Constant Guidance Financial LLC

13F filer · CIK 0001995383

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$159MU.S. long equity reported on 13F

Positions5530 new · 8 closed

Net flow last quarter+$9.25MBuys minus sells

Top 10 positions weight52.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202655 positions
SPYSPDR S&P 500 ETF Trust	$28.7M	18.01%	Not reported	-13.6%	Q3 2023
BRK.BBerkshire Hathaway Inc	$27.3M	17.15%	Not reported	-19.0%	Q3 2023
AAPLApple Inc.	$5.84M	3.67%	0.00%	+45.0%	Q3 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$4.03M	2.53%	Not reported	+29.1%	Q3 2023
AMZNAmazon Com Inc	$3.78M	2.37%	0.00%	+34.0%	Q4 2023
BACBank of America Corp	$3.33M	2.09%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.84M	1.79%	Not reported	-79.0%	Q3 2023
DUKDuke Energy CORP	$2.76M	1.73%	0.00%	+72.9%	Q4 2025
GOOGLAlphabet Inc.	$2.58M	1.62%	0.00%	+63.8%	Q3 2023
DISWalt Disney Co	$2.31M	1.45%	0.00%	+143.5%	Q1 2024
NVDANvidia Corp	$2.17M	1.36%	0.00%	+524.5%	Q1 2024
SCHWSchwab Charles Corp	$2.09M	1.31%	0.00%	New	Q2 2026
DDominion Energy, Inc	$1.94M	1.22%	0.00%	+157.8%	Q4 2025
HDHome Depot, Inc.	$1.86M	1.17%	0.00%	+20.6%	Q3 2023
BKNGBooking Holdings Inc.	$1.73M	1.09%	0.00%	New	Q2 2026
SOSouthern Co	$1.64M	1.03%	0.00%	New	Q2 2026
NFLXNetflix Inc	$1.51M	0.95%	0.00%	-31.8%	Q4 2023
VZVerizon Communications Inc	$1.49M	0.93%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$1.45M	0.91%	0.00%	+496.3%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.45M	0.91%	0.00%	+405.0%	Q1 2026
CEGConstellation Energy Corp	$1.33M	0.83%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$1.21M	0.76%	0.00%	Not reported	Q2 2025
ESEversource Energy	$1.18M	0.74%	0.00%	New	Q2 2026
KMIKinder Morgan, Inc.	$1.17M	0.73%	0.00%	New	Q2 2026
LUVSouthwest Airlines Co	$1.12M	0.71%	0.00%	New	Q2 2026
EIXEdison International	$1.1M	0.69%	0.00%	New	Q2 2026
MSFTMicrosoft Corp	$1.08M	0.68%	0.00%	+9.9%	Q3 2023
ABBVAbbVie Inc.	$1.07M	0.67%	0.00%	New	Q2 2026
HPQHP Inc	$993K	0.62%	0.00%	New	Q2 2026
PLDPrologis, Inc.	$985K	0.62%	0.00%	New	Q2 2026
TMOThermo Fisher Scientific Inc.	$966K	0.61%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$917K	0.58%	0.00%	Not reported	Q2 2025
ORealty Income Corp	$855K	0.54%	0.00%	New	Q2 2026
PGPROCTER & GAMBLE Co	$778K	0.49%	0.00%	Not reported	Q1 2025
SPYXSmartpay Express, Inc.	$759K	0.48%	Not reported	-3.2%	Q3 2023
METAMeta Platforms, Inc.	$695K	0.44%	Not reported	+45.6%	Q4 2023
TMUST-Mobile US, Inc.	$686K	0.43%	0.00%	Not reported	Q4 2024
LOWLowes Companies Inc	$660K	0.41%	0.00%	Not reported	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$635K	0.40%	Not reported	+8.2%	Q4 2023
MDTMedtronic plc	$595K	0.37%	0.00%	New	Q2 2026
XOMExxonMobil Holdings Corp	$531K	0.33%	0.00%	Not reported	Q3 2023
VRTXVertex Pharmaceuticals Inc / Ma	$527K	0.33%	0.00%	New	Q2 2026
PMPhilip Morris International Inc.	$526K	0.33%	0.00%	+2.2%	Q1 2026
TAt&T Inc.	$458K	0.29%	0.00%	+116.4%	Q1 2024
AMGNAmgen Inc	$419K	0.26%	0.00%	New	Q2 2026
MOAltria Group, Inc.	$404K	0.25%	0.00%	-21.7%	Q4 2024
MCDMcdonalds Corp	$311K	0.20%	0.00%	New	Q2 2026
PNCPNC Financial Services Group, Inc.	$288K	0.18%	0.00%	Not reported	Q2 2025
PEPPepsico Inc	$288K	0.18%	0.00%	New	Q2 2026
FSLRFirst Solar, Inc.	$287K	0.18%	0.00%	Not reported	Q4 2025

