GuidedMoney, LLC — 13F Holdings & Portfolio
CIK 2112951 · latest 13F-HR filed 2026-05-05
GuidedMoney, LLC manages $190.5M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (39.37%), BND (26.55%), VXUS (8.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 3, and trimmed 6.
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.
$190.5M
Long-equity book
29
Distinct positions
2026-03-31
Filed 2026-05-05
+1 / −2 / ↑3 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.0M +26.4%
- VANGUARD CHARLOTTE FDS$708.3K +9.0%
- WALMART INC$35.7K +11.6%
Top Trims
- MICROSOFT CORP-$339.2K -25.8%
- APPLE INC-$50.6K -7.0%
- MASTERCARD INCORPORATED-$49.9K -12.5%
- ALPHABET INC-$42.6K -8.6%
- VISA INC-$38.8K -13.8%
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 | $75.0M | 39.37% | 233,776 | SH |
| 2 | VANGUARD BD INDEX FDS | BND | 921937835 | $50.6M | 26.55% | 686,802 | SH |
| 3 | VANGUARD STAR FDS | VXUS | 921909768 | $16.7M | 8.79% | 217,147 | SH |
| 4 | ISHARES TR | ITOT | 464287150 | $12.5M | 6.58% | 87,940 | SH |
| 5 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $8.6M | 4.50% | 178,451 | SH |
| 6 | ISHARES TR | IXUS | 46432F834 | $5.9M | 3.09% | 68,019 | SH |
| 7 | ISHARES TR | AGG | 464287226 | $4.8M | 2.54% | 48,718 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.6M | 1.35% | 100,630 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $1.6M | 0.84% | 51,435 | SH |
| 10 | VANGUARD INDEX FDS | VB | 922908751 | $1.5M | 0.79% | 5,731 | SH |
| 11 | VANGUARD INDEX FDS | VTV | 922908744 | $1.3M | 0.67% | 6,511 | SH |
| 12 | VANGUARD INDEX FDS | VXF | 922908652 | $1.2M | 0.64% | 5,898 | SH |
| 13 | ALLIANT ENERGY CORP | LNT | 018802108 | $1.1M | 0.58% | 15,333 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $974.3K | 0.51% | 2,632 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $777.9K | 0.41% | 26,752 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $672.3K | 0.35% | 2,649 | SH |
| 17 | VANGUARD INDEX FDS | VO | 922908629 | $545.4K | 0.29% | 1,899 | SH |
| 18 | VANGUARD INDEX FDS | VOO | 922908363 | $497.8K | 0.26% | 833 | SH |
| 19 | ALPHABET INC | GOOG | 02079K107 | $453.2K | 0.24% | 1,580 | SH |
| 20 | ALPHABET INC | GOOGL | 02079K305 | $431.3K | 0.23% | 1,500 | SH |
| 21 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $401.6K | 0.21% | 4,540 | SH |
| 22 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $388.7K | 0.20% | 15,704 | SH |
| 23 | MASTERCARD INCORPORATED | MA | 57636Q104 | $349.8K | 0.18% | 700 | SH |
| 24 | WALMART INC | WMT | 931142103 | $344.9K | 0.18% | 2,775 | SH |
| 25 | MGE ENERGY INC | MGEE | 55277P104 | $281.3K | 0.15% | 3,640 | SH |
| 26 | MCDONALDS CORP | MCD | 580135101 | $248.6K | 0.13% | 800 | SH |
| 27 | VISA INC | V | 92826C839 | $241.8K | 0.13% | 800 | SH |
| 28 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $240.3K | 0.13% | 3,750 | SH |
| 29 | ISHARES TR | IAGG | 46435G672 | $214.4K | 0.11% | 4,284 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $190.5M | 29 | 0002112951-26-000002 |
| 2025-12-31 | 2026-02-23 | $187.2M | 30 | 0002112951-26-000001 |