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Constellation Investments, Inc.

CIK 1573575 · latest 13F filed 17 July 2026 · Read the filing on EDGAR

Constellation Investments, Inc. reported 19 US-listed holdings worth $3.18 billion in its 13F for the quarter ended 30 June 2026, filed 17 July 2026. Its largest: iShares Core S&P 500 ETF (29.6%), Vanguard S&P 500 (20.2%) and iShares Trust (17.5%). Against the quarter before, it opened 0 positions, added to 0, trimmed 9 and sold out of 0.

Reported holdings$3.18B+5.7% on Q1 2026
Positions19as many as Q1 2026
The largest ten93.5%of its reported holdings
Latest 13FQ2 2026filed 17 July 2026
Where the money is
HeldTrimmed
IVV29.6%VOO20.2%AGG17.5%VTI6.8%ITOT5.7%QQQ4.1%VCIT3.3%BND2.5%IEFA2.3%MBB1.5%SPYV1.4%IWB1.3%IJH1.1%IEMG0.9%5 more1.8%

The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2024: $2.20 billion in 17 positions$2.20BQ4 24Q1 2025: $2.11 billion in 20 positions$2.11BQ1 25Q2 2025: $2.16 billion in 19 positions$2.16BQ2 25Q3 2025: $2.14 billion in 19 positions$2.14BQ3 25Q4 2025: $3.24 billion in 19 positions$3.24BQ4 25Q1 2026: $3.01 billion in 19 positions$3.01BQ1 26Q2 2026: $3.18 billion in 19 positions$3.18BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Held 10Trimmed 9
Held: 10Trimmed: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Trimmed 9

  1. iShares Core S&P 500 ETF IVV-98,181 shares · -7%
  2. iShares Trust AGG-296,358 shares · -5%
  3. Vanguard Intermediate-Term Corp. VCIT-256,790 shares · -17%
  4. Vanguard S&P 500 VOO-20,627 shares · -2%
  5. iShares Core MSCI Eafe ETF IEFA-37,392 shares · -5%
  6. Invesco QQQ Trust QQQ-3,118 shares · -2%
  7. Vanguard Scottsdale FDS VGIT-23,491 shares · -17%
  8. iShares Trust EFA-8,732 shares · -5%

and 1 more in the table below

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV1,260,209$943.8 million29.64%-98,181
Vanguard S&P 500 VOO936,173$643.0 million20.19%-20,627
iShares Trust AGG5,624,548$556.7 million17.48%-296,358
VG Totl STK Vprs VTI587,923$217.6 million6.83%no change
iShares Trust ITOT1,108,000$182.0 million5.72%no change
Invesco QQQ Trust QQQ175,908$129.5 million4.07%-3,118
Vanguard Intermediate-Term Corp. VCIT1,275,335$105.4 million3.31%-256,790
Vanguard Total Bond Market ETF BND1,100,000$80.8 million2.54%no change
iShares Core MSCI Eafe ETF IEFA742,106$71.7 million2.25%-37,392
iShares Trust MBB495,924$46.9 million1.47%no change
SPDR Ser Trust SPYV712,000$43.3 million1.36%no change
iShares Trust IWB101,441$41.5 million1.30%no change
iShares Core S&P Mid-Cap ETF IJH455,000$35.1 million1.10%no change
iShares Core MSCI Emerging Mark IEMG362,416$30.0 million0.94%-3,066
iShares Trust LQD249,317$27.2 million0.85%no change
iShares Trust EFA179,699$18.7 million0.59%-8,732
Vanguard Scottsdale FDS VGIT115,509$6.8 million0.21%-23,491
Vanguard Admiral FDS Inc. VOOV14,000$3.1 million0.10%no change
BlackRock ETF Trust II CLOA27,000$1.4 million0.04%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.