GuidedMoney, LLC

Q2 2026 13F-HR Holdings

Location
Black Earth, WI
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$216,039
Net value change ($000)
+25,563 (13.4%)
New positions
5
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 9,565 12.8%
BND 6,246 12.3%
ITOT 2,278 18.2%
AGG 1,196 24.7%
BNDX 1,022 11.9%
IXUS 921 15.6%
VXUS 890 5.3%
SCHX 383 14.8%
SCHM 304 19.1%
IAGG 282 131.8%
Top Reduces (Value $000, Stocks/ETFs)
MCD -33 -13.3%
WMT -31 -9.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type