Constellation Investments, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Constellation Investments, Inc. reported 19 stock positions worth $3.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 19.5%) and Vanguard S&P 500 ETF (VOO, 19.0%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 6. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- MONTGOMERY, OH
- CIK
- 0001573575
- Portfolio Value
- $3.0B (Q1 2026)
- SEC Filing
- 0001573575-26-000004 ↗ filed Apr 22, 2026
Holdings Value
Holdings 19 stocks · $3.0B
| IVV iShares Core S&P 500 ETF | 29.45% | 1,358,390 | $887.3M | Reduce -9.7% |
| AGG iShares Core U.S. Aggregate | 19.51% | 5,920,906 | $587.8M | Reduce -16.2% |
| VOO Vanguard S&P 500 ETF | 18.98% | 956,800 | $571.7M | Add +6.9% |
| VTI VG Morningstar TS MKT ETF-US | 6.26% | 587,923 | $188.6M | No change |
| ITOT iShares Core S&P Total U.S. | 5.24% | 1,108,000 | $157.8M | Add +82.2% |
| VCIT Vanguard Int-Term Corporate | 4.21% | 1,532,125 | $126.8M | Reduce -12.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.43% | 179,026 | $103.3M | No change |
| BND Vanguard Total Bond Market | 2.69% | 1,100,000 | $81.0M | New |
| IEFA iShares Core MSCI Eafe ETF | 2.34% | 779,498 | $70.6M | No change |
| MBB iShares MBS ETF | 1.56% | 495,924 | $47.1M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 1.34% | 712,000 | $40.3M | No change |
| IWB iShares Russell 1000 ETF | 1.20% | 101,441 | $36.2M | No change |
| IJH iShares Core S&P Midcap ETF | 1.02% | 455,000 | $30.7M | Reduce -68.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.90% | 249,317 | $27.2M | No change |
| IEMG iShares Core MSCI Emerging | 0.85% | 365,482 | $25.5M | No change |
| EFA iShares MSCI Eafe ETF | 0.61% | 188,431 | $18.3M | No change |
| VGIT Vanguard Intermediate-Term T | 0.27% | 139,000 | $8.3M | Reduce -3.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.09% | 14,000 | $2.9M | No change |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.05% | 27,000 | $1.4M | Reduce -65.4% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -9.7% | 29.45% | −2.36 |
| AGG iShares Core U.S. Aggregate | Reduce -16.2% | 19.51% | −2.26 |
| IJH iShares Core S&P Midcap ETF | Reduce -68.0% | 1.02% | −1.87 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.74 |
| VCIT Vanguard Int-Term Corporate | Reduce -12.3% | 4.21% | −0.31 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -65.4% | 0.05% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.5% | 0.27% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
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 |