GuidedMoney, LLC

Q3 2026 13F-HR Holdings

Location
Black Earth, WI
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$217,360
Net value change ($000)
+1,321 (0.6%)
New positions
1
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ITOT 2,425 16.4%
BND 2,218 3.9%
MSFT 368 37.5%
IAGG 251 50.6%
WINN 217 NEW
AAPL 115 15.0%
SCHX 57 1.9%
MA 26 7.2%
V 13 4.7%
MGEE 13 4.4%
Top Reduces (Value $000, Stocks/ETFs)
VTI -1,620 -1.9%
AGG -1,084 -18.0%
VXUS -251 -1.4%
LNT -224 -19.1%
MCD -216 -100.0%
BRK-B -200 -100.0%
BNDX -149 -1.6%
SCHM -146 -7.7%
VB -107 -6.2%
SCHA -94 -9.7%
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