GuidedMoney, LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.7% | $1,983,222 |
| Utilities | 26.4% | $1,466,559 |
| Financial Services | 15.0% | $834,148 |
| Communication Services | 9.7% | $536,055 |
| Consumer Defensive | 5.7% | $314,296 |
| Consumer Cyclical | 3.9% | $216,248 |
| Healthcare | 3.7% | $203,176 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −1,580 | 1,500 | $536,055 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 217,147 | $16,744,205 | |
| BNDX | Vanguard Total International Bond ETF | 178,451 | $8,574,570 | |
| VB | Vanguard Morningstar Small-Cap ETF | 5,731 | $1,501,063 | |
| VXF | Vanguard Extended Market ETF | 5,898 | $1,213,808 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 4,540 | $401,608 | |
| VEA | Vanguard FTSE Developed Markets ETF | 3,750 | $240,300 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LNT |
Alliant Energy Corp
Utilities
|
Held | 15,333 | $1,169,754 | 21.06% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,632 | $981,788 | 17.68% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,649 | $766,514 | 13.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,500 | $536,055 | 9.65% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 700 | $359,520 | 6.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,775 | $314,296 | 5.66% | |
| MGEE |
Mge Energy Inc
Utilities
|
Held | 3,640 | $296,805 | 5.34% | |
| V |
Visa Inc.
Financial Services
|
Held | 800 | $274,472 | 4.94% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,000 | $234,920 | 4.23% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 800 | $216,248 | 3.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 800 | $203,176 | 3.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 400 | $200,156 | 3.60% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.