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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002112951
Total reported value
$216.0M
$216.0M
30 檔
74.3%
In Q4 2025, GuidedMoney, LLC's U.S. equity holdings reached a combined market value of $216.0M, distributed across 30 disclosed stock positions.
During Q4 2025, GuidedMoney, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VXUS) accounted for 74.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.79% | -0.23% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 26.10% | -0.25% | — | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.68% | -0.63% | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.96% | +0.27% | — | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.20% | -0.06% | — | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.07% | +0.06% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.04% | +0.25% | — | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.45% | +0.02% | — | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.83% | +0.04% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | +0.01% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.06% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | -0.01% | — | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.66% | +0.03% | — | |
| 14 | LNT | Alliant Energy CORP | Stock-Utilities | 0.61% | -0.04% | — | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | +0.04% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.39% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | -0.01% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.01% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.02% | — | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.22% | -0.01% | — | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.01% | — | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | — | — | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.03% | — | |
| 25 | MGEE | Mge Energy Inc | Stock-Other | 0.15% | -0.01% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | — | — | |
| 27 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.13% | — | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.03% | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | -0.01% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.09% | NEW |
According to official SEC Form 13F filings, GuidedMoney, LLC reported a total U.S. public equity portfolio value of $216.0M across 30 disclosed positions in Q4 2025.
During Q4 2025, GuidedMoney, LLC's top holdings by market value included VTI (39.8%)、BND (26.1%)、VXUS (8.7%). The largest single position, VTI, represented 39.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, GuidedMoney, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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