Constellation Investments, Inc.
13F Reported Value
ⓘ$3.2B
Holdings
19
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Constellation Investments, Inc. disclosed 19 positions worth $3.2B in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (100.0% of disclosed assets). All figures are sourced directly from Constellation Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1573575.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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ISHARES TR - CORE S&P500 ETF
—Quality
$943.8M1,260,209 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$643.0M936,173 shISHARES TR - CORE US AGGBD ET
—Quality
$556.7M5,624,548 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$217.6M587,923 shISHARES TR - CORE S&P TTL STK
—Quality
$182.0M1,108,000 sh- —
Quality
$129.5M175,908 sh VANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$105.4M1,275,335 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$80.8M1,100,000 shISHARES TR - CORE MSCI EAFE
—Quality
$71.7M742,106 shISHARES TR - MBS ETF
—Quality
$46.9M495,924 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $943.8M | 1,260,209 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $643.0M | 936,173 |
| ISHARES TR - CORE US AGGBD ET | — | $556.7M | 5,624,548 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $217.6M | 587,923 |
| ISHARES TR - CORE S&P TTL STK | — | $182.0M | 1,108,000 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $129.5M | 175,908 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $105.4M | 1,275,335 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $80.8M | 1,100,000 |
| ISHARES TR - CORE MSCI EAFE | — | $71.7M | 742,106 |
| ISHARES TR - MBS ETF | — | $46.9M | 495,924 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Constellation Investments, Inc.'s 19 positions.
Showing top 10 of 19 holdings.
Sector Allocation
Other
$3.2B
Full Holdings — Constellation Investments, Inc. (Q2 2026)
All 19 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $943.8M | 29.6% | -7% | — |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $643.0M | 20.2% | -2% | — |
| 3 | — | ISHARES TR - CORE US AGGBD ET | $556.7M | 17.5% | -5% | — |
| 4 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $217.6M | 6.8% | +0% | — |
| 5 | — | ISHARES TR - CORE S&P TTL STK | $182.0M | 5.7% | +0% | — |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $129.5M | 4.1% | -2% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $105.4M | 3.3% | -17% | — |
| 8 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $80.8M | 2.5% | +0% | — |
| 9 | — | ISHARES TR - CORE MSCI EAFE | $71.7M | 2.3% | -5% | — |
| 10 | — | ISHARES TR - MBS ETF | $46.9M | 1.5% | +0% | — |
| 11 | — | SPDR SERIES TRUST - STATE STREET SPD | $43.3M | 1.4% | +0% | — |
| 12 | — | ISHARES TR - RUS 1000 ETF | $41.5M | 1.3% | +0% | — |
| 13 | — | ISHARES TR - CORE S&P MCP ETF | $35.1M | 1.1% | +0% | — |
| 14 | — | ISHARES INC - CORE MSCI EMKT | $30.0M | 0.9% | -1% | — |
| 15 | — | ISHARES TR - IBOXX INV CP ETF | $27.2M | 0.8% | +0% | — |
| 16 | — | ISHARES TR - MSCI EAFE ETF | $18.7M | 0.6% | -5% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $6.8M | 0.2% | -17% | — |
| 18 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $3.1M | 0.1% | +0% | — |
| 19 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | $1.4M | 0.0% | +0% | — |
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