GuidedMoney, LLC reported 34 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
GuidedMoney, LLC reported 34 holdings worth US$216M as of Jun 30, 2026. Largest: Alliant Energy Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alliant Energy Corporation | 15,333 | US$1.17M | 0.54% |
| Alphabet Inc (google) Class C | 2,997 | US$1.07M | 0.50% |
| Microsoft Corp. | 2,632 | US$982K | 0.45% |
| Apple Inc | 2,649 | US$767K | 0.35% |
| Mastercard Incorporated | 700 | US$360K | 0.17% |
| Walmart Inc. | 2,775 | US$314K | 0.15% |
| Mge Energy Inc. | 3,640 | US$297K | 0.14% |
| Visa Inc. | 800 | US$274K | 0.13% |
| Cisco Systems, Inc. | 2,000 | US$235K | 0.11% |
| Mcdonald's Corporation | 800 | US$216K | 0.10% |
| Johnson & Johnson | 800 | US$203K | 0.09% |
| Berkshire Hathaway Inc. | 400 | US$200K | 0.09% |