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Constant Guidance Financial LLC

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13F filer, CIK 1995383, ATTLEBORO FALLS, MA

Constant Guidance Financial LLC reported $144,628,545 across 42 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-18. Its ten largest share positions make up 84.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001995383-26-000004

Period
2026-03-31
Reported value
$145M
Holdings
42
Top 10 weight
84.43%
New
22
Sold out
28

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILnew+282,594$25.9M
QQQnew+18,385$10.6M
EFAnew+95,400$9.27M
DIAnew+5,969$2.76M
COPnew+15,835$2.09M

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
SPYreduced-7,952-$5.17M
PowerShares QQQ Trust Unit …exited-6,959-$4.28M
GOOGLreduced-13,704-$3.94M
PYLDreduced-116,990-$3.07M
ST STERT SPDR BLMBG 1 3 MN …exited-30,718-$2.81M

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 2026

Share positions as resolved from 13F-HR 0001995383-26-000004, largest first. % of portfolio is the value over $144,628,545, 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; 2024Q2: restricted; 2024Q3: 80,648 shares; 2024Q4: 75,559 shares; 2025Q1: 64,259 shares; 2025Q2: 67,856 shares; 2025Q3: 54,906 shares; 2025Q4: 72,112 shares; 2026Q1: 67,337 shares 67,337$32.3M22.31%-4,775Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,740 shares; 2024Q4: 18,008 shares; 2025Q1: 19,777 shares; 2025Q2: 18,409 shares; 2025Q3: 46,839 shares; 2025Q4: 52,403 shares; 2026Q1: 44,451 shares 44,451$28.9M19.99%-7,952Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,133 shares; 2024Q4: 15,605 shares; 2025Q1: 13,435 shares; 2025Q2: 13,135 shares; 2025Q3: 11,957 shares; 2025Q4: not reported; 2026Q1: 282,594 shares 282,594$25.9M17.91%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 1,338 shares; 2025Q1: 1,647 shares; 2025Q2: 1,083 shares; 2025Q3: 1,023 shares; 2025Q4: not reported; 2026Q1: 18,385 shares 18,385$10.6M7.34%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,400 shares 95,400$9.27M6.41%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,303 shares; 2024Q4: 11,088 shares; 2025Q1: 14,613 shares; 2025Q2: 15,773 shares; 2025Q3: 15,216 shares; 2025Q4: 18,372 shares; 2026Q1: 13,904 shares 13,904$3.53M2.44%-4,468Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,509 shares; 2026Q1: 16,539 shares 16,539$3.42M2.37%+8,030Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 5,633 shares; 2025Q1: 2,334 shares; 2025Q2: 2,757 shares; 2025Q3: 2,268 shares; 2025Q4: 29,673 shares; 2026Q1: 30,938 shares 30,938$2.97M2.06%+1,265Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 2,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,969 shares 5,969$2.76M1.91%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 13,737 shares; 2025Q1: 4,799 shares; 2025Q2: 12,853 shares; 2025Q3: 13,656 shares; 2025Q4: 22,670 shares; 2026Q1: 11,821 shares 11,821$2.46M1.7%-10,849Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,827 shares; 2025Q1: 8,650 shares; 2025Q2: 11,167 shares; 2025Q3: 7,927 shares; 2025Q4: 10,318 shares; 2026Q1: 7,009 shares 7,009$2.28M1.58%-3,309Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,835 shares 15,835$2.09M1.45%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares; 2026Q1: 12,600 shares 12,600$1.65M1.14%+4,300Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,492 shares; 2025Q1: 4,693 shares; 2025Q2: 4,789 shares; 2025Q3: 4,429 shares; 2025Q4: 4,519 shares; 2026Q1: 4,369 shares 4,369$1.44M0.99%-150Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,899 shares; 2025Q1: 4,442 shares; 2025Q2: 2,348 shares; 2025Q3: 9,496 shares; 2025Q4: 18,107 shares; 2026Q1: 4,403 shares 4,403$1.27M0.88%-13,704Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,476 shares; 2025Q1: 2,807 shares; 2025Q2: 2,716 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares; 2026Q1: 3,163 shares 3,163$1.01M0.7%-117Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 4,482 shares; 2025Q1: 5,215 shares; 2025Q2: 4,490 shares; 2025Q3: 6,396 shares; 2025Q4: 6,883 shares; 2026Q1: 2,643 shares 2,643$978K0.68%-4,240Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 10,689 shares; 2025Q1: not reported; 2025Q2: 25,431 shares; 2025Q3: not reported; 2025Q4: 14,418 