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CIK: 0002112951
Total reported value
$216.0M
$216.0M
29 檔
75.6%
The Q1 2026 SEC filing reveals that GuidedMoney, LLC held a total portfolio value of $216.0M, covering 29 public equity positions.
In Q1 2026, GuidedMoney, LLC displayed an active expansion posture, initiating 1 new positions and adding to 9 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VXUS) accounted for 75.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.37% | -0.23% | +5.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 26.55% | -0.25% | +4.11% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.79% | -0.63% | +0.82% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.58% | +0.27% | +0.35% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.50% | -0.06% | +9.62% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.09% | +0.06% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.54% | +0.25% | +27.13% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.35% | +0.02% | — | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | +0.04% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | +0.01% | +0.46% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.01% | — | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.64% | +0.03% | — | |
| 13 | LNT | Alliant Energy CORP | Stock-Utilities | 0.58% | -0.04% | -12.07% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.06% | -3.09% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | +0.04% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.35% | — | -0.38% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | -0.01% | +2.87% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | +2.33% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.01% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | — | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.21% | -0.01% | — | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | — | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | -0.01% | — | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | — | |
| 25 | MGEE | Mge Energy Inc | Stock-Other | 0.15% | -0.01% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.03% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | — | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | -0.01% | — | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.11% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.5% | +27.13% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.5% | +4.11% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +9.62% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.1% | +0.82% | Add |
| 5 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 6 | SCHM | Schwab US Mid Cap ETF | 0% | — | Unchanged |
| 7 | WMT | Walmart Inc | 0% | — | Unchanged |
| 8 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 9 | VB | Vanguard Small-cap ETF | — | +0.46% | Add |
| 10 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 11 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 12 | VO | Vanguard Mid-cap ETF | — | +2.87% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 14 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 15 | MGEE | Mge Energy Inc | — | — | Unchanged |
| 16 | VIGI | Vanguard Int Div App Indx Fd | 0% | — | Unchanged |
| 17 | VOO | Vanguard S&p 500 ETF | 0% | +2.33% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 19 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 21 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
| 22 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 23 | LNT | Alliant Energy CORP | 0% | -12.07% | Trim |
| 24 | AAPL | Apple Inc | 0% | -0.38% | Trim |
| 25 | SCHX | Schwab US Large-cap ETF | -0.1% | — | Unchanged |
| 26 | MSFT | Microsoft CORP | -0.2% | -3.09% | Trim |
| 27 | ITOT | Ishares Core S&p Total U.s. | -0.4% | +0.35% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +5.21% | Add |
| 29 | WEC | Wec Energy Group Inc | — | EXIT | Sold out |
| 30 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
According to official SEC Form 13F filings, GuidedMoney, LLC reported a total U.S. public equity portfolio value of $216.0M across 29 disclosed positions in Q1 2026.
During Q1 2026, GuidedMoney, LLC's top holdings by market value included VTI (39.4%)、BND (26.6%)、VXUS (8.8%). The largest single position, VTI, represented 39.4% of total portfolio value.
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Top New Position Initiated
IAGG
市值: $214.4K
Top Position Liquidated / Trimmed
WEC
前期市值: $245.9K
In Q1 2026, GuidedMoney, LLC made 15 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 3 holdings, and fully liquidating 2 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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