GuidedMoney, LLC

Q1 2026 13F-HR Holdings

Location
Black Earth, WI
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$190,476
Net value change ($000)
+3,247 (1.7%)
New positions
1
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 1,711 3.5%
AGG 1,008 26.3%
BNDX 709 9.0%
VTI 503 0.7%
VXUS 496 3.1%
IAGG 214 NEW
IXUS 136 2.4%
SCHM 45 2.9%
WMT 36 11.7%
VTV 33 2.7%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -505 -3.9%
MSFT -340 -25.9%
WEC -246 -100.0%
BRK-B -201 -100.0%
SCHX -128 -4.7%
AAPL -51 -7.1%
MA -50 -12.5%
GOOGL -43 -8.7%
V -39 -13.9%
GOOGL -39 -8.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type