GuidedMoney, LLC — 13F Holdings

2026 Q3  ·  35 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, GuidedMoney, LLC maintained a portfolio of 35 distinct positions. The most significant new addition was HARBOR ETF TRUST, now representing 0.10% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 15.0%.
Position History hover any row below to update
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GuidedMoney, LLC AUM $217M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
35
Quarter
2026 Q3
Top Holding
VTI (38.2%)
Top 10 Concentration
93.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-35 of 35
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 38.16% 39.14% #1
Prev: #1
6.5
—
-6,894 -3.0%
P
S
221,630 $82,942,907
$331.77 +9.4%
$374.24 -3.0%
2025 Q4 13F Filing 2026-09-30 2026-10-29
BND
VANGUARD BD IND...
ETF 27.16% 26.30% #2
Prev: #2
7.5
—
67,586 8.7%
P
S
841,624 $59,039,958 2025 Q4 13F Filing 2026-09-30 2026-10-29
VXUS
VANGUARD STAR F...
Bond/Debt 8.00% 8.16% #3
Prev: #3
4.7
—
-1,673 -0.8%
P
S
204,597 $17,382,527 2025 Q4 13F Filing 2026-09-30 2026-10-29
ITOT
ISHARES TR
ETF 7.93% 6.85% #4
Prev: #4
5.7
—
13,497 15.0%
P
S
103,610 $17,228,352 2025 Q4 13F Filing 2026-09-30 2026-10-29
BNDX
VANGUARD CHARLO...
Bond/Debt 4.35% 4.44% #5
Prev: #5
2.7
—
3,399 1.7%
P
S
201,569 $9,447,539 2025 Q4 13F Filing 2026-09-30 2026-10-29
IXUS
ISHARES TR
ETF 3.10% 3.15% #6
Prev: #6
1.7
—
-555 -0.8%
P
S
70,845 $6,729,567 2025 Q4 13F Filing 2026-09-30 2026-10-29
AGG
ISHARES TR
ETF 2.28% 2.79% #7
Prev: #7
1.4
—
-8,603 -14.1%
P
S
52,339 $4,948,129 2025 Q4 13F Filing 2026-09-30 2026-10-29
SCHX
SCHWAB STRATEGI...
ETF 1.39% 1.37% #8
Prev: #8
1.6
—
no change no change
P
S
100,683 $3,020,490 2025 Q4 13F Filing 2026-09-30 2026-10-29
SCHM
SCHWAB STRATEGI...
ETF 0.81% 0.88% #9
Prev: #9
1.3
—
no change no change
P
S
51,435 $1,749,819 2025 Q4 13F Filing 2026-09-30 2026-10-29
VB
VANGUARD INDEX ...
ETF 0.75% 0.80% #10
Prev: #10
1.3
—
no change no change
P
S
5,731 $1,630,412 2025 Q4 13F Filing 2026-09-30 2026-10-29
VTV
VANGUARD INDEX ...
ETF 0.65% 0.66% #11 1
Prev: #12
1.3
—
no change no change
P
S
6,511 $1,406,897 2025 Q4 13F Filing 2026-09-30 2026-10-29
VXF
VANGUARD INDEX ...
ETF 0.63% 0.67% #12 1
Prev: #11
1.3
—
no change no change
P
S
5,898 $1,366,154 2025 Q4 13F Filing 2026-09-30 2026-10-29
MSFT
MICROSOFT CORP
Technology 0.62% 0.45% #13 1
Prev: #14
1.2
—
no change no change
P
S
2,632 $1,349,953 2025 Q4 13F Filing 2026-09-30 2026-10-29
LNT
ALLIANT ENERGY ...
Utilities 0.43% 0.54% #14 1
Prev: #13
0.7
—
-396 -2.6%
P
S
14,937 $945,512 2025 Q4 13F Filing 2026-09-30 2026-10-29
AAPL
APPLE INC
Technology 0.41% 0.35% #15 1
Prev: #16
1.2
—
no change no change
P
S
2,649 $882,170 2025 Q4 13F Filing 2026-09-30 2026-10-29
SCHA
SCHWAB STRATEGI...
