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CIK: 0001573575
Total reported value
$3.2B
$3.2B
19 檔
82.9%
According to the latest 13F quarterly dataset, Constellation Investments, Inc. managed an equity portfolio of $3.2B at the end of Q4 2025, spanning 19 distinct U.S. exchange-listed positions.
In Q4 2025, Constellation Investments, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 31.82% | +0.19% | +48.96% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 21.77% | -2.03% | +70.24% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.32% | +1.21% | +69.19% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.08% | +0.57% | +178.64% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.51% | -0.90% | +56.96% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.39% | +0.64% | -8.19% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.89% | +0.08% | -5.65% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.79% | +0.48% | +124.77% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.15% | -0.09% | — | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.46% | -0.09% | — | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.25% | +0.02% | — | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.17% | +0.10% | — | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.85% | -0.05% | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.09% | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | -0.02% | — | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.27% | -0.06% | — | |
| 18 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.12% | -0.01% | -55.13% | |
| 19 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | -26.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.8% | +178.64% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +2.3% | +70.24% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +2.2% | +69.19% | Add |
| 4 | ITOT | Ishares Core S&p Total U.s. | +1% | +124.77% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +48.96% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.1% | +56.96% | Add |
| 7 | VOOV | Vanguard S&p 500 Value ETF | -0.1% | -26.32% | Trim |
| 8 | VGIT | Vanguard Intermediate-term T | -0.1% | — | Unchanged |
| 9 | EFA | Ishares Msci Eafe ETF | -0.3% | — | Unchanged |
| 10 | CLOA | Ishares Aaa Clo Act Etf-usdi | -0.3% | -55.13% | Trim |
| 11 | IEMG | Ishares Core Msci Emerging | -0.4% | — | Unchanged |
| 12 | IJR | Ishares Core S&p Small-cap E | -0.4% | — | Unchanged |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | — | Unchanged |
| 14 | IWB | Ishares Russell 1000 ETF | -0.6% | — | Unchanged |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.6% | — | Unchanged |
| 16 | MBB | Ishares Mbs ETF | -0.7% | — | Unchanged |
| 17 | IEFA | Ishares Core Msci Eafe ETF | -1% | — | Unchanged |
| 18 | IJH | Ishares Core S&p Midcap ETF | -1.7% | -5.65% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | -2.1% | -8.19% | Trim |
According to official SEC Form 13F filings, Constellation Investments, Inc. reported a total U.S. public equity portfolio value of $3.2B across 19 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VOO) accounted for 82.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
QQQ
前期市值: $117.1M
During Q4 2025, Constellation Investments, Inc.'s top holdings by market value included IVV (31.8%)、AGG (21.8%)、VOO (17.3%). The largest single position, IVV, represented 31.8% of total portfolio value.
In Q4 2025, Constellation Investments, Inc. made 10 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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