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GuidedMoney, LLC

Momentum followerConcentrated strategyLong-term holder

Total reported value

$190.5M

Reporting period: 2026-03-31 · Number of holdings: 29

GuidedMoney, LLC disclosed 29 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $190.5M and a quarterly turnover rate of 3.5%.

Personality snowflake

Concentration
96.7
Portfolio Stability
3.54
Momentum/Contrarian
100
Sector conviction
67.7
Diversification
58
Sizing Uniformity
75.05

Recent moves

  • Add AGG

    +27.1%　$1.0M

  • Add BND

    +4.1%　$1.7M

  • Trim VTI

    +5.2%　$502.5K

  • Trim ITOT

    +0.4%　-$504.3K

  • Add BNDX

    +9.6%　$708.3K

  • Trim MSFT

    -3.1%　-$339.2K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other39.37%-0.42%+5.21%
2BNDVanguard Total Bond MarketETF-Other26.55%+0.45%+4.11%
3VXUSVanguard Total Intl StockETF-Other8.79%+0.11%+0.82%
4ITOTIshares Core S&p Total U.s.ETF-Other6.58%-0.38%+0.35%
5BNDXVanguard Total Intl Bond ETFETF-Other4.50%+0.30%+9.62%
6IXUSIshares Core Intl Stock ETFETF-Other3.09%+0.02%—
7AGGIshares Core U.s. AggregateETF-Other2.54%+0.50%+27.13%
8SCHXSchwab US Large-cap ETFETF-Other1.35%-0.10%—
9SCHMSchwab US Mid Cap ETFETF-Other0.84%+0.01%—
10VBVanguard Small-cap ETFETF-Other0.79%—+0.46%
11VTVVanguard Value ETFETF-Other0.67%+0.01%—
12VXFVanguard Extended Market ETFETF-Other0.64%-0.02%—
13LNTAlliant Energy CORPStock-Utilities0.58%-0.03%-12.07%
14MSFTMicrosoft CORPStock-Tech0.51%-0.19%-3.09%
15SCHASchwab US Small-cap ETFETF-Other0.41%——
16AAPLApple INCStock-Tech0.35%-0.04%-0.38%
17VOVanguard Mid-cap ETFETF-Other0.29%—+2.87%
18VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.26%-0.01%+2.33%
19GOOGAlphabet Inc-cl CStock-Comm Services0.24%-0.02%—
20GOOGLAlphabet Inc-cl AStock-Comm Services0.23%-0.02%—
21VIGIVanguard Int Div App Indx FdETF-Other0.21%-0.01%—
22SCHFSchwab Intl Equity ETFETF-Other0.20%——
23MAMastercard INC - AStock-Financials0.18%-0.03%—
24WMTWalmart INCStock-Consumer Staples0.18%+0.01%—
25MGEEMge Energy INCStock-Other0.15%——
26MCDMcdonald's CORPStock-Consumer Disc0.13%——
27VVisa Inc-class A SharesStock-Financials0.13%-0.02%—
28VEAVanguard Ftse Developed ETFETF-Other0.13%——
29IAGGIshares Intl Aggregate BondETF-Other0.11%+0.11%NEW

Holding changes this quarter

GuidedMoney, LLC's most significant position changes for 2026-03-31: Sold out: Wec Energy Group INC (WEC); New buy: Ishares Intl Aggregate Bond (IAGG); Sold out: Berkshire Hathaway Inc-cl B (BRK-B); Add: Ishares Core U.s. Aggregate (AGG) — shares +27.13%; Add: Vanguard Total Bond Market (BND) — shares +4.11%.

Position changes disclosed by GuidedMoney, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AGGIshares Core U.s. Aggregate+0.5%+27.13%Add
2BNDVanguard Total Bond Market+0.5%+4.11%Add
3BNDXVanguard Total Intl Bond ETF+0.3%+9.62%Add
4VXUSVanguard Total Intl Stock+0.1%+0.82%Add
5IXUSIshares Core Intl Stock ETF0%—Unchanged
6SCHMSchwab US Mid Cap ETF0%—Unchanged
7WMTWalmart INC0%—Unchanged
8VTVVanguard Value ETF0%—Unchanged
9VBVanguard Small-cap ETF—+0.46%Add
10SCHASchwab US Small-cap ETF——Unchanged
11SCHFSchwab Intl Equity ETF——Unchanged
12VOVanguard Mid-cap ETF—+2.87%Add
13VEAVanguard Ftse Developed ETF——Unchanged
14MCDMcdonald's CORP——Unchanged
15MGEEMge Energy INC——Unchanged
16VIGIVanguard Int Div App Indx Fd0%—Unchanged
17VOOVanguard S&p 500 ETF0%+2.33%Add
18GOOGAlphabet Inc-cl C0%—Unchanged
19VVisa Inc-class A Shares0%—Unchanged
20GOOGLAlphabet Inc-cl A0%—Unchanged
21VXFVanguard Extended Market ETF0%—Unchanged
22MAMastercard INC - A0%—Unchanged
23LNTAlliant Energy CORP0%-12.07%Trim
24AAPLApple INC0%-0.38%Trim
25SCHXSchwab US Large-cap ETF-0.1%—Unchanged
26MSFTMicrosoft CORP-0.2%-3.09%Trim
27ITOTIshares Core S&p Total U.s.-0.4%+0.35%Add
28VTIVanguard Total Stock Mkt ETF-0.4%+5.21%Add
29WECWec Energy Group INC—EXITSold out
30IAGGIshares Intl Aggregate Bond—NEWNew buy
31BRK-BBerkshire Hathaway Inc-cl B—EXITSold out

FAQ

What is GuidedMoney, LLC and what type of investor is it?
GuidedMoney, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $190.5M, spread across 29 disclosed positions.
What are GuidedMoney, LLC's largest equity positions?
Based on the latest 13F filing, GuidedMoney, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $75.0M (39.4%) 2. Vanguard Total Bond Market (BND) — $50.6M (26.6%) 3. Vanguard Total Intl Stock (VXUS) — $16.7M (8.8%) 4. Ishares Core S&p Total U.s. (ITOT) — $12.5M (6.6%) 5. Vanguard Total Intl Bond ETF (BNDX) — $8.6M (4.5%)
What changes did GuidedMoney, LLC make in its most recent portfolio filing?
In the latest reported quarter, GuidedMoney, LLC made 15 notable position adjustments: 1 new positions were initiated, 9 existing holdings were added to, 3 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Wec Energy Group INC (WEC); New buy: Ishares Intl Aggregate Bond (IAGG); Sold out: Berkshire Hathaway Inc-cl B (BRK-B); Add: Ishares Core U.s. Aggregate (AGG) — shares +27.13%; Add: Vanguard Total Bond Market (BND) — shares +4.11%
What sectors does GuidedMoney, LLC focus on?
GuidedMoney, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 34.2% • Utilities: 22.8% • Communication Services: 18.4% • Financials: 12.3% • Consumer Staples: 7.2% • Consumer Discretionary: 5.2%