Constant Guidance Financial
Latest statistics and disclosures from Constant Guidance Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, SPY, GOOGL, AMZN, AAPL, and represent 61.82% of Constant Guidance Financial's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$8.6M), PowerShares QQQ Trust, Series 1, SPY, St Stert Spdr Blmbg 1 3 Mn T Bl Etf, GOOGL, NFLX, META, AMZN, NVDA, TSLA.
- Started 26 new stock positions in DIS, DUK, TSLA, VOO, CVX, BA, ABNB, GD, PG, St Stert Spdr Blmbg 1 3 Mn T Bl Etf.
- Reduced shares in these 10 stocks: , XLC, PYLD, IEF, PNC, GLD, GDX, , BIL, LQD.
- Sold out of its positions in DELL, IBM, QQQ, IVV, IBIT, SPTM, XSD, BIL, XLY, XLK. XLC, GDX, VIG, VYM.
- Constant Guidance Financial was a net buyer of stock by $18M.
- Constant Guidance Financial has $142M in assets under management (AUM), dropping by 13.50%.
- Central Index Key (CIK): 0001995383
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Portfolio Holdings for Constant Guidance Financial
Constant Guidance Financial holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Class Class B Class B (BRK.B) | 25.5 | $36M | +31% | 72k | 502.65 |
|
| Spdr S&p 500 Etf SH (SPY) | 25.1 | $36M | +11% | 52k | 681.92 |
|
| Alphabet Inc Class A Class A (GOOGL) | 4.0 | $5.7M | +90% | 18k | 313.00 |
|
| Amazon (AMZN) | 3.7 | $5.2M | +66% | 23k | 230.82 |
|
| Apple (AAPL) | 3.5 | $5.0M | +20% | 18k | 271.87 |
|
| Invsc Qqq Trust Srs 1 Etf SH | 3.0 | $4.3M | NEW | 7.0k | 614.39 |
|
| Pimco Multisector Bond Actv Etf Iv SH (PYLD) | 2.6 | $3.7M | -51% | 140k | 26.68 |
|
| Microsoft Corporation (MSFT) | 2.3 | $3.3M | +7% | 6.9k | 483.66 |
|
| Meta Platforms Inc Class A Class A (META) | 2.3 | $3.3M | +282% | 4.9k | 660.09 |
|
| Chubb (CB) | 2.3 | $3.2M | +30% | 10k | 312.12 |
|
| St Stert Spdr Blmbg 1 3 Mn T Bl Etf SH | 2.0 | $2.8M | NEW | 31k | 91.38 |
|
| Netflix SH (NFLX) | 2.0 | $2.8M | +1208% | 30k | 93.76 |
|
| Bank of America Corporation (BAC) | 1.8 | $2.5M | +89% | 46k | 55.00 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $2.5M | +260% | 14k | 186.51 |
|
| Tesla Motors (TSLA) | 1.2 | $1.7M | NEW | 3.7k | 449.72 |
|
| Walt Disney Company (DIS) | 1.2 | $1.6M | NEW | 14k | 113.77 |
|
| Home Depot (HD) | 1.1 | $1.6M | +2% | 4.5k | 344.12 |
|
| Delta Air Lines (DAL) | 1.0 | $1.4M | NEW | 20k | 69.40 |
|
| Chevron Corporation (CVX) | 0.9 | $1.3M | NEW | 8.5k | 152.41 |
|
| Procter & Gamble Company (PG) | 0.9 | $1.2M | NEW | 8.5k | 143.31 |
|
| Metropcs Communications (TMUS) | 0.8 | $1.2M | NEW | 6.0k | 203.04 |
|
| Oracle Corporation (ORCL) | 0.8 | $1.1M | +102% | 5.9k | 194.91 |
|
| Ishares Bitcoin Etf SH | 0.8 | $1.1M | NEW | 23k | 49.65 |
|
