Constant Guidance Financial LLC Portfolio Holdings

Constant Guidance Financial LLC

  • $99.5 Billion
  • Q2 2025

Constant Guidance Financial LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $99.5 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $33B, Spdr S&P 500 ETF Trust with a value of $11.4B, Pnc Financial Services Group, Inc. with a value of $4.24B, Netflix Inc with a value of $3.69B, and Chubb LTD with a value of $3.24B.

Examining the 13F form we can see an increase of $20B in the current position value, from $79.5B to 99.5B.

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 $99.5 Billion
Financial Services: $47.1 Billion
ETFs: $19.9 Billion
Technology: $9.46 Billion
Communication Services: $8.65 Billion
Consumer Cyclical: $4.58 Billion
Healthcare: $2.97 Billion
Industrials: $1.18 Billion
Consumer Defensive: $1.05 Billion
Other: $652 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.3B
$4.24 Billion 4.26% of portfolio
22,748
Q2 2025 New
$112B
$3.24 Billion 3.25% of portfolio
11,167
Q2 2025 Added 29.1%
$23.9B
$2.29 Billion 2.3% of portfolio
51,566
Q2 2025 New
$95.5B
$1.62 Billion 1.63% of portfolio
17,321
Q2 2025 New
$60B
$1.18 Billion 1.18% of portfolio
5,171
Q2 2025 New
$27.4B
$843 Million 0.85% of portfolio
5,213
Q2 2025 New
$141B
$160 Million 0.16% of portfolio
2,303
Q2 2025 Reduced 35.62%
$93.6B
$158 Million 0.16% of portfolio
310
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $99.5 Billion
  • Prior Value $79.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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