GuidedMoney, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 23, 2026), GuidedMoney, LLC reported 30 stock positions worth $187.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 39.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 26.1%) and Vanguard Total Intl Stock (VXUS, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- BLACK EARTH, WI
- CIK
- 0002112951
- Portfolio Value
- $187.2M (Q4 2025)
- SEC Filing
- 0002112951-26-000001 ↗ filed Feb 23, 2026
Holdings Value
Holdings 30 stocks · $187.2M
| VTI VG Morningstar TS MKT ETF-US | 39.79% | 222,195 | $74.5M | — |
| BND Vanguard Total Bond Market | 26.10% | 659,718 | $48.9M | — |
| VXUS Vanguard Total Intl Stock | 8.68% | 215,378 | $16.2M | — |
| ITOT iShares Core S&P Total U.S. | 6.96% | 87,629 | $13.0M | — |
| BNDX Vanguard Total Intl Bond ETF | 4.20% | 162,796 | $7.9M | — |
| IXUS iShares Core Intl Stock ETF | 3.07% | 68,019 | $5.8M | — |
| AGG iShares Core U.S. Aggregate | 2.04% | 38,322 | $3.8M | — |
| SCHX Schwab US Large-Cap ETF | 1.45% | 100,630 | $2.7M | — |
| SCHM Schwab US Mid Cap ETF | 0.83% | 51,435 | $1.5M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.79% | 5,705 | $1.5M | — |
| MSFT Microsoft Corp. | 0.70% | 2,716 | $1.3M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.66% | 6,511 | $1.2M | — |
| VXF Vanguard Extended Market ETF | 0.66% | 5,898 | $1.2M | — |
| LNT Alliant Energy Corp. | 0.61% | 17,437 | $1.1M | — |
| SCHA Schwab US Small-Cap ETF | 0.41% | 26,752 | $762K | — |
| AAPL Apple Inc. | 0.39% | 2,659 | $723K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 1,846 | $536K | — |
| VOO Vanguard S&P 500 ETF | 0.27% | 814 | $510K | — |
| GOOG Alphabet Inc. Class C | 0.26% | 1,580 | $496K | — |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,500 | $470K | — |
| VIGI Vanguard Int Div App Indx FD | 0.22% | 4,540 | $415K | — |
| MA Mastercard Inc. Class A | 0.21% | 700 | $400K | — |
| SCHF Schwab Intl Equity ETF | 0.20% | 15,704 | $378K | — |
| WMT Walmart Inc. | 0.17% | 2,775 | $309K | — |
| MGEE Mge Energy Inc. | 0.15% | 3,640 | $285K | — |
| V Visa Inc. Class A | 0.15% | 800 | $281K | — |
| WEC WEC Energy Group Inc. | 0.13% | 2,332 | $246K | — |
| MCD McDonald's Corp. | 0.13% | 800 | $245K | — |
| VEA Vanguard Ftse Developed ETF | 0.13% | 3,750 | $234K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 400 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.