GuidedMoney, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 23, 2026, for the 2025 Q4 period, GuidedMoney, LLC held in its portfolio 30 assets valued at $187,229,029 (i.e. $187.23M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($74.50M), VANGUARD BD INDEX FDS ($48.87M), and VANGUARD STAR FDS ($16.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GuidedMoney, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 222195 | 74495218 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 659718 | 48865312 | TOTAL BND MRKT |
| VANGUARD STAR FDS | 215378 | 16248116 | VG TL INTL STK F |
| ISHARES TR | 87629 | 13029556 | CORE S&P TTL STK |
| VANGUARD CHARLOTTE FDS | 162796 | 7866303 | TOTAL INT BD ETF |
| ISHARES TR | 68019 | 5757128 | CORE MSCI TOTAL |
| ISHARES TR | 38322 | 3827601 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 100630 | 2707953 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 51435 | 1546650 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 5705 | 1471605 | SMALL CP ETF |
| MICROSOFT CORP | 2716 | 1313512 | COM |
| VANGUARD INDEX FDS | 6511 | 1243536 | VALUE ETF |
| VANGUARD INDEX FDS | 5898 | 1233390 | EXTEND MKT ETF |
| ALLIANT ENERGY CORP | 17437 | 1133579 | COM |
| SCHWAB STRATEGIC TR | 26752 | 761897 | US SML CAP ETF |
| APPLE INC | 2659 | 722876 | COM |
| VANGUARD INDEX FDS | 1846 | 535746 | MID CAP ETF |
| VANGUARD INDEX FDS | 814 | 510484 | S&P 500 ETF SHS |
| ALPHABET INC | 1580 | 495804 | CAP STK CL C |
| ALPHABET INC | 1500 | 469500 | CAP STK CL A |
| VANGUARD WHITEHALL FDS | 4540 | 415183 | INTL DVD ETF |
| MASTERCARD INCORPORATED | 700 | 399616 | CL A |
| SCHWAB STRATEGIC TR | 15704 | 377524 | INTL EQTY ETF |
| WALMART INC | 2775 | 309163 | COM |
| MGE ENERGY INC | 3640 | 285449 | COM |
| VISA INC | 800 | 280568 | COM CL A |
| WEC ENERGY GROUP INC | 2332 | 245933 | COM |
| MCDONALDS CORP | 800 | 244504 | COM |
| VANGUARD TAX-MANAGED FDS | 3750 | 234263 | VAN FTSE DEV MKT |
| BERKSHIRE HATHAWAY INC DEL | 400 | 201060 | CL B NEW |
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