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 $3.01B across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($887.3M, 29.45%), AGG ($587.8M, 19.51%), VOO ($571.7M, 18.98%), VTI ($188.6M, 6.26%), ITOT ($157.8M, 5.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $887.3M | 29.45% | 1.4M | Trimmed |
| 2 | AGG | ISHARES TR | $587.8M | 19.51% | 5.9M | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $571.7M | 18.98% | 956,800 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $188.6M | 6.26% | 587,923 | Hold |
| 5 | ITOT | ISHARES TR | $157.8M | 5.24% | 1.1M | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $126.8M | 4.21% | 1.5M | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $103.3M | 3.43% | 179,026 | Hold |
| 8 | BND | VANGUARD BD INDEX FDS | $81.0M | 2.69% | 1.1M | New |
| 9 | IEFA | ISHARES TR | $70.6M | 2.34% | 779,498 | Hold |
| 10 | MBB | ISHARES TR | $47.1M | 1.56% | 495,924 | Hold |
| 11 | SPYV | SPDR SERIES TRUST | $40.3M | 1.34% | 712,000 | Hold |
| 12 | IWB | ISHARES TR | $36.2M | 1.20% | 101,441 | Hold |
| 13 | IJH | ISHARES TR | $30.7M | 1.02% | 455,000 | Trimmed |
| 14 | LQD | ISHARES TR | $27.2M | 0.90% | 249,317 | Hold |
| 15 | IEMG | ISHARES INC | $25.5M | 0.85% | 365,482 | Hold |
| 16 | EFA | ISHARES TR | $18.3M | 0.61% | 188,431 | Hold |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $8.3M | 0.27% | 139,000 | Trimmed |
| 18 | VOOV | VANGUARD ADMIRAL FDS INC | $2.9M | 0.09% | 14,000 | Hold |
| 19 | CLOA | BLACKROCK ETF TRUST II | $1.4M | 0.05% | 27,000 | Trimmed |
| 20 | IJR | ISHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31