Constant Guidance Financial LLC
CIK: 0001995383SEC EDGAR →
Portfolio Value
$142.2M
Holdings
48
As of
Q4 2025
New Positions
14
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY CLASS CLASS B | 72,112 | $36.2M | 25.50% |
| 2 | SPDR S&P 500 ETF | 52,403 | $35.7M | 25.14% |
| 3 | ALPHABET INC CLASS A | 18,107 | $5.7M | 3.99% |
| 4 | AMAZON.COM INC | 22,670 | $5.2M | 3.68% |
| 5 | APPLE INC | 18,372 | $5.0M | 3.51% |
| 6 | — INVSC QQQ TRUST SRS 1 ETF | 6,959 | $4.3M | 3.01% |
| 7 | PIMCO MULTISECTOR BOND ACTV ETF IV | 140,110 | $3.7M | 2.63% |
| 8 | MICROSOFT CORP | 6,883 | $3.3M | 2.34% |
| 9 | META PLATFORMS INC CLASS A | 4,949 | $3.3M | 2.30% |
| 10 | CHUBB LTD F | 10,318 | $3.2M | 2.27% |
Quarterly Changes
Top Buys
New Positions (26)
INVSC QQQ TRUST SRS 1 ETF
$4.3M · 7K shares
ST STERT SPDR BLMBG 1 3 MN T BL ETF
$2.8M · 31K shares
$1.7M · 4K shares
$1.6M · 14K shares
$1.4M · 20K shares
$1.3M · 9K shares
$1.2M · 9K shares
$1.2M · 6K shares
$1.1M · 23K shares
$972K · 8K shares
$857K · 4K shares
$732K · 13K shares
$685K · 12K shares
SPDR DOW JONES INDUSTRIAL AVRG ETF
$684K · 1K shares
$648K · 3K shares
$572K · 3K shares
$552K · 4K shares
$535K · 6K shares
$522K · 4K shares
$357K · 522 shares
$349K · 1K shares
$345K · 1K shares
$303K · 3K shares
$298K · 2K shares
$287K · 505 shares
$271K · 2K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $51.0M | 35.9% |
| Unknown | 7 | $46.4M | 32.7% |
| Communication Services | 5 | $14.6M | 10.2% |
| Technology | 6 | $12.8M | 9.0% |
| Consumer Cyclical | 5 | $9.4M | 6.6% |
| Industrials | 4 | $2.9M | 2.0% |
| Energy | 3 | $2.1M | 1.5% |
| Utilities | 2 | $1.7M | 1.2% |
| Consumer Defensive | 1 | $1.2M | 0.9% |