Constant Guidance Financial LLC: 13F holdings

CIK 19953832026Q2

Positions67
Reported value$159.2m
Filed2026-08-12

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T38,397$28.7m18.0%
BRK-B BERKSHIRE HATHAWAY INC DEL54,572$27.3m17.2%
EFA ISHARES TR126,969$13.2m8.3%
IWM ISHARES TR20,362$6.1m3.8%
BIL SPDR SERIES TRUST64,683$5.9m3.7%
AAPL APPLE INC20,166$5.8m3.7%
EEM ISHARES TR75,444$5.2m3.2%
DIA STATE STR SPDR DOW JONES IND7,707$4.0m2.5%
AMZN AMAZON COM INC15,842$3.8m2.4%
BAC BANK OF AMERICA CORP58,435$3.3m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1995383")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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