Constant Guidance Financial LLC Portfolio Holdings

Constant Guidance Financial LLC

  • $125 Billion
  • Q3 2025

Constant Guidance Financial LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.2B, Berkshire Hathaway Inc Class B with a value of $27.6B, Technology Sector Spdr with a value of $8.01B, Pimco Multisector Bond Actv ETF with a value of $7.76B, and Select Sector Spdr Tr Communic with a value of $4.67B.

Examining the 13F form we can see an increase of $25.8B in the current position value, from $99.5B to 125B.

Constant Guidance Financial LLC is based out at Attleboro Falls, MA

Below you can find more details about Constant Guidance Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $60.8 Billion
Financial Services: $34.8 Billion
Technology: $10.1 Billion
Communication Services: $5.98 Billion
Consumer Cyclical: $4.79 Billion
Energy: $455 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.2 Billion 24.91% of portfolio
46,839
Q3 2025 Added 154.44%
$0
$8.01 Billion 6.4% of portfolio
28,428
Q3 2025 New
$0
$4.67 Billion 3.73% of portfolio
39,460
Q3 2025 New
$0
$4.37 Billion 3.49% of portfolio
45,340
Q3 2025 New
$130B
$3.37 Billion 2.69% of portfolio
9,486
Q3 2025 Added 169.49%
$0
$1.43 Billion 1.14% of portfolio
18,762
Q3 2025 New
$0
$1.25 Billion 1.0% of portfolio
11,190
Q3 2025 Reduced 54.06%
$0
$1.19 Billion 0.95% of portfolio
4,954
Q3 2025 New
$0
$1.1 Billion 0.88% of portfolio
11,957
Q3 2025 Reduced 8.97%
$0
$1.08 Billion 0.86% of portfolio
3,280
Q3 2025 Added 20.77%
$0
$720 Million 0.58% of portfolio
13,135
Q3 2025 New
$0
$614 Million 0.49% of portfolio
1,023
Q3 2025 Reduced 5.54%
$0
$559 Million 0.45% of portfolio
2,592
Q3 2025 New
$0
$524 Million 0.42% of portfolio
6,492
Q3 2025 New
$0
$405 Million 0.32% of portfolio
2,873
Q3 2025 Reduced 43.32%
$0
$349 Million 0.28% of portfolio
522
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $125 Billion
  • Prior Value $99.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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