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CIK: 0001995383
Total reported value
$159.2M
$159.2M
30 檔
34.5%
According to the latest 13F quarterly dataset, Constant Guidance Financial LLC managed an equity portfolio of $159.2M at the end of Q1 2025, spanning 30 distinct U.S. exchange-listed positions.
During Q1 2025, Constant Guidance Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 43.05% | -5.16% | -14.96% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.92% | -1.98% | +9.82% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.44% | -0.14% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.08% | +1.23% | +31.79% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 3.52% | — | — | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.50% | — | — | |
| 7 | CB | Chubb Limited | Stock-Financials | 3.29% | -1.58% | EXIT | |
| 8 | MKL | Markel Group Inc | Stock-Financials | 2.81% | — | +157.11% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 2.74% | -1.11% | -58.57% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | — | +16.35% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.16% | +0.18% | +4.47% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.77% | — | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | +0.10% | -47.68% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.67% | -65.07% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.14% | +2.09% | NEW | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | -5.55% | +23.09% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.01% | -19.25% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.74% | -50.08% | |
| 19 | NEM | Newmont CORP | Stock-Materials | 0.85% | — | — | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.77% | -14.19% | -13.91% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.13% | +14.90% | |
| 22 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 0.61% | — | -94.69% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | +0.02% | -6.15% | |
| 24 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.58% | — | -7.33% | |
| 25 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.44% | — | +29.71% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.40% | +0.02% | -79.78% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | +0.49% | NEW | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +1.15% | +2.25% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | -0.02% | — | |
| 30 | ✓ | Stock-Other | 0.30% | — | -93.36% |
According to official SEC Form 13F filings, Constant Guidance Financial LLC reported a total U.S. public equity portfolio value of $159.2M across 30 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SPY, PYLD) accounted for 34.5% of total reported equity market value during Q1 2025.
During Q1 2025, Constant Guidance Financial LLC's top holdings by market value included BRK-B (43.0%)、SPY (13.9%)、PYLD (4.4%). The largest single position, BRK-B, represented 43.0% of total portfolio value.
In Q1 2025, Constant Guidance Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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