Constant Guidance Financial LLC
All 13F Filings
- Location
- Attleboro Falls, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 159,200
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 67 | 159,200 | 13F-HR | Constant Guidance Financial LLC |
| Q1 2026 | 5/15/2026 | 42 | 144,629 | 13F-HR | Constant Guidance Financial LLC |
| Q4 2025 | 2/10/2026 | 48 | 142,152 | 13F-HR | Constant Guidance Financial LLC |
| Q3 2025 | 11/10/2025 | 36 | 125,241 | 13F-HR | Constant Guidance Financial LLC |
| Q2 2025 | 8/14/2025 | 39 | 99,467 | 13F-HR | Constant Guidance Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.57 K | 55.0% | 25.77 K | 0 | 25.77 K |
| ETFs | 71.63 K | 45.0% | 0 | 11.2 K | -11.2 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
159,200
Holdings
67
QoQ value change ($000)
14,571
(10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.