Constant Guidance Financial as of March 31, 2026
Portfolio Holdings for Constant Guidance Financial
Constant Guidance Financial holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 22.3 | $32M | 67k | 479.20 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 20.0 | $29M | 45k | 650.34 | |
| Spdr Series Trust State Street Spd (BIL) | 17.9 | $26M | 283k | 91.64 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.3 | $11M | 18k | 577.19 | |
| Ishares Tr Msci Eafe Etf (EFA) | 6.4 | $9.3M | 95k | 97.13 | |
| Apple (AAPL) | 2.4 | $3.5M | 14k | 253.80 | |
| Chevron Corporation (CVX) | 2.4 | $3.4M | 17k | 206.90 | |
| Netflix (NFLX) | 2.1 | $3.0M | 31k | 96.15 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 1.9 | $2.8M | 6.0k | 463.19 | |
| Amazon (AMZN) | 1.7 | $2.5M | 12k | 208.27 | |
| Chubb (CB) | 1.6 | $2.3M | 7.0k | 325.93 | |
| ConocoPhillips (COP) | 1.4 | $2.1M | 16k | 132.00 | |
| Duke Energy Corp Com New (DUK) | 1.1 | $1.6M | 13k | 130.94 | |
| Home Depot (HD) | 1.0 | $1.4M | 4.4k | 328.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.3M | 4.4k | 287.56 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.0M | 3.2k | 320.84 | |
| Microsoft Corporation (MSFT) | 0.7 | $978k | 2.6k | 370.14 | |
| Walt Disney Company (DIS) | 0.7 | $950k | 9.9k | 96.38 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $863k | 4.4k | 194.14 | |
| Spdr Series Trust State Street Spd (SPYX) | 0.5 | $681k | 13k | 53.03 | |
| Dominion Resources (D) | 0.5 | $680k | 11k | 61.82 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $668k | 12k | 56.79 | |
| Dell Technologies CL C (DELL) | 0.5 | $660k | 4.0k | 164.13 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $659k | 3.9k | 169.66 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $606k | 23k | 26.20 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $566k | 2.6k | 215.04 | |
| Honeywell International (HON) | 0.4 | $553k | 2.4k | 226.03 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $550k | 3.7k | 148.10 | |
| Spdr Series Trust State Street Spd (SPTM) | 0.4 | $516k | 6.5k | 79.06 | |
| Meta Platforms Cl A (META) | 0.3 | $485k | 847.00 | 572.13 | |
| Altria (MO) | 0.3 | $472k | 7.2k | 65.99 | |
| Philip Morris International (PM) | 0.3 | $470k | 2.8k | 165.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $329k | 503.00 | 653.21 | |
| NVIDIA Corporation (NVDA) | 0.2 | $303k | 1.7k | 174.35 | |
| At&t (T) | 0.2 | $296k | 10k | 28.99 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $238k | 9.6k | 24.75 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $224k | 3.4k | 65.00 | |
| Nextera Energy (NEE) | 0.1 | $214k | 2.3k | 92.88 | |
| Travelers Companies (TRV) | 0.1 | $212k | 725.00 | 291.68 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $211k | 4.6k | 45.89 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $203k | 600.00 | 337.95 | |
| Broadcom (AVGO) | 0.1 | $200k | 645.00 | 309.51 |
