§ 13F · FUND PROFILE
Constellation Investments, Inc..
AUM · $3.2B (13F)Positions · 19Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.26M | $944M | 29.6% | −7% |
| 2 | VOO | VANGUARD INDEX FDS | 936K | $643M | 20.2% | −2% |
| 3 | AGG | ISHARES TR | 5.62M | $557M | 17.5% | −5% |
| 4 | VTI | VANGUARD INDEX FDS | 588K | $218M | 6.8% | ±0% |
| 5 | ITOT | ISHARES TR | 1.11M | $182M | 5.7% | ±0% |
| 6 | QQQ | INVESCO QQQ TR | 176K | $130M | 4.1% | −2% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 1.28M | $105M | 3.3% | −17% |
| 8 | BND | VANGUARD BD INDEX FDS | 1.10M | $81M | 2.5% | ±0% |
| 9 | IEFA | ISHARES TR | 742K | $72M | 2.3% | −5% |
| 10 | MBB | ISHARES TR | 496K | $47M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONSTELLATION SIGNAL
AC read
Constellation Investments, Inc. is a Other fund managing $3.2 billion in assets. The fund runs a focused portfolio of just 19 positions.
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