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Constant Guidance Financial LLC

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13F filer, CIK 1995383, ATTLEBORO FALLS, MA

Constant Guidance Financial LLC reported $125,240,894 across 36 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 77.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001995383-25-000005

Period
2025-09-30
Reported value
$125M
Holdings
36
Top 10 weight
77.92%
New
14
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+28,430$18.9M
XLKnew+28,428$8.01M
PYLDnew+289,150$7.76M
XLCnew+39,460$4.67M
IEFnew+45,340$4.37M

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
BRK-Breduced-12,950-$6.51M
DISexited-25,431-$3.15M
JPMexited-9,684-$2.79M
CFGexited-51,566-$2.29M
HOODreduced-14,879-$2.13M

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, Q3 2025

Share positions as resolved from 13F-HR 0001995383-25-000005, largest first. % of portfolio is the value over $125,240,894, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,740 shares; 2024Q4: 18,008 shares; 2025Q1: 19,777 shares; 2025Q2: 18,409 shares; 2025Q3: 46,839 shares 46,839$31.2M24.91%+28,430Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,648 shares; 2024Q4: 75,559 shares; 2025Q1: 64,259 shares; 2025Q2: 67,856 shares; 2025Q3: 54,906 shares 54,906$27.6M22.04%-12,950Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,428 shares 28,428$8.01M6.4%newTimeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134,062 shares; 2025Q2: not reported; 2025Q3: 289,150 shares 289,150$7.76M6.2%newTimeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,460 shares 39,460$4.67M3.73%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,340 shares 45,340$4.37M3.49%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,303 shares; 2024Q4: 11,088 shares; 2025Q1: 14,613 shares; 2025Q2: 15,773 shares; 2025Q3: 15,216 shares 15,216$3.87M3.09%-557Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,748 shares; 2025Q3: 16,960 shares 16,960$3.41M2.72%-5,788Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 9,486 shares 9,486$3.37M2.69%+5,966Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 4,482 shares; 2025Q1: 5,215 shares; 2025Q2: 4,490 shares; 2025Q3: 6,396 shares 6,396$3.31M2.65%+1,906Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 13,737 shares; 2025Q1: 4,799 shares; 2025Q2: 12,853 shares; 2025Q3: 13,656 shares 13,656$3M2.39%+803Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 5,633 shares; 2025Q1: 2,334 shares; 2025Q2: 2,757 shares; 2025Q3: 2,268 shares 2,268$2.72M2.17%-489Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,899 shares; 2025Q1: 4,442 shares; 2025Q2: 2,348 shares; 2025Q3: 9,496 shares 9,496$2.31M1.84%+7,148Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,827 shares; 2025Q1: 8,650 shares; 2025Q2: 11,167 shares; 2025Q3: 7,927 shares 7,927$2.24M1.79%-3,240Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,492 shares; 2025Q1: 4,693 shares; 2025Q2: 4,789 shares; 2025Q3: 4,429 shares 4,429$1.79M1.43%-360Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,762 shares 18,762$1.43M1.14%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,748 shares; 2024Q4: not reported; 2025Q1: 21,802 shares; 2025Q2: 3,452 shares; 2025Q3: 24,283 shares 24,283$1.25M1%+20,831Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,930 shares; 2024Q4: not reported; 2025Q1: 25,612 shares; 2025Q2: 24,360 shares; 2025Q3: 11,190 shares 11,190$1.25M1%-13,170Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,954 shares 4,954$1.19M0.95%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,133 shares; 2024Q4: 15,605 shares; 2025Q1: 13,435 shares; 2025Q2: 13,135 shares; 2025Q3: 11,957 shares 11,957$1.1M0.88%-1,178Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,476 shares; 2025Q1: 2,807 shares; 2025Q2: 2,716 shares; 2025Q3: 3,280 shares 3,280$1.08M0.86%+564Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,190 shares; 2025Q1: 1,669 shares; 2025Q2: 1,891 shares; 2025Q3: 1,293 shares 1,293$950K0.76%-598Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,899 shares 2,899$815K0.65%newTimeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,438 shares 5,438$771K0.62%newTimeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,135 shares 13,135$720K0.58%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 2,401 shares; 2025Q1: 2,455 shares; 2025Q2: 12,611 shares; 2025Q3: 3,761 shares 3,761$702K0.56%-8,850Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 1,338 shares; 2025Q1: 1,647 shares; 2025Q2: 1,083 shares; 2025Q3: 1,023 shares 1,023$614K0.49%-60Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,649 shares; 2025Q1: 2,486 shares; 2025Q2: not reported; 2025Q3: 2,592 shares 2,592$559K0.45%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,455 shares; 2025Q3: 8,369 shares 8,369$544K0.43%-8,086Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,492 shares 6,492$524K0.42%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 4,564 shares; 2025Q2: 4,564 shares; 2025Q3: 4,033 shares 4,033$455K0.36%-531Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 12,086 shares; 2025Q1: 2,444 shares; 2025Q2: 5,069 shares; 2025Q3: 2,873 shares 2,873$405K0.32%-2,196Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,321 shares; 2025Q3: 2,442 shares 2,442$350K0.28%-14,879Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 522 shares 522$349K0.28%newTimeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares 965$269K0.22%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares 950$268K0.21%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
DISDISNEY WALT CO25,431$3.15Mshares
JPMJPMORGAN CHASE & CO9,684$2.79Mshares
CFGCITIZENS FINL GROUP INC51,566$2.29Mshares
UNHUNITEDHEALTH GROUP INC6,818$2.13Mshares
SPDR BLOOMBERG 1 3 MNTH T B…SPDR BLOOMBERG 1 3 MNTH T BLL ETF20,269$1.86Mshares
MSMORGAN STANLEY9,780$1.37Mshares
IWMISHARES TR6,220$1.34Mshares
FDXFEDEX CORP5,171$1.18Mshares
TRAVELERS COS INCTRAVELERS COS INC3,686$986Kshares
MRKMERCK & CO INC10,680$845Kshares
STZCONSTELLATION BRANDS INC5,213$843Kshares
XNTKSPDR SERIES TRUST6,723$503Kshares
CRMSALESFORCE INC820$224Kshares
PGPROCTER & GAMBLE CO1,292$204Kshares
NEENEXTERA ENERGY INC2,303$160Kshares
CRWDCROWDSTRIKE HLDGS INC310$158Kshares

How Q3 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 0001995383-25-000005 base2025-11-10acceptance time not in the bulk data set