Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.3M | 22.31% | 67,337 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $28.9M | 19.99% | 44,451 | Trimmed |
| 3 | BIL | SPDR SERIES TRUST | $25.9M | 17.91% | 282,594 | New |
| 4 | QQQ | INVESCO QQQ TR | $10.6M | 7.34% | 18,385 | New |
| 5 | EFA | ISHARES TR | $9.3M | 6.41% | 95,400 | New |
| 6 | AAPL | APPLE INC | $3.5M | 2.44% | 13,904 | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $3.4M | 2.37% | 16,539 | Added |
| 8 | NFLX | NETFLIX INC. | $3.0M | 2.06% | 30,938 | Added |
| 9 | DIA | STATE STR SPDR DOW JONES IND | $2.8M | 1.91% | 5,969 | New |
| 10 | AMZN | AMAZON COM INC | $2.5M | 1.70% | 11,821 | Trimmed |
| 11 | CB | CHUBB LTD SWITZ | $2.3M | 1.58% | 7,009 | Trimmed |
| 12 | COP | CONOCOPHILLIPS | $2.1M | 1.45% | 15,835 | New |
| 13 | DUK | DUKE ENERGY CORP NEW | $1.6M | 1.14% | 12,600 | Added |
| 14 | HD | HOME DEPOT INC | $1.4M | 0.99% | 4,369 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $1.3M | 0.88% | 4,403 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $1.0M | 0.70% | 3,163 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $978,267 | 0.68% | 2,643 | Trimmed |
| 18 | DIS | DISNEY WALT CO | $950,156 | 0.66% | 9,858 | Trimmed |
| 19 | TXN | TEXAS INSTRS INC | $862,758 | 0.60% | 4,444 | Added |
| 20 | D | DOMINION ENERGY INC | $680,020 | 0.47% | 11,000 | Trimmed |
| 21 | SPYX | SPDR SERIES TRUST | $680,640 | 0.47% | 12,835 | New |
| 22 | XOM | EXXON MOBIL CORP | $658,790 | 0.46% | 3,883 | Hold |
| 23 | EEM | ISHARES TR | $668,078 | 0.46% | 11,764 | New |
| 24 | DELL | DELL TECHNOLOGIES INC | $659,474 | 0.46% | 4,018 | New |
| 25 | PYLD | PIMCO ETF TR | $605,744 | 0.42% | 23,120 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31