Constant Guidance Financial LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Constant Guidance Financial LLC reported 48 stock positions worth $142.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 25.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 25.1%) and Alphabet Class A (GOOGL, 4.0%). Compared with Q3 2025, it opened 26 new positions, sold out of 14, added to 14 and reduced 7. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +31%) and the biggest sale an exit from SS Technology Select Sector (XLK).
- Most Recent 13F
- Q2 2026
- Location
- ATTLEBORO FALLS, MA
- CIK
- 0001995383
- Portfolio Value
- $142.2M (Q4 2025)
- SEC Filing
- 0001995383-26-000003 ↗ filed Feb 10, 2026
Holdings Value
Holdings 48 stocks · $142.2M
| BRK.B Berkshire Hathaway Inc. Class B | 25.50% | 72,112 | $36.2M | Add +31.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 25.14% | 52,403 | $35.7M | Add +11.9% |
| GOOGL Alphabet Inc. Class A | 3.99% | 18,107 | $5.7M | Add +90.7% |
| AMZN Amazon.com Inc. | 3.68% | 22,670 | $5.2M | Add +66.0% |
| AAPL Apple Inc. | 3.51% | 18,372 | $5.0M | Add +20.7% |
| POWERSHARES | 3.01% | 6,959 | $4.3M | New |
| PYLD PIMCO Multisector Bond Actv | 2.63% | 140,110 | $3.7M | Reduce -51.5% |
| MSFT Microsoft Corp. | 2.34% | 6,883 | $3.3M | Add +7.6% |
| META Meta Platforms Inc. Class A | 2.30% | 4,949 | $3.3M | Add +282.8% |
| CB Chubb Ltd. | 2.27% | 10,318 | $3.2M | Add +30.2% |
| ST STERT SPDR BLMBG 1 3 MN T BL ETF | 1.97% | 30,718 | $2.8M | New |
| NFLX Netflix Inc. | 1.96% | 29,673 | $2.8M | Add +30.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.78% | 46,021 | $2.5M | Add +89.5% |
| NVDA Nvidia Corp. | 1.78% | 13,564 | $2.5M | Add +260.6% |
| TSLA Tesla Inc. | 1.19% | 3,748 | $1.7M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.15% | 14,418 | $1.6M | New |
| HD Home Depot Inc. | 1.09% | 4,519 | $1.6M | Add +2.0% |
| DAL Delta Air Lines Inc. | 0.97% | 19,872 | $1.4M | New |
| CVX Chevron Corp. | 0.91% | 8,509 | $1.3M | New |
| PG The Procter & Gamble Co. | 0.86% | 8,532 | $1.2M | New |
| TMUS T-Mobile US Inc. | 0.85% | 5,950 | $1.2M | New |
| ORCL Oracle Corp. | 0.80% | 5,865 | $1.1M | Add +102.3% |
| ISHARES TR | 0.80% | 22,963 | $1.1M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 3,280 | $1.1M | No change |
| GLD SPDR Gold Shares | 0.70% | 2,508 | $994K | Reduce -73.6% |
| DUK Duke Energy Corp. | 0.68% | 8,300 | $973K | New |
| BA The Boeing Co. | 0.60% | 3,950 | $858K | New |
| IEF iShares 7-10 Year Treasury B | 0.58% | 8,645 | $831K | Reduce -80.9% |
| JNK SS SPDR BB High Yield Bond | 0.52% | 13,035 | $732K | New |
| D Dominion Energy Inc. | 0.48% | 11,700 | $686K | New |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | 0.48% | 1,424 | $684K | New |
| LOW Lowe's Cos Inc. | 0.46% | 2,690 | $649K | New |
| VGT Vanguard Info Tech ETF | 0.40% | 2,603 | $572K | New |
| DVMT Dell Technologies Inc. Class V | 0.39% | 4,388 | $552K | New |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.38% | 6,492 | $536K | New |
| VOO Vanguard S&P 500 ETF | 0.37% | 3,644 | $523K | New |
| XOM Exxon Mobil Corp. | 0.33% | 3,883 | $467K | Reduce -3.7% |
| IWM iShares Russell 2000 ETF | 0.25% | 522 | $358K | New |
| FSLR First Solar Inc. | 0.25% | 1,338 | $350K | New |
| GD General Dynamics Corp. | 0.24% | 1,026 | $345K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 3,110 | $343K | Reduce -72.2% |
| PNC PNC Financial Services Group | 0.22% | 1,481 | $309K | Reduce -91.3% |
| TGT Target Corp. | 0.21% | 3,100 | $303K | New |
| ABNB Airbnb Inc. Class A | 0.21% | 2,200 | $299K | New |
| HOOD Robinhood Markets Inc. Class A | 0.20% | 2,571 | $291K | Add +5.3% |
| NOC Northrop Grumman Corp. | 0.20% | 505 | $288K | New |
| TXN Texas Instruments Inc. | 0.19% | 1,564 | $271K | New |
| TRV The Travelers Cos Inc. | 0.15% | 725 | $210K | Reduce -24.9% |
Portfolio Sells Q3 2025 → Q4 2025
| XLK SS Technology Select Sector | Sold out | 0.00% | −6.40 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −3.73 |
