Guidedmoney, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$190.5M
Q ending 2026-03-31
Prior quarter
$187.2M
Q ending 2025-12-31
Change
+1.7% QoQ
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $75.0M | 234K |
| Vanguard Bd Index Fds | BND | Shares | $50.6M | 687K |
| Vanguard Star Fds | VXUS | Shares | $16.7M | 217K |
| Ishares Tr | ITOT | Shares | $12.5M | 88K |
| Vanguard Charlotte Fds | BNDX | Shares | $8.6M | 178K |
| Ishares Tr | IXUS | Shares | $5.9M | 68K |
| Ishares Tr | AGG | Shares | $4.8M | 49K |
| Schwab Strategic Tr | SCHX | Shares | $2.6M | 101K |
| Schwab Strategic Tr | SCHM | Shares | $1.6M | 51K |
| Vanguard Index Fds | VB | Shares | $1.5M | 6K |
| Vanguard Index Fds | VTV | Shares | $1.3M | 7K |
| Vanguard Index Fds | VXF | Shares | $1.2M | 6K |
| Alliant Energy Corp | LNT | Shares | $1.1M | 15K |
| Microsoft Corp | MSFT | Shares | $974K | 3K |
| Schwab Strategic Tr | SCHA | Shares | $778K | 27K |
| Apple Inc | AAPL | Shares | $672K | 3K |
| Vanguard Index Fds | VO | Shares | $545K | 2K |
| Vanguard Index Fds | VOO | Shares | $498K | 833 |
| Alphabet Inc | GOOG | Shares | $453K | 2K |
| Alphabet Inc | GOOGL | Shares | $431K | 2K |
| Vanguard Whitehall Fds | VIGI | Shares | $402K | 5K |
| Schwab Strategic Tr | SCHF | Shares | $389K | 16K |
| Mastercard Incorporated | MA | Shares | $350K | 700 |
| Walmart Inc | WMT | Shares | $345K | 3K |
| Mge Energy Inc | MGEE | Shares | $281K | 4K |
| Mcdonalds Corp | MCD | Shares | $249K | 800 |
| Visa Inc | V | Shares | $242K | 800 |
| Vanguard Tax-Managed Fds | VEA | Shares | $240K | 4K |
| Ishares Tr | IAGG | Shares | $214K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.