ETF 0.40% 0.45% #16 1
Prev: #15
1.2
—
no change no change
P
S
26,752 $872,918 2025 Q4 13F Filing 2026-09-30 2026-10-29
IAGG
ISHARES TR
Bond/Debt 0.34% 0.23% #17 4
Prev: #21
3.1
—
5,380 54.9%
P
S
15,187 $747,200 2026 Q1 13F Filing 2026-09-30 2026-10-29
VO
VANGUARD INDEX ...
ETF 0.27% 0.28% #18 1
Prev: #17
1.1
—
no change no change
P
S
7,596 $595,678 2025 Q4 13F Filing 2026-09-30 2026-10-29
VOO
VANGUARD INDEX ...
ETF 0.27% 0.26% #19 1
Prev: #18
1.1
—
no change no change
P
S
833 $583,816 2025 Q4 13F Filing 2026-09-30 2026-10-29
GOOGL
ALPHABET INC
Communication Services 0.24% 0.25% #20 1
Prev: #19
1.1
—
no change no change
P
S
1,500 $516,120 2025 Q4 13F Filing 2026-09-30 2026-10-29
GOOG
ALPHABET INC
Communication Services 0.24% 0.25% #21 1
Prev: #20
1.1
—
no change no change
P
S
1,514 $515,880 2025 Q4 13F Filing 2026-09-30 2026-10-29
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.20% 0.20% #22
Prev: #22
1.1
—
no change no change
P
S
15,704 $431,389 2025 Q4 13F Filing 2026-09-30 2026-10-29
VIGI
VANGUARD WHITEH...
Bond/Debt 0.20% 0.20% #23
Prev: #23
1.1
—
no change no change
P
S
4,540 $428,667 2025 Q4 13F Filing 2026-09-30 2026-10-29
MA
MASTERCARD INCO...
Financial Services 0.18% 0.17% #24
Prev: #24
1.1
—
no change no change
P
S
700 $386,029 2025 Q4 13F Filing 2026-09-30 2026-10-29
MGEE
MGE ENERGY INC
Utilities 0.14% 0.14% #25 1
Prev: #26
2.6
—
820 22.5%
P
S
4,460 $309,747 2025 Q4 13F Filing 2026-09-30 2026-10-29
WMT
WALMART INC
Consumer Defensive 0.13% 0.15% #26 1
Prev: #25
1.1
—
no change no change
P
S
2,775 $288,378 2025 Q4 13F Filing 2026-09-30 2026-10-29
V
VISA INC
Financial Services 0.13% 0.13% #27
Prev: #27
1.1
—
no change no change
P
S
800 $287,464 2025 Q4 13F Filing 2026-09-30 2026-10-29
VEA
VANGUARD TAX-MA...
ETF 0.12% 0.12% #28
Prev: #28
1.0
—
no change no change
P
S
3,750 $264,788 2025 Q4 13F Filing 2026-09-30 2026-10-29
WINN
HARBOR ETF TRUS...
ETF 0.10% — #29
Prev: #—
3.5
—
6,315 —
NEW
 6,315 $216,668 2026 Q3 13F Filing 2026-09-30 2026-10-29
CSCO
CISCO SYS INC
Technology 0.10% 0.11% #30 1
Prev: #29
1.0
—
no change no change
P
S
2,000 $215,260 2026 Q2 13F Filing 2026-09-30 2026-10-29
IJR
ISHARES TR
ETF 0.10% 0.11% #31 1
Prev: #30
1.0
—
no change no change
P
S
1,573 $213,991 2026 Q2 13F Filing 2026-09-30 2026-10-29
JNJ
JOHNSON & JOHNS...
Healthcare 0.10% 0.09% #32 1
Prev: #33
1.0
—
no change no change
P
S
800 $211,792 2026 Q2 13F Filing 2026-09-30 2026-10-29
JPUS
J P MORGAN EXCH...
ETF 0.09% 0.10% #33 1
Prev: #32
1.0
—
no change no change
P
S
1,500 $203,580 2026 Q2 13F Filing 2026-09-30 2026-10-29
BRK/B
BERKSHIRE HATHA...
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #34)
 0.0
—
-400 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-09-30 2026-10-29
MCD
MCDONALDS CORP
Consumer Cyclical 0.00% 0.10%
Sold All 😨
(Was: #31)
 0.0
—
-800 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-09-30 2026-10-29
Showing 1-35 of 35 holdings

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