Constellation Investments, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.2 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.02B, Ishares Core U.S. Aggregate Bo with a value of $706M, Vanguard Index Fds S&P 500 ETF with a value of $553M, Vanguard Total Stock Market Et with a value of $194M, and Vanguard Intermediate Term Cor with a value of $146M.

Examining the 13F form we can see an decrease of $2.14T in the current position value, from $2.14T to 3.2B.

Constellation Investments, Inc. is based out at Montgomery, OH

Below you can find more details about Constellation Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.2 Billion
ETFs: $3.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $3.2 Billion
  • Prior Value $2.14 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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