Constant Guidance Financial LLC

RIA/Wealth

Constant Guidance Financial LLC is a RIA/Wealth based in North Attleboro, MA led by Mitchell Zides, managing $125.2M across 36 long positions as of Q3 2025 with 52% ETF concentration, 78% concentrated in top 10 holdings, and 25% allocation to SPY.

Managing PartnerMitchell Zides

Portfolio Value: $125.2M
Positions: 36
Top Holding: SPY at 24.91%
Last Reported: Q3 2025

Address1 North Ave, North Attleboro, MA, 02763, United States

Top Holdings

Largest long holdings in Constant Guidance Financial LLC's portfolio (77.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$31.2M	24.91%	+$18.9M Bought	— 46.8K shares	Q3 2023 Held for 2y 2m
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$27.6M	22.04%	-$6.5M Sold	0.00% 54.9K shares	Q3 2023 Held for 2y 2m
3 Technology Select Sector SPDR Fund XLK	ETF ETF	$8.0M	6.40%	+$8.0M New	— 28.4K shares	Q3 2025 Held for 2 months
4 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$7.8M	6.20%	+$7.8M Bought	— 289.2K shares	Q1 2025 Held for 8 months
5 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$4.7M	3.73%	+$4.7M New	— 39.5K shares	Q3 2025 Held for 2 months
6 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$4.4M	3.49%	+$4.4M New	— 45.3K shares	Q3 2025 Held for 2 months
7 Apple AAPL	Consumer Electronics Technology	$3.9M	3.09%	-$141.8K Sold	0.00% 15.2K shares	Q3 2023 Held for 2y 2m
8 PNC Financial Services PNC	Banks - Regional Financial Services	$3.4M	2.72%	-$1.2M Sold	0.00% 17.0K shares	Q2 2025 Held for 5 months
9 GLD SPDR Gold Trust GLD	Unknown Unknown	$3.4M	2.69%	+$2.1M Bought	— 9.5K shares	Q2 2025 Held for 5 months
10 Microsoft MSFT	Software - Infrastructure Technology	$3.3M	2.65%	+$987.3K Bought	0.00% 6.4K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Constant Guidance Financial LLC's latest filing

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Market Value

$125.2M

Prior: $96.6M

Q/Q Change

+29.62%

+$28.6M

Net Flows % of MV

+11.47%

Turnover Ratio

36.06%

New Purchases

10 stocks

$22.5M

Added To

7 stocks

+$25.2M

Sold Out Of

14 stocks

$17.2M

Reduced Holdings

15 stocks

-$16.2M

Increased Positions

Position	Shares Δ	Change
1 Technology Select Sector SPDR Fund XLK	New	0 → 28.4K +$8.0M
2 Communication Services Select Sector SPDR Fund XLC	New	0 → 39.5K +$4.7M
3 iShares 7-10 Year Treasury Bond IEF	New	0 → 45.3K +$4.4M
4 VanEck Gold Miners GDX	New	0 → 18.8K +$1.4M
5 XLY Consumer Discretionary Select Sector SPDR Fund XLY	New	0 → 5.0K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 Walt Disney DIS	Sold	25.4K → 0 −$3.2M
2 JPMorgan Chase JPM	Sold	9.7K → 0 −$2.8M
3 Citizens Financial Group CFG	Sold	51.6K → 0 −$2.3M
4 UnitedHealth Group UNH	Sold	6.8K → 0 −$2.1M
5 Morgan Stanley MS	Sold	9.8K → 0 −$1.4M