Institutional Fund
Constant Guidance Financial LLC
Attleboro Falls, MACIK 19953835 filings on record
Portfolio Value
$144.63M
Q1 2026
Holdings
42
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+1.7%
from $142.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del22.3%
- Spdr S&P 500 ETF Tr20.0%
- Spdr Series Trust17.9%
- Invesco Qqq Tr7.3%
- Ishares Tr6.4%
- Apple Inc2.4%
- Other23.6%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 67.3K | $32.27M | 22.3% | −4.8K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 44.5K | $28.91M | 20.0% | −8.0K | Reduced |
| 3 | Spdr Series Trust | 282.6K | $25.90M | 17.9% | +282.6K | New |
| 4 | Invesco Qqq Tr | 18.4K | $10.61M | 7.3% | +18.4K | New |
| 5 | Ishares Tr | 95.4K | $9.27M | 6.4% | +95.4K | New |
| 6 | Apple Inc | 13.9K | $3.53M | 2.4% | −4.5K | Reduced |
| 7 | Chevron Corp New | 16.5K | $3.42M | 2.4% | +8.0K | Added |
| 8 | Netflix Inc | 30.9K | $2.97M | 2.1% | +1.3K | Added |
| 9 | Spdr Dow Jones Indl Average | 6.0K | $2.76M | 1.9% | +6.0K | New |
| 10 | Amazon Com Inc | 11.8K | $2.46M | 1.7% | −10.8K | Reduced |
32 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio