§ 13F · FUND PROFILE
Constant Guidance Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125M (13F)Positions · 36Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 67K | $32M | 22.3% | −7% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 44K | $29M | 20.0% | −15% |
| 3 | BIL | SPDR SERIES TRUST | 283K | $26M | 17.9% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 18K | $11M | 7.3% | NEW |
| 5 | EFA | ISHARES TR | 95K | $9M | 6.4% | NEW |
| 6 | AAPL | APPLE INC | 14K | $4M | 2.4% | −24% |
| 7 | CVX | CHEVRON CORPORATION | 17K | $3M | 2.4% | +94% |
| 8 | NFLX | NETFLIX INC. | 31K | $3M | 2.1% | +4% |
| 9 | DIA | STATE STR SPDR DOW JONES IND | 6K | $3M | 1.9% | NEW |
| 10 | AMZN | AMAZON COM INC | 12K | $2M | 1.7% | −48% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONSTANT SIGNAL
AC read
Constant Guidance Financial LLC is a Other fund managing $125 million in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed