GuidedMoney Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 | +$6.4M | |
| 2 | +$1.21M | |
| 3 | +$949K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$345K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$318K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.92% |
| 2 | Utilities | 0.68% |
| 3 | Communication Services | 0.5% |
| 4 | Financials | 0.39% |
| 5 | Consumer Staples | 0.15% |
Similar funds
GuidedMoney's Q2 2026 Portfolio in Review
As of Q2 2026, GuidedMoney held 34 positions worth $216M, up 13% from $190M the previous quarter. Its ten largest holdings account for 94% of the portfolio.
GuidedMoney deployed $7.7M of net new capital in Q2 2026, opening 5 new positions and adding to 7 existing holdings. Its largest new stake was iShares Core S&P Small-Cap ETF: 1,573 shares worth $233K.
By sector, the portfolio is most concentrated in Technology at 0.92% of assets, up from 0.86% a quarter earlier, followed by Utilities and Communication Services.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $1.88M trimmed.
- GuidedMoney's largest Q2 2026 buy was iShares Core S&P Small-Cap ETF: 1,573 shares worth $233K.
- GuidedMoney added most to Vanguard Total Bond Market in Q2 2026, an estimated $6.4M increase.
- GuidedMoney's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.88M.
- GuidedMoney's ten largest holdings make up 94% of its $216M portfolio in Q2 2026.
- GuidedMoney opened 5 new positions and closed 0 in Q2 2026.
- GuidedMoney's portfolio value rose 13% quarter-over-quarter to $216M.
Based on GuidedMoney's 13F filing for Q2 2026, filed 28 Jul 2026.