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Mitch S Zides

Constant Guidance Financial Llc

Assets Managed
$144.629M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
1.75%(2Q avg: 7.63%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Constant Guidance Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Constant Guidance Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 144.629M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 7.63%. The portfolio is managed by Mitch S Zides, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -6.62%
22.32%
$32.268M
67,337 shares@ $479.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -15.17%
19.99%
$28.908M
44,451 shares@ $650.35 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
17.91%
$25.897M
282,594 shares@ $91.65 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
7.34%
$10.612M
18,385 shares@ $577.19 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
New Position
6.41%
$9.266M
95,400 shares@ $97.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -24.31%
2.44%
$3.529M
13,904 shares@ $253.8 avg price
CVX
Chevron Corp
Recent Activity
Increased 94.38%
2.37%
$3.422M
16,539 shares@ $206.9 avg price
NFLX
Netflix Inc
Recent Activity
Increased 4.27%
2.06%
$2.975M
30,938 shares@ $96.16 avg price
DIA
Spdr Djia Trust
Recent Activity
New Position
1.92%
$2.765M
5,969 shares@ $463.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -47.85%
1.71%
$2.462M
11,821 shares@ $208.28 avg price

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