Constant Guidance Financial LLC holds a concentrated book of 42 stocks worth $144.6M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR BB 1-3M T-Bill ETF and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 22% of the equity book. Cloning the disclosed picks since 2023 would be +45% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Constant Guidance Financial LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Constant Guidance Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Constant Guidance Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 65 / 42 | $757.2B |
| MORGAN STANLEY | 65 / 42 | $527.0B |
| JPMORGAN CHASE & CO | 65 / 42 | $503.6B |
| BANK OF AMERICA CORP /DE/ | 65 / 42 | $360.4B |
| GOLDMAN SACHS GROUP INC | 65 / 42 | $255.5B |
| Bank of New York Mellon Corp | 65 / 42 | $183.7B |
| ROYAL BANK OF CANADA | 65 / 42 | $152.5B |
| WELLS FARGO & COMPANY/MN | 65 / 42 | $144.5B |
Ranked by how many of Constant Guidance Financial LLC's top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $32.3M | 67.3K | 22.3% | ▼−6.6% Reduced · −5K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $28.9M | 44.5K | 20.0% | ▼−15% Reduced · −8K sh | |
| 3 | SPDR Series Trust STATE STREET SPD | $25.9M | 282.6K | 17.9% | ▲New New position | |
| 4 | Invesco QQQ TR UNIT SER 1 | $10.6M | 18.4K | 7.3% | ▲New New position | |
| 5 | Ishares TR MSCI EAFE ETF | $9.3M | 95.4K | 6.4% | ▲New New position | |
| 6 | Apple Inc COM | $3.5M | 13.9K | 2.4% | ▼−24% Reduced · −4K sh | |
| 7 | Chevron Corporation COM | $3.4M | 16.5K | 2.4% | ▲+94% Added · +8K sh | |
| 8 | Netflix Inc. COM | $3.0M | 30.9K | 2.1% | ▲+4.3% Added · +1K sh | |
| 9 | State STR SPDR Dow Jones Ind UT SER 1 | $2.8M | 6.0K | 1.9% | ▲New New position | |
| 10 | Amazon Com Inc COM | $2.5M | 11.8K | 1.7% | ▼−48% Reduced · −11K sh | |
| 11 | Chubb Ltd Switz COM | $2.3M | 7.0K | 1.6% | ▼−32% Reduced · −3K sh | |
| 12 | ConocoPhillips COM | $2.1M | 15.8K | 1.4% | ▲New New position | |
| 13 | Duke Energy Corp New COM NEW | $1.6M | 12.6K | 1.1% | ▲+52% Added · +4K sh | |
| 14 | Home Depot Inc COM | $1.4M | 4.4K | 1.0% | ▼−3.3% Reduced · −150 sh | |
| 15 | Alphabet Inc CAP STK CL A | $1.3M | 4.4K | 0.9% | ▼−76% Reduced · −14K sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $1.0M | 3.2K | 0.7% | ▼−3.6% Reduced · −117 sh | |
| 17 | Microsoft Corp COM | $978K | 2.6K | 0.7% | ▼−62% Reduced · −4K sh | |
| 18 | Disney Walt Co COM | $950K | 9.9K | 0.7% | ▼−32% Reduced · −5K sh | |
| 19 | Texas Instrs Inc COM | $863K | 4.4K | 0.6% | ▲+184% Added · +3K sh | |
| 20 | SPDR Series Trust STATE STREET SPD | $681K | 12.8K | 0.5% | ▲New New position | |
| 21 | Dominion Energy Inc COM | $680K | 11.0K | 0.5% | ▼−6.0% Reduced · −700 sh | |
| 22 | Ishares TR MSCI EMG MKT ETF | $668K | 11.8K | 0.5% | ▲New New position | |
| 23 | Dell Technologies Inc CL C | $659K | 4.0K | 0.5% | ▲New New position | |
| 24 | Exxon Mobil Corp COM | $659K | 3.9K | 0.5% | —Held | |
| 25 | Pimco ETF TR MULTISECTOR BD | $606K | 23.1K | 0.4% | ▼−83% Reduced · −117K sh | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $566K | 2.6K | 0.4% | ▲New New position | |
| 27 | Honeywell Intl Inc COM | $553K | 2.4K | 0.4% | ▲New New position | |
| 28 | Vanguard Whitehall FDS HIGH DIV YLD | $550K | 3.7K | 0.4% | ▲New New position | |
| 29 | SPDR Series Trust STATE STREET SPD | $516K | 6.5K | 0.4% | ▲New New position | |
| 30 | Meta Platforms Inc CL A | $485K | 847 | 0.3% | ▼−83% Reduced · −4K sh | |
| 31 | Altria Group Inc COM | $472K | 7.2K | 0.3% | ▲New New position | |
| 32 | Philip Morris Intl Inc COM | $470K | 2.8K | 0.3% | ▲New New position | |
| 33 | Ishares TR CORE S&P500 ETF | $329K | 503 | 0.2% | ▲New New position | |
| 34 | Nvidia Corporation COM | $303K | 1.7K | 0.2% | ▼−87% Reduced · −12K sh | |
| 35 | AT&T Inc COM | $296K | 10.2K | 0.2% | ▲New New position | |
| 36 | Schwab Strategic TR INTL EQTY ETF | $238K | 9.6K | 0.2% | ▲New New position | |
| 37 | Occidental Pete Corp COM | $224K | 3.4K | 0.2% | ▲New New position | |
| 38 | NextEra Energy Inc COM | $214K | 2.3K | 0.1% | ▲New New position | |
| 39 | Travelers Companies Inc COM | $211K | 725 | 0.1% | —Held | |
| 40 | Select Sector SPDR TR STATE STREET UTI | $211K | 4.6K | 0.1% | ▲New New position | |
| 41 | Taiwan Semiconductor Manufac SPONSORED ADS | $203K | 600 | 0.1% | ▲New New position | |
| 42 | Broadcom Inc COM | $200K | 645 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 42 | $144.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 48 | $142.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 36 | $125.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 39 | $99.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 30 | $79.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 36 | $116.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 31 | $122.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 25 | $96.4M | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 45 | $108.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 18, 2024 | 30 | $98.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 11, 2023 | 17 | $75.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.