account_balance

Investment manager · 13F filer · SEC CIK 1573575

Constellation Investments, Inc.

Reported value$2.61Bas of Sep 30, 2026
Positions18 1 new, 2 sold out
Top 10 weight92.9%AGG alone is 21%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AGG iShares Tr 21.4% Added +5%
VOO Vanguard Index FDS 18.3% Trimmed −27%
IVV iShares Tr 18.3% Trimmed −50%
IEFA iShares Tr 7.7% Added +180%
VTI Vanguard Index FDS 7.0% Trimmed −16%
ITOT iShares Tr 5.6% Trimmed −20%
USIG iShares Tr 4.2% New
IEMG iShares Inc 4.1% Added +265%
VCIT Vanguard Scottsdale FDS 3.3% Trimmed −13%
BND Vanguard Bd Index FDS 2.9% Trimmed −3%
MBB iShares Tr 1.7% Held
QQQ Invesco QQQ Tr 1.5% Trimmed −70%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 17, 2026 filing
add_circleNew
  • USIG $109M
arrow_upwardAdded
  • IEMG +265%
  • IEFA +180%
  • AGG +5%
arrow_downwardTrimmed
  • QQQ −70%
  • IVV −50%
  • IWB −46%
  • SPYV −43%
remove_circleSold out
  • LQD $27.2M
  • CLOA $1.4M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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