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Constellation Investments, Inc.

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13F filer, CIK 1573575, MONTGOMERY, OH

Constellation Investments, Inc. reported $3,184,331,796 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-17. Its ten largest share positions make up 93.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573575-26-000006

Period
2026-06-30
Reported value
$3.18B
Holdings
19
Top 10 weight
93.5%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-98,181-$73.5M
AGGreduced-296,358-$29.3M
VCITreduced-256,790-$21.2M
VOOreduced-20,627-$14.2M
IEFAreduced-37,392-$3.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001573575-26-000006, largest first. % of portfolio is the value over $3,184,331,796, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,136,789 shares; 2025Q1: 1,174,789 shares; 2025Q2: 1,155,019 shares; 2025Q3: 1,010,372 shares; 2025Q4: 1,505,047 shares; 2026Q1: 1,358,390 shares; 2026Q2: 1,260,209 shares 1,260,209$944M29.64%-98,181Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 444,000 shares; 2025Q1: 529,000 shares; 2025Q2: 529,000 shares; 2025Q3: 529,000 shares; 2025Q4: 895,000 shares; 2026Q1: 956,800 shares; 2026Q2: 936,173 shares 936,173$643M20.19%-20,627Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,448,919 shares; 2025Q1: 4,148,929 shares; 2025Q2: 4,148,929 shares; 2025Q3: 4,148,919 shares; 2025Q4: 7,062,919 shares; 2026Q1: 5,920,906 shares; 2026Q2: 5,624,548 shares 5,624,548$557M17.48%-296,358Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,000 shares; 2025Q1: 211,000 shares; 2025Q2: 211,000 shares; 2025Q3: 211,000 shares; 2025Q4: 587,923 shares; 2026Q1: 587,923 shares; 2026Q2: 587,923 shares 587,923$218M6.83%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158,500 shares; 2025Q1: 270,500 shares; 2025Q2: 270,500 shares; 2025Q3: 270,500 shares; 2025Q4: 608,000 shares; 2026Q1: 1,108,000 shares; 2026Q2: 1,108,000 shares 1,108,000$182M5.72%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 167,000 shares; 2025Q1: 195,000 shares; 2025Q2: 195,000 shares; 2025Q3: 195,000 shares; 2025Q4: 179,026 shares; 2026Q1: 179,026 shares; 2026Q2: 175,908 shares 175,908$130M4.07%-3,118Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 625,000 shares; 2025Q1: 625,000 shares; 2025Q2: 1,215,000 shares; 2025Q3: 1,112,575 shares; 2025Q4: 1,746,325 shares; 2026Q1: 1,532,125 shares; 2026Q2: 1,275,335 shares 1,275,335$105M3.31%-256,790Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100,000 shares; 2026Q2: 1,100,000 shares 1,100,000$80.8M2.54%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,845,498 shares; 2025Q1: 779,498 shares; 2025Q2: 779,498 shares; 2025Q3: 779,498 shares; 2025Q4: 779,498 shares; 2026Q1: 779,498 shares; 2026Q2: 742,106 shares 742,106$71.7M2.25%-37,392Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 548,000 shares; 2025Q1: 548,000 shares; 2025Q2: 548,000 shares; 2025Q3: 495,924 shares; 2025Q4: 495,924 shares; 2026Q1: 495,924 shares; 2026Q2: 495,924 shares 495,924$46.9M1.47%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 712,000 shares; 2025Q2: 712,000 shares; 2025Q3: 712,000 shares; 2025Q4: 712,000 shares; 2026Q1: 712,000 shares; 2026Q2: 712,000 shares 712,000$43.3M1.36%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 565,441 shares; 2025Q1: 101,441 shares; 2025Q2: 101,441 shares; 2025Q3: 101,441 shares; 2025Q4: 101,441 shares; 2026Q1: 101,441 shares; 2026Q2: 101,441 shares 