| Vanguard Total Stock Market Etf SH (VTI) | 0.8 | $1.1M | 3.3k | 335.30 |
|
|
| Spdr Gold Shares Etf SH (GLD) | 0.7 | $994k | -73% | 2.5k | 396.31 |
|
| Duke Energy (DUK) | 0.7 | $973k | NEW | 8.3k | 117.21 |
|
| Boeing Company (BA) | 0.6 | $858k | NEW | 4.0k | 217.12 |
|
| Ishares 7-10 Year Trsurybond Etf SH (IEF) | 0.6 | $831k | -80% | 8.6k | 96.16 |
|
| St Srt Spdr S&p 500 Fsl Fl Rs Etf Iv SH (JNK) | 0.5 | $732k | NEW | 13k | 56.19 |
|
| Dominion Resources (D) | 0.5 | $686k | NEW | 12k | 58.59 |
|
| Spdr Dow Jones Industrial Avrg Etf SH | 0.5 | $684k | NEW | 1.4k | 480.57 |
|
| Lowe's Companies (LOW) | 0.5 | $649k | NEW | 2.7k | 241.16 |
|
| Vanguard Dividend Appreciation Etf SH (VGT) | 0.4 | $572k | NEW | 2.6k | 219.80 |
|
| Dell Technologies Inc Class Class C Class C | 0.4 | $552k | NEW | 4.4k | 125.88 |
|
| St Srt Spdr Ptfl S&p 1500 Cmpst Etf SH (ONEY) | 0.4 | $536k | NEW | 6.5k | 82.50 |
|
| Vanguard High Dividend Yield Etf SH (VOO) | 0.4 | $523k | NEW | 3.6k | 143.52 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $467k | -3% | 3.9k | 120.34 |
|
| Ishares Core S&p 500 Etf SH (IWM) | 0.3 | $358k | NEW | 522.00 | 684.94 |
|
| First Solar (FSLR) | 0.2 | $350k | NEW | 1.3k | 261.23 |
|
| General Dynamics Corporation (GD) | 0.2 | $345k | NEW | 1.0k | 336.66 |
|
| Ishares Iboxx Invt Gradebond Etf SH (LQD) | 0.2 | $343k | -72% | 3.1k | 110.19 |
|
| PNC Financial Services (PNC) | 0.2 | $309k | -91% | 1.5k | 208.75 |
|
| Target Corporation (TGT) | 0.2 | $303k | NEW | 3.1k | 97.75 |
|
| Airbnb Inc Class A Class A (ABNB) | 0.2 | $299k | NEW | 2.2k | 135.72 |
|
| Robinhood Mkts Inc Class A Class A (HOOD) | 0.2 | $291k | +5% | 2.6k | 113.10 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $288k | NEW | 505.00 | 570.21 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $271k | NEW | 1.6k | 173.49 |
|
| Travelers Companies (TRV) | 0.1 | $210k | -24% | 725.00 | 290.06 |
|
Past Filings by Constant Guidance Financial
SEC 13F filings are viewable for Constant Guidance Financial going back to 2023
- Constant Guidance Financial 2025 Q4 filed Feb. 10, 2026
- Constant Guidance Financial 2025 Q3 filed Nov. 10, 2025
- Constant Guidance Financial 2025 Q2 filed Aug. 14, 2025
- Constant Guidance Financial 2025 Q1 filed May 13, 2025
- Constant Guidance Financial 2024 Q4 filed Jan. 30, 2025
- Constant Guidance Financial 2024 Q3 filed Nov. 14, 2024
- Constant Guidance Financial 2024 Q2 restated filed Aug. 15, 2024
- Constant Guidance Financial 2024 Q2 filed Aug. 9, 2024
- Constant Guidance Financial 2024 Q1 filed May 1, 2024
- Constant Guidance Financial 2023 Q4 filed Jan. 18, 2024
- Constant Guidance Financial 2023 Q3 filed Oct. 11, 2023