13F-HR filed by Constant Guidance Financial LLC
Constant Guidance Financial LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 38 holding rows worth $99,466,534.
- Accession
- 0001995383-25-000003
- Filer
- CIK 1995383
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 39 entries on the cover page, a total value of $99,466,534 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,466,516 with VALUE read as dollars as filed, 13F file number 028-23392. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 67,856 | $32,962,409 | dollars as filed | |
| SPY | 78462F103 | SHS | 18,409 | $11,374,000 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 22,748 | $4,240,682 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,757 | $3,691,623 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 11,167 | $3,235,303 | dollars as filed | |
| Apple Inc | 037833100 | COM | 15,773 | $3,232,518 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 25,431 | $3,153,444 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 12,853 | $2,819,819 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,684 | $2,794,027 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 24,360 | $2,670,099 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 51,566 | $2,287,467 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,490 | $2,233,370 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 6,818 | $2,127,011 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,611 | $1,992,411 | dollars as filed | |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | 78468R603 | BLOOMBERG 1-3 MO | 20,269 | $1,859,122 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,789 | $1,755,838 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 17,321 | $1,621,765 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,891 | $1,395,728 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 9,780 | $1,368,124 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 6,220 | $1,342,213 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 5,171 | $1,175,420 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 16,455 | $1,115,813 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,520 | $1,073,001 | dollars as filed | |
| TRAVELERS COS INC | 89417E107 | COM | 3,686 | $986,152 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 5,069 | $860,284 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 10,680 | $845,428 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 5,213 | $843,150 | dollars as filed | |
| VTI | 922908769 | COM | 2,716 | $825,473 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 13,135 | $668,965 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,083 | $597,426 | dollars as filed | |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 78464A102 | ETF | 6,723 | $503,485 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,564 | $491,999 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,348 | $413,788 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 820 | $223,605 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,292 | $204,446 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 3,452 | $163,348 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,303 | $159,874 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 310 | $157,886 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001995383-25-000003 | this filing | 2025-08-14 | acceptance time not in the bulk data set |