Filed: 5/13/2025ACC: 0001995383-25-000002
📋 What this filing means
CONSTANT GUIDANCE FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $79.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$79.50M
Total AUM (reported)
420.58K
Total Shares
Allocation by class
COM$60.65M76.3%
S&P 500 ETF SHS$12.02M15.1%
ETF$3.53M4.4%
DIV APP ETF$797.5K1.0%
UNIT SER 1$772.3K1.0%
UT SER 1$771.6K1.0%
BLOOMBERG 1-3 MO$482.3K0.6%
Portfolio Concentration
Top 3$48.82M61.4%
4–10$17.81M22.4%
11–25$11.49M14.4%
Rest$1.38M1.7%
Top 3 weight
61.4%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 420.58K
Sole
Full voting authority
420.58K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
BERKSHIRE HATHAWAY CLASS B
SOLEShares64.26K
TypeSH
Market value$34.22M
43.05%
Sole
64.26K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares19.78K
TypeSH
Market value$11.06M
13.92%
Sole
19.78K
Shared
0.00
None
0.00
PIMCO MULTISECTOR BOND ACTV ETF
SOLEShares134.06K
TypeSH
Market value$3.53M
4.44%
Sole
134.06K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.61K
TypeSH
Market value$3.25M
4.08%
Sole
14.61K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares38.11K
TypeSH
Market value$2.80M
3.52%
Sole
38.11K
Shared
0.00
None
0.00
ISHARES IBOXX INVT GRADEBOND ETF
SOLEShares25.61K
TypeSH
Market value$2.78M
3.50%
Sole
25.61K
Shared
0.00
None
0.00
CHUBB LTD F
SOLEShares8.65K
TypeSH
Market value$2.61M
3.29%
Sole
8.65K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares1.19K
TypeSH
Market value$2.23M
2.81%
Sole
1.19K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.33K
TypeSH
Market value$2.18M
2.74%
Sole
2.33K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.21K
TypeSH
Market value$1.96M
2.46%
Sole
5.21K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.69K
TypeSH
Market value$1.72M
2.16%
Sole
4.69K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares6.83K
TypeSH
Market value$1.14M
1.44%
Sole
6.83K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A
SOLEShares1.67K
TypeSH
Market value$962.5K
1.21%
Sole
1.67K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares4.80K
TypeSH
Market value$913.1K
1.15%
Sole
4.80K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares21.80K
TypeSH
Market value$909.8K
1.14%
Sole
21.80K
Shared
0.00
None
0.00
INVSC QQQ TRUST SRS 1 ETF IV
SOLEShares1.65K
TypeSH
Market value$772.3K
0.97%
Sole
1.65K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares2.81K
TypeSH
Market value$771.6K
0.97%
Sole
2.81K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares4.44K
TypeSH
Market value$686.9K
0.86%
Sole
4.44K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares14K
TypeSH
Market value$675.9K
0.85%
Sole
14K
Shared
0.00
None
0.00
SPDR S&P 500 FOSSIL FUEL RES FRE ETF
SOLEShares13.44K
TypeSH
Market value$614.7K
0.77%
Sole
13.44K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares4.56K
TypeSH
Market value$542.8K
0.68%
Sole
4.56K
Shared
0.00
None
0.00
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
SOLEShares5.26K
TypeSH
Market value$482.3K
0.61%
Sole
5.26K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares2.49K
TypeSH
Market value$482.3K
0.61%
Sole
2.49K
Shared
0.00
None
0.00
SPDR PORTFOLIO S P 1500 CMPST ST ETF
SOLEShares6.80K
TypeSH
Market value$462.3K
0.58%
Sole
6.80K
Shared
0.00
None
0.00
VANGUARD 500 INDEX ADMIR AL
SOLEShares668.00
TypeSH
Market value$345.9K
0.44%
Sole
668.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 64.26K | SH | $34.22M 43.05% | 64.26K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | S&P 500 ETF SHS | 19.78K | SH | $11.06M 13.92% | 19.78K | 0.00 | 0.00 |
PIMCO MULTISECTOR BOND ACTV ETFSOLE | ETF | 134.06K | SH | $3.53M 4.44% | 134.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.61K | SH | $3.25M 4.08% | 14.61K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | COM | 38.11K | SH | $2.80M 3.52% | 38.11K | 0.00 | 0.00 |
ISHARES IBOXX INVT GRADEBOND ETFSOLE | COM | 25.61K | SH | $2.78M 3.50% | 25.61K | 0.00 | 0.00 |
CHUBB LTD FSOLE | COM | 8.65K | SH | $2.61M 3.29% | 8.65K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 1.19K | SH | $2.23M 2.81% | 1.19K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.33K | SH | $2.18M 2.74% | 2.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.21K | SH | $1.96M 2.46% | 5.21K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.69K | SH | $1.72M 2.16% | 4.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 6.83K | SH | $1.14M 1.44% | 6.83K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ASOLE | COM | 1.67K | SH | $962.5K 1.21% | 1.67K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 4.80K | SH | $913.1K 1.15% | 4.80K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 21.80K | SH | $909.8K 1.14% | 21.80K | 0.00 | 0.00 |
INVSC QQQ TRUST SRS 1 ETF IVSOLE | UNIT SER 1 | 1.65K | SH | $772.3K 0.97% | 1.65K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | UT SER 1 | 2.81K | SH | $771.6K 0.97% | 2.81K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 4.44K | SH | $686.9K 0.86% | 4.44K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 14K | SH | $675.9K 0.85% | 14K | 0.00 | 0.00 |
SPDR S&P 500 FOSSIL FUEL RES FRE ETFSOLE | S&P 500 ETF SHS | 13.44K | SH | $614.7K 0.77% | 13.44K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 4.56K | SH | $542.8K 0.68% | 4.56K | 0.00 | 0.00 |
SPDR BLOOMBERG 1 3 MNTH T BLL ETFSOLE | BLOOMBERG 1-3 MO | 5.26K | SH | $482.3K 0.61% | 5.26K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 2.49K | SH | $482.3K 0.61% | 2.49K | 0.00 | 0.00 |
SPDR PORTFOLIO S P 1500 CMPST ST ETFSOLE | PORTFOLIO S&P1500 | 6.80K | SH | $462.3K 0.58% | 6.80K | 0.00 | 0.00 |
VANGUARD 500 INDEX ADMIR ALSOLE | S&P 500 ETF SHS | 668.00 | SH | $345.9K 0.44% | 668.00 | 0.00 | 0.00 |
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