GuidedMoney, LLC
- SEC CIK
- 0002112951
- Latest filing
- Jul 28, 2026
The latest 13F from GuidedMoney, LLC covers Q2 2026 (filed Jul 28, 2026): 34 long positions worth $216.0M. The top 10 holdings make up 93.9% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 39.1%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 5
- Est. +$1.08M
- Added
- 7
- Est. +$9.53M
- Reduced
- 3
- Est. −$2.90M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876939.1%$84.6M
- Vanguard Total Bond Market ETF92193783526.3%$56.8M
- Vanguard Star FDS9219097688.2%$17.6M
- iShares Tr4642871506.9%$14.8M
- Vanguard Total International Bond ETF92203J4074.4%$9.60M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Total Bond Market ETF921937835+$6.40MAdded
- iShares Core U.S. Aggregate Bond ETF464287226+$1.21MAdded
- Vanguard Total International Bond ETF92203J407+$955.0KAdded
- iShares Tr464287150+$357.0KAdded
- iShares Core MSCI Total International Stock ETF46432F834+$322.7KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Tr464287150+0.28 pp6.6% → 6.9%
- iShares Core U.S. Aggregate Bond ETF464287226+0.25 pp2.5% → 2.8%
- iShares Tr46435G672+0.12 pp0.1% → 0.2%
- CSCOCisco Systems, Inc.
- iShares Core S&P Small Cap ETF464287804+0.11 pp0.0% → 0.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Morningstar Total Stock Market ETF922908769−$1.94MReduced
- Vanguard Star FDS921909768−$929.9KReduced
- GOOGAlphabet Inc.
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Star FDS921909768−0.63 pp8.8% → 8.2%
- Vanguard Morningstar Total Stock Market ETF922908769−0.23 pp39.4% → 39.1%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $216.0M
- +$25.6M (+13.4%) vs. prior quarter
- Positions
- 34
- +5 vs. prior quarter
- Top 10 concentration
- 93.9%
- Top 10 as share of value
- Turnover
- 1.4%
- Q2 2026, one quarter
- Average holding period
- 3.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $216.0M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 28, 2026 | 34 | $216.0M | Vanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDS | vs. Q1 2026 | SEC |
| Q1 2026 | May 5, 2026 | 29 | $190.5M | Vanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDS | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 23, 2026 | 30 | $187.2M | Vanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDS | – | SEC |