Constellation Investments, Inc. Portfolio Holdings

Constellation Investments, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.14 Trillion 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 $676B, Ishares Core U.S. Aggregate Bo with a value of $416B, Vanguard Index Fds S&P 500 ETF with a value of $324B, Invesco Qqq Trust, Series 1 with a value of $117B, and Ishares Core S&P Mid Cap ETF with a value of $98.2B.

Examining the 13F form we can see an decrease of $22.3B in the current position value, from $2.16T to 2.14T.

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.