Constant Guidance Financial LLC - Portfolio overview

Constant Guidance Financial LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 18.30%
2. SPY - STATE STR SPDR S&P 500 ETF T, 16.40%
3. BIL - SPDR SERIES TRUST, 14.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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