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Constellation Investments, Inc.

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13F filer, CIK 1573575, MONTGOMERY, OH

Constellation Investments, Inc. reported $3,240,059,453 across 19 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-21. Its ten largest share positions make up 94.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573575-26-000002

Period
2025-12-31
Reported value
$3.24B
Holdings
19
Top 10 weight
94.2%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+494,675$339M
AGGadded+2,914,000$291M
VOOadded+366,000$230M
VTIadded+376,923$126M
VCITadded+633,750$53.1M

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
QQQreduced-15,974-$9.81M
IJHreduced-85,000-$5.61M
CLOAreduced-96,000-$4.97M
VOOVreduced-5,000-$1.02M

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, Q4 2025

Share positions as resolved from 13F-HR 0001573575-26-000002, largest first. % of portfolio is the value over $3,240,059,453, 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; 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; 2025Q4: 1,505,047 shares 1,505,047$1.03B31.82%+494,675Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,062,919 shares 7,062,919$705M21.77%+2,914,000Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 444,000 shares; 2025Q1: 529,000 shares; 2025Q2: 529,000 shares; 2025Q3: 529,000 shares; 2025Q4: 895,000 shares 895,000$561M17.32%+366,000Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,000 shares; 2025Q1: 211,000 shares; 2025Q2: 211,000 shares; 2025Q3: 211,000 shares; 2025Q4: 587,923 shares 587,923$197M6.08%+376,923Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,746,325 shares 1,746,325$146M4.51%+633,750Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167,000 shares; 2025Q1: 195,000 shares; 2025Q2: 195,000 shares; 2025Q3: 195,000 shares; 2025Q4: 179,026 shares 179,026$110M3.39%-15,974Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,420,000 shares 1,420,000$93.7M2.89%-85,000Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,500 shares; 2025Q1: 270,500 shares; 2025Q2: 270,500 shares; 2025Q3: 270,500 shares; 2025Q4: 608,000 shares 608,000$90.4M2.79%+337,500Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,845,498 shares; 2025Q1: 779,498 shares; 2025Q2: 779,498 shares; 2025Q3: 779,498 shares; 2025Q4: 779,498 shares 779,498$69.7M2.15%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 548,000 shares; 2025Q1: 548,000 shares; 2025Q2: 548,000 shares; 2025Q3: 495,924 shares; 2025Q4: 495,924 shares 495,924$47.2M1.46%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 712,000 shares; 2025Q2: 712,000 shares; 2025Q3: 712,000 shares; 2025Q4: 712,000 shares 712,000$40.4M1.25%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565,441 shares; 2025Q1: 101,441 shares; 2025Q2: 101,441 shares; 2025Q3: 101,441 shares; 2025Q4: 101,441 shares 101,441$37.9M1.17%0Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249,317 shares; 2025Q1: 249,317 shares; 2025Q2: 249,317 shares; 2025Q3: 249,317 shares; 2025Q4: 249,317 shares 249,317$27.5M0.85%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,078,482 shares; 2025Q1: 365,482 shares; 2025Q2: 365,482 shares; 2025Q3: 365,482 shares; 2025Q4: 365,482 shares 365,482$24.6M0.76%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,000 shares; 2025Q1: 202,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000$24M0.74%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273,431 shares; 2025Q1: 188,431 shares; 2025Q2: 188,431 shares; 2025Q3: 188,431 shares; 2025Q4: 188,431 shares 188,431$18.1M0.56%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 865,000 shares; 2025Q1: 865,000 shares; 2025Q2: not reported; 2025Q3: 144,000 shares; 2025Q4: 144,000 shares 144,000$8.63M0.27%0Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 151,000 shares; 2025Q2: 107,870 shares; 2025Q3: 174,130 shares; 2025Q4: 78,130 shares 78,130$4.04M0.12%-96,000Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 14,000 shares 14,000$2.87M0.09%-5,000Timeline

How Q4 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 0001573575-26-000002 base2026-01-21acceptance time not in the bulk data set