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CIK: 0001995383
Total reported value
$159.2M
$159.2M
42 檔
67.2%
As reported in its official Q1 2026 Form 13F filing, Constant Guidance Financial LLC's tracked investment portfolio stood at $159.2M with 42 total positions.
In Q1 2026, Constant Guidance Financial LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 28 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 22.31% | -5.16% | -6.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 19.99% | -1.98% | -15.17% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 17.91% | -14.19% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.34% | -5.55% | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.41% | +1.87% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.44% | +1.23% | -24.32% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.37% | -2.37% | EXIT | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.06% | -1.11% | +4.26% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.91% | +0.62% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.67% | -47.86% | |
| 11 | CB | Chubb Limited | Stock-Financials | 1.58% | -1.58% | EXIT | |
| 12 | COP | Conocophillips | Stock-Energy | 1.45% | -1.45% | EXIT | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 1.14% | +0.59% | +51.81% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | +0.18% | -3.32% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.74% | -75.68% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.01% | -3.57% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | — | -61.60% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.66% | +0.79% | -31.63% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | -0.60% | EXIT | |
| 20 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | — | |
| 21 | D | Dominion Energy Inc | Stock-Utilities | 0.47% | +0.75% | -5.98% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | +2.78% | — | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 0.46% | -0.46% | EXIT | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.13% | — | |
| 25 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.42% | -0.14% | -83.50% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | +0.02% | — | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.38% | -0.22% | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | +0.02% | — | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.36% | +0.01% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | +0.10% | -82.89% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.33% | -0.08% | — | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | +0.01% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.01% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +1.15% | -87.18% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.20% | +0.09% | — | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.16% | -0.02% | — | |
| 37 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.15% | -0.15% | EXIT | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.15% | -0.02% | — | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.15% | -0.15% | EXIT | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.15% | -0.15% | EXIT | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.14% | +0.77% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.77% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.5% | +94.37% | Add |
| 2 | DUK | Duke Energy CORP | +0.5% | +51.81% | Add |
| 3 | TXN | Texas Instruments Inc | +0.4% | +184.14% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 5 | NFLX | Netflix Inc | +0.1% | +4.26% | Add |
| 6 | TRV | Travelers Cos Inc/the | — | — | Unchanged |
| 7 | D | Dominion Energy Inc | 0% | -5.98% | Trim |
| 8 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -3.57% | Trim |
| 9 | HD | Home Depot Inc | -0.1% | -3.32% | Trim |
| 10 | DIS | Walt Disney Co/the | -0.5% | -31.63% | Trim |
| 11 | CB | Chubb Limited | -0.7% | -32.07% | Trim |
| 12 | AAPL | Apple Inc | -1.1% | -24.32% | Trim |
| 13 | NVDA | Nvidia CORP | -1.6% | -87.18% | Trim |
| 14 | MSFT | Microsoft CORP | -1.7% | -61.60% | Trim |
| 15 | META | Meta Platforms Inc-class A | -2% | -82.89% | Trim |
| 16 | AMZN | Amazon.com Inc | -2% | -47.86% | Trim |
| 17 | PYLD | Pimco Multisector Bond Actv | -2.2% | -83.50% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | -3.1% | -75.68% | Trim |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | -3.2% | -6.62% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | -5.2% | -15.17% | Trim |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 22 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 23 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | Sold out |
| 25 | ✓ | — | EXIT | Sold out | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 27 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 28 | COP | Conocophillips | — | NEW | New buy |
| 29 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 30 | DAL | Delta Air Lines Inc | — | EXIT | Sold out |
| 31 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 32 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 33 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 34 | ✓ | Ishares Tr | — | EXIT | Sold out |
| 35 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 36 | BA | Boeing Co/the | — | EXIT | Sold out |
| 37 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 38 | JNK | Ss Spdr Bb High Yield Bond | — | EXIT | Sold out |
| 39 | ✓ | — | EXIT | Sold out | |
| 40 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | NEW | New buy |
| 41 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 42 | DELL | Dell Technologies -c | — | NEW | New buy |
| 43 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 44 | VGT | Vanguard Info Tech ETF | — | EXIT | Sold out |
| 45 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 46 | HON | Honeywell International Inc | — | NEW | New buy |
| 47 | DELL | Dell Technologies Inc. | — | EXIT | Sold out |
| 48 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 49 | ONEY | Ss Spdr R1000 Yield Foc ETF | — | EXIT | Sold out |
| 50 | VOO | Vanguard S&p 500 ETF | — | 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 42 disclosed positions in Q1 2026.
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, BIL) accounted for 67.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
BIL
市值: $25.9M
Top Position Liquidated / Trimmed
POWERSHARES QQQ TRUST SER 1
前期市值: $4.3M
During Q1 2026, Constant Guidance Financial LLC's top holdings by market value included BRK-B (22.3%)、SPY (20.0%)、BIL (17.9%). The largest single position, BRK-B, represented 22.3% of total portfolio value.
In Q1 2026, Constant Guidance Financial LLC made 68 total portfolio adjustments, initiating 22 new buys, adding to 4 positions, trimming 14 holdings, and fully liquidating 28 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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