Constellation Investments, Inc. Portfolio Stock Holdings
Constellation Investments, Inc. disclosed 19 stock positions valued at approximately $3.0 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 19
- Portfolio Value
- $3.0B
Holdings by Sector
Constellation Investments, Inc. Portfolio Holdings in Q1 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 29.45% | 1,358,390 | -146,657 | -9.74% | $887,313,931 |
| ISHARES TR | AGG | Other | 19.51% | 5,920,906 | -1,142,013 | -16.17% | $587,768,339 |
| VANGUARD INDEX FDS | VOO | Other | 18.98% | 956,800 | +61,800 | +6.91% | $571,735,840 |
| VANGUARD INDEX FDS | VTI | Other | 6.26% | 587,923 | - | - | $188,611,578 |
| ISHARES TR | ITOT | Other | 5.24% | 1,108,000 | +500,000 | +82.24% | $157,812,440 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.21% | 1,532,125 | -214,200 | -12.27% | $126,783,344 |
| INVESCO QQQ TR | QQQ | Other | 3.43% | 179,026 | - | - | $103,330,227 |
| VANGUARD BD INDEX FDS | BND | Other | 2.69% | 1,100,000 | +1,100,000 | +100.00% | $81,004,000 |
| ISHARES TR | IEFA | Other | 2.34% | 779,498 | - | - | $70,567,953 |
| ISHARES TR | MBB | Other | 1.56% | 495,924 | - | - | $47,087,984 |
| SPDR SERIES TRUST | SPYV | Other | 1.34% | 712,000 | - | - | $40,284,960 |
| ISHARES TR | IWB | Other | 1.20% | 101,441 | - | - | $36,169,803 |
| ISHARES TR | IJH | Other | 1.02% | 455,000 | -965,000 | -67.96% | $30,726,150 |
| ISHARES TR | LQD | Other | 0.90% | 249,317 | - | - | $27,173,060 |
| ISHARES INC | IEMG | Other | 0.85% | 365,482 | - | - | $25,492,369 |
| ISHARES TR | EFA | Other | 0.61% | 188,431 | - | - | $18,302,304 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.27% | 139,000 | -5,000 | -3.47% | $8,277,450 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.09% | 14,000 | - | - | $2,853,060 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.05% | 27,000 | -51,130 | -65.44% | $1,399,545 |