Constant Guidance Financial LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $197,973,814 | Individuals and high net worth (98%) |
| Apr 2025 to Mar 2026 | $165,243,949 | Individuals and high net worth (98%) |
| Apr 2024 to Mar 2025 | $128,146,765 | Individuals and high net worth (98%) |
| Jul 2023 to Mar 2024 | $113,827,338 | Individuals and high net worth (97%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 73.9%; sector active share 46.6% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.0% | $71,629,736 |
| Financial Services | 21.3% | $33,933,279 |
| Technology | 8.3% | $13,271,901 |
| Utilities | 6.4% | $10,155,418 |
| Communication Services | 6.3% | $9,950,245 |
| Consumer Cyclical | 5.2% | $8,336,526 |
| Healthcare | 3.2% | $5,018,263 |
| Consumer Defensive | 1.3% | $1,995,200 |
| Real Estate | 1.2% | $1,839,766 |
| Energy | 1.1% | $1,697,788 |
| Industrials | 0.9% | $1,371,743 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EEM | iShares MSCI Emerging Markets ETF | +63,680 | 75,444 | $5,161,124 | |
| EFA | iShares MSCI EAFE ETF | +31,569 | 126,969 | $13,189,539 | |
| D | Dominion Energy, Inc | +17,355 | 28,355 | $1,936,362 | |
| DIS | Walt Disney Co | +14,143 | 24,001 | $2,310,096 | |
| T | At&T Inc. | +11,890 | 22,107 | $457,614 | |
| DUK | Duke Energy CORP | +9,180 | 21,780 | $2,756,912 | |
| NVDA | Nvidia Corp | +9,121 | 10,860 | $2,172,977 | |
| AAPL | Apple Inc. | +6,262 | 20,166 | $5,835,233 | |
| AMZN | Amazon Com Inc | +4,021 | 15,842 | $3,775,782 | |
| AVGO | Broadcom Inc. | +3,201 | 3,846 | $1,452,826 | |
| GOOGL | Alphabet Inc. | +2,811 | 7,214 | $2,578,067 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +2,430 | 3,030 | $1,447,037 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +1,738 | 7,707 | $4,026,059 | |
| HD | Home Depot, Inc. | +900 | 5,269 | $1,858,270 | |
| META | Meta Platforms, Inc. | +386 | 1,233 | $694,536 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +303 | 4,017 | $634,806 | |
| MSFT | Microsoft Corp | +262 | 2,905 | $1,083,623 | |
| VIG | Vanguard Specialized Funds | +106 | 2,737 | $647,628 | |
| NEE | Nextera Energy Inc | +100 | 2,403 | $210,911 | |
| PM | Philip Morris International Inc. | +63 | 2,905 | $525,543 | |
| IVV | iShares Core S&P 500 ETF | +6 | 509 | $381,185 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | −217,911 | 64,683 | $5,927,550 | ||
| QQQ | Invesco Qqq Trust, Series 1 | −14,522 | 3,863 | $2,844,713 | |
| BRK-B | Berkshire Hathaway Inc | −12,765 | 54,572 | $27,307,283 | |
| NFLX | Netflix Inc | −9,845 | 21,093 | $1,506,040 | |
| PYLD | −6,265 | 16,855 | $446,994 | ||
| SPY | Spdr S&P 500 ETF Trust | −6,054 | 38,397 | $28,673,727 | |
| MO | Altria Group, Inc. | −1,550 | 5,609 | $403,567 | |
| SCHF | Schwab International Equity ETF | −1,415 | 8,203 | $227,223 | |
| HON | Honeywell International Inc | −1,338 | 1,107 | $247,857 | |
| — | −410 | 12,425 | $759,167 | ||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −103 | 3,060 | $1,132,322 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | −12 | 6,509 | $590,952 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IWM | iShares Russell 2000 ETF | 20,362 | $6,117,762 | |
| BAC | Bank Of America Corp | 58,435 | $3,329,626 | |
| SCHW | Schwab Charles Corp | 22,663 | $2,091,115 | |
| BKNG | Booking Holdings Inc. | 9,710 | $1,730,710 | |
| SO | Southern Co | 17,120 | $1,638,555 | |
| VZ | Verizon Communications Inc | 35,123 | $1,487,107 | |
| CEG | Constellation Energy Corp | 5,352 | $1,329,276 | |
| MRK | Merck & Co., Inc. | 9,440 | $1,213,040 | |
| ES | Eversource Energy | 16,349 | $1,181,542 | |
| KMI | Kinder Morgan, Inc. | 36,500 | $1,166,905 | |
| LUV | Southwest Airlines Co | 21,857 | $1,123,886 | |
| EIX | Edison International | 14,800 | $1,101,860 | |
| ABBV | AbbVie Inc. | 4,249 | $1,069,218 | |
| HPQ | Hp Inc | 45,251 | $992,806 | |
| PLD | Prologis, Inc. | 7,268 | $984,595 | |
| TMO | Thermo Fisher Scientific Inc. | 1,926 | $965,619 | |
| JPM | Jpmorgan Chase & Co | 2,802 | $917,178 | |
| O | Realty Income Corp | 13,802 | $855,171 | |
| PG | PROCTER & GAMBLE Co | 5,308 | $778,365 | |
| TMUS | T-Mobile US, Inc. | 4,090 | $686,015 | |
| LOW | Lowes Companies Inc | 2,995 | $660,367 | |
| MDT | Medtronic plc | 7,600 | $594,548 | |
| VRTX | Vertex Pharmaceuticals Inc | 1,061 | $527,030 | |
| — | 5,400 | $448,578 | ||
