GuidedMoney, LLC reported 11 positions worth $5.91M for the quarter ended Sep 30, 2026, down 3.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 2. Its largest holding is Microsoft Corp at 22.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MGEE Mge Energy Inc | +820 | +22.5% | $56.95K | 5.24% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 2,632 | $1.35M | 22.85% | 0 | 0.0% | Unchanged | 0% |
| 2 | LNT Alliant Energy Corp | Utilities | 14.9K | $945.51K | 16% | -396 | -2.6% | Reduced | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 2,649 | $882.17K | 14.93% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 1,500 | $516.12K | 8.74% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 1,514 | $515.88K | 8.73% | 0 | 0.0% | Unchanged | 0% |
| 6 | MA Mastercard Inc | Financial Services | 700 | $386.03K | 6.53% | 0 | 0.0% | Unchanged | 0% |
| 7 | MGEE Mge Energy Inc | Utilities | 4,460 | $309.75K | 5.24% | +820 | +22.5% | Added | 0.01% |
| 8 | WMT Walmart Inc. | Consumer Staples | 2,775 | $288.38K | 4.88% | 0 | 0.0% | Unchanged | 0% |
| 9 | V Visa Inc. | Financial Services | 800 | $287.46K | 4.87% | 0 | 0.0% | Unchanged | 0% |
| 10 | CSCO Cisco Systems, Inc. | Technology | 2,000 | $215.26K | 3.64% | 0 | 0.0% | Unchanged | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 800 | $211.79K | 3.58% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at GuidedMoney.
As of its Q3 2026 13F filing, GuidedMoney, LLC’s five largest positions were Microsoft Corp (MSFT) at 22.8%, Alliant Energy Corp (LNT) at 16.0%, Apple Inc. (AAPL) at 14.9%, Alphabet Inc. (GOOGL) at 8.7%, Alphabet Inc. (GOOG) at 8.7% of the reported portfolio.
GuidedMoney, LLC reported a 13F portfolio worth $5.91M across 11 positions for Q3 2026. That is down 3.0% from the previous quarter.
Its largest purchases by value were Mge Energy Inc ($56.95K). It opened 0 new positions.
Its largest sales by value were Mcdonalds Corp ($216.25K), Berkshire Hathaway Inc ($200.16K), Alliant Energy Corp ($25.07K). It exited 2 positions entirely.
From the Form 13F-HR reports GuidedMoney, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.