StockDriftsStockDriftsTop 19 Constellation Investments, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.64% | 1.26M | $943.8M | -7.23%(-98.18K) | $613.61(+26.69%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 20.19% | 936.2K | $643.0M | -2.16%(-20.63K) | $570.83(+24.56%) | 2026-06-30 | |
| AGG | ISHARES TR | 17.48% | 5.62M | $556.7M | -5.01%(-296.36K) | $99.49(-2.08%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.83% | 587.9K | $217.6M | +0.00%(+0) | $314.33(+21.54%) | 2026-06-30 | |
| ITOT | ISHARES TR | 5.72% | 1.11M | $182.0M | +0.00%(+0) | $141.37(+19.96%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.07% | 175.9K | $129.5M | -1.74%(-3.12K) | $498.28(+44.66%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.31% | 1.28M | $105.4M | -16.76%(-256.79K) | $82.79(-1.88%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.54% | 1.10M | $80.8M | +0.00%(+0) | $73.85(-2.12%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.25% | 742.1K | $71.7M | -4.80%(-37.39K) | $74.17(+36.24%) | 2026-06-30 | |
| MBB | ISHARES TR | 1.47% | 495.9K | $46.9M | +0.00%(+0) | $93.74(-0.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.80% | +32.38% | — | — | +108.49% |
| Top 20 Holdings Unweighted | +8.32% | +27.11% | — | — | +84.71% |
Constellation Investments, Inc. reports $3.18B in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are IVV (29.6%), VOO (20.2%) and AGG (17.5%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +32.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Constellation Investments, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1573575). View Constellation Investments, Inc.’s 13F filings on SEC