shares; 2026Q1: 9,858 shares 9,858$950K0.66%-4,560Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564 shares; 2026Q1: 4,444 shares 4,444$863K0.6%+2,880Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,835 shares 12,835$681K0.47%newTimeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 11,000 shares 11,000$680K0.47%-700Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,764 shares 11,764$668K0.46%newTimeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,438 shares; 2025Q4: not reported; 2026Q1: 4,018 shares 4,018$659K0.46%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 4,564 shares; 2025Q2: 4,564 shares; 2025Q3: 4,033 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares 3,883$659K0.46%0Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134,062 shares; 2025Q2: not reported; 2025Q3: 289,150 shares; 2025Q4: 140,110 shares; 2026Q1: 23,120 shares 23,120$606K0.42%-116,990Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,649 shares; 2025Q1: 2,486 shares; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: not reported; 2026Q1: 2,631 shares 2,631$566K0.39%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,445 shares 2,445$553K0.38%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 12,086 shares; 2025Q1: 2,444 shares; 2025Q2: 5,069 shares; 2025Q3: 2,873 shares; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714$550K0.38%newTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,492 shares; 2025Q4: not reported; 2026Q1: 6,521 shares 6,521$516K0.36%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,190 shares; 2025Q1: 1,669 shares; 2025Q2: 1,891 shares; 2025Q3: 1,293 shares; 2025Q4: 4,949 shares; 2026Q1: 847 shares 847$485K0.34%-4,102Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,159 shares 7,159$472K0.33%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,842 shares 2,842$470K0.32%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 522 shares; 2025Q4: not reported; 2026Q1: 503 shares 503$329K0.23%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 2,401 shares; 2025Q1: 2,455 shares; 2025Q2: 12,611 shares; 2025Q3: 3,761 shares; 2025Q4: 13,564 shares; 2026Q1: 1,739 shares 1,739$303K0.21%-11,825Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,217 shares 10,217$296K0.2%newTimeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,618 shares 9,618$238K0.16%newTimeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,439 shares 3,439$224K0.15%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,577 shares; 2025Q2: 2,303 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares 2,303$214K0.15%newTimeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725$211K0.15%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares 4,600$211K0.15%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600$203K0.14%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,825 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645$200K0.14%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PowerShares QQQ Trust Unit …PowerShares QQQ Trust Unit Ser6,959$4.28Mshares
ST STERT SPDR BLMBG 1 3 MN …ST STERT SPDR BLMBG 1 3 MN T BL E…30,718$2.81Mshares
BACBANK OF AMER CORP46,021$2.53Mshares
TSLATESLA INC3,748$1.69Mshares
DALDELTA AIR LINES INC19,872$1.38Mshares
PGPROCTER & GAMBLE CO8,532$1.22Mshares
TMUST-MOBILE US INC5,950$1.21Mshares
ORCLORACLE CORP5,865$1.14Mshares
ISHARES TRISHARES TR22,963$1.14Mshares
GLDSPDR GOLD TR2,508$994Kshares
BABOEING CO3,950$858Kshares
IEFISHARES TR8,645$831Kshares
JNKSPDR SERIES TRUST13,035$732Kshares
SPDR DOW JONES INDUSTRIAL A…SPDR DOW JONES INDUSTRIAL AVRG ETF1,424$684Kshares
LOWLOWES COS INC2,690$649Kshares
VGTVANGUARD WORLD FD2,603$572Kshares
DELL TECHNOLOGIES INC CLASS…DELL TECHNOLOGIES INC CLASS CLASS…4,388$552Kshares
ONEYSPDR SERIES TRUST6,492$536Kshares
VOOVANGUARD INDEX FDS3,644$523Kshares
IWMISHARES TR522$358Kshares
FSLRFIRST SOLAR INC1,338$350Kshares
GDGENERAL DYNAMICS CORP1,026$345Kshares
LQDISHARES TR3,110$343Kshares
PNCPNC FINL SVCS GROUP INC1,481$309Kshares
TGTTARGET CORP3,100$303Kshares
ABNBAIRBNB INC2,200$299Kshares
HOODROBINHOOD MKTS INC2,571$291Kshares
NOCNORTHROP GRUMMAN CORP505$288Kshares

How Q1 2026 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 0001995383-26-000004 base2026-05-18acceptance time not in the bulk data set