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CIK: 0001995383
Total reported value
$159.2M
$159.2M
38 檔
34.9%
The Q2 2025 SEC filing reveals that Constant Guidance Financial LLC held a total portfolio value of $159.2M, covering 38 public equity positions.
During Q2 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 | 33.14% | -5.16% | +5.60% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.44% | -1.98% | -6.92% | |
| 3 | PNC | Pnc Financial Services Group | Stock-Financials | 4.26% | +0.18% | NEW | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 3.71% | -1.11% | +18.12% | |
| 5 | CB | Chubb Limited | Stock-Financials | 3.25% | -1.58% | EXIT | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.25% | +1.23% | +7.94% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.17% | +0.79% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.67% | +167.83% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | +0.58% | NEW | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.68% | — | -4.89% | |
| 11 | CFG | Citizens Financial Group | Stock-Financials | 2.30% | — | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | — | -13.90% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +1.15% | +413.69% | |
| 15 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 1.87% | — | +285.49% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.77% | +0.18% | +2.05% | |
| 17 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.63% | — | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | +0.10% | +13.30% | |
| 19 | MS | Morgan Stanley | Stock-Financials | 1.38% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.35% | +3.84% | NEW | |
| 21 | FDX | Fedex CORP | Stock-Industrials | 1.18% | — | — | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.12% | +0.13% | NEW | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.08% | — | — | |
| 24 | ✓ | Travelers Cos Inc | Stock-Other | 0.99% | — | — | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.86% | +0.02% | +107.41% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | +0.76% | NEW | |
| 27 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.85% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.01% | -3.24% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.67% | -14.19% | -2.23% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | -5.55% | -34.24% | |
| 31 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.51% | — | -1.10% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.13% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.74% | -47.14% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.22% | — | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | +0.49% | NEW | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | +2.09% | NEW | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.16% | -0.02% | -35.62% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.16% | — | — |
According to official SEC Form 13F filings, Constant Guidance Financial LLC reported a total U.S. public equity portfolio value of $159.2M across 38 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SPY, PNC) accounted for 34.9% of total reported equity market value during Q2 2025.
During Q2 2025, Constant Guidance Financial LLC's top holdings by market value included BRK-B (33.1%)、SPY (11.4%)、PNC (4.3%). The largest single position, BRK-B, represented 33.1% of total portfolio value.
In Q2 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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