Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Constant Guidance Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Constant Guidance Financial LLC (CIK 1995383) reported $144.6M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($32.3M, 22.31%), SPY ($28.9M, 19.99%), BIL ($25.9M, 17.91%), QQQ ($10.6M, 7.34%), EFA ($9.3M, 6.41%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRK/BBERKSHIRE HATHAWAY INC DEL$32.3M22.31%67,337Trimmed
2SPYSTATE STR SPDR S&P 500 ETF T$28.9M19.99%44,451Trimmed
3BILSPDR SERIES TRUST$25.9M17.91%282,594New
4QQQINVESCO QQQ TR$10.6M7.34%18,385New
5EFAISHARES TR$9.3M6.41%95,400New
6AAPLAPPLE INC$3.5M2.44%13,904Trimmed
7CVXCHEVRON CORPORATION$3.4M2.37%16,539Added
8NFLXNETFLIX INC.$3.0M2.06%30,938Added
9DIASTATE STR SPDR DOW JONES IND$2.8M1.91%5,969New
10AMZNAMAZON COM INC$2.5M1.70%11,821Trimmed
11CBCHUBB LTD SWITZ$2.3M1.58%7,009Trimmed
12COPCONOCOPHILLIPS$2.1M1.45%15,835New
13DUKDUKE ENERGY CORP NEW$1.6M1.14%12,600Added
14HDHOME DEPOT INC$1.4M0.99%4,369Trimmed
15GOOGLALPHABET INC$1.3M0.88%4,403Trimmed
16VTIVANGUARD INDEX FDS$1.0M0.70%3,163Trimmed
17MSFTMICROSOFT CORP$978,2670.68%2,643Trimmed
18DISDISNEY WALT CO$950,1560.66%9,858Trimmed
19TXNTEXAS INSTRS INC$862,7580.60%4,444Added
20DDOMINION ENERGY INC$680,0200.47%11,000Trimmed
21SPYXSPDR SERIES TRUST$680,6400.47%12,835New
22XOMEXXON MOBIL CORP$658,7900.46%3,883Hold
23EEMISHARES TR$668,0780.46%11,764New
24DELLDELL TECHNOLOGIES INC$659,4740.46%4,018New
25PYLDPIMCO ETF TR$605,7440.42%23,120Trimmed

Source: SEC Form 13F filings · as of 2026-03-31