101,441$41.5M1.3%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,549,000 shares; 2025Q1: 2,782,000 shares; 2025Q2: 2,140,000 shares; 2025Q3: 1,505,000 shares; 2025Q4: 1,420,000 shares; 2026Q1: 455,000 shares; 2026Q2: 455,000 shares 455,000$35.1M1.1%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,078,482 shares; 2025Q1: 365,482 shares; 2025Q2: 365,482 shares; 2025Q3: 365,482 shares; 2025Q4: 365,482 shares; 2026Q1: 365,482 shares; 2026Q2: 362,416 shares 362,416$30M0.94%-3,066Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 249,317 shares; 2025Q1: 249,317 shares; 2025Q2: 249,317 shares; 2025Q3: 249,317 shares; 2025Q4: 249,317 shares; 2026Q1: 249,317 shares; 2026Q2: 249,317 shares 249,317$27.2M0.85%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 273,431 shares; 2025Q1: 188,431 shares; 2025Q2: 188,431 shares; 2025Q3: 188,431 shares; 2025Q4: 188,431 shares; 2026Q1: 188,431 shares; 2026Q2: 179,699 shares 179,699$18.7M0.59%-8,732Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 865,000 shares; 2025Q1: 865,000 shares; 2025Q2: not reported; 2025Q3: 144,000 shares; 2025Q4: 144,000 shares; 2026Q1: 139,000 shares; 2026Q2: 115,509 shares 115,509$6.81M0.21%-23,491Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000$3.07M0.1%0Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 151,000 shares; 2025Q2: 107,870 shares; 2025Q3: 174,130 shares; 2025Q4: 78,130 shares; 2026Q1: 27,000 shares; 2026Q2: 27,000 shares 27,000$1.4M0.04%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001573575-26-000006 base2026-07-17acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001573575-26-000006 Quarter ended 2026-06-302026-07-17acceptance time not in the bulk data set
13F-HR 0001573575-26-000004 Quarter ended 2026-03-312026-04-22acceptance time not in the bulk data set
13F-HR 0001573575-26-000002 Quarter ended 2025-12-312026-01-21acceptance time not in the bulk data set
13F-HR 0001573575-25-000011 Quarter ended 2025-09-302025-10-21acceptance time not in the bulk data set
13F-HR 0001573575-25-000009 Quarter ended 2025-06-302025-07-23acceptance time not in the bulk data set
13F-HR 0001573575-25-000005 Quarter ended 2025-03-312025-04-22acceptance time not in the bulk data set
13F-HR 0001573575-25-000002 Quarter ended 2024-12-312025-01-29acceptance time not in the bulk data set
13F-HR 0001573575-16-000014 Quarter ended 2016-03-312016-04-28acceptance time not in the bulk data set
13F-HR 0001573575-16-000012 Quarter ended 2015-12-312016-01-29acceptance time not in the bulk data set
13F-HR 0001573575-15-000010 Quarter ended 2015-09-302015-11-10acceptance time not in the bulk data set
13F-HR 0001573575-15-000006 Quarter ended 2015-06-302015-07-22acceptance time not in the bulk data set
13F-HR 0001573575-15-000004 Quarter ended 2015-03-312015-05-13acceptance time not in the bulk data set
13F-HR 0001573575-15-000002 Quarter ended 2014-12-312015-01-28acceptance time not in the bulk data set
13F-HR 0001573575-14-000008 Quarter ended 2014-09-302014-10-31acceptance time not in the bulk data set
13F-HR 0001573575-14-000006 Quarter ended 2014-06-302014-07-30acceptance time not in the bulk data set
13F-HR 0001573575-14-000004 Quarter ended 2014-03-312014-04-22acceptance time not in the bulk data set
13F-HR 0001573575-14-000002 Quarter ended 2013-12-312014-01-31acceptance time not in the bulk data set
13F-HR 0001573575-13-000005 Quarter ended 2013-09-302013-10-22acceptance time not in the bulk data set
13F-HR 0001573575-13-000003 Quarter ended 2013-06-302013-08-07acceptance time not in the bulk data set