GuidedMoney, LLC
All 13F Filings
- Location
- Black Earth, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 216,039
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 34 | 216,039 | 13F-HR | GuidedMoney, LLC |
| Q1 2026 | 5/5/2026 | 29 | 190,476 | 13F-HR | GuidedMoney, LLC |
| Q4 2025 | 2/23/2026 | 30 | 187,229 | 13F-HR | GuidedMoney, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.089 K | 2.8% | 992 | 0 | 992 |
| ETFs | 209.9 K | 97.2% | 24.57 K | 0 | 24.57 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
216,039
Holdings
34
QoQ value change ($000)
25,563
(13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.