GuidedMoney, LLC

CIK

2112951

Location

BLACK EARTH, WI

Portfolio Value

Micro $4,644,610

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,366 / 8,604 ▲ 46 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 29.7%

3Y Alpha vs SPY

-11.5%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+5.4%

SPY

+10.0%

Annualised alpha

-13.2%

Max drawdown

−6.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.7%

+0.3 pts

Top 5

76.0%

+3.9 pts

Top 10

100.0%

+3.6 pts

HHI

1,501

Moderately concentrated+124

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.5%	$1,646,576	2
Utilities	29.7%	$1,381,631	2
Financial Services	12.7%	$591,554	2
Communication Services	9.3%	$431,340	1
Consumer Defensive	7.4%	$344,877	1
Consumer Cyclical	5.4%	$248,632	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
LNT	Alliant Energy Corp	−2,104	15,333	$1,100,296
MSFT	Microsoft Corp	−84	2,632	$974,287
AAPL	Apple Inc.	−10	2,649	$672,289
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
WEC	Wec Energy Group, Inc.	2,332	$245,932
BRK-B	Berkshire Hathaway Inc	400	$201,060
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $4,644,610 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LNT	Alliant Energy Corp Utilities	Reduced	15,333	-2,104	$1,100,296	−2.9%	23.69%
MSFT	Microsoft Corp Technology	Reduced	2,632	-84	$974,287	−25.8%	20.98%
AAPL	Apple Inc. Technology	Reduced	2,649	-10	$672,289	−7.0%	14.47%
GOOGL	Alphabet Inc. Communication Services	Held	1,500	0	$431,340	−8.1%	9.29%
MA	Mastercard Inc Financial Services	Held	700	0	$349,762	−12.5%	7.53%
WMT	Walmart Inc. Consumer Defensive	Held	2,775	0	$344,877	+11.6%	7.43%
MGEE	Mge Energy Inc Utilities	Held	3,640	0	$281,335	−1.4%	6.06%
MCD	Mcdonalds Corp Consumer Cyclical	Held	800	0	$248,632	+1.7%	5.35%
V	Visa Inc. Financial Services	Held	800	0	$241,792	−13.8%	5.21%