GuidedMoney, LLC holds a concentrated book of 34 stocks worth $216.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Cisco Systems Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 39% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as GuidedMoney, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mastercard Foundation Asset Management Corp | 3 / 34 | $32.1B |
| Innovator Capital Management, LLC | 5 / 34 | $2.9B |
| Pandi, LLC | 3 / 34 | $648.8M |
| West Virginia University Foundation, Inc | 3 / 34 | $1.1B |
| United Services Automobile Association | 5 / 34 | $1.1B |
| Tenon Financial LLC | 17 / 34 | $272.7M |
| Burrus Financial Services, Inc. | 8 / 34 | $200.8M |
| Kearns & Associates LLC | 11 / 34 | $178.2M |
Ranked by the share of each fund's own book sitting in the names it shares with GuidedMoney, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $84.6M | 228.5K | 39.1% | ▼−2.2% Reduced · −5K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $56.8M | 774.0K | 26.3% | ▲+13% Added · +87K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $17.6M | 206.3K | 8.2% | ▼−5.0% Reduced · −11K sh | |
| 4 | Ishares TR CORE S&P TTL STK | $14.8M | 90.1K | 6.9% | ▲+2.5% Added · +2K sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $9.6M | 198.2K | 4.4% | ▲+11% Added · +20K sh | |
| 6 | Ishares TR CORE MSCI TOTAL | $6.8M | 71.4K | 3.2% | ▲+5.0% Added · +3K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $6.0M | 60.9K | 2.8% | ▲+25% Added · +12K sh | |
| 8 | Schwab Strategic TR US LRG CAP ETF | $3.0M | 100.7K | 1.4% | ▲+0.1% Added · +53 sh | |
| 9 | Schwab Strategic TR US MID-CAP ETF | $1.9M | 51.4K | 0.9% | —Held | |
| 10 | Vanguard Index FDS SMALL CP ETF | $1.7M | 5.7K | 0.8% | —Held | |
| 11 | Vanguard Index FDS EXTEND MKT ETF | $1.5M | 5.9K | 0.7% | —Held | |
| 12 | Vanguard Index FDS VALUE ETF | $1.4M | 6.5K | 0.7% | —Held | |
| 13 | Alliant Energy Corp COM | $1.2M | 15.3K | 0.5% | —Held | |
| 14 | Microsoft Corp COM | $982K | 2.6K | 0.5% | —Held | |
| 15 | Schwab Strategic TR US SML CAP ETF | $967K | 26.8K | 0.4% | —Held | |
| 16 | Apple Inc COM | $767K | 2.6K | 0.4% | —Held | |
| 17 | Vanguard Index FDS MID CAP ETF | $612K | 7.6K | 0.3% | ▲+300% Added · +6K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $572K | 833 | 0.3% | —Held | |
| 19 | Alphabet Inc CAP STK CL A | $536K | 1.5K | 0.2% | —Held | |
| 20 | Alphabet Inc CAP STK CL C | $535K | 1.5K | 0.2% | ▼−4.2% Reduced · −66 sh | |
| 21 | Ishares TR CORE INTL AGGR | $496K | 9.8K | 0.2% | ▲+129% Added · +6K sh | |
| 22 | Schwab Strategic TR INTL EQTY ETF | $435K | 15.7K | 0.2% | —Held | |
| 23 | Vanguard Whitehall FDS INTL DVD ETF | $424K | 4.5K | 0.2% | —Held | |
| 24 | Mastercard Incorporated CL A | $360K | 700 | 0.2% | —Held | |
| 25 | Walmart Inc COM | $314K | 2.8K | 0.1% | —Held | |
| 26 | Mge Energy Inc COM | $297K | 3.6K | 0.1% | —Held | |
| 27 | Visa Inc COM CL A | $274K | 800 | 0.1% | —Held | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $267K | 3.8K | 0.1% | —Held | |
| 29 | Cisco Sys Inc COM | $235K | 2.0K | 0.1% | ▲New New position | |
| 30 | Ishares TR CORE S&P SCP ETF | $233K | 1.6K | 0.1% | ▲New New position | |
| 31 | McDonalds Corp COM | $216K | 800 | 0.1% | —Held | |
| 32 | J P Morgan Exchange Traded F JPMORGAN DIVER | $210K | 1.5K | 0.1% | ▲New New position | |
| 33 | Johnson & Johnson COM | $203K | 800 | 0.1% | ▲New New position | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $200K | 400 | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112951/holdings"
Use Arkolith to show GuidedMoney, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.