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Constellation Investments, Inc.

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13F filer, CIK 1573575, MONTGOMERY, OH

Constellation Investments, Inc. reported $2,140,070,870 across 19 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-21. Its ten largest share positions make up 91.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573575-25-000011

Period
2025-09-30
Reported value
$2.14B
Holdings
19
Top 10 weight
91.07%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGITnew+144,000$8.64M
CLOAadded+66,260$3.44M

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
IVVreduced-144,647-$96.8M
IJHreduced-635,000-$41.4M
VCITreduced-102,425-$8.61M
ICSHexited-120,000-$6.09M
MBBreduced-52,076-$4.96M

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, Q3 2025

Share positions as resolved from 13F-HR 0001573575-25-000011, largest first. % of portfolio is the value over $2,140,070,870, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,136,789 shares; 2025Q1: 1,174,789 shares; 2025Q2: 1,155,019 shares; 2025Q3: 1,010,372 shares 1,010,372$676M31.6%-144,647Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,448,919 shares; 2025Q1: 4,148,929 shares; 2025Q2: 4,148,929 shares; 2025Q3: 4,148,919 shares 4,148,919$416M19.44%-10Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 444,000 shares; 2025Q1: 529,000 shares; 2025Q2: 529,000 shares; 2025Q3: 529,000 shares 529,000$324M15.14%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167,000 shares; 2025Q1: 195,000 shares; 2025Q2: 195,000 shares; 2025Q3: 195,000 shares 195,000$117M5.47%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,549,000 shares; 2025Q1: 2,782,000 shares; 2025Q2: 2,140,000 shares; 2025Q3: 1,505,000 shares 1,505,000$98.2M4.59%-635,000Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625,000 shares; 2025Q1: 625,000 shares; 2025Q2: 1,215,000 shares; 2025Q3: 1,112,575 shares 1,112,575$93.6M4.37%-102,425Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,000 shares; 2025Q1: 211,000 shares; 2025Q2: 211,000 shares; 2025Q3: 211,000 shares 211,000$69.2M3.24%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,845,498 shares; 2025Q1: 779,498 shares; 2025Q2: 779,498 shares; 2025Q3: 779,498 shares 779,498$68.1M3.18%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 548,000 shares; 2025Q1: 548,000 shares; 2025Q2: 548,000 shares; 2025Q3: 495,924 shares 495,924$47.2M2.2%-52,076Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,500 shares; 2025Q1: 270,500 shares; 2025Q2: 270,500 shares; 2025Q3: 270,500 shares 270,500$39.4M1.84%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 712,000 shares; 2025Q2: 712,000 shares; 2025Q3: 712,000 shares 712,000$39.4M1.84%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565,441 shares; 2025Q1: 101,441 shares; 2025Q2: 101,441 shares; 2025Q3: 101,441 shares 101,441$37.1M1.73%0Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249,317 shares; 2025Q1: 249,317 shares; 2025Q2: 249,317 shares; 2025Q3: 249,317 shares 249,317$27.8M1.3%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,078,482 shares; 2025Q1: 365,482 shares; 2025Q2: 365,482 shares; 2025Q3: 365,482 shares 365,482$24.1M1.13%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,000 shares; 2025Q1: 202,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares 200,000$23.8M1.11%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273,431 shares; 2025Q1: 188,431 shares; 2025Q2: 188,431 shares; 2025Q3: 188,431 shares 188,431$17.6M0.82%0Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 151,000 shares; 2025Q2: 107,870 shares; 2025Q3: 174,130 shares 174,130$9.05M0.42%+66,260Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 865,000 shares; 2025Q1: 865,000 shares; 2025Q2: not reported; 2025Q3: 144,000 shares 144,000$8.64M0.4%newTimeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares 19,000$3.79M0.18%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ICSHISHARES TR120,000$6.09Mshares

How Q3 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 0001573575-25-000011 base2025-10-21acceptance time not in the bulk data set