — |
| 10 | — | VANGUARD INDEX FDS | $1.5M | 0.8% | +0% | — |
| 11 | — | VANGUARD INDEX FDS | $1.3M | 0.7% | +0% | — |
| 12 | — | VANGUARD INDEX FDS | $1.2M | 0.6% | +0% | — |
| 13 |  $LNT | ALLIANT ENERGY CORP | $1.1M | 0.6% | -12% | 56.7 |
| 14 |  $MSFT | MICROSOFT CORP | $974,287 | 0.5% | -3% | 83.7 |
| 15 | — | SCHWAB STRATEGIC TR | $777,948 | 0.4% | +0% | — |
| 16 |  $AAPL | Apple Inc. | $672,290 | 0.3% | -0% | 76.1 |
| 17 | — | VANGUARD INDEX FDS | $545,355 | 0.3% | +3% | — |
| 18 | — | VANGUARD INDEX FDS | $497,759 | 0.3% | +2% | — |
| 19 |  $GOOGL | Alphabet Inc. | $453,239 | 0.2% | +0% | 80.2 |
| 20 |  $GOOG | Alphabet Inc. | $431,340 | 0.2% | +0% | 80.2 |
| 21 | — | VANGUARD WHITEHALL FDS | $401,608 | 0.2% | +0% | — |
| 22 | — | SCHWAB STRATEGIC TR | $388,674 | 0.2% | +0% | — |
| 23 |  $MA | Mastercard Inc | $349,762 | 0.2% | +0% | 81.7 |
| 24 |  $WMT | Walmart Inc. | $344,877 | 0.2% | +0% | 63.2 |
| 25 |  $MGEE | MGE ENERGY INC | $281,336 | 0.1% | +0% | — |
| 26 |  $MCD | MCDONALDS CORP | $248,632 | 0.1% | +0% | 73.9 |
| 27 |  $V | VISA INC. | $241,792 | 0.1% | +0% | 83.5 |
| 28 | — | VANGUARD TAX-MANAGED FDS | $240,300 | 0.1% | +0% | — |
| 29 | — | ISHARES TR | $214,371 | 0.1% | NEW | — |
New Positions (1)
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