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Constellation Investments, Inc.

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13F filer, CIK 1573575, MONTGOMERY, OH

Constellation Investments, Inc. reported $3,012,694,337 across 19 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 93.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573575-26-000004

Period
2026-03-31
Reported value
$3.01B
Holdings
19
Top 10 weight
93.67%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDnew+1,100,000$81M
ITOTadded+500,000$71.2M
VOOadded+61,800$36.9M

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
AGGreduced-1,142,013-$113M
IVVreduced-146,657-$95.8M
IJHreduced-965,000-$65.2M
IJRexited-200,000-$24M
VCITreduced-214,200-$17.7M

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, Q1 2026

Share positions as resolved from 13F-HR 0001573575-26-000004, largest first. % of portfolio is the value over $3,012,694,337, 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; 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; 2026Q1: 1,358,390 shares 1,358,390$887M29.45%-146,657Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,920,906 shares 5,920,906$588M19.51%-1,142,013Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 956,800 shares 956,800$572M18.98%+61,800Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 587,923 shares 587,923$189M6.26%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,108,000 shares 1,108,000$158M5.24%+500,000Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,532,125 shares 1,532,125$127M4.21%-214,200Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 179,026 shares 179,026$103M3.43%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100,000 shares 1,100,000$81M2.69%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 779,498 shares 779,498$70.6M2.34%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 495,924 shares 495,924$47.1M1.56%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 712,000$40.3M1.34%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 101,441 shares 101,441$36.2M1.2%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 455,000 shares 455,000$30.7M1.02%-965,000Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 249,317 shares 249,317$27.2M0.9%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 365,482 shares 365,482$25.5M0.85%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 188,431 shares 188,431$18.3M0.61%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 139,000$8.28M0.27%-5,000Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,000$2.85M0.09%0Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 27,000$1.4M0.05%-51,130Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
IJRISHARES TR200,000$24Mshares

How Q1 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 0001573575-26-000004 base2026-04-22acceptance time not in the bulk data set