Constant Guidance Financial LLC
CIK 0001995383 · ATTLEBORO FALLS, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$159.2M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPY
STATE STR SPDR S&P 500 ETF T
18.0%
BRK-B
BERKSHIRE HATHAWAY INC DEL
17.2%
EFA
ISHARES TR
8.3%
IWM
ISHARES TR
3.8%
BIL
SPDR SERIES TRUST
3.7%
AAPL
APPLE INC
3.7%
EEM
ISHARES TR
3.2%
DIA
STATE STR SPDR DOW JONES IND
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.