GuidedMoney, LLC

Registered adviser

CIK

2112951

Location

BLACK EARTH, WI

Portfolio Value

Small $215,993,407

Diversification

Highly concentrated

Filing Date

Global Rank

#6,268 / 8,827 ▼ 10 · as of Jun 2026

Top Industry

Software - Infrastructure 22.8%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 310559

Roster of Nov 1, 2026

Regulatory AUM

$232,615,592

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$232,615,592	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$192,345,763	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$149,989,570	Individuals and high net worth (96%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.3% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 91.2%; sector active share 84.3% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

33 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

40.4%

−0.8 pts

Top 5

93.9%

+0.7 pts

Top 10

98.7%

+0.4 pts

HHI

2,660

Highly concentrated+6

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.3%	$210,085,104	22
Technology	1.1%	$2,447,381	3
Utilities	0.6%	$1,255,259	2
Communication Services	0.5%	$1,032,000	2
Financial Services	0.3%	$673,493	2
Consumer Defensive	0.1%	$288,378	1
Healthcare	0.1%	$211,792	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+67,586	841,624	$59,039,923
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+13,497	103,610	$17,228,270
IAGG	iShares Core International Aggregate Bond ETF	+5,380	15,187	$747,200
BNDX	Vanguard Total International Bond ETF	+3,399	201,569	$9,447,539
MGEE	Mge Energy Inc	+820	4,460	$309,747
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	−8,603	52,339	$4,948,129
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−6,894	221,630	$82,942,811
VXUS	Vanguard Total International Stock ETF	−1,673	204,597	$17,382,561
IXUS	iShares Core MSCI Total International Stock ETF	−555	70,845	$6,729,566
LNT	Alliant Energy Corp	−396	14,937	$945,512
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
WINN	Harbor Long-Term Growers ETF	6,315	$216,667
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	800	$216,248
BRK-B	Berkshire Hathaway Inc	400	$200,156
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $215,993,407 total · filing declares 33 positions · $217,359,751 · as of Sep 30, 2026

All sectors Communication Services Consumer Defensive Financial Services Healthcare Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	221,630	-6,894	$82,942,811	−1.9%	38.40%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	841,624	+67,586	$59,039,923	+3.9%	27.33%
VXUS	Vanguard Total International Stock ETF	Reduced	204,597	-1,673	$17,382,561	−1.4%	8.05%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	103,610	+13,497	$17,228,270	+16.4%	7.98%
BNDX	Vanguard Total International Bond ETF	Added	201,569	+3,399	$9,447,539	−1.6%	4.37%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	70,845	-555	$6,729,566	−1.2%	3.12%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	52,339	-8,603	$4,948,129	−18.0%	2.29%
SCHX	Schwab U.S. Large-Cap ETF	Held	100,683	0	$3,020,490	+1.9%	1.40%
SCHM	Schwab U.S. Mid-Cap ETF	Held	51,435	0	$1,749,818	−7.7%	0.81%
VB	Vanguard Index Funds	Held	5,731	0	$1,630,412	−6.1%	0.75%
VTV	VANGUARD VALUE INDEX FUND	Held	6,511	0	$1,406,896	−0.8%	0.65%
MSFT	Microsoft Corp Technology	Held	2,632	0	$1,349,952	+37.5%	0.62%
LNT	Alliant Energy Corp Utilities	Reduced	14,937	-396	$945,512	−19.2%	0.44%
AAPL	Apple Inc. Technology	Held	2,649	0	$882,169	+15.1%	0.41%
SCHA	Schwab U.S. Small-Cap ETF	Held	26,752	0	$872,917	−9.7%	0.40%
IAGG	iShares Core International Aggregate Bond ETF	Added	15,187	+5,380	$747,200	+50.6%	0.35%
VO	VANGUARD MID-CAP INDEX FUND	Held	7,596	0	$595,678	−2.7%	0.28%
VOO	VANGUARD 500 INDEX FUND	Held	833	0	$583,816	+2.0%	0.27%
GOOGL	Alphabet Inc. Communication Services	Held	1,500	0	$516,120	−3.7%	0.24%
GOOG	Alphabet Inc. Communication Services	Held	1,514	0	$515,880	−3.6%	0.24%
SCHF	Schwab International Equity ETF	Held	15,704	0	$431,388	−0.8%	0.20%
VIGI	Vanguard Whitehall Funds	Held	4,540	0	$428,666	+1.1%	0.20%
MA	Mastercard Inc Financial Services	Held	700	0	$386,029	+7.4%	0.18%
MGEE	Mge Energy Inc Utilities	Added	4,460	+820	$309,747	+4.4%	0.14%
WMT	Walmart Inc. Consumer Defensive	Held	2,775	0	$288,378	−8.2%	0.13%
V	Visa Inc. Financial Services	Held	800	0	$287,464	+4.7%	0.13%
VEA	Vanguard FTSE Developed Markets ETF	Held	3,750	0	$264,787	−0.9%	0.12%
WINN	Harbor Long-Term Growers ETF	NEW	6,315	NEW	$216,667	NEW	0.10%
CSCO	Cisco Systems, Inc. Technology	Held	2,000	0	$215,260	−8.4%	0.10%
IJR	iShares Core S&P Small-Cap ETF	Held	1,573	0	$213,990	−8.3%	0.10%
JNJ	Johnson & Johnson Healthcare	Held	800	0	$211,792	+4.2%	0.10%
JPUS	JPMorgan Diversified Return U.S. Equity ETF	Held	1,500	0	$203,580	−3.2%	0.09%
		Held	5,898	0	$0	−100.0%	0.00%

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.