StockDriftsStockDriftsTop 50 Constant Guidance Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 18.01% | 38.4K | $28.7M | -13.62%(-6.05K) | $590.85(+30.92%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17.15% | 54.6K | $27.3M | -18.96%(-12.77K) | $392.47(+33.35%) | 2026-06-30 | |
| EFA | ISHARES TR | 8.28% | 127.0K | $13.2M | +33.09%(+31.57K) | $97.18(+11.70%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.84% | 20.4K | $6.1M | new | $268.44(+12.27%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 3.72% | 64.7K | $5.9M | -77.11%(-217.91K) | $91.52(-0.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.67% | 20.2K | $5.8M | +45.04%(+6.26K) | $222.76(+37.67%) | 2026-06-30 | |
| EEM | ISHARES TR | 3.24% | 75.4K | $5.2M | +541.31%(+63.68K) | $60.67(+8.33%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 2.53% | 7.7K | $4.0M | +29.12%(+1.74K) | $453.28(+19.32%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.37% | 15.8K | $3.8M | +34.02%(+4.02K) | $206.00(+33.47%) | 2026-06-30 | |
| BAC | BANK OF AMERICA CORP | 2.09% | 58.4K | $3.3M | new | $50.64(+26.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +67.58% |
Constant Guidance Financial LLC reports $159.20M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are SPY (18.0%), BRK.B (17.1%) and EFA (8.3%). The top 20 holdings account for 78.67% of reported assets. Its disclosed equity book has returned +41.81% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Constant Guidance Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1995383). View Constant Guidance Financial LLC’s 13F filings on SEC