Constant Guidance Financial LLC
CIK: 0001995383SEC EDGAR →
Portfolio Value
$62.0B
Holdings
48
As of
Q4 2025
New Positions
14
Closed Positions
15
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CLASS A | 18,107 | $5.7B | 9.13% |
| 2 | AMAZON.COM INC | 22,670 | $5.2B | 8.43% |
| 3 | APPLE INC | 18,372 | $5.0B | 8.05% |
| 4 | PIMCO MULTISECTOR BOND ACTV ETF IV | 140,110 | $3.7B | 6.02% |
| 5 | MICROSOFT CORP | 6,883 | $3.3B | 5.37% |
| 6 | CHUBB LTD F | 10,318 | $3.2B | 5.19% |
| 7 | — ST STERT SPDR BLMBG 1 3 MN T BL ETF | 30,718 | $2.8B | 4.52% |
| 8 | NETFLIX INC | 29,673 | $2.8B | 4.48% |
| 9 | BANK OF AMERICA CORP | 46,021 | $2.5B | 4.08% |
| 10 | NVIDIA CORP | 13,564 | $2.5B | 4.08% |
Quarterly Changes
Top Buys
New Positions (26)
ST STERT SPDR BLMBG 1 3 MN T BL ETF
$2.8B · 31K shares
$1.7B · 4K shares
$1.6B · 14K shares
$1.4B · 20K shares
$1.3B · 9K shares
$1.2B · 9K shares
$1.2B · 6K shares
$1.1B · 23K shares
$972.0M · 8K shares
$857.0M · 4K shares
$732.0M · 13K shares
$685.0M · 12K shares
SPDR DOW JONES INDUSTRIAL AVRG ETF
$684.0M · 1K shares
$648.0M · 3K shares
$572.0M · 3K shares
$552.0M · 4K shares
$535.0M · 6K shares
$522.0M · 4K shares
$349.0M · 1K shares
$345.0M · 1K shares
$303.0M · 3K shares
$298.0M · 2K shares
$271.0M · 2K shares
$4.3M · 7K shares
$357K · 522 shares
$287K · 505 shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $15.0B | 24.1% |
| Technology | 6 | $12.8B | 20.7% |
| Communication Services | 5 | $11.3B | 18.2% |
| Consumer Cyclical | 5 | $9.4B | 15.2% |
| Unknown | 6 | $6.0B | 9.6% |
| Industrials | 4 | $2.6B | 4.2% |
| Energy | 3 | $2.1B | 3.4% |
| Utilities | 2 | $1.7B | 2.7% |
| Consumer Defensive | 1 | $1.2B | 2.0% |