Portfolio (Quarterly) Guide ↗

GuidedMoney, LLC

· CIK 0002112951

13F Portfolio $190M AUM 29 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 7 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WEC	WEC ENERGY GROUP INC	Utilities	2,332	$246K	0.13%	SOLD
2	—	BERKSHIRE HATHAWAY INC DEL	—	400	$201K	0.11%	SOLD

Sector Allocation

Technology 32.3%

Utilities 27.1%

Communication Services 17.4%

Financial Services 11.6%

Consumer Defensive 6.8%

Consumer Cyclical 4.9%