Constant Guidance Financial LLC
•CIK: 1995383•Filing: Q4 2025
**Constant Guidance Financial LLC** manages $142M across a concentrated portfolio of 48 positions. The fund exhibits a significant overweight to core market staples, notably holding $36.2M in BRK/B and $35.7M in SPY. Further allocations include substantial positions in technology leaders such as GOOGL ($5.7M), AMZN ($5.2M), and AAPL ($5.0M). This structure suggests a disciplined, large-cap growth and value tilt within its current mandate.
Total AUM
$142.2M
QoQ Performance
+13.5%
Positions
48
Top 10 Concentration
74.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
SPY
BRK/B25.5%
SPY25.1%
GOOGL4.0%
AMZN3.7%
AAPL3.5%
INVSC3.0%
PYLD2.6%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Financial29.5%
ETF25.5%
Other17.3%
Technology14.9%
Consumer6.6%
Communication4.0%
Utilities1.2%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW26 new positions
↑14 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023