Constant Guidance Financial LLC
CIK 1995383 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- BRK.B33.14%
- SPY11.44%
- PNC4.26%
- NFLX3.71%
- CB3.25%
- AAPL3.25%
- DIS3.17%
- AMZN2.83%
- JPM2.81%
- LQD2.68%
Share classes counted separately70.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight decreased · -9.91 pp43.05% → 33.14%Shares +3.60K (+5.60%)
- SPYWeight decreased · -2.48 pp13.92% → 11.44%Shares -1.37K (-6.92%)
- AMZNWeight increased · +1.68 pp1.15% → 2.83%Shares +8.05K (+167.83%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $32.96M | 33.14% | 67.86K shares | 43.05% → 33.14%-9.91 pp +3.60K (+5.60%) | Added | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USS&P 500 ETF SHS View history and evidence | $11.37M | 11.44% | 18.41K shares | 13.92% → 11.44%-2.48 pp -1.37K (-6.92%) | Reduced | ↗▾ |
| 03 | PNCPNC FINANCIAL SERVICES GROUP View history and evidence | $4.24M | 4.26% | 22.75K shares | Prior unavailable +22.75K | New | ↗▾ |
| 04 | NFLXNETFLIX INC View history and evidence | $3.69M | 3.71% | 2.76K shares | 2.74% → 3.71%+0.97 pp +423 (+18.12%) | Added | ↗▾ |
| 05 | CBCHUBB LTD View history and evidence | $3.24M | 3.25% | 11.17K shares | 3.29% → 3.25%-0.04 pp +2.52K (+29.10%) | Added | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $3.23M | 3.25% | 15.77K shares | 4.08% → 3.25%-0.83 pp +1.16K (+7.94%) | Added | ↗▾ |
| 07 | DISWALT DISNEY CO/THE View history and evidence | $3.15M | 3.17% | 25.43K shares | Prior unavailable +25.43K | New | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $2.82M | 2.83% | 12.85K shares | 1.15% → 2.83%+1.68 pp +8.05K (+167.83%) | Added | ↗▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $2.79M | 2.81% | 9.68K shares | Prior unavailable +9.68K | New | ↗▾ |
| 10 | LQDISHR IBX USD INVGD CB ETF-UI View history and evidence | $2.67M | 2.68% | 24.36K shares | 3.50% → 2.68%-0.82 pp -1.25K (-4.89%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PYLD PIMCO MULTISECTOR BOND ACTV | Non-derivative | -134,062 | -$3.53M | SEC filing ↗ | SEC filing ↗ |
| BND VANGUARD TOTAL BOND MARKET | Non-derivative | -38,113 | -$2.80M | SEC filing ↗ | SEC filing ↗ |
| MKL MARKEL GROUP INC | Non-derivative | -1,193 | -$2.23M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1995383 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 99466534
}Research all 38 reported holdings.
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