account_balance
Investment manager · 13F filer · SEC CIK 1995383
Constant Guidance Financial LLC
Reported value$159Mas of Jun 30, 2026
Positions67 33 new, 8 sold out
Top 10 weight64.9%SPY alone is 18%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
18.0%Trimmed −14%
BRK-BBerkshire Hathaway Inc
17.2%Trimmed −19%
EFAiShares Tr
8.3%Added +33%
IWMiShares Tr
3.8%New
BILSPDR Series Trust
3.7%Trimmed −77%
AAPLApple Inc.
3.7%Added +45%
EEMiShares Tr
3.2%Added +541%
DIASPDR Dow Jones Industrial Average ETF Trust
2.5%+29%
AMZNAmazon.com Inc
2.4%Added +34%
BACBank of America Corp
2.1%New
QQQInvesco QQQ Tr
1.8%−79%
DUKDuke Energy CORP
1.7%+73%
SPYSPDR S&P 500 ETF Trust
18.0%Trimmed −14%
BRK-BBerkshire Hathaway Inc
17.2%Trimmed −19%
EFAiShares Tr
8.3%+33%
IWM3.8%
BIL3.7%
AAPL3.7%EEM3.2%
DIA2.5%AMZNBACQQQ1.8%
DUK1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 18.0% Trimmed −14%BRK-B Berkshire Hathaway Inc 17.2% Trimmed −19%
EFA iShares Tr 8.3% Added +33%
IWM iShares Tr 3.8% New
BIL SPDR Series Trust 3.7% Trimmed −77%
AAPL Apple Inc. 3.7% Added +45%EEM iShares Tr 3.2% Added +541%
DIA SPDR Dow Jones Industrial Average ETF Trust 2.5% Added +29%AMZN Amazon.com Inc 2.4% Added +34%BAC Bank of America Corp 2.1% NewQQQ Invesco QQQ Tr 1.8% Trimmed −79%
DUK Duke Energy CORP 1.7% Added +73%What changed
Biggest moves since Mar 31, 2026
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