Constellation Investments, Inc. Top Holdings and 13F Report (2025) About Constellation Investments, Inc.Investment ActivityConstellation Investments, Inc. has $2.11 billion in total holdings as of March 31, 2025.Constellation Investments, Inc. owns shares of 20 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 12.43% of the portfolio was purchased this quarter.About 14.89% of the portfolio was sold this quarter.This quarter, Constellation Investments, Inc. has purchased 17 new stocks and bought additional shares in 7 stocks.Constellation Investments, Inc. sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $660,113,939iShares Core U.S. Aggregate Bond ETF $410,412,056Vanguard S&P 500 ETF $271,858,390iShares Core S&P Mid-Cap ETF $162,329,700Invesco QQQ $91,439,400 Largest New Holdings this Quarter 78464A508 - SPDR Portfolio S&P 500 Value ETF $36,361,840 Holding092528504 - iShares AAA CLO Active ETF $7,818,780 Holding921932703 - Vanguard S&P 500 Value ETF $3,499,610 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 1,233,000 shares (about $71.95M)Vanguard Total Stock Market ETF 163,000 shares (about $44.80M)Vanguard S&P 500 ETF 85,000 shares (about $43.68M)SPDR Portfolio S&P 500 Value ETF 712,000 shares (about $36.36M)iShares Core S&P 500 ETF 38,000 shares (about $21.35M) Largest Sales this Quarter iShares Russell 1000 ETF 464,000 shares (about $142.33M)iShares Core MSCI EAFE ETF 1,066,000 shares (about $80.64M)iShares Core MSCI Emerging Markets ETF 713,000 shares (about $38.48M)iShares Core U.S. Aggregate Bond ETF 299,990 shares (about $29.68M)iShares Ultra Short-Term Bond Active ETF 302,779 shares (about $15.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConstellation Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$660,113,939$21,352,200 ▲3.3%1,174,78931.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$410,412,056$29,675,011 ▼-6.7%4,148,92919.5%FinanceVOOVanguard S&P 500 ETF$271,858,390$43,682,350 ▲19.1%529,00012.9%ETFIJHiShares Core S&P Mid-Cap ETF$162,329,700$71,945,550 ▲79.6%2,782,0007.7%ETFQQQInvesco QQQ$91,439,400$13,129,760 ▲16.8%195,0004.3%FinanceIEFAiShares Core MSCI EAFE ETF$58,969,023$80,642,899 ▼-57.8%779,4982.8%ETFVTIVanguard Total Stock Market ETF$57,991,240$44,798,920 ▲339.6%211,0002.8%ETFMBBiShares MBS ETF$51,391,4400.0%548,0002.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$51,381,0000.0%865,0002.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$51,100,0000.0%625,0002.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$42,918,767$15,347,868 ▼-26.3%846,6912.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$36,361,840$36,361,840 ▲New Holding712,0001.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$33,003,705$13,665,120 ▲70.7%270,5001.6%ETFIWBiShares Russell 1000 ETF$31,116,012$142,327,358 ▼-82.1%101,4411.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$27,098,2650.0%249,3171.3%FinanceIJRiShares Core S&P Small-Cap ETF$21,123,140$5,437,640 ▲34.7%202,0001.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$19,725,064$38,480,611 ▼-66.1%365,4820.9%ETFEFAiShares MSCI EAFE ETF$15,400,466$6,947,050 ▼-31.1%188,4310.7%FinanceCLOAiShares AAA CLO Active ETF$7,818,780$7,818,780 ▲New Holding151,0000.4%ETFVOOVVanguard S&P 500 Value ETF$3,499,610$3,499,610 ▲New Holding19,0000.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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