GuidedMoney, LLC ETF holdings
Black Earth, WI
Reported $210.0M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$210.0M
ETFs held
21
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
97.2%
of $216.0M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $84.6M | 228,524 | −5,252 shares |
| BND | Vanguard Total Bond Market ETF | $56.8M | 774,038 | +87,236 shares |
| VXUS | Vanguard Total International Stock ETF | $17.6M | 206,270 | −10,877 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $14.8M | 90,113 | +2,173 shares |
| BNDX | Vanguard Total International Bond ETF | $9.6M | 198,170 | +19,719 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $6.8M | 71,400 | +3,381 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $6.0M | 60,942 | +12,224 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $3.0M | 100,683 | +53 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $1.9M | 51,435 | No change |
| VB | Vanguard Morningstar Small-Cap ETF | $1.7M | 5,731 | No change |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002112951. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does GuidedMoney, LLC own?
GuidedMoney, LLC reported 21 ETF positions worth $210.0M in its Form 13F for June 30, 2026. The largest was VTI, at $84.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.