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 $159.2M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($28.7M, 18.01%), BRKB ($27.3M, 17.15%), EFA ($13.2M, 8.28%), IWM ($6.1M, 3.84%), BIL ($5.9M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $28.7M | 18.01% | 38,397 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.3M | 17.15% | 54,572 | Trimmed |
| 3 | EFA | ISHARES TR | $13.2M | 8.28% | 126,969 | Added |
| 4 | IWM | ISHARES TR | $6.1M | 3.84% | 20,362 | New |
| 5 | BIL | SPDR SERIES TRUST | $5.9M | 3.72% | 64,683 | Trimmed |
| 6 | AAPL | APPLE INC | $5.8M | 3.67% | 20,166 | Added |
| 7 | EEM | ISHARES TR | $5.2M | 3.24% | 75,444 | Added |
| 8 | DIA | STATE STR SPDR DOW JONES IND | $4.0M | 2.53% | 7,707 | Added |
| 9 | AMZN | AMAZON COM INC | $3.8M | 2.37% | 15,842 | Added |
| 10 | BAC | BANK OF AMERICA CORP | $3.3M | 2.09% | 58,435 | New |
| 11 | QQQ | INVESCO QQQ TR | $2.8M | 1.79% | 3,863 | Trimmed |
| 12 | DUK | DUKE ENERGY CORP NEW | $2.8M | 1.73% | 21,780 | Added |
| 13 | GOOGL | ALPHABET INC | $2.6M | 1.62% | 7,214 | Added |
| 14 | DIS | DISNEY WALT CO | $2.3M | 1.45% | 24,001 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $2.2M | 1.36% | 10,860 | Added |
| 16 | SCHW | CHARLES SCHWAB CORP | $2.1M | 1.31% | 22,663 | New |
| 17 | D | DOMINION ENERGY INC | $1.9M | 1.22% | 28,355 | Added |
| 18 | HD | HOME DEPOT INC | $1.9M | 1.17% | 5,269 | Added |
| 19 | BKNG | BOOKING HOLDINGS INC | $1.7M | 1.09% | 9,710 | New |
| 20 | SO | SOUTHERN CO | $1.6M | 1.03% | 17,120 | New |
| 21 | NFLX | NETFLIX INC | $1.5M | 0.95% | 21,093 | Trimmed |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.93% | 35,123 | New |
| 23 | AVGO | BROADCOM INC | $1.5M | 0.91% | 3,846 | Added |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 0.91% | 3,030 | Added |
| 25 | CEG | CONSTELLATION ENERGY CORP | $1.3M | 0.83% | 5,352 | New |
Source: SEC Form 13F filings · as of 2026-06-30