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CIK: 0001995383
Total reported value
$159.2M
$159.2M
48 檔
55.2%
According to the latest 13F quarterly dataset, Constant Guidance Financial LLC managed an equity portfolio of $159.2M at the end of Q4 2025, spanning 48 distinct U.S. exchange-listed positions.
In Q4 2025, Constant Guidance Financial LLC displayed an active expansion posture, initiating 26 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 25.50% | -5.16% | +31.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 25.14% | -1.98% | +11.88% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.99% | +0.74% | +90.68% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | +0.67% | +66.01% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.51% | +1.23% | +20.74% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 3.01% | — | — | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.63% | -0.14% | -51.54% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | — | +7.61% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | +0.10% | +282.75% | |
| 10 | CB | Chubb Limited | Stock-Financials | 2.27% | -1.58% | EXIT | |
| 11 | ✓ | Stock-Other | 1.97% | — | — | ||
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.96% | -1.11% | +1208.33% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.78% | +2.09% | NEW | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | +1.15% | +260.65% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.19% | — | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.15% | +0.79% | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | +0.18% | +2.03% | |
| 18 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.97% | — | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.91% | -2.37% | EXIT | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | +0.49% | NEW | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.85% | +0.43% | NEW | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.80% | — | +102.31% | |
| 23 | ✓ | Ishares Tr | Stock-Other | 0.80% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.01% | — | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | — | -73.56% | |
| 26 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | +0.59% | — | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.60% | — | — | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.58% | — | -80.93% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.52% | — | — | |
| 30 | D | Dominion Energy Inc | Stock-Utilities | 0.48% | +0.75% | — | |
| 31 | ✓ | Stock-Other | 0.48% | — | — | ||
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | +0.41% | NEW | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | — | — | |
| 34 | DELL | Dell Technologies Inc. | Stock-Tech | 0.39% | — | — | |
| 35 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.38% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.13% | -3.72% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | +3.84% | NEW | |
| 39 | FSLR | First Solar Inc | Stock-Tech | 0.25% | +0.18% | NEW | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.24% | — | — | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.24% | — | -72.21% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.22% | +0.18% | NEW | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.21% | — | — | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.21% | — | — | |
| 45 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.20% | — | +5.28% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.20% | — | — | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.19% | -0.60% | EXIT | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.15% | -0.15% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +3.5% | +31.34% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +2.2% | +90.68% | Add |
| 3 | META | Meta Platforms Inc-class A | +1.5% | +282.75% | Add |
| 4 | AMZN | Amazon.com Inc | +1.3% | +66.01% | Add |
| 5 | NVDA | Nvidia CORP | +1.2% | +260.65% | Add |
| 6 | BAC | Bank Of America CORP | +0.8% | +89.52% | Add |
| 7 | CB | Chubb Limited | +0.5% | +30.16% | Add |
| 8 | AAPL | Apple Inc | +0.4% | +20.74% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +11.88% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | +102.31% | Add |
| 11 | XOM | Exxon Mobil CORP | 0% | -3.72% | Trim |
| 12 | TRV | Travelers Cos Inc/the | -0.1% | -24.87% | Trim |
| 13 | HOOD | Robinhood Markets Inc - A | -0.1% | +5.28% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | Unchanged |
| 15 | NFLX | Netflix Inc | -0.2% | +1208.33% | Add |
| 16 | MSFT | Microsoft CORP | -0.3% | +7.61% | Add |
| 17 | HD | Home Depot Inc | -0.3% | +2.03% | Add |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.8% | -72.21% | Trim |
| 19 | GLD | Spdr Gold Shares | -2% | -73.56% | Trim |
| 20 | PNC | Pnc Financial Services Group | -2.5% | -91.27% | Trim |
| 21 | IEF | Ishares 7-10 Year Treasury B | -2.9% | -80.93% | Trim |
| 22 | PYLD | Pimco Multisector Bond Actv | -3.6% | -51.54% | Trim |
| 23 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 24 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | TSLA | Tesla Inc | — | NEW | New buy |
| 28 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 29 | GDX | Vaneck Gold Miners ETF | — | EXIT | Sold out |
| 30 | DAL | Delta Air Lines Inc | — | NEW | New buy |
| 31 | CVX | Chevron CORP | — | NEW | New buy |
| 32 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 33 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 34 | XLY | Ss Consumer Disc Select Sect | — | EXIT | Sold out |
| 35 | ✓ | Ishares Tr | — | NEW | New buy |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 37 | DUK | Duke Energy CORP | — | NEW | New buy |
| 38 | BA | Boeing Co/the | — | NEW | New buy |
| 39 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 40 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 41 | XSD | Ss Spdr S&p Semiconductor | — | EXIT | Sold out |
| 42 | D | Dominion Energy Inc | — | NEW | New buy |
| 43 | ✓ | — | NEW | New buy | |
| 44 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 45 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 46 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
| 48 | DELL | Dell Technologies Inc. | — | NEW | New buy |
| 49 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 50 | ONEY | Ss Spdr R1000 Yield Foc ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Constant Guidance Financial LLC reported a total U.S. public equity portfolio value of $159.2M across 48 disclosed positions in Q4 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 BRK-B, SPY, GOOGL) accounted for 55.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
POWERSHARES QQQ TRUST SER 1
市值: $4.3M
Top Position Liquidated / Trimmed
XLK
前期市值: $8.0M
During Q4 2025, Constant Guidance Financial LLC's top holdings by market value included BRK-B (25.5%)、SPY (25.1%)、GOOGL (4.0%). The largest single position, BRK-B, represented 25.5% of total portfolio value.
In Q4 2025, Constant Guidance Financial LLC made 61 total portfolio adjustments, initiating 26 new buys, adding to 14 positions, trimming 7 holdings, and fully liquidating 14 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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