StockDrifts LogoStockDrifts

Constellation Investments, Inc.

Portfolio Manager
Constellation Investments, Inc.
Performance
-2.98% (2026 Q1)
AUM (13F)
$3.01B
# of Holdings
19
Performance Rank
Allocation (Top 20)
100%

Constellation Investments, Inc. Holdings Map

Top 19 Constellation Investments, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
29.45%1.36M$887.3M
-9.74%(-146.66K)
2025-Q1: 1.17M shares2025-Q2: 1.16M shares2025-Q3: 1.01M shares2025-Q4: 1.51M shares2026-Q1: 1.36M shares
$613.61(+21.53%)
2026-03-31
AGG
ISHARES TR
19.51%5.92M$587.8M
-16.17%(-1.14M)
2025-Q1: 4.15M shares2025-Q2: 4.15M shares2025-Q3: 4.15M shares2025-Q4: 7.06M shares2026-Q1: 5.92M shares
$99.49(-0.82%)
2026-03-31
VOO
VANGUARD INDEX FDS
18.98%956.8K$571.7M
+6.91%(+61.80K)
2025-Q1: 529.0K shares2025-Q2: 529.0K shares2025-Q3: 529.0K shares2025-Q4: 895.0K shares2026-Q1: 956.8K shares
$570.83(+19.55%)
2026-03-31
VTI
VANGUARD INDEX FDS
6.26%587.9K$188.6M
+0.00%(+0)
2025-Q1: 211.0K shares2025-Q2: 211.0K shares2025-Q3: 211.0K shares2025-Q4: 587.9K shares2026-Q1: 587.9K shares
$314.33(+16.03%)
2026-03-31
ITOT
ISHARES TR
5.24%1.11M$157.8M
+82.24%(+500.00K)
2025-Q1: 270.5K shares2025-Q2: 270.5K shares2025-Q3: 270.5K shares2025-Q4: 608.0K shares2026-Q1: 1.11M shares
$141.37(+14.59%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
4.21%1.53M$126.8M
-12.27%(-214.20K)
2025-Q1: 625.0K shares2025-Q2: 1.22M shares2025-Q3: 1.11M shares2025-Q4: 1.75M shares2026-Q1: 1.53M shares
$82.79(-0.28%)
2026-03-31
QQQ
INVESCO QQQ TR
3.43%179.0K$103.3M
+0.00%(+0)
2025-Q1: 195.0K shares2025-Q2: 195.0K shares2025-Q3: 195.0K shares2025-Q4: 179.0K shares2026-Q1: 179.0K shares
$498.28(+43.44%)
2026-03-31
BND
VANGUARD BD INDEX FDS
2.69%1.10M$81.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.10M shares
$73.85(-0.91%)
2026-03-31
IEFA
ISHARES TR
2.34%779.5K$70.6M
+0.00%(+0)
2025-Q1: 779.5K shares2025-Q2: 779.5K shares2025-Q3: 779.5K shares2025-Q4: 779.5K shares2026-Q1: 779.5K shares
$74.17(+30.98%)
2026-03-31
MBB
ISHARES TR
1.56%495.9K$47.1M
+0.00%(+0)
2025-Q1: 548.0K shares2025-Q2: 548.0K shares2025-Q3: 495.9K shares2025-Q4: 495.9K shares2026-Q1: 495.9K shares
$93.74(+0.65%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Constellation Investments, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all