Constant Guidance Financial LLC Top Holdings and 13F Report (2026) About Constant Guidance Financial LLCInvestment ActivityConstant Guidance Financial LLC has $144.63 million in total holdings as of March 31, 2026.Constant Guidance Financial LLC owns shares of 42 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 41.89% of the portfolio was purchased this quarter.About 36.43% of the portfolio was sold this quarter.This quarter, Constant Guidance Financial LLC has purchased 48 new stocks and bought additional shares in 4 stocks.Constant Guidance Financial LLC sold shares of 14 stocks and completely divested from 28 stocks this quarter.Largest Holdings Berkshire Hathaway $32,267,651SPDR S&P 500 ETF Trust $28,908,420SPDR Bloomberg 1-3 Month T-Bill ETF $25,896,923Invesco QQQ $10,611,562iShares MSCI EAFE ETF $9,266,202 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $25,896,923 Holding46090E103 - Invesco QQQ $10,611,562 Holding464287465 - iShares MSCI EAFE ETF $9,266,202 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $2,764,781 Holding20825C104 - ConocoPhillips $2,090,220 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 282,594 shares (about $25.90M)Invesco QQQ 18,385 shares (about $10.61M)iShares MSCI EAFE ETF 95,400 shares (about $9.27M)SPDR Dow Jones Industrial Average ETF Trust 5,969 shares (about $2.76M)ConocoPhillips 15,835 shares (about $2.09M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 7,952 shares (about $5.17M)Alphabet 13,704 shares (about $3.94M)PIMCO Multi Sector Bond Active ETF 116,990 shares (about $3.07M)Meta Platforms 4,102 shares (about $2.35M)Berkshire Hathaway 4,775 shares (about $2.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConstant Guidance Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$32,267,651$2,288,163 â–¼-6.6%67,33722.3%FinanceSPYSPDR S&P 500 ETF Trust$28,908,420$5,171,532 â–¼-15.2%44,45120.0%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$25,896,923$25,896,923 â–²New Holding282,59417.9%ETFQQQInvesco QQQ$10,611,562$10,611,562 â–²New Holding18,3857.3%FinanceEFAiShares MSCI EAFE ETF$9,266,202$9,266,202 â–²New Holding95,4006.4%FinanceAAPLApple$3,528,779$1,133,960 â–¼-24.3%13,9042.4%Computer and TechnologyCVXChevron$3,421,919$1,661,407 â–²94.4%16,5392.4%EnergyNFLXNetflix$2,974,720$121,631 â–²4.3%30,9382.1%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$2,764,781$2,764,781 â–²New Holding5,9691.9%FinanceAMZNAmazon.com$2,461,960$2,259,522 â–¼-47.9%11,8211.7%Retail/WholesaleCBChubb$2,284,443$1,078,502 â–¼-32.1%7,0091.6%FinanceCOPConocoPhillips$2,090,220$2,090,220 â–²New Holding15,8351.4%EnergyDUKDuke Energy$1,649,844$563,042 â–²51.8%12,6001.1%UtilitiesHDHome Depot$1,436,920$49,333 â–¼-3.3%4,3691.0%Retail/WholesaleGOOGLAlphabet$1,266,127$3,940,723 â–¼-75.7%4,4030.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,014,829$37,539 â–¼-3.6%3,1630.7%ETFMSFTMicrosoft$978,267$1,569,373 â–¼-61.6%2,6430.7%Computer and TechnologyDISWalt Disney$950,156$439,512 â–¼-31.6%9,8580.7%Consumer DiscretionaryTXNTexas Instruments$862,758$559,123 â–²184.1%4,4440.6%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$680,640$680,640 â–²New Holding12,8350.5%ETFDDominion Energy$680,020$43,274 â–¼-6.0%11,0000.5%UtilitiesEEMiShares MSCI Emerging Markets ETF$668,078$668,078 â–²New