Constellation Investments, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Constellation Investments, Inc. reported 19 stock positions worth $3.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 31.8% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 21.8%) and Vanguard S&P 500 ETF (VOO, 17.3%). Compared with Q3 2025, it added to 6 and reduced 4. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +179%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- MONTGOMERY, OH
- CIK
- 0001573575
- Portfolio Value
- $3.2B (Q4 2025)
- SEC Filing
- 0001573575-26-000002 ↗ filed Jan 21, 2026
Holdings Value
Holdings 19 stocks · $3.2B
| IVV iShares Core S&P 500 ETF | 31.82% | 1,505,047 | $1.0B | Add +49.0% |
| AGG iShares Core U.S. Aggregate | 21.77% | 7,062,919 | $705.4M | Add +70.2% |
| VOO Vanguard S&P 500 ETF | 17.32% | 895,000 | $561.3M | Add +69.2% |
| VTI VG Morningstar TS MKT ETF-US | 6.08% | 587,923 | $197.1M | Add +178.6% |
| VCIT Vanguard Int-Term Corporate | 4.51% | 1,746,325 | $146.3M | Add +57.0% |
| QQQ Invesco QQQ Trust Series 1 | 3.39% | 179,026 | $110.0M | Reduce -8.2% |
| IJH iShares Core S&P Midcap ETF | 2.89% | 1,420,000 | $93.7M | Reduce -5.7% |
| ITOT iShares Core S&P Total U.S. | 2.79% | 608,000 | $90.4M | Add +124.8% |
| IEFA iShares Core MSCI Eafe ETF | 2.15% | 779,498 | $69.7M | No change |
| MBB iShares MBS ETF | 1.46% | 495,924 | $47.2M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 1.25% | 712,000 | $40.4M | No change |
| IWB iShares Russell 1000 ETF | 1.17% | 101,441 | $37.9M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.85% | 249,317 | $27.5M | No change |
| IEMG iShares Core MSCI Emerging | 0.76% | 365,482 | $24.6M | No change |
| IJR iShares Core S&P Small-Cap E | 0.74% | 200,000 | $24.0M | No change |
| EFA iShares MSCI Eafe ETF | 0.56% | 188,431 | $18.1M | No change |
| VGIT Vanguard Intermediate-Term T | 0.27% | 144,000 | $8.6M | No change |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.12% | 78,130 | $4.0M | Reduce -55.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.09% | 14,000 | $2.9M | Reduce -26.3% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Add +178.6% | 6.08% | +2.85 |
| AGG iShares Core U.S. Aggregate | Add +70.2% | 21.77% | +2.34 |
| VOO Vanguard S&P 500 ETF | Add +69.2% | 17.32% | +2.19 |
| ITOT iShares Core S&P Total U.S. | Add +124.8% | 2.79% | +0.95 |
| IVV iShares Core S&P 500 ETF | Add +49.0% | 31.82% | +0.22 |
| VCIT Vanguard Int-Term Corporate | Add +57.0% | 4.51% | +0.14 |
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 |