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GuidedMoney, LLC — 13F Holdings & Portfolio

CIK 2112951 · latest 13F-HR filed 2026-07-28

Backtest portfolio

GuidedMoney, LLC manages $216.0M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (39.14%), BND (26.30%), VXUS (8.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 0, added to 25, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5293 SCHERBEL RD
BLACK EARTH, WI 53515
Phone
(608) 630-7974
Filing Manager
GuidedMoney, LLC
BLACK EARTH, WI
Signatory
Rita Rhodes
Consultant
Loading holdings…
AUM

$216.0M

Long-equity book

Holdings

34

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+5 / −0 / ↑25 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$9.6M +12.8%
  • VANGUARD BD INDEX FDS$6.2M +12.3%
  • ISHARES TR$2.3M +18.2%
  • ISHARES TR$1.2M +24.7%
  • VANGUARD CHARLOTTE FDS$1.0M +11.9%
Show all 25 →

Top Trims

  • MCDONALDS CORP-$32.4K -13.0%
  • WALMART INC-$30.6K -8.9%
Show all 2 →

New Positions

  • CISCO SYS INC$234.9K
  • ISHARES TR$233.3K
  • J P MORGAN EXCHANGE TRADED F$210.3K
  • JOHNSON & JOHNSON$203.2K
  • BERKSHIRE HATHAWAY INC DEL$200.2K
Show all 5 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $84.6M 39.14% 228,524 SH
2 VANGUARD BD INDEX FDS BND 921937835 $56.8M 26.30% 774,038 SH
3 VANGUARD STAR FDS VXUS 921909768 $17.6M 8.16% 206,270 SH
4 ISHARES TR ITOT 464287150 $14.8M 6.85% 90,113 SH
5 VANGUARD CHARLOTTE FDS BNDX 92203J407 $9.6M 4.44% 198,170 SH
6 ISHARES TR IXUS 46432F834 $6.8M 3.15% 71,400 SH
7 ISHARES TR AGG 464287226 $6.0M 2.79% 60,942 SH
8 SCHWAB STRATEGIC TR SCHX 808524201 $3.0M 1.37% 100,683 SH
9 SCHWAB STRATEGIC TR SCHM 808524508 $1.9M 0.88% 51,435 SH
10 VANGUARD INDEX FDS VB 922908751 $1.7M 0.80% 5,731 SH
11 VANGUARD INDEX FDS VXF 922908652 $1.5M 0.67% 5,898 SH
12 VANGUARD INDEX FDS VTV 922908744 $1.4M 0.66% 6,511 SH
13 ALLIANT ENERGY CORP LNT 018802108 $1.2M 0.54% 15,333 SH
14 MICROSOFT CORP MSFT 594918104 $981.8K 0.45% 2,632 SH
15 SCHWAB STRATEGIC TR SCHA 808524607 $966.5K 0.45% 26,752 SH
16 APPLE INC AAPL 037833100 $766.5K 0.35% 2,649 SH
17 VANGUARD INDEX FDS VO 922908629 $612.0K 0.28% 7,596 SH
18 VANGUARD INDEX FDS VOO 922908363 $572.1K 0.26% 833 SH
19 ALPHABET INC GOOGL 02079K305 $536.1K 0.25% 1,500 SH
20 ALPHABET INC GOOG 02079K107 $534.9K 0.25% 1,514 SH
21 ISHARES TR IAGG 46435G672 $496.2K 0.23% 9,807 SH
22 SCHWAB STRATEGIC TR SCHF 808524805 $435.0K 0.20% 15,704 SH
23 VANGUARD WHITEHALL FDS VIGI 921946810 $423.9K 0.20% 4,540 SH
24 MASTERCARD INCORPORATED MA 57636Q104 $359.5K 0.17% 700 SH
25 WALMART INC WMT 931142103 $314.3K 0.15% 2,775 SH
26 MGE ENERGY INC MGEE 55277P104 $296.8K 0.14% 3,640 SH
27 VISA INC V 92826C839 $274.5K 0.13% 800 SH
28 VANGUARD TAX-MANAGED FDS VEA 921943858 $267.2K 0.12% 3,750 SH
29 CISCO SYS INC CSCO 17275R102 $234.9K 0.11% 2,000 SH
30 ISHARES TR IJR 464287804 $233.3K 0.11% 1,573 SH
31 MCDONALDS CORP MCD 580135101 $216.2K 0.10% 800 SH
32 J P MORGAN EXCHANGE TRADED F JPUS 46641Q407 $210.3K 0.10% 1,500 SH
33 JOHNSON & JOHNSON JNJ 478160104 $203.2K 0.09% 800 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $200.2K 0.09% 400 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $216.0M 34 0002112951-26-000003
2026-03-31 2026-05-05 $190.5M 29 0002112951-26-000002
2025-12-31 2026-02-23 $187.2M 30 0002112951-26-000001