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Disclosery

13F-HR filed by Constant Guidance Financial LLC

Constant Guidance Financial LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-12, with 67 holding rows worth $159,199,882.

Accession
0001995383-26-000005
Filer
CIK 1995383
Filed
2026-08-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 67 entries on the cover page, a total value of $159,199,882 stated on the cover page (in dollars after the unit check, H1), rows summing to $159,199,882 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 filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS38,397$28,673,638dollars as filed
Berkshire Hathaway Inc084670702COM54,572$27,307,033dollars as filed
ISHARES TR464287465MSCI EAFE ETF126,969$13,189,540dollars as filed
iShares Russell 2000 ETF464287655SHS20,362$6,117,763dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS64,683$5,927,519dollars as filed
Apple Inc037833100COM20,166$5,835,222dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF75,444$5,161,124dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 17,707$4,026,060dollars as filed
Amazon.com, Inc023135106COM15,842$3,775,782dollars as filed
Bank of America Corp060505104COM58,435$3,329,626dollars as filed
INVESCO QQQ TR46090E103COM3,863$2,844,851dollars as filed
Duke Energy Corporation26441C204COM21,780$2,756,912dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,214$2,578,020dollars as filed
Walt Disney Co254687106COM24,001$2,310,099dollars as filed
NVIDIA Corp67066G104COM10,860$2,172,936dollars as filed
Charles Schwab Corp808513105COM22,663$2,091,115dollars as filed
DOMINION ENERGY INC COM25746U109Stock28,355$1,936,363dollars as filed
Home Depot, Inc437076102COM5,269$1,858,271dollars as filed
Booking Holdings Inc.09857L108COM9,710$1,730,710dollars as filed
Southern Company842587107COM17,120$1,638,555dollars as filed
Netflix, Inc64110L106COM21,093$1,506,064dollars as filed
Verizon Communications Inc92343V104COM35,123$1,487,108dollars as filed
Broadcom Inc.11135F101COM3,846$1,452,760dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,030$1,447,037dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock5,352$1,329,276dollars as filed
Merck & Co.,Inc.58933Y105COM9,440$1,213,040dollars as filed
EVERSOURCE ENERGY COM30040W108Stock16,349$1,181,542dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock36,500$1,166,905dollars as filed
VTI922908769COM3,060$1,132,446dollars as filed
SOUTHWESTAIRLSCO844741108STOK21,857$1,123,888dollars as filed
EDISON INTL COM281020107Stock14,800$1,101,860dollars as filed
Microsoft Corp594918104COM2,905$1,083,648dollars as filed
AbbVie,Inc.00287Y109COM4,249$1,069,218dollars as filed
HP INC COM40434L105Stock45,251$992,807dollars as filed
Prologis,Inc.74340W103COM7,268$984,596dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,926$965,619dollars as filed
JPMorgan Chase & Co46625H100COM2,802$917,151dollars as filed
REALTY INCOME CORP COM756109104REIT13,802$855,172dollars as filed
Procter & Gamble Co742718109COM5,308$778,365dollars as filed
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS12,425$759,168dollars as filed
META PLATFORMS INC CL A30303M102COM1,233$694,788dollars as filed
T-Mobile US,Inc.872590104COM4,090$686,016dollars as filed
Lowes Companies,Inc.548661107COM2,995$660,368dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,737$647,570dollars as filed
Vanguard High Dividend Yield ETF921946406SHS4,017$634,807dollars as filed
Medtronic PlcG5960L103COM7,600$594,548dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS6,509$590,952dollars as filed
EXXON MOBIL CORP30231G102COM3,883$530,884dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM1,061$527,031dollars as filed
Philip Morris International Inc.718172109COM2,905$525,544dollars as filed
AT&T Inc00206R102COM22,107$457,615dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON5,400$448,578dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF16,855$446,995dollars as filed
Amgen Inc.031162100COM1,156$418,611dollars as filed
Altria Group Inc02209S103COM5,609$403,567dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS509$381,185dollars as filed
McDonalds Corporation580135101COM1,152$311,397dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,170$288,135dollars as filed
PepsiCo,Inc.713448108COM2,125$287,725dollars as filed
FIRST SOLAR INC COM336433107Stock1,218$287,399dollars as filed
Honeywell Technologies438516106COM1,107$247,857dollars as filed
Comcast Corp20030N101COM9,400$230,770dollars as filed
TG THERAPEUTICS INC COM88322Q108Stock4,190$230,199dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF8,203$227,212dollars as filed
IShares Bitcoin Trust Registered46438F101SHS6,403$213,156dollars as filed
NextEra Energy,Inc.65339F101COM2,403$210,911dollars as filed
Vanguard Growth922908736COM2,406$207,253dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001995383-26-000005this filing2026-08-12acceptance time not in the bulk data set