Constellation Investments, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.01B
Q ending 2026-03-31
Prior quarter
$3.24B
Q ending 2025-12-31
Change
-7.0% QoQ · +43.1% YoY
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $887.3M | 1.4M |
| Ishares Tr | AGG | Shares | $587.8M | 5.9M |
| Vanguard Index Fds | VOO | Shares | $571.7M | 957K |
| Vanguard Index Fds | VTI | Shares | $188.6M | 588K |
| Ishares Tr | ITOT | Shares | $157.8M | 1.1M |
| Vanguard Scottsdale Fds | VCIT | Shares | $126.8M | 1.5M |
| Invesco Qqq Tr | QQQ | Shares | $103.3M | 179K |
| Vanguard Bd Index Fds | BND | Shares | $81.0M | 1.1M |
| Ishares Tr | IEFA | Shares | $70.6M | 779K |
| Ishares Tr | MBB | Shares | $47.1M | 496K |
| Spdr Series Trust | SPYV | Shares | $40.3M | 712K |
| Ishares Tr | IWB | Shares | $36.2M | 101K |
| Ishares Tr | IJH | Shares | $30.7M | 455K |
| Ishares Tr | LQD | Shares | $27.2M | 249K |
| Ishares Inc | IEMG | Shares | $25.5M | 365K |
| Ishares Tr | EFA | Shares | $18.3M | 188K |
| Vanguard Scottsdale Fds | VGIT | Shares | $8.3M | 139K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $2.9M | 14K |
| Blackrock Etf Trust Ii | CLOA | Shares | $1.4M | 27K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.