Institutional
Constellation Investments, Inc.
CIK 0001573575
$3.18B
Reported AUM
19
Positions
Q2 2026
Period
2026-07-17
Filed
Editorial summary
Summary for Constellation Investments, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $745.20 | 1.65% | 20.00% | 75.17% | $943.8M | 29.64% | — | HELD |
| 2 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | 20.72% | 76.33% | $643.0M | 20.19% | — | HELD |
| 3 | AGG | ISHARES TR | $97.62 | 0.07% | 2.12% | -1.50% | $556.7M | 17.48% | — | HELD |
| 4 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | 19.26% | 65.80% | $217.6M | 6.83% | — | HELD |
| 5 | ITOT | ISHARES TR | $162.65 | 1.64% | 19.14% | 65.75% | $182.0M | 5.72% | — | HELD |
| 6 | QQQ | INVESCO QQQ TR | — | — | 20.05% | 79.46% | $129.5M | 4.07% | — | HELD |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $81.38 | 0.15% | 2.20% | 3.60% | $105.4M | 3.31% | — | HELD |
| 8 | BND | VANGUARD BD INDEX FDS | $72.42 | 0.06% | 2.03% | -1.65% | $80.8M | 2.54% | — | HELD |
| 9 | IEFA | ISHARES TR | $98.88 | 2.75% | 22.02% | 47.71% | $71.7M | 2.25% | — | HELD |
| 10 | MBB | ISHARES TR | $93.29 | 0.06% | 3.49% | 0.83% | $46.9M | 1.47% | — | HELD |
| 11 | SPYV | SPDR SERIES TRUST | $62.16 | -0.03% | 21.51% | 69.99% | $43.3M | 1.36% | — | HELD |
| 12 | IWB | ISHARES TR | $405.80 | 1.64% | 18.08% | 67.26% | $41.5M | 1.30% | — | HELD |
| 13 | IJH | ISHARES TR | $75.35 | 0.83% | 21.62% | 45.60% | $35.1M | 1.10% | — | HELD |
| 14 | IEMG | ISHARES INC | $77.05 | 3.91% | 26.95% | 33.80% | $30.0M | 0.94% | — | HELD |
| 15 | LQD | ISHARES TR | $106.41 | 0.18% | 1.10% | -4.60% | $27.2M | 0.85% | — | HELD |
| 16 | EFA | ISHARES TR | $106.24 | 2.78% | 22.48% | 50.05% | $18.7M | 0.59% | — | HELD |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $58.45 | 0.03% | 1.25% | -0.79% | $6.8M | 0.21% | — | HELD |
| 18 | VOOV | VANGUARD ADMIRAL FDS INC | $224.10 | -0.10% | 21.09% | 69.10% | $3.1M | 0.10% | — | HELD |
| 19 | CLOA | BLACKROCK ETF TRUST II | $51.99 | 0.01% | 5.09% | 24.47% | $1.4M | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001573575-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.