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Constant Guidance Financial LLC

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13F filer, CIK 1995383, ATTLEBORO FALLS, MA

Constant Guidance Financial LLC reported $79,495,042 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 83.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001995383-25-000002

Period
2025-03-31
Reported value
$79.5M
Holdings
30
Top 10 weight
83.81%
New
8
Sold out
14

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PYLDnew+134,062$3.53M
BNDnew+38,113$2.8M
LQDnew+25,612$2.78M
MKLadded+729$1.36M
AVGOnew+6,825$1.14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTVexited-84,630-$14.3M
SPDR BLOOMBERG 1 3 MNTH T B…reduced-93,756-$8.6M
BRK-Breduced-11,300-$6.02M
CVXexited-29,390-$4.26M
CBreduced-12,177-$3.68M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001995383-25-000002, largest first. % of portfolio is the value over $79,495,042, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,648 shares; 2024Q4: 75,559 shares; 2025Q1: 64,259 shares 64,259$34.2M43.05%-11,300Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,740 shares; 2024Q4: 18,008 shares; 2025Q1: 19,777 shares 19,777$11.1M13.92%+1,769Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134,062 shares 134,062$3.53M4.44%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,303 shares; 2024Q4: 11,088 shares; 2025Q1: 14,613 shares 14,613$3.25M4.08%+3,525Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,218 shares; 2024Q4: not reported; 2025Q1: 38,113 shares 38,113$2.8M3.52%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,930 shares; 2024Q4: not reported; 2025Q1: 25,612 shares 25,612$2.78M3.5%newTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,827 shares; 2025Q1: 8,650 shares 8,650$2.61M3.29%-12,177Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464 shares; 2025Q1: 1,193 shares 1,193$2.23M2.81%+729Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 5,633 shares; 2025Q1: 2,334 shares 2,334$2.18M2.74%-3,299Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 4,482 shares; 2025Q1: 5,215 shares 5,215$1.96M2.46%+733Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,492 shares; 2025Q1: 4,693 shares 4,693$1.72M2.16%+201Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,825 shares 6,825$1.14M1.44%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,190 shares; 2025Q1: 1,669 shares 1,669$962K1.21%-1,521Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 13,737 shares; 2025Q1: 4,799 shares 4,799$913K1.15%-8,938Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,748 shares; 2024Q4: not reported; 2025Q1: 21,802 shares 21,802$910K1.14%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 1,338 shares; 2025Q1: 1,647 shares 1,647$772K0.97%+309Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,476 shares; 2025Q1: 2,807 shares 2,807$772K0.97%-669Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,899 shares; 2025Q1: 4,442 shares 4,442$687K0.86%-4,457Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,000 shares 14,000$676K0.85%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,133 shares; 2024Q4: 15,605 shares; 2025Q1: 13,435 shares 13,435$615K0.77%-2,170Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 4,564 shares 4,564$543K0.68%+592Timeline
SPDR BLOOMBERG 1 3 MNTH T B…SPDR BLOOMBERG 1 3 MNTH T BLL ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,014 shares; 2025Q1: 5,258 shares 5,258$482K0.61%-93,756
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,649 shares; 2025Q1: 2,486 shares 2,486$482K0.61%-163Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,336 shares; 2025Q1: 6,798 shares 6,798$462K0.58%-538Timeline
VFIAXVANGUARD 500 INDEX-ADMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 668 shares 668$346K0.44%+153Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 12,086 shares; 2025Q1: 2,444 shares 2,444$315K0.4%-9,642Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,809 shares 1,809$308K0.39%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 2,401 shares; 2025Q1: 2,455 shares 2,455$266K0.33%+54Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,577 shares 3,577$254K0.32%newTimeline
SPDR DOW JONES INDUSTRIAL A…SPDR DOW JONES INDUSTRIAL AVRG ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,640 shares; 2025Q1: 574 shares 574$241K0.3%-8,066

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VTVVANGUARD INDEX FDS84,630$14.3Mshares
CVXCHEVRON CORPORATION29,390$4.26Mshares
CCITIGROUP INC49,325$3.47Mshares
PFEPFIZER INC51,368$1.36Mshares
TAT&T INC55,463$1.26Mshares
DISDISNEY WALT CO10,689$1.19Mshares
TLTISHARES TR12,935$1.13Mshares
DIASTATE STR SPDR DOW JONES IND2,224$946Kshares
BABOEING CO4,545$804Kshares
JNKSPDR SERIES TRUST31,543$740Kshares
MOALTRIA GROUP INC11,710$612Kshares
DALDELTA AIR LINES INC7,470$452Kshares
IVVISHARES TR522$307Kshares
TMUST-MOBILE US INC1,377$304Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001995383-25-000002 base2025-05-13acceptance time not in the bulk data set