13F-HR filed by Constant Guidance Financial LLC
Constant Guidance Financial LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-18, with 42 holding rows worth $144,628,545.
- Accession
- 0001995383-26-000004
- Filer
- CIK 1995383
- Filed
- 2026-05-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 42 entries on the cover page, a total value of $144,628,545 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,628,545 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 | 67,337 | $32,267,651 | dollars as filed | |
| SPY | 78462F103 | SHS | 44,451 | $28,908,420 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 282,594 | $25,896,923 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 18,385 | $10,611,562 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 95,400 | $9,266,202 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,904 | $3,528,779 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 16,539 | $3,421,919 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 30,938 | $2,974,720 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 5,969 | $2,764,781 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,821 | $2,461,960 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 7,009 | $2,284,443 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 15,835 | $2,090,220 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 12,600 | $1,649,844 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,369 | $1,436,920 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,403 | $1,266,127 | dollars as filed | |
| VTI | 922908769 | COM | 3,163 | $1,014,829 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,643 | $978,267 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 9,858 | $950,156 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 4,444 | $862,758 | dollars as filed | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 12,835 | $680,640 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 11,000 | $680,020 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 11,764 | $668,078 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 4,018 | $659,474 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,883 | $658,790 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 23,120 | $605,744 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,631 | $565,775 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,445 | $552,643 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 3,714 | $550,043 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 6,521 | $515,550 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 847 | $484,594 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 7,159 | $472,421 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,842 | $469,896 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 503 | $328,565 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,739 | $303,200 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 10,217 | $296,191 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 9,618 | $238,036 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 3,439 | $223,535 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,303 | $213,903 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 725 | $211,468 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 4,600 | $211,094 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 600 | $202,770 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 645 | $199,634 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001995383-26-000004 | this filing | 2026-05-18 | acceptance time not in the bulk data set |