Constellation Investments, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Constellation Investments, Inc. reported 17 stock positions worth $2.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 30.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 19.6%) and Vanguard S&P 500 ETF (VOO, 10.9%).
- Most Recent 13F
- Q2 2026
- Location
- MONTGOMERY, OH
- CIK
- 0001573575
- Portfolio Value
- $2.2B (Q4 2024)
- SEC Filing
- 0001573575-25-000002 ↗ filed Jan 29, 2025
Holdings Value
Holdings 17 stocks · $2.2B
| IVV iShares Core S&P 500 ETF | 30.46% | 1,136,789 | $669.2M | — |
| AGG iShares Core U.S. Aggregate | 19.62% | 4,448,919 | $431.1M | — |
| VOO Vanguard S&P 500 ETF | 10.89% | 444,000 | $239.2M | — |
| IWB iShares Russell 1000 ETF | 8.29% | 565,441 | $182.2M | — |
| IEFA iShares Core MSCI Eafe ETF | 5.90% | 1,845,498 | $129.7M | — |
| IJH iShares Core S&P Midcap ETF | 4.39% | 1,549,000 | $96.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.89% | 167,000 | $85.4M | — |
| ICSH iShares Ultra Short Duration | 2.64% | 1,149,470 | $58.0M | — |
| IEMG iShares Core MSCI Emerging | 2.56% | 1,078,482 | $56.3M | — |
| MBB iShares MBS ETF | 2.29% | 548,000 | $50.2M | — |
| VGIT Vanguard Intermediate-Term T | 2.28% | 865,000 | $50.2M | — |
| VCIT Vanguard Int-Term Corporate | 2.28% | 625,000 | $50.2M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.21% | 249,317 | $26.6M | — |
| EFA iShares MSCI Eafe ETF | 0.94% | 273,431 | $20.7M | — |
| ITOT iShares Core S&P Total U.S. | 0.93% | 158,500 | $20.4M | — |
| IJR iShares Core S&P Small-Cap E | 0.79% | 150,000 | $17.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 48,000 | $13.9M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |