Skip to content
Disclosery

Constellation Investments, Inc.

Follow

13F filer, CIK 1573575, MONTGOMERY, OH

Constellation Investments, Inc. reported $2,162,388,154 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 91.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573575-25-000009

Period
2025-06-30
Reported value
$2.16B
Holdings
19
Top 10 weight
91.94%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCITadded+590,000$48.9M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VGITexited-865,000-$51.4M
IJHreduced-642,000-$39.8M
ICSHreduced-726,691-$36.9M
IVVreduced-19,770-$12.3M
CLOAreduced-43,130-$2.24M

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 2025

Share positions as resolved from 13F-HR 0001573575-25-000009, largest first. % of portfolio is the value over $2,162,388,154, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,136,789 shares; 2025Q1: 1,174,789 shares; 2025Q2: 1,155,019 shares 1,155,019$717M33.16%-19,770Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,448,919 shares; 2025Q1: 4,148,929 shares; 2025Q2: 4,148,929 shares 4,148,929$412M19.03%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 444,000 shares; 2025Q1: 529,000 shares; 2025Q2: 529,000 shares 529,000$300M13.9%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,549,000 shares; 2025Q1: 2,782,000 shares; 2025Q2: 2,140,000 shares 2,140,000$133M6.14%-642,000Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167,000 shares; 2025Q1: 195,000 shares; 2025Q2: 195,000 shares 195,000$108M4.97%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625,000 shares; 2025Q1: 625,000 shares; 2025Q2: 1,215,000 shares 1,215,000$101M4.66%+590,000Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,845,498 shares; 2025Q1: 779,498 shares; 2025Q2: 779,498 shares 779,498$65.1M3.01%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,000 shares; 2025Q1: 211,000 shares; 2025Q2: 211,000 shares 211,000$64.1M2.97%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 548,000 shares; 2025Q1: 548,000 shares; 2025Q2: 548,000 shares 548,000$51.5M2.38%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 712,000 shares; 2025Q2: 712,000 shares 712,000$37.3M1.72%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,500 shares; 2025Q1: 270,500 shares; 2025Q2: 270,500 shares 270,500$36.5M1.69%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565,441 shares; 2025Q1: 101,441 shares; 2025Q2: 101,441 shares 101,441$34.4M1.59%0Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249,317 shares; 2025Q1: 249,317 shares; 2025Q2: 249,317 shares 249,317$27.3M1.26%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,078,482 shares; 2025Q1: 365,482 shares; 2025Q2: 365,482 shares 365,482$21.9M1.01%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,000 shares; 2025Q1: 202,000 shares; 2025Q2: 200,000 shares 200,000$21.9M1.01%-2,000Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273,431 shares; 2025Q1: 188,431 shares; 2025Q2: 188,431 shares 188,431$16.8M0.78%0Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,149,470 shares; 2025Q1: 846,691 shares; 2025Q2: 120,000 shares 120,000$6.09M0.28%-726,691Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 151,000 shares; 2025Q2: 107,870 shares 107,870$5.6M0.26%-43,130Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares 19,000$3.59M0.17%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VGITVANGUARD SCOTTSDALE FDS865,000$51.4Mshares

How Q2 2025 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 0001573575-25-000009 base2025-07-23acceptance time not in the bulk data set