13F Filings History of Constant Guidance Financial LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$140,698,899
Signature - Title
Mitch S Zides - Portfolio Manager
Location
Attleboro Falls, MA
Summary
This page shows a list of all the recent 13F filings made by Constant Guidance Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Constant Guidance Financial LLC reported 48 stock holdings with total value $140,698,899 as of Q4 2025. Top holdings included BRKB, SPY, GOOGL, AMZN, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $140,698,899 +$51,869,706 -$34,915,601 +$16,954,105 BRKB, SPY, GOOGL, AMZN, AAPL 13F-HR 09 Feb 2026, 18:07
Q3 2025 36 $124,520,440 +$56,270,841 -$35,408,127 +$20,862,714 SPY, BRKB, XLK, PYLD, XLC 13F-HR 10 Nov 2025, 13:11
Q2 2025 39 $98,433,755 +$33,588,465 -$14,539,643 +$19,048,822 BRKB, SPY, PNC, NFLX, CB 13F-HR 14 Aug 2025, 11:11
Q1 2025 30 $78,418,060 +$16,190,790 -$59,913,957 -$43,723,167 BRKB, SPY, PYLD, AAPL, BND 13F-HR 13 May 2025, 11:54
Q4 2024 36 $114,082,765 +$50,072,612 -$55,908,457 -$5,835,845 BRKB, VTV, SPY, SPDR BLOOMBERG 1 3 MNTH T BLL ETF, CB 13F-HR 30 Jan 2025, 12:57
Q3 2024 31 $121,114,293 +$35,589,666 -$24,777,135 +$10,812,531 BRKB, SPY, LQD, USMV, SCHD 13F-HR 14 Nov 2024, 15:42
Q2 2024 25 $94,934,848 +$19,448,252 -$31,616,059 -$12,167,807 BRKB, BIL, SPY, AAPL, DIA Restatement 14 Aug 2024, 21:34
Q1 2024 45 $107,113,293 +$31,804,646 -$28,899,566 +$2,905,080 BRKB, SPY, BIL, BAC, OXY 13F-HR 01 May 2024, 12:23
Q4 2023 30 $96,655,592 +$48,347,769 -$29,309,532 +$19,038,237 BRKB, LQD, SPY, BIL, BND 13F-HR 18 Jan 2024, 13:47
Q3 2023 17 $75,305,014 $0 $0 $0 BIL, BRKB, SPY, AAPL, HD 13F-HR 11 Oct 2023, 13:52