GuidedMoney, LLC
CIK: 0002112951Latest portfolio: $187.2M · Q4 2025
Holdings
30
Total Value
$187.2M
New Positions
30
Closed Positions
0
Top Holdings
View All 30 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 222,195 | $74.5M | 39.79% | |
| 2 | BNDVANGUARD BD INDEX FDS | 659,718 | $48.9M | 26.10% | |
| 3 | VXUSVANGUARD STAR FDS | 215,378 | $16.2M | 8.68% | |
| 4 | ITOTISHARES TR | 87,629 | $13.0M | 6.96% | |
| 5 | BNDXVANGUARD CHARLOTTE FDS | 162,796 | $7.9M | 4.20% | |
| 6 | IXUSISHARES TR | 68,019 | $5.8M | 3.07% | |
| 7 | AGGISHARES TR | 38,322 | $3.8M | 2.04% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 100,630 | $2.7M | 1.45% | |
| 9 | SCHMSCHWAB STRATEGIC TR | 51,435 | $1.5M | 0.83% | |
| 10 | VBVANGUARD INDEX FDS | 5,705 | $1.5M | 0.79% | |
| 11 | MSFTMICROSOFT CORP | 2,716 | $1.3M | 0.70% | |
| 12 | VTVVANGUARD INDEX FDS | 6,511 | $1.2M | 0.66% | |
| 13 | VXFVANGUARD INDEX FDS | 5,898 | $1.2M | 0.66% | |
| 14 | LNTALLIANT ENERGY CORP | 17,437 | $1.1M | 0.61% | |
| 15 | SCHASCHWAB STRATEGIC TR | 26,752 | $761K | 0.41% | |
| 16 | AAPLAPPLE INC | 2,659 | $722K | 0.39% | |
| 17 | VOVANGUARD INDEX FDS | 1,846 | $535K | 0.29% | |
| 18 | VOOVANGUARD INDEX FDS | 814 | $510K | 0.27% | |
| 19 | GOOGALPHABET INC | 1,580 | $495K | 0.26% | |
| 20 | GOOGLALPHABET INC | 1,500 | $469K | 0.25% | |
| 21 | VIGIVANGUARD WHITEHALL FDS | 4,540 | $415K | 0.22% | |
| 22 | MAMASTERCARD INCORPORATED | 700 | $399K | 0.21% | |
| 23 | SCHFSCHWAB STRATEGIC TR | 15,704 | $377K | 0.20% | |
| 24 | WMTWALMART INC | 2,775 | $309K | 0.17% | |
| 25 | MG1MGE ENERGY INC | 3,640 | $285K | 0.15% |
Sector Breakdown
Financial Services0.0% ($7.449548865162481e+66T)
Technology0.0% ($1.3B)
Utilities0.0% ($1.1B)
Communication Services0.0% ($495.5M)
Unknown0.0% ($285.2M)
Consumer Defensive0.0% ($309K)
Consumer Cyclical0.0% ($244K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 23, 2026 | $187.2M | 30 |
Fund Information
GuidedMoney, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $187.2M across 30 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 39.8% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.