GuidedMoney, LLC has filed its latest 13F-HR report, revealing significant details about its investment portfolio as of September 30, 2026. The report shows that the company manages a total of $217.36 million in assets. This filing is crucial as it reflects the company's ongoing commitment to transparency and regulatory compliance in the investment management sector.

GuidedMoney, based in Black Earth, Wisconsin, is categorized as an investment management firm. The company has been active in filing various reports with the SEC, including its most recent filings on October 29, 2026, and prior reports dating back to February 2026. The firm is registered under the SEC file number 028-26686.

The filing highlights a total of 33 different investments, showcasing a diverse portfolio. Notable holdings include significant investments in Vanguard Index Funds and iShares ETFs, indicating a strategy focused on broad market exposure and diversification. The company reported a total value of $217,359,751 across its holdings, with the largest individual investment being in Vanguard Index Funds.

According to the filing, the largest single investment is in Vanguard Index Funds, with a reported value of approximately $82.94 million. This is followed by investments in Vanguard Bond Index Funds and Vanguard Star Funds, which also represent substantial portions of the portfolio. The filing indicates that GuidedMoney exercises sole investment discretion over these assets, reflecting a strategic approach to managing its investments.

This update may have implications for various stakeholders, including investors, clients, and competitors in the investment management industry. Investors may look to GuidedMoney's portfolio as a benchmark for assessing market trends and investment strategies. Competitors may analyze the firm's asset allocation and performance as they strategize their own investment approaches.

Looking ahead, the filing does not specify what actions or changes may occur next for GuidedMoney. However, the continued filing of 13F reports suggests that the company will maintain its transparency and regulatory compliance, which is essential in the investment management sector.