Q1 2026Reported May 18, 202632 positions
BRK.BBerkshire Hathaway Inc	$32.3M	22.31%	Not reported	-6.6%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$28.9M	19.99%	Not reported	-15.2%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$10.6M	7.34%	Not reported	Not reported	Q3 2023
AAPLApple Inc.	$3.53M	2.44%	0.00%	-24.3%	Q3 2023
CVXChevron Corp	$3.42M	2.37%	0.00%	+94.4%	Q1 2024
NFLXNetflix Inc	$2.97M	2.06%	0.00%	+4.3%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$2.76M	1.91%	Not reported	Not reported	Q3 2023
AMZNAmazon Com Inc	$2.46M	1.70%	0.00%	-47.9%	Q4 2023
CBChubb Ltd	$2.28M	1.58%	0.00%	-32.1%	Q4 2024
COPConocophillips	$2.09M	1.45%	0.00%	New	Q1 2026
DUKDuke Energy CORP	$1.65M	1.14%	0.00%	+51.8%	Q4 2025
HDHome Depot, Inc.	$1.44M	0.99%	0.00%	-3.3%	Q3 2023
GOOGLAlphabet Inc.	$1.27M	0.88%	0.00%	-75.7%	Q3 2023
MSFTMicrosoft Corp	$978K	0.68%	0.00%	-61.6%	Q3 2023
DISWalt Disney Co	$950K	0.66%	0.00%	-31.6%	Q1 2024
TXNTexas Instruments Inc	$863K	0.60%	0.00%	+184.1%	Q4 2025
SPYXSmartpay Express, Inc.	$681K	0.47%	Not reported	Not reported	Q3 2023
DDominion Energy, Inc	$680K	0.47%	0.00%	-6.0%	Q4 2025
DELLDell Technologies Inc.	$659K	0.46%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$659K	0.46%	0.00%	Not reported	Q3 2023
HONHoneywell International Inc	$553K	0.38%	0.00%	New	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$550K	0.38%	Not reported	Not reported	Q4 2023
METAMeta Platforms, Inc.	$485K	0.34%	Not reported	-82.9%	Q4 2023
MOAltria Group, Inc.	$472K	0.33%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$470K	0.32%	0.00%	New	Q1 2026
NVDANvidia Corp	$303K	0.21%	0.00%	-87.2%	Q1 2024
TAt&T Inc.	$296K	0.20%	0.00%	Not reported	Q1 2024
OXYOccidental Petroleum Corp	$224K	0.15%	0.00%	Not reported	Q1 2024
NEENextera Energy Inc	$214K	0.15%	0.00%	Not reported	Q1 2025
TRVTravelers Companies, Inc.	$211K	0.15%	0.00%	Not reported	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$203K	0.14%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$200K	0.14%	0.00%	Not reported	Q1 2025
Q4 2025Reported Feb 10, 202635 positions
BRK.BBerkshire Hathaway Inc	$36.2M	25.50%	Not reported	+31.3%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$35.7M	25.14%	Not reported	+11.9%	Q3 2023
GOOGLAlphabet Inc.	$5.67M	3.99%	0.00%	+90.7%	Q3 2023
AMZNAmazon Com Inc	$5.23M	3.68%	0.00%	+66.0%	Q4 2023
AAPLApple Inc.	$4.99M	3.51%	0.00%	+20.7%	Q3 2023
MSFTMicrosoft Corp	$3.33M	2.34%	0.00%	+7.6%	Q3 2023
METAMeta Platforms, Inc.	$3.27M	2.30%	Not reported	+282.8%	Q4 2023
CBChubb Ltd	$3.22M	2.27%	0.00%	+30.2%	Q4 2024
NFLXNetflix Inc	$2.78M	1.96%	0.00%	+30.8%	Q4 2023
BACBank of America Corp	$2.53M	1.78%	0.00%	+89.5%	Q4 2023
NVDANvidia Corp	$2.53M	1.78%	0.00%	+260.7%	Q1 2024
TSLATesla, Inc.	$1.69M	1.19%	0.00%	New	Q4 2025
