13F Insight
DOSSIER · 13F-HR · Q2 2026

Constant Guidance Financial LLC

$159M in tracked AUM across 67 positions as of Q2 2026.

CG
CIK 0001995383 · last filed Jun 30, 2026
Total AUM
$159M
as of Q2 2026
Holdings
67
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Constant Guidance Financial LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$29M38K18.0%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$27M55K17.2%03
EFA
ISHARES TR
$13M127K8.3%04
IWM
ISHARES TR
$6M20K3.8%05
BIL
SPDR SERIES TRUST
$6M65K3.7%06
AAPL
APPLE INC
$6M20K3.7%07
EEM
ISHARES TR
$5M75K3.2%08
DIA
STATE STR SPDR DOW JONES IND
$4M8K2.5%09
AMZN
AMAZON COM INC
$4M16K2.4%10
BAC
BANK OF AMERICA CORP
$3M58K2.1%

Filing history

2026Q2Jun 30
$159M▲ 10.1%
67 positionsView →2026Q1Mar 31
$145M▲ 1.7%
42 positionsView →2025Q4Dec 31
$142M▲ 13.5%
48 positionsView →2025Q3Sep 30
$125M▲ 25.9%
36 positionsView →2025Q2Jun 30
$99M▲ 25.1%
39 positionsLocked2025Q1Mar 31
$79M▼ 31.5%
30 positionsLocked2024Q4Dec 31
$116M▼ 5.0%
36 positionsLocked2024Q3Sep 30
$122M▲ 26.7%
31 positionsLocked2024Q2Jun 30
$96M▼ 11.2%
25 positionsLocked2024Q1Mar 31
$109M▲ 10.6%
45 positionsLocked2023Q4Dec 31
$98M▲ 29.6%
30 positionsLocked2023Q3Sep 30
$76M—
17 positionsLocked