Fund HoldingsConstant Guidance Financial LLC

Total Portfolio Value
$144.63M
Total Bought
$129.57M
Total Sold
$127.28M
Net Transaction
+$2.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL067,337+67,337032,26822.31%+32,268
STATE STR SPDR S&P 500 ETF T(SPY)044,451+44,451028,90819.99%+28,908
SPDR SERIES TRUST
ST STR BLO 1 ETF
0282,594+282,594025,89717.91%+25,897
INVESCO QQQ TR018,385+18,385010,6127.34%+10,612
ISHARES TR095,400+95,40009,2666.41%+9,266
NETFLIX INC.(NFLX)030,938+30,93802,9752.06%+2,975
STATE STR SPDR DOW JONES IND(DIA)05,969+5,96902,7651.91%+2,765
CHEVRON CORPORATION(CVX)8,50916,539+8,0301,2973,4222.37%+2,125
CONOCOPHILLIPS(COP)015,835+15,83502,0901.45%+2,090
DUKE ENERGY CORP NEW(DUK)012,600+12,60001,6501.14%+1,650
ALPHABET INC(GOOG)04,403+4,40301,2660.88%+1,266
VANGUARD INDEX FDS03,163+3,16301,0150.70%+1,015
SPDR SERIES TRUST
ST STR SP500FF
012,835+12,83506810.47%+681
ISHARES TR011,764+11,76406680.46%+668
DELL TECHNOLOGIES INC(DELL)04,018+4,01806590.46%+659
PIMCO ETF TR
MULTISECTOR BD
023,120+23,12006060.42%+606
TEXAS INSTRS INC(TXN)1,5644,444+2,8802718630.60%+591
VANGUARD SPECIALIZED FUNDS02,631+2,63105660.39%+566
HONEYWELL INTL INC(HON)02,445+2,44505530.38%+553
VANGUARD WHITEHALL FDS03,714+3,71405500.38%+550
SPDR SERIES TRUST
ST STR PR SP1500
06,521+6,52105160.36%+516
META PLATFORMS INC(META)0847+84704850.34%+485
ALTRIA GROUP INC(MO)07,159+7,15904720.33%+472
PHILIP MORRIS INTL INC(PM)02,842+2,84204700.32%+470
ISHARES TR0503+50303290.23%+329
AT&T INC(T)010,217+10,21702960.20%+296
SCHWAB STRATEGIC TR09,618+9,61802380.16%+238
OCCIDENTAL PETE CORP(OXY)03,439+3,43902240.15%+224
NEXTERA ENERGY INC(NEE)02,303+2,30302140.15%+214
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,600+4,60002110.15%+211
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0600+60002030.14%+203
BROADCOM INC(AVGO)0645+64502000.14%+200
EXXON MOBIL CORP3,8833,88304676590.46%+192
TRAVELERS COMPANIES INC(TRV)72572502102110.15%+1
DOMINION ENERGY INC(D)11,70011,000-7006866800.47%-5
HOME DEPOT INC(HD)4,5194,369-1501,5551,4370.99%-118
NORTHROP GRUMMAN CORP(NOC)5050-5052880-288
ROBINHOOD MKTS INC CLASS A(HOOD)2,5710-2,5712910-291
AIRBNB INC CLASS A2,2000-2,2002990-299
TARGET CORP EQUITY CLASS EQUITY(TGT)3,1000-3,1003030-303
PNC FINL SERVICES(PNC)1,4810-1,4813090-309
ISHARES IBOXX INVT GRADEBOND ETF3,1100-3,1103430-343
GENERAL DYNAMICS CORP(GD)1,0260-1,0263450-345
FIRST SOLAR INC(FSLR)1,3380-1,3383500-350
ISHARES CORE S&P 500 ETF5220-5223580-358
VANGUARD HIGH DIVIDEND YIELD ETF3,6440-3,6445230-523
ST SRT SPDR PTFL S&P 1500 CMPST ETF
ST STR R1K YLD
6,4920-6,4925360-536
DELL TECHNOLOGIES INC CLASS CLASS C4,3880-4,3885520-552
VANGUARD DIVIDEND APPRECIATION ETF
INF TECH ETF
2,6030-2,6035720-572
LOWES COS INC(LOW)2,6900-2,6906490-649
SPDR DOW JONES INDUSTRIAL AVRG ETF1,4240-1,4246840-684
DISNEY WALT CO(DIS)14,4189,858-4,5601,6409500.66%-690
ST SRT SPDR S&P 500 FSL FL RS ETF IV
ST BLOO HIGH ETF
13,0350-13,0357320-732
ISHARES 7-10 YEAR TRSURYBOND ETF8,6450-8,6458310-831
BOEING CO(BA)3,9500-3,9508580-858
CHUBB LTD SWITZ
COM
10,3187,009-3,3093,2202,2841.58%-936
DUKE ENERGY CORP NEW(DUK)8,3000-8,3009730-973
SPDR GOLD SHARES ETF(GLD)2,5080-2,5089940-994
VANGUARD TOTAL STOCK MARKET ETF3,2800-3,2801,1000-1,100
ISHARES BITCOIN ETF22,9630-22,9631,1400-1,140
ORACLE CORP(ORCL)5,8650-5,8651,1430-1,143
T-MOBILE US INC(TMUS)5,9500-5,9501,2080-1,208
PROCTER & GAMBLE CO(PG)8,5320-8,5321,2230-1,223
DELTA AIR LINES INC DEL(DAL)19,8720-19,8721,3790-1,379
APPLE INC(AAPL)18,37213,904-4,4684,9953,5292.44%-1,466
TESLA INC(TSLA)3,7480-3,7481,6860-1,686
NVIDIA CORPORATION(NVDA)13,5641,739-11,8252,5303030.21%-2,227
MICROSOFT CORP(MSFT)6,8832,643-4,2403,3299780.68%-2,351
BANK OF AMERICA CORP46,0210-46,0212,5310-2,531
AMAZON COM INC(AMZN)22,67011,821-10,8495,2332,4621.70%-2,771
NETFLIX INC(NFLX)29,6730-29,6732,7820-2,782
ST STERT SPDR BLMBG 1 3 MN T BL ETF30,7180-30,7182,8070-2,807
META PLATFORMS INC CLASS A(META)4,9490-4,9493,2670-3,267
PIMCO MULTISECTOR BOND ACTV ETF IV
MULTISECTOR BD
140,1100-140,1103,7380-3,738
INVSC QQQ TRUST SRS 1 ETF6,9590-6,9594,2760-4,276
ALPHABET INC CLASS A(GOOG)18,1070-18,1075,6670-5,667
SPDR S&P 500 ETF(SPY)52,4030-52,40335,7350-35,735
BERKSHIRE HATHAWAY CLASS CLASS B72,1120-72,11236,2470-36,247
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