DISWalt Disney Co	$1.64M	1.15%	0.00%	Not reported	Q1 2024
HDHome Depot, Inc.	$1.56M	1.09%	0.00%	+2.0%	Q3 2023
DALDelta Air Lines, Inc.	$1.38M	0.97%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$1.3M	0.91%	0.00%	Not reported	Q1 2024
PGPROCTER & GAMBLE Co	$1.22M	0.86%	0.00%	Not reported	Q1 2025
TMUST-Mobile US, Inc.	$1.21M	0.85%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$1.14M	0.80%	0.00%	+102.3%	Q3 2025
GLDSPDR Gold Trust	$994K	0.70%	0.00%	-73.6%	Q1 2024
DUKDuke Energy CORP	$973K	0.68%	0.00%	New	Q4 2025
BABoeing Co	$858K	0.60%	0.00%	Not reported	Q4 2024
DDominion Energy, Inc	$686K	0.48%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$649K	0.46%	0.00%	New	Q4 2025
DVMTDell Technologies Inc.	$552K	0.39%	Not reported	New	Q4 2025
XOMExxonMobil Holdings Corp	$467K	0.33%	0.00%	-3.7%	Q3 2023
FSLRFirst Solar, Inc.	$350K	0.25%	0.00%	New	Q4 2025
GDGeneral Dynamics Corp	$345K	0.24%	0.00%	New	Q4 2025
PNCPNC Financial Services Group, Inc.	$309K	0.22%	0.00%	-91.3%	Q2 2025
TGTTarget Corp	$303K	0.21%	0.00%	New	Q4 2025
ABNBAirbnb, Inc.	$299K	0.21%	Not reported	New	Q4 2025
HOODRobinhood Markets, Inc.	$291K	0.20%	0.00%	+5.3%	Q2 2025
NOCNorthrop Grumman Corp	$288K	0.20%	0.00%	New	Q4 2025
TXNTexas Instruments Inc	$271K	0.19%	0.00%	New	Q4 2025
TRVTravelers Companies, Inc.	$210K	0.15%	0.00%	-24.9%	Q3 2025
Q3 2025Reported Nov 10, 202523 positions
SPYSPDR S&P 500 ETF Trust	$31.2M	24.91%	Not reported	+154.4%	Q3 2023
BRK.BBerkshire Hathaway Inc	$27.6M	22.04%	Not reported	-19.1%	Q3 2023
AAPLApple Inc.	$3.87M	3.09%	0.00%	-3.5%	Q3 2023
PNCPNC Financial Services Group, Inc.	$3.41M	2.72%	0.00%	-25.4%	Q2 2025
GLDSPDR Gold Trust	$3.37M	2.69%	0.00%	+169.5%	Q1 2024
MSFTMicrosoft Corp	$3.31M	2.65%	0.00%	+42.5%	Q3 2023
AMZNAmazon Com Inc	$3M	2.39%	0.00%	+6.3%	Q4 2023
NFLXNetflix Inc	$2.72M	2.17%	0.00%	-17.7%	Q4 2023
GOOGLAlphabet Inc.	$2.31M	1.84%	0.00%	+304.4%	Q3 2023
CBChubb Ltd	$2.24M	1.79%	0.00%	-29.0%	Q4 2024
HDHome Depot, Inc.	$1.79M	1.43%	0.00%	-7.5%	Q3 2023
BACBank of America Corp	$1.25M	1.00%	0.00%	+603.5%	Q4 2023
METAMeta Platforms, Inc.	$950K	0.76%	Not reported	-31.6%	Q4 2023
ORCLOracle Corp	$815K	0.65%	0.00%	New	Q3 2025
DELLDell Technologies Inc.	$771K	0.62%	0.00%	New	Q3 2025
NVDANvidia Corp	$702K	0.56%	0.00%	-70.2%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$614K	0.49%	Not reported	-5.5%	Q3 2023
IBITiShares Bitcoin Trust ETF	$544K	0.43%	0.00%	-49.1%	Q2 2025
XOMExxonMobil Holdings Corp	$455K	0.36%	0.00%	-11.6%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$405K	0.32%	Not reported	-43.3%	Q4 2023
HOODRobinhood Markets, Inc.	$350K	0.28%	0.00%	-85.9%	Q2 2025
TRVTravelers Companies, Inc.	$269K	0.22%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$268K	0.21%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed