§ 13F · FUND PROFILE
Constellation Investments, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.1B (13F)Positions · 19Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$81M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.36M | $887M | 29.5% | −10% |
| 2 | AGG | ISHARES TR | 5.92M | $588M | 19.5% | −16% |
| 3 | VOO | VANGUARD INDEX FDS | 957K | $572M | 19.0% | +7% |
| 4 | VTI | VANGUARD INDEX FDS | 588K | $189M | 6.3% | ±0% |
| 5 | ITOT | ISHARES TR | 1.11M | $158M | 5.2% | +82% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 1.53M | $127M | 4.2% | −12% |
| 7 | QQQ | INVESCO QQQ TR | 179K | $103M | 3.4% | ±0% |
| 8 | BND | VANGUARD BD INDEX FDS | 1.10M | $81M | 2.7% | NEW |
| 9 | IEFA | ISHARES TR | 779K | $71M | 2.3% | ±0% |
| 10 | MBB | ISHARES TR | 496K | $47M | 1.6% | ±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 $2.1 billion in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed