GuidedMoney
GuidedMoney reported 33 stocks worth $217M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTI (38.2%), BND (27.2%) and VXUS (8.0%). Compared with Q2 2026, the fund opened new positions in WINN, added to BND, ITOT and BNDX, trimmed VTI, VXUS and IXUS and sold out of MCD and BRK.B.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $82.9M | 38.2% | 222K | −6,894 (−3%) | 4 of 4 | |
| 2 |  BND Vanguard BD Index Fds | $59M | 27.2% | 842K | +68K (+9%) | 4 of 4 | |
| 3 |  VXUS Vanguard Star Fds | $17.4M | 8.0% | 205K | −1,673 (−1%) | 4 of 4 | |
| 4 |  ITOT Ishares TR | $17.2M | 7.9% | 104K | +13K (+15%) | 4 of 4 | |
| 5 |  BNDX Vanguard Total | $9.4M | 4.3% | 202K | +3,399 (+2%) | 4 of 4 | |
| 6 |  IXUS Ishares Core Msci Totl | $6.7M | 3.1% | 71K | −555 (−1%) | 4 of 4 | |
| 7 |  AGG Ishares TR | $4.9M | 2.3% | 52K | −8,603 (−14%) | 4 of 4 | |
| 8 |  SCHX Schwab US Large Cap ETF | $3M | 1.4% | 101K | No change | 4 of 4 | |
| 9 |  SCHM Schwab Strategic TR | $1.7M | 0.8% | 51K | No change | 4 of 4 | |
| 10 |  VB Vanguard Index Fds | $1.6M | 0.8% | 5,731 | No change | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →GuidedMoney 13F FAQ
What does GuidedMoney own?
GuidedMoney reported 33 stocks worth $217M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTI (38.2%), BND (27.2%) and VXUS (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did GuidedMoney buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 5 added to, 5 trimmed and 2 sold out. New positions include WINN. It sold all of MCD and BRK.B.
When will GuidedMoney file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is GuidedMoney's portfolio worth?
The Q3 2026 filing reports $217M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.