Q3 2026 13F · SEC CIK 2112951

GuidedMoney, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $217.4M
Reported positions: 33
Holdings vs S&P 500, 3 yrs: —
Assets under management: $232.6M

GuidedMoney, LLC is a wealth manager that reported 33 positions worth $217.4M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Vanguard Index Fds (VTI, 38.2%), Vanguard Bd Index Fds (BND, 27.2%), Vanguard Star Fds (VXUS, 8.0%).

GuidedMoney, LLC holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

GuidedMoney, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	38.2%	39.1%	221,630	-3.0%	$82.9M
BNDVanguard Bd Index Fds	27.2%	26.3%	841,624	+8.7%	$59.0M
VXUSVanguard Star Fds	8.0%	8.2%	204,597	-0.8%	$17.4M
ITOTIshares Tr	7.9%	6.9%	103,610	+15.0%	$17.2M
BNDXVanguard Charlotte Fds	4.3%	4.4%	201,569	+1.7%	$9.4M
IXUSIshares Tr	3.1%	3.2%	70,845	-0.8%	$6.7M
AGGIshares Tr	2.3%	2.8%	52,339	-14.1%	$4.9M
SCHXSchwab Strategic Tr	1.4%	1.4%	100,683	+0.0%	$3.0M
SCHMSchwab Strategic Tr	0.8%	0.9%	51,435	+0.0%	$1.7M
VBVanguard Index Fds	0.8%	0.8%	5,731	+0.0%	$1.6M
VTVVanguard Index Fds	0.6%	0.7%	6,511	+0.0%	$1.4M
VXFVanguard Index Fds	0.6%	0.7%	5,898	+0.0%	$1.4M
MSFTMicrosoft Corp	0.6%	0.5%	2,632	+0.0%	$1.3M
LNTAlliant Energy Corp	0.4%	0.5%	14,937	-2.6%	$946K
AAPLApple Inc	0.4%	0.4%	2,649	+0.0%	$882K
SCHASchwab Strategic Tr	0.4%	0.4%	26,752	+0.0%	$873K
IAGGIshares Tr	0.3%	0.2%	15,187	+54.9%	$747K
VOVanguard Index Fds	0.3%	0.3%	7,596	+0.0%	$596K
VOOVanguard Index Fds	0.3%	0.3%	833	+0.0%	$584K
GOOGLAlphabet Inc	0.2%	0.2%	1,500	+0.0%	$516K
GOOGAlphabet Inc	0.2%	0.2%	1,514	+0.0%	$516K
SCHFSchwab Strategic Tr	0.2%	0.2%	15,704	+0.0%	$431K
VIGIVanguard Whitehall Fds	0.2%	0.2%	4,540	+0.0%	$429K
MAMastercard Incorporated	0.2%	0.2%	700	+0.0%	$386K
MGEEMge Energy Inc	0.1%	0.1%	4,460	+22.5%	$310K
WMTWalmart Inc	0.1%	0.1%	2,775	+0.0%	$288K
VVisa Inc	0.1%	0.1%	800	+0.0%	$287K
VEAVanguard Ftse Developed Markets Index Fu	0.1%	0.1%	3,750	+0.0%	$265K
WINNHarbor ETF Trust	0.1%	New	6,315	—	$217K
CSCOCisco Sys Inc	0.1%	0.1%	2,000	+0.0%	$215K
IJRIshares Tr	0.1%	0.1%	1,573	+0.0%	$214K
JNJJohnson & Johnson	0.1%	0.1%	800	+0.0%	$212K
JPUSJ P Morgan Exchange Traded F	0.1%	0.1%	1,500	+0.0%	$204K

What GuidedMoney, LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$217.4M	33
Q2 2026	$216.0M	34
Q1 2026	$190.5M	29
Q4 2025	$187.2M	30

Questions about GuidedMoney, LLC's portfolio

What stocks does GuidedMoney, LLC own?

GuidedMoney, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 33 positions worth $217.4M. The largest are Vanguard Index Fds (VTI) at 38.2%, Vanguard Bd Index Fds (BND) at 27.2%, Vanguard Star Fds (VXUS) at 8.0%, Ishares Tr (ITOT) at 7.9% and Vanguard Charlotte Fds (BNDX) at 4.3%.

What did GuidedMoney, LLC buy last quarter?

In Q3 2026, GuidedMoney, LLC added a new position in Harbor ETF Trust (WINN), Ishares Tr (IAGG) (+54.9% shares), Mge Energy Inc (MGEE) (+22.5% shares) and Ishares Tr (ITOT) (+15.0% shares), compared with its Q2 2026 filing.

What did GuidedMoney, LLC sell last quarter?

In Q3 2026, GuidedMoney, LLC sold all of Mcdonalds Corp (MCD), sold all of Berkshire Hathaway Inc Del (BRK-B) and Ishares Tr (AGG) (-14.1% shares), compared with its Q2 2026 filing.

When is GuidedMoney, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. GuidedMoney, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does GuidedMoney, LLC manage?

GuidedMoney, LLC reported $232.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $217.4M.