Holding11,7640.5%FinanceDELLDell Technologies$659,474$659,474 â–²New Holding4,0180.5%Computer and TechnologyXOMExxonMobil$658,7900.0%3,8830.5%EnergyPYLDPIMCO Multi Sector Bond Active ETF$605,744$3,065,138 â–¼-83.5%23,1200.4%ETFVIGVanguard Dividend Appreciation ETF$565,775$565,775 â–²New Holding2,6310.4%ETFHONHoneywell International$552,643$552,643 â–²New Holding2,4450.4%Multi-Sector ConglomeratesVYMVanguard High Dividend Yield ETF$550,043$550,043 â–²New Holding3,7140.4%Financial ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$515,550$515,550 â–²New Holding6,5210.4%ETFMETAMeta Platforms$484,594$2,346,877 â–¼-82.9%8470.3%Computer and TechnologyMOAltria Group$472,421$472,421 â–²New Holding7,1590.3%Consumer StaplesPMPhilip Morris International$469,896$469,896 â–²New Holding2,8420.3%Consumer StaplesIVViShares Core S&P 500 ETF$328,565$328,565 â–²New Holding5030.2%ETFNVDANVIDIA$303,200$2,061,725 â–¼-87.2%1,7390.2%Computer and TechnologyTAT&T$296,191$296,191 â–²New Holding10,2170.2%Computer and TechnologySCHFSchwab International Equity ETF$238,036$238,036 â–²New Holding9,6180.2%ETFOXYOccidental Petroleum$223,535$223,535 â–²New Holding3,4390.2%EnergyNEENextEra Energy$213,903$213,903 â–²New Holding2,3030.1%UtilitiesTRVTravelers Companies$211,4680.0%7250.1%FinanceXLUUtilities Select Sector SPDR Fund$211,094$211,094 â–²New Holding4,6000.1%ETFTSMTaiwan Semiconductor Manufacturing$202,770$202,770 â–²New Holding6000.1%Computer and TechnologyAVGOBroadcom$199,634$199,634 â–²New Holding6450.1%Computer and TechnologyINVSC QQQ TRUST SRS 1 ETF$0$4,275,570 â–¼-100.0%00.0%SHST STERT SPDR BLMBG 1 3 MN T BL ETF$0$2,807,084 â–¼-100.0%00.0%SHBACBank of America$0$2,531,155 â–¼-100.0%00.0%FinanceTSLATesla$0$1,685,550 â–¼-100.0%00.0%Auto/Tires/TrucksDALDelta Air Lines$0$1,379,116 â–¼-100.0%00.0%TransportationPGProcter & Gamble$0$1,222,720 â–¼-100.0%00.0%Consumer StaplesTMUST-Mobile US$0$1,208,088 â–¼-100.0%00.0%Computer and TechnologyORCLOracle$0$1,143,147 â–¼-100.0%00.0%Computer and TechnologyISHARES BITCOIN ETF$0$1,140,112 â–¼-100.0%00.0%SHGLDSPDR Gold Shares$0$993,945 â–¼-100.0%00.0%FinanceBABoeing$0$857,624 â–¼-100.0%00.0%AerospaceIEFiShares 7-10 Year Treasury Bond ETF$0$831,303 â–¼-100.0%00.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$0$732,436 â–¼-100.0%00.0%FinanceSPDR DOW JONES INDUSTRIAL AVRG ETF$0$684,331 â–¼-100.0%00.0%SHLOWLowe's Companies$0$648,720 â–¼-100.0%00.0%Retail/WholesaleVGTVanguard Information Technology ETF$0$572,142 â–¼-100.0%00.0%ETFDELL TECHNOLOGIES INC CLASS CLASS C$0$552,361 â–¼-100.0%00.0%CLASS CONEYSPDR Russell 1000 Yield Focus ETF$0$535,590 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$522,986 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$357,538 â–¼-100.0%00.0%FinanceFSLRFirst Solar$0$349,525 â–¼-100.0%00.0%EnergyGDGeneral Dynamics$0$345,413 â–¼-100.0%00.0%AerospaceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$342,690 â–¼-100.0%00.0%FinancePNCThe PNC Financial Services Group$0$309,156 â–¼-100.0%00.0%FinanceTGTTarget$0$303,025 â–¼-100.0%00.0%Retail/WholesaleABNBAirbnb$0$298,584 â–¼-100.0%00.0%Consumer DiscretionaryHOODRobinhood Markets$0$290,780 â–¼-100.0%00.0%FinanceNOCNorthrop Grumman$0$287,956 â–¼-100.0%00.0%AerospaceShowing largest 100 holdings. 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