| PYLD PIMCO Multisector Bond Actv | Reduce -51.5% | 2.63% | −3.57 |
| IEF iShares 7-10 Year Treasury B | Reduce -80.9% | 0.58% | −2.91 |
| PNC PNC Financial Services Group | Reduce -91.3% | 0.22% | −2.50 |
| GLD SPDR Gold Shares | Reduce -73.6% | 0.70% | −1.99 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −1.14 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.95 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.88 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -72.2% | 0.24% | −0.75 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.62 |
| XSD SS SPDR S&P Semiconductor | Sold out | 0.00% | −0.58 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.49 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.45 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.43 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.42 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.32 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.28 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.21 |
| TRV The Travelers Cos Inc. | Reduce -24.9% | 0.15% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -3.7% | 0.33% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +31.3% | 25.50% | +3.46 |
| POWERSHARES | New | 3.01% | +3.01 |
| GOOGL Alphabet Inc. Class A | Add +90.7% | 3.99% | +2.14 |
| ST STERT SPDR BLMBG 1 3 MN T BL ETF | New | 1.97% | +1.97 |
| META Meta Platforms Inc. Class A | Add +282.8% | 2.30% | +1.54 |
| AMZN Amazon.com Inc. | Add +66.0% | 3.68% | +1.29 |
| NVDA Nvidia Corp. | Add +260.6% | 1.78% | +1.22 |
| TSLA Tesla Inc. | New | 1.19% | +1.19 |
| DIS The Walt Disney Co. | New | 1.15% | +1.15 |
| DAL Delta Air Lines Inc. | New | 0.97% | +0.97 |
| CVX Chevron Corp. | New | 0.91% | +0.91 |
| PG The Procter & Gamble Co. | New | 0.86% | +0.86 |
| TMUS T-Mobile US Inc. | New | 0.85% | +0.85 |
| ISHARES TR | New | 0.80% | +0.80 |
| BAC Bank of America Corp. | Add +89.5% | 1.78% | +0.78 |
| DUK Duke Energy Corp. | New | 0.68% | +0.68 |
| BA The Boeing Co. | New | 0.60% | +0.60 |
| JNK SS SPDR BB High Yield Bond | New | 0.52% | +0.52 |
| D Dominion Energy Inc. | New | 0.48% | +0.48 |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | New | 0.48% | +0.48 |
| CB Chubb Ltd. | Add +30.2% | 2.27% | +0.48 |
| LOW Lowe's Cos Inc. | New | 0.46% | +0.46 |
| AAPL Apple Inc. | Add +20.7% | 3.51% | +0.42 |
| VGT Vanguard Info Tech ETF | New | 0.40% | +0.40 |
| DVMT Dell Technologies Inc. Class V | New | 0.39% | +0.39 |
| ONEY SS SPDR R1000 Yield Foc ETF | New | 0.38% | +0.38 |
| VOO Vanguard S&P 500 ETF | New | 0.37% | +0.37 |
| IWM iShares Russell 2000 ETF | New | 0.25% | +0.25 |
| FSLR First Solar Inc. | New | 0.25% | +0.25 |
| GD General Dynamics Corp. | New | 0.24% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.9% | 25.14% | +0.22 |
| TGT Target Corp. | New | 0.21% | +0.21 |
| ABNB Airbnb Inc. Class A | New | 0.21% | +0.21 |
| NOC Northrop Grumman Corp. | New | 0.20% | +0.20 |
| TXN Texas Instruments Inc. | New | 0.19% | +0.19 |
| ORCL Oracle Corp. | Add +102.3% | 0.80% | +0.15 |
| HOOD Robinhood Markets Inc. Class A | Add +5.3% | 0.20% | −0.07 |
| NFLX Netflix Inc. | Add +30.8% | 1.96% | −0.21 |
| MSFT Microsoft Corp. | Add +7.6% | 2.34% | −0.30 |
| HD Home Depot Inc. | Add +2.0% | 1.09% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 67 | $159.2M | SPY, BRK.B, EFA, IWM, BIL |
| Q1 2026 | 42 | $144.6M | BRK.B, SPY, BIL, QQQ, EFA |
| Q4 2025 | 48 | $142.2M | BRK.B, SPY, GOOGL, AMZN, AAPL |
| Q3 2025 | 36 | $125.2M | SPY, BRK.B, XLK, PYLD, XLC |
| Q2 2025 | 38 | $99.5M | BRK.B, SPY, PNC, NFLX, CB |
| Q1 2025 | 30 | $79.5M | BRK.B, SPY, PYLD, AAPL, BND |
| Q4 2024 | 36 | $116.1M | BRK.B, VTV, SPY, SPDR BLOOMBERG 1 3 MNTH T BLL ETF, CB |
| Q3 2024 | 29 | $117.8M | BRK.B, SPY, LQD, USMV, SCHD |
| Q2 2024Amended | 25 | $96.4M | BRK.B, BIL, SPY, AAPL, DIA |
| Q1 2024 | 45 | $108.6M | BRK.B, SPY, BIL, BAC, OXY |