| AMGN | Amgen Inc | 1,156 | $418,610 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 16,539 | $3,421,919 | |
| CB | Chubb Ltd | 7,009 | $2,284,443 | |
| COP | Conocophillips | 15,835 | $2,090,220 | |
| TXN | Texas Instruments Inc | 4,444 | $862,758 | |
| DELL | Dell Technologies Inc. | 4,018 | $659,474 | |
| OXY | Occidental Petroleum Corp | 3,439 | $223,535 | |
| TRV | Travelers Companies, Inc. | 725 | $211,468 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | 4,600 | $211,094 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 38,397 | $28,673,727 | 18.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 54,572 | $27,307,283 | 17.15% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 126,969 | $13,189,539 | 8.28% | |
| IWM |
iShares Russell 2000 ETF
|
NEW | 20,362 | $6,117,762 | 3.84% | |
|
|
Reduced | 64,683 | $5,927,550 | 3.72% | ||
| AAPL |
Apple Inc.
Technology
|
Added | 20,166 | $5,835,233 | 3.67% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Added | 75,444 | $5,161,124 | 3.24% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 7,707 | $4,026,059 | 2.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,842 | $3,775,782 | 2.37% | |
| BAC |
Bank Of America Corp
Financial Services
|
NEW | 58,435 | $3,329,626 | 2.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,863 | $2,844,713 | 1.79% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 21,780 | $2,756,912 | 1.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,214 | $2,578,067 | 1.62% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 24,001 | $2,310,096 | 1.45% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,860 | $2,172,977 | 1.36% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
NEW | 22,663 | $2,091,115 | 1.31% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 28,355 | $1,936,362 | 1.22% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 5,269 | $1,858,270 | 1.17% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 9,710 | $1,730,710 | 1.09% | |
| SO |
Southern Co
Utilities
|
NEW | 17,120 | $1,638,555 | 1.03% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 21,093 | $1,506,040 | 0.95% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 35,123 | $1,487,107 | 0.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,846 | $1,452,826 | 0.91% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,030 | $1,447,037 | 0.91% | |
| CEG |
Constellation Energy Corp
Utilities
|
NEW | 5,352 | $1,329,276 | 0.83% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 9,440 | $1,213,040 | 0.76% | |
| ES |
Eversource Energy
Utilities
|
NEW | 16,349 | $1,181,542 | 0.74% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 36,500 | $1,166,905 | 0.73% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 3,060 | $1,132,322 | 0.71% | |
| LUV |
Southwest Airlines Co
Industrials
|
NEW | 21,857 | $1,123,886 | 0.71% | |
| EIX |
Edison International
Utilities
|
NEW | 14,800 | $1,101,860 | 0.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,905 | $1,083,623 | 0.68% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 4,249 | $1,069,218 | 0.67% | |
| HPQ |
Hp Inc
Technology
|
NEW | 45,251 | $992,806 | 0.62% | |
| PLD |
Prologis, Inc.
Real Estate
|
NEW | 7,268 | $984,595 | 0.62% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 1,926 | $965,619 | 0.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 2,802 | $917,178 | 0.58% | |
| O |
Realty Income Corp
Real Estate
|
NEW | 13,802 | $855,171 | 0.54% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 5,308 | $778,365 | 0.49% | |
|
|
Reduced | 12,425 | $759,167 | 0.48% | ||
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,233 | $694,536 | 0.44% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
NEW | 4,090 | $686,015 | 0.43% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
NEW | 2,995 | $660,367 | 0.41% | |
| VIG |
Vanguard Specialized Funds
|
Added | 2,737 | $647,628 | 0.41% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 4,017 | $634,806 | 0.40% | |
| MDT |
Medtronic plc
Healthcare
|
NEW | 7,600 | $594,548 | 0.37% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Reduced | 6,509 | $590,952 | 0.37% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 3,883 | $530,883 | 0.33% | |
| VRTX |
Vertex Pharmaceuticals Inc
Healthcare
|
NEW | 1,061 | $527,030 | 0.33% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 2,905 | $525,543 | 0.33% |
Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.