Constant Guidance Financial LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Constant Guidance Financial LLC held in its portfolio 48 assets valued at $142,151,565 (i.e. $142.15M).

The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY CLASS CLASS B ($36.25M), SPDR S&P 500 ETF ($35.74M), and ALPHABET INC CLASS A ($5.67M).

The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Constant Guidance Financial LLC Portfolio

BERKSHIRE HATHAWAY CLASS CLASS B

SPDR S&P 500 ETF

ALPHABET INC CLASS A

AMAZON.COM INC

APPLE INC

INVSC QQQ TRUST SRS 1 ETF

PIMCO MULTISECTOR BOND ACTV ETF IV

MICROSOFT CORP

META PLATFORMS INC CLASS A

CHUBB LTD F

Constant Guidance Financial LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
BERKSHIRE HATHAWAY CLASS CLASS B	72112	36247348	CLASS B
SPDR S&P 500 ETF	52403	35734816	SH
ALPHABET INC CLASS A	18107	5667491	CLASS A
AMAZON.COM INC	22670	5232689	COM
APPLE INC	18372	4994862	COM
INVSC QQQ TRUST SRS 1 ETF	6959	4275570	SH
PIMCO MULTISECTOR BOND ACTV ETF IV	140110	3738134	SH
MICROSOFT CORP	6883	3329007	COM
META PLATFORMS INC CLASS A	4949	3266785	CLASS A
CHUBB LTD F	10318	3220454	COM
ST STERT SPDR BLMBG 1 3 MN T BL ETF	30718	2807084	SH
NETFLIX INC	29673	2782171	SH
BANK OF AMERICA CORP	46021	2531155	COM
NVIDIA CORP	13564	2529784	COM
TESLA INC	3748	1685550	COM
DISNEY WALT CO	14418	1640384	COM
HOME DEPOT INC	4519	1555083	COM
DELTA AIR LINES INC DEL	19872	1379116	COM
CHEVRON CORP NEW	8509	1296856	COM
PROCTER & GAMBLE CO	8532	1222720	COM
T-MOBILE US INC	5950	1208088	COM
ORACLE CORP	5865	1143147	COM
ISHARES BITCOIN ETF	22963	1140112	SH
VANGUARD TOTAL STOCK MARKET ETF	3280	1099797	SH
SPDR GOLD SHARES ETF	2508	993945	SH
DUKE ENERGY CORP NEW	8300	972843	COM
BOEING CO	3950	857624	COM
ISHARES 7-10 YEAR TRSURYBOND ETF	8645	831303	SH
ST SRT SPDR S&P 500 FSL FL RS ETF IV	13035	732436	SH
DOMINION ENERGY INC	11700	685503	COM
SPDR DOW JONES INDUSTRIAL AVRG ETF	1424	684331	SH
LOWES COS INC	2690	648720	COM
VANGUARD DIVIDEND APPRECIATION ETF	2603	572142	SH
DELL TECHNOLOGIES INC CLASS CLASS C	4388	552361	CLASS C
ST SRT SPDR PTFL S&P 1500 CMPST ETF	6492	535590	SH
VANGUARD HIGH DIVIDEND YIELD ETF	3644	522986	SH
EXXON MOBIL CORP	3883	467280	COM
ISHARES CORE S&P 500 ETF	522	357538	SH
FIRST SOLAR INC	1338	349525	COM
GENERAL DYNAMICS CORP	1026	345413	COM
ISHARES IBOXX INVT GRADEBOND ETF	3110	342690	SH
PNC FINL SERVICES	1481	309156	COM
TARGET CORP EQUITY CLASS EQUITY	3100	303025	COM
AIRBNB INC CLASS A	2200	298584	CLASS A
ROBINHOOD MKTS INC CLASS A	2571	290780	CLASS A
NORTHROP GRUMMAN CORP	505	287956	COM
TEXAS INSTRS INC	1564	271338	COM
TRAVELERS COS INC	725	210293	COM