Institutional Fund
Constellation Investments, Inc.
Montgomery, OHCIK 15735755 filings on record
Portfolio Value
$3.01B
Q1 2026
Holdings
19
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-7.0%
from $3.24B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr29.5%
- Ishares Tr19.5%
- Vanguard Index Fds19.0%
- Vanguard Index Fds6.3%
- Ishares Tr5.2%
- Vanguard Scottsdale Fds4.2%
- Other16.4%
Portfolio Holdings
19 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.36M | $887.31M | 29.5% | −146.7K | Reduced |
| 2 | Ishares Tr | 5.92M | $587.77M | 19.5% | −1.14M | Reduced |
| 3 | Vanguard Index Fds | 956.8K | $571.74M | 19.0% | +61.8K | Added |
| 4 | Vanguard Index Fds | 587.9K | $188.61M | 6.3% | 0 | Held |
| 5 | Ishares Tr | 1.11M | $157.81M | 5.2% | +500.0K | Added |
| 6 | Vanguard Scottsdale Fds | 1.53M | $126.78M | 4.2% | −214.2K | Reduced |
| 7 | Invesco Qqq Tr | 179.0K | $103.33M | 3.4% | 0 | Held |
| 8 | Vanguard Bd Index Fds | 1.10M | $81.00M | 2.7% | +1.10M | New |
| 9 | Ishares Tr | 779.5K | $70.57M | 2.3% | 0 | Held |
| 10 | Ishares Tr | 495.9K | $47.09M | 1.6% | 0 | Held |
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