Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Constellation Investments, Inc. (CIK 1573575) reported $3.18B across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($943.8M, 29.64%), VOO ($643.0M, 20.19%), AGG ($556.7M, 17.48%), VTI ($217.6M, 6.83%), ITOT ($182.0M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $943.8M | 29.64% | 1.3M | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $643.0M | 20.19% | 936,173 | Trimmed |
| 3 | AGG | ISHARES TR | $556.7M | 17.48% | 5.6M | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $217.6M | 6.83% | 587,923 | Hold |
| 5 | ITOT | ISHARES TR | $182.0M | 5.72% | 1.1M | Hold |
| 6 | QQQ | INVESCO QQQ TR | $129.5M | 4.07% | 175,908 | Trimmed |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $105.4M | 3.31% | 1.3M | Trimmed |
| 8 | BND | VANGUARD BD INDEX FDS | $80.8M | 2.54% | 1.1M | Hold |
| 9 | IEFA | ISHARES TR | $71.7M | 2.25% | 742,106 | Trimmed |
| 10 | MBB | ISHARES TR | $46.9M | 1.47% | 495,924 | Hold |
| 11 | SPYV | SPDR SERIES TRUST | $43.3M | 1.36% | 712,000 | Hold |
| 12 | IWB | ISHARES TR | $41.5M | 1.30% | 101,441 | Hold |
| 13 | IJH | ISHARES TR | $35.1M | 1.10% | 455,000 | Hold |
| 14 | IEMG | ISHARES INC | $30.0M | 0.94% | 362,416 | Trimmed |
| 15 | LQD | ISHARES TR | $27.2M | 0.85% | 249,317 | Hold |
| 16 | EFA | ISHARES TR | $18.7M | 0.59% | 179,699 | Trimmed |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $6.8M | 0.21% | 115,509 | Trimmed |
| 18 | VOOV | VANGUARD ADMIRAL FDS INC | $3.1M | 0.10% | 14,000 | Hold |
| 19 | CLOA | BLACKROCK ETF TRUST II | $1.4M | 0.04% | 27,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30