Constellation Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Constellation Investments, Inc. reported 19 stock positions worth $3.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 20.2%) and iShares Core U.S. Aggregate (AGG, 17.5%). Compared with Q1 2026, it reduced 9. The biggest sale was iShares Core U.S. Aggregate (AGG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- MONTGOMERY, OH
- CIK
- 0001573575
- Portfolio Value
- $3.2B (Q2 2026)
- SEC Filing
- 0001573575-26-000006 ↗ filed Jul 17, 2026
Holdings Value
Holdings 19 stocks · $3.2B
| IVV iShares Core S&P 500 ETF | 29.64% | 1,260,209 | $943.8M | Reduce -7.2% |
| VOO Vanguard S&P 500 ETF | 20.19% | 936,173 | $643.0M | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 17.48% | 5,624,548 | $556.7M | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 6.83% | 587,923 | $217.6M | No change |
| ITOT iShares Core S&P Total U.S. | 5.72% | 1,108,000 | $182.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 4.07% | 175,908 | $129.5M | Reduce -1.7% |
| VCIT Vanguard Int-Term Corporate | 3.31% | 1,275,335 | $105.4M | Reduce -16.8% |
| BND Vanguard Total Bond Market | 2.54% | 1,100,000 | $80.8M | No change |
| IEFA iShares Core MSCI Eafe ETF | 2.25% | 742,106 | $71.7M | Reduce -4.8% |
| MBB iShares MBS ETF | 1.47% | 495,924 | $46.9M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 1.36% | 712,000 | $43.3M | No change |
| IWB iShares Russell 1000 ETF | 1.30% | 101,441 | $41.5M | No change |
| IJH iShares Core S&P Midcap ETF | 1.10% | 455,000 | $35.1M | No change |
| IEMG iShares Core MSCI Emerging | 0.94% | 362,416 | $30.0M | Reduce -0.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.85% | 249,317 | $27.2M | No change |
| EFA iShares MSCI Eafe ETF | 0.59% | 179,699 | $18.7M | Reduce -4.6% |
| VGIT Vanguard Intermediate-Term T | 0.21% | 115,509 | $6.8M | Reduce -16.9% |
| VOOV Vanguard S&P 500 Value ETF | 0.10% | 14,000 | $3.1M | No change |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.04% | 27,000 | $1.4M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -5.0% | 17.48% | −2.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -16.8% | 3.31% | −0.90 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.8% | 2.25% | −0.09 |
| VGIT Vanguard Intermediate-Term T | Reduce -16.9% | 0.21% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -4.6% | 0.59% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -0.8% | 0.94% | +0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -7.2% | 29.64% | +0.18 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 4.07% | +0.64 |
| VOO Vanguard S&P 500 ETF | Reduce -2.2% | 20.19% | +1.21 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $3.2B | IVV, VOO, AGG, VTI, ITOT |
| Q1 2026 | 19 | $3.0B | IVV, AGG, VOO, VTI, ITOT |
| Q4 2025 | 19 | $3.2B | IVV, AGG, VOO, VTI, VCIT |
| Q3 2025 | 19 | $2.1B | IVV, AGG, VOO, QQQ, IJH |
| Q2 2025 | 19 | $2.2B | IVV, AGG, VOO, IJH, QQQ |
| Q1 2025 | 20 | $2.1B | IVV, AGG, VOO, IJH, QQQ |
| Q4 2024 | 17 | $2.2B | IVV, AGG, VOO, IWB, IEFA |