Constellation Investments, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Constellation Investments, Inc. disclosed 19 stock positions valued at approximately $3.18B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $3.18B
Holdings by Sector
Constellation Investments, Inc. Portfolio Holdings in Q2 2026
19 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 29.64% | 1,260,209 | -98,181 | -7.23% | $943,757,918 |
| VANGUARD INDEX FDS | VOO | Other | 20.19% | 936,173 | -20,627 | -2.16% | $642,972,978 |
| ISHARES TR | AGG | Other | 17.48% | 5,624,548 | -296,358 | -5.01% | $556,717,761 |
| VANGUARD INDEX FDS | VTI | Other | 6.83% | 587,923 | - | - | $217,555,027 |
| ISHARES TR | ITOT | Other | 5.72% | 1,108,000 | - | - | $182,011,160 |
| INVESCO QQQ TR | QQQ | Other | 4.07% | 175,908 | -3,118 | -1.74% | $129,538,651 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.31% | 1,275,335 | -256,790 | -16.76% | $105,406,438 |
| VANGUARD BD INDEX FDS | BND | Other | 2.54% | 1,100,000 | - | - | $80,751,000 |
| ISHARES TR | IEFA | Other | 2.25% | 742,106 | -37,392 | -4.80% | $71,672,598 |
| ISHARES TR | MBB | Other | 1.47% | 495,924 | - | - | $46,874,736 |
| SPDR SERIES TRUST | SPYV | Other | 1.36% | 712,000 | - | - | $43,282,480 |
| ISHARES TR | IWB | Other | 1.30% | 101,441 | - | - | $41,540,090 |
| ISHARES TR | IJH | Other | 1.10% | 455,000 | - | - | $35,085,050 |
| ISHARES INC | IEMG | Other | 0.94% | 362,416 | -3,066 | -0.84% | $30,022,542 |
| ISHARES TR | LQD | Other | 0.85% | 249,317 | - | - | $27,193,005 |
| ISHARES TR | EFA | Other | 0.59% | 179,699 | -8,732 | -4.63% | $18,667,131 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.21% | 115,509 | -23,491 | -16.90% | $6,812,721 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.10% | 14,000 | - | - | $3,068,940 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.04% | 27,000 | - | - | $1,401,570 |