GuidedMoney, LLC
GuidedMoney, LLC reported 34 positions worth $216.0M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VTI (39.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $84.6M | 39.14% | 228,524 | — | — | |
| ▸ 2 | BND | SH | $56.8M | 26.30% | 774,038 | — | — | |
| ▸ 3 | VXUS | SH | $17.6M | 8.16% | 206,270 | — | — | |
| ▸ 4 | ITOT | SH | $14.8M | 6.85% | 90,113 | — | — | |
| ▸ 5 | BNDX | SH | $9.6M | 4.44% | 198,170 | — | — | |
| ▸ 6 | IXUS | SH | $6.8M | 3.15% | 71,400 | — | — | |
| ▸ 7 | AGG | SH | $6.0M | 2.79% | 60,942 | — | — | |
| ▸ 8 | SCHX | SH | $3.0M | 1.37% | 100,683 | — | — | |
| ▸ 9 | SCHM | SH | $1.9M | 0.88% | 51,435 | — | — | |
| ▸ 10 | VB | SH | $1.7M | 0.80% | 5,731 | — | — |
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Frequently Asked Questions
What stocks does GuidedMoney, LLC hold as of Q2 2026?
GuidedMoney, LLC reported 34 positions worth $216.0M in its Q2 2026 13F filing. Largest positions: VTI (39.1%), BND (26.3%), VXUS (8.2%), ITOT (6.9%) and BNDX (4.4%).
What did GuidedMoney, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did GuidedMoney, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.