GuidedMoney, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), GuidedMoney, LLC reported 29 stock positions worth $190.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 39.4% of the portfolio, followed by Vanguard Total Bond Market (BND, 26.6%) and Vanguard Total Intl Stock (VXUS, 8.8%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 9 and reduced 3. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +27%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
BLACK EARTH, WI
CIK
0002112951
Portfolio Value
$190.5M (Q1 2026)
SEC Filing
0002112951-26-000002 ↗ filed May 5, 2026

Holdings Value

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

Holdings 29 stocks · $190.5M
VTI VG Morningstar TS MKT ETF-US 39.37% 233,776 $75.0M Add +5.2%
BND Vanguard Total Bond Market 26.55% 686,802 $50.6M Add +4.1%
VXUS Vanguard Total Intl Stock 8.79% 217,147 $16.7M Add +0.8%
ITOT iShares Core S&P Total U.S. 6.58% 87,940 $12.5M Add +0.3%
BNDX Vanguard Total Intl Bond ETF 4.50% 178,451 $8.6M Add +9.6%
IXUS iShares Core Intl Stock ETF 3.09% 68,019 $5.9M No change
AGG iShares Core U.S. Aggregate 2.54% 48,718 $4.8M Add +27.1%
SCHX Schwab US Large-Cap ETF 1.35% 100,630 $2.6M No change
SCHM Schwab US Mid Cap ETF 0.84% 51,435 $1.6M No change
VB Vanguard Most SM-Cap ETF-Usd 0.79% 5,731 $1.5M Add +0.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.67% 6,511 $1.3M No change
VXF Vanguard Extended Market ETF 0.64% 5,898 $1.2M No change
LNT Alliant Energy Corp. 0.58% 15,333 $1.1M Reduce -12.1%
MSFT Microsoft Corp. 0.51% 2,632 $974K Reduce -3.1%
SCHA Schwab US Small-Cap ETF 0.41% 26,752 $778K No change
AAPL Apple Inc. 0.35% 2,649 $672K Reduce -0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.29% 1,899 $545K Add +2.9%
VOO Vanguard S&P 500 ETF 0.26% 833 $498K Add +2.3%
GOOG Alphabet Inc. Class C 0.24% 1,580 $453K No change
GOOGL Alphabet Inc. Class A 0.23% 1,500 $431K No change
VIGI Vanguard Int Div App Indx FD 0.21% 4,540 $402K No change
SCHF Schwab Intl Equity ETF 0.20% 15,704 $389K No change
MA Mastercard Inc. Class A 0.18% 700 $350K No change
WMT Walmart Inc. 0.18% 2,775 $345K No change
MGEE Mge Energy Inc. 0.15% 3,640 $281K No change
MCD McDonald's Corp. 0.13% 800 $249K No change
V Visa Inc. Class A 0.13% 800 $242K No change
VEA Vanguard Ftse Developed ETF 0.13% 3,750 $240K No change
IAGG iShares Intl Aggregate Bond 0.11% 4,284 $214K New

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -3.1% 0.51% −0.19
WEC WEC Energy Group Inc. Sold out 0.00% −0.13
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.11
AAPL Apple Inc. Reduce -0.4% 0.35% −0.03
LNT Alliant Energy Corp. Reduce -12.1% 0.58% −0.03

Portfolio Buys Q4 2025 → Q1 2026
AGG iShares Core U.S. Aggregate Add +27.1% 2.54% +0.49
BND Vanguard Total Bond Market Add +4.1% 26.55% +0.45
BNDX Vanguard Total Intl Bond ETF Add +9.6% 4.50% +0.30
IAGG iShares Intl Aggregate Bond New 0.11% +0.11
VXUS Vanguard Total Intl Stock Add +0.8% 8.79% +0.11
VB Vanguard Most SM-Cap ETF-Usd Add +0.5% 0.79% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.9% 0.29% +0.00
VOO Vanguard S&P 500 ETF Add +2.3% 0.26% −0.01
ITOT iShares Core S&P Total U.S. Add +0.3% 6.58% −0.38
VTI VG Morningstar TS MKT ETF-US Add +5.2% 39.37% −0.41

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