CONSTANT GUIDANCE FINANCIAL, LLC

Overview

Constant Guidance Financial, LLC is an SEC-registered investment adviser in North Attleboro, MA, registered since 2023. The firm manages approximately $198 million in assets. It has 1 employee and 1 investment adviser. Historical Form 13F reports for Constant Guidance Financial LLC (CIK 0001995383, CRD 172612). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0001995383. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-12 reports $159,199,882 in Section 13(f) long-position table value across 67 information-table rows and 67 distinct security, option and amount-type positions. Filing accessions: 0001995383-26-000005. For the quarter ended 2026-03-31, the report chain filed through 2026-05-18 reports $144,628,545 in Section 13(f) long-position table value across 42 information-table rows and 42 distinct security, option and amount-type positions. Filing accessions: 0001995383-26-000004. The five largest reported positions by table value for 2026-06-30 are: STATE STR SPDR S&P 500 ETF T, $28,673,638 reported table value; BERKSHIRE HATHAWAY INC DEL, $27,307,033 reported table value; ISHARES TR, $13,189,540 reported table value; ISHARES TR, $6,117,763 reported table value; SPDR SERIES TRUST, $5,927,519 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.