DOSSIER · 13F-HR · Q2 2026

GuidedMoney, LLC

$216M in tracked AUM across 34 positions as of Q2 2026.

GL
CIK 0002112951 · last filed Jun 30, 2026
Total AUM
$216M
as of Q2 2026
Holdings
34
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

GuidedMoney, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$85M229K39.1%
02
BND
VANGUARD BD INDEX FDS
$57M774K26.3%
03
VXUS
VANGUARD STAR FDS
$18M206K8.2%
04
ITOT
ISHARES TR
$15M90K6.9%
05
BNDX
VANGUARD CHARLOTTE FDS
$10M198K4.4%
06
IXUS
ISHARES TR
$7M71K3.2%
07
AGG
ISHARES TR
$6M61K2.8%
08
SCHX
SCHWAB STRATEGIC TR
$3M101K1.4%
09
SCHM
SCHWAB STRATEGIC TR
$2M51K0.9%
10
VB
VANGUARD INDEX FDS
$2M6K0.8%

Filing history

2026Q2Jun 30
$216M 13.4%
34 positionsView →
2026Q1Mar 31
$190M 1.7%
29 positionsView →
2025Q4Dec 31
$187M
30 positionsView →