GuidedMoney, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), GuidedMoney, LLC reported 34 stock positions worth $216.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 39.1% of the portfolio, followed by Vanguard Total Bond Market (BND, 26.3%) and Vanguard Total Intl Stock (VXUS, 8.2%). Compared with Q1 2026, it opened 5 new positions, added to 7 and reduced 3. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +2%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −5%).

Most Recent 13F
Q2 2026
Location
BLACK EARTH, WI
CIK
0002112951
Portfolio Value
$216.0M (Q2 2026)
SEC Filing
0002112951-26-000003 ↗ filed Jul 28, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $187.2M Q4 2025 Q1 2026: $190.5M Q1 2026 Q2 2026: $216.0M $216.0M Q2 2026

Holdings 34 stocks · $216.0M
VTI VG Morningstar TS MKT ETF-US 39.14% 228,524 $84.6M Reduce -2.3%
BND Vanguard Total Bond Market 26.30% 774,038 $56.8M Add +12.7%
VXUS Vanguard Total Intl Stock 8.16% 206,270 $17.6M Reduce -5.0%
ITOT iShares Core S&P Total U.S. 6.85% 90,113 $14.8M Add +2.5%
BNDX Vanguard Total Intl Bond ETF 4.44% 198,170 $9.6M Add +11.1%
IXUS iShares Core Intl Stock ETF 3.15% 71,400 $6.8M Add +5.0%
AGG iShares Core U.S. Aggregate 2.79% 60,942 $6.0M Add +25.1%
SCHX Schwab US Large-Cap ETF 1.37% 100,683 $3.0M Add +0.1%
SCHM Schwab US Mid Cap ETF 0.88% 51,435 $1.9M No change
VB Vanguard Most SM-Cap ETF-Usd 0.80% 5,731 $1.7M No change
VXF Vanguard Extended Market ETF 0.67% 5,898 $1.5M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.66% 6,511 $1.4M No change
LNT Alliant Energy Corp. 0.54% 15,333 $1.2M No change
MSFT Microsoft Corp. 0.45% 2,632 $982K No change
SCHA Schwab US Small-Cap ETF 0.45% 26,752 $967K No change
AAPL Apple Inc. 0.35% 2,649 $767K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.28% 7,596 $612K No change
VOO Vanguard S&P 500 ETF 0.26% 833 $572K No change
GOOGL Alphabet Inc. Class A 0.25% 1,500 $536K No change
GOOG Alphabet Inc. Class C 0.25% 1,514 $535K Reduce -4.2%
IAGG iShares Intl Aggregate Bond 0.23% 9,807 $496K Add +128.9%
SCHF Schwab Intl Equity ETF 0.20% 15,704 $435K No change
VIGI Vanguard Int Div App Indx FD 0.20% 4,540 $424K No change
MA Mastercard Inc. Class A 0.17% 700 $360K No change
WMT Walmart Inc. 0.15% 2,775 $314K No change
MGEE Mge Energy Inc. 0.14% 3,640 $297K No change
V Visa Inc. Class A 0.13% 800 $274K No change
VEA Vanguard Ftse Developed ETF 0.12% 3,750 $267K No change
CSCO Cisco Systems Inc. 0.11% 2,000 $235K New
IJR iShares Core S&P Small-Cap E 0.11% 1,573 $233K New
MCD McDonald's Corp. 0.10% 800 $216K No change
JPUS JPMorgan Div Ret US Eq ETF 0.10% 1,500 $210K New
JNJ Johnson & Johnson 0.09% 800 $203K New
BRK.B Berkshire Hathaway Inc. Class B 0.09% 400 $200K New

Portfolio Sells Q1 2026 → Q2 2026
VXUS Vanguard Total Intl Stock Reduce -5.0% 8.16% −0.63
VTI VG Morningstar TS MKT ETF-US Reduce -2.3% 39.14% −0.23
GOOG Alphabet Inc. Class C Reduce -4.2% 0.25% +0.01

Portfolio Buys Q1 2026 → Q2 2026
ITOT iShares Core S&P Total U.S. Add +2.5% 6.85% +0.28
AGG iShares Core U.S. Aggregate Add +25.1% 2.79% +0.25
IAGG iShares Intl Aggregate Bond Add +128.9% 0.23% +0.12
CSCO Cisco Systems Inc. New 0.11% +0.11
IJR iShares Core S&P Small-Cap E New 0.11% +0.11
JPUS JPMorgan Div Ret US Eq ETF New 0.10% +0.10
JNJ Johnson & Johnson New 0.09% +0.09
BRK.B Berkshire Hathaway Inc. Class B New 0.09% +0.09
IXUS iShares Core Intl Stock ETF Add +5.0% 3.15% +0.06
SCHX Schwab US Large-Cap ETF Add +0.1% 1.37% +0.02
BNDX Vanguard Total Intl Bond ETF Add +11.1% 4.44% −0.06
BND Vanguard Total Bond Market Add +12.7% 26.30% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 34$216.0MVTI, BND, VXUS, ITOT, BNDX
Q1 2026 29$190.5MVTI, BND, VXUS, ITOT, BNDX
Q4 2025 30$187.2MVTI, BND, VXUS, ITOT, BNDX