Constellation Investments, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by 2nd Vice President Daniel Leming, lists a total of 18 equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the iShares Core S&P 500 ETF. This fund accounts for 5,909,841 shares, valued at $558,716,368. The firm also holds significant positions in the iShares Core U.S. Aggregate Bond ETF, with 1,071,003 shares valued at $75,130,860.
Other notable ETF holdings include the iShares Core MSCI EAFE ETF, with 2,080,323 shares valued at $201,541,692, and the iShares Core MSCI Emerging Markets ETF, with 1,323,458 shares valued at $107,411,851. The portfolio also includes the iShares MBS ETF, the iShares Russell 1000 ETF, and the iShares USD Investment Grade Bond ETF.
In addition to the iShares funds, Constellation Investments holds shares in the SPDR S&P 500 Value ETF, the Vanguard Admiral Shares 500 Value Index Fund, and the Vanguard Total Bond Market Index Fund Admiral Shares. The filing also lists several other Vanguard ETFs, including the Vanguard Morningstar Total Stock Market ