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CIK: 0001995383
Total reported value
$159.2M
$159.2M
36 檔
49.8%
As reported in its official Q3 2025 Form 13F filing, Constant Guidance Financial LLC's tracked investment portfolio stood at $159.2M with 36 total positions.
In Q3 2025, Constant Guidance Financial LLC displayed an active expansion posture, initiating 16 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 24.91% | -1.98% | +154.44% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 22.04% | -5.16% | -19.08% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 6.40% | — | — | |
| 4 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 6.20% | -0.14% | — | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.73% | — | — | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.49% | — | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.09% | +1.23% | -3.53% | |
| 8 | PNC | Pnc Financial Services Group | Stock-Financials | 2.72% | +0.18% | NEW | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.69% | — | +169.49% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | — | +42.45% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | +0.67% | +6.25% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 2.17% | -1.11% | -17.74% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.74% | +304.43% | |
| 14 | CB | Chubb Limited | Stock-Financials | 1.79% | -1.58% | EXIT | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | +0.18% | -7.52% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.14% | — | — | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | +2.09% | NEW | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.00% | — | -54.06% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.95% | — | — | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.88% | -14.19% | -8.97% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.01% | +20.77% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | +0.10% | -31.62% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.65% | — | — | |
| 24 | DELL | Dell Technologies -c | Stock-Tech | 0.62% | -0.46% | EXIT | |
| 25 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.58% | — | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +1.15% | -70.18% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | -5.55% | -5.54% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | +0.02% | — | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | +0.13% | NEW | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | +0.01% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.13% | -11.63% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | +0.02% | -43.32% | |
| 33 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.28% | — | -85.90% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | — | |
| 35 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.22% | -0.15% | EXIT | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +11% | +154.44% | Add |
| 2 | PYLD | Pimco Multisector Bond Actv | +1.8% | — | Add |
| 3 | AMZN | Amazon.com Inc | +1.2% | +6.25% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | +304.43% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | -70.18% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +42.45% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | -8.97% | Trim |
| 8 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -43.32% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +20.77% | Add |
| 10 | BAC | Bank Of America CORP | -0.1% | +603.45% | Add |
| 11 | VIG | Vanguard Dividend Apprec ETF | -0.2% | — | Add |
| 12 | XOM | Exxon Mobil CORP | -0.3% | -11.63% | Trim |
| 13 | META | Meta Platforms Inc-class A | -0.5% | -31.62% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -5.54% | Trim |
| 15 | NFLX | Netflix Inc | -0.6% | -17.74% | Trim |
| 16 | HD | Home Depot Inc | -0.7% | -7.52% | Trim |
| 17 | AAPL | Apple Inc | -1% | -3.53% | Add |
| 18 | CB | Chubb Limited | -1.5% | -29.01% | Trim |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -2.5% | -54.06% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -21% | -19.08% | Trim |
| 21 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 22 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 23 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 24 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 25 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 26 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 27 | MKL | Markel Group Inc | — | EXIT | Sold out |
| 28 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 29 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 30 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 31 | ORCL | Oracle CORP | — | NEW | New buy |
| 32 | DELL | Dell Technologies -c | — | NEW | New buy |
| 33 | XSD | Ss Spdr S&p Semiconductor | — | NEW | New buy |
| 34 | NEM | Newmont CORP | — | EXIT | Sold out |
| 35 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | New buy |
| 37 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | — | EXIT | Sold out |
| 38 | XNTK | Ss Spdr Nyse Tech ETF | — | EXIT | Sold out |
| 39 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 40 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 41 | VFIAX | Vanguard 500 Index-adm | — | EXIT | Sold out |
| 42 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 43 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 46 | ✓ | — | EXIT | Sold out |
According to official SEC Form 13F filings, Constant Guidance Financial LLC reported a total U.S. public equity portfolio value of $159.2M across 36 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 SPY, BRK-B, XLK) accounted for 49.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLK
市值: $8.0M
Top Position Liquidated / Trimmed
BND
前期市值: $2.8M
During Q3 2025, Constant Guidance Financial LLC's top holdings by market value included SPY (24.9%)、BRK-B (22.0%)、XLK (6.4%). The largest single position, SPY, represented 24.9% of total portfolio value.
In Q3 2025, Constant Guidance Financial LLC made 46 total portfolio adjustments, initiating 16 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 10 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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