Constant Guidance Financial
Constant Guidance Financial reported 67 stocks worth $159M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPY (18.0%), BRK.B (17.1%) and EFA (8.3%). Compared with Q1 2026, the fund opened new positions in IWM, BAC and SCHW, added to EFA, AAPL and EEM, trimmed SPY, BRK.B and BIL and sold out of CVX, CB and COP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $28.7M | 18.0% | 38K | −6,054 (−14%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $27.3M | 17.1% | 55K | −13K (−19%) | 8 of 8 | |
| 3 |  EFA Ishares TR | $13.2M | 8.3% | 127K | +32K (+33%) | 2 of 8 | |
| 4 |  IWM Ishares TR | $6.1M | 3.8% | 20K | New position | 3 of 8 | |
| 5 |  BIL ST Stert Spdr Blmbg 1 3 | $5.9M | 3.7% | 65K | −218K (−77%) | 7 of 8 | |
| 6 |  AAPL Apple Inc | $5.8M | 3.7% | 20K | +6,262 (+45%) | 8 of 8 | |
| 7 |  EEM Ishares Msci Emerging | $5.2M | 3.2% | 75K | +64K (+541%) | 2 of 8 | |
| 8 |  DIA Spdr Dow Jones Indl Average | $4M | 2.5% | 7,707 | +1,738 (+29%) | 4 of 8 | |
| 9 |  AMZN Amazon Com Inc | $3.8M | 2.4% | 16K | +4,021 (+34%) | 8 of 8 | |
| 10 |  BAC Bank of America Corp | $3.3M | 2.1% | 58K | New position | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CVX Chevron Corp New | $3.4M | 17K |
 CB Chubb Ltd F | $2.3M | 7,009 |
 COP Conocophillips | $2.1M | 16K |
 TXN Texas Instrs Inc | $863K | 4,444 |
 DELL Dell Technologies Inc | $659K | 4,018 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Constant Guidance Financial 13F FAQ
What does Constant Guidance Financial own?
Constant Guidance Financial reported 67 stocks worth $159M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPY (18.0%), BRK.B (17.1%) and EFA (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Constant Guidance Financial buy and sell in Q2 2026?
Compared with Q1 2026: 33 new positions, 21 added to, 12 trimmed and 8 sold out. New positions include IWM, BAC and SCHW. It sold all of CVX, CB and COP.
When will Constant Guidance Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Constant Guidance Financial's portfolio worth?
The Q2 2026 filing reports $159M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.