Constant Guidance Financial LLC

Est. AUM

$144.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$32.3M	67337	22.31%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$28.9M	44451	19.99%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$25.9M	282594	17.91%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$10.6M	18385	7.34%	SOLE
5	ISHARES TR	MSCI EAFE ETF	$9.3M	95400	6.41%	SOLE
6	APPLE INC	COM	$3.5M	13904	2.44%	SOLE
7	CHEVRON CORPORATION	COM	$3.4M	16539	2.37%	SOLE
8	NETFLIX INC.	COM	$3.0M	30938	2.06%	SOLE
9	STATE STR SPDR DOW JONES IND	UT SER 1	$2.8M	5969	1.91%	SOLE
10	AMAZON COM INC	COM	$2.5M	11821	1.70%	SOLE
11	CHUBB LTD SWITZ	COM	$2.3M	7009	1.58%	SOLE
12	CONOCOPHILLIPS	COM	$2.1M	15835	1.45%	SOLE
13	DUKE ENERGY CORP NEW	COM NEW	$1.6M	12600	1.14%	SOLE
14	HOME DEPOT INC	COM	$1.4M	4369	0.99%	SOLE
15	ALPHABET INC	CAP STK CL A	$1.3M	4403	0.88%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	3163	0.70%	SOLE
17	MICROSOFT CORP	COM	$978K	2643	0.68%	SOLE
18	DISNEY WALT CO	COM	$950K	9858	0.66%	SOLE
19	TEXAS INSTRS INC	COM	$863K	4444	0.60%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$681K	12835	0.47%	SOLE
21	DOMINION ENERGY INC	COM	$680K	11000	0.47%	SOLE
22	ISHARES TR	MSCI EMG MKT ETF	$668K	11764	0.46%	SOLE
23	DELL TECHNOLOGIES INC	CL C	$659K	4018	0.46%	SOLE
24	EXXON MOBIL CORP	COM	$659K	3883	0.46%	SOLE
25	PIMCO ETF TR	MULTISECTOR BD	$606K	23120	0.42%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$566K	2631	0.39%	SOLE
27	HONEYWELL INTL INC	COM	$553K	2445	0.38%	SOLE
28	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$550K	3714	0.38%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$516K	6521	0.36%	SOLE
30	META PLATFORMS INC	CL A	$485K	847	0.34%	SOLE
31	ALTRIA GROUP INC	COM	$472K	7159	0.33%	SOLE
32	PHILIP MORRIS INTL INC	COM	$470K	2842	0.32%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$329K	503	0.23%	SOLE
34	NVIDIA CORPORATION	COM	$303K	1739	0.21%	SOLE
35	AT&T INC	COM	$296K	10217	0.20%	SOLE
36	SCHWAB STRATEGIC TR	INTL EQTY ETF	$238K	9618	0.16%	SOLE
37	OCCIDENTAL PETE CORP	COM	$224K	3439	0.15%	SOLE
38	NEXTERA ENERGY INC	COM	$214K	2303	0.15%	SOLE
39	TRAVELERS COMPANIES INC	COM	$211K	725	0.15%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET UTI	$211K	4600	0.15%	SOLE
41	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$203K	600	0.14%	SOLE
42	BROADCOM INC	COM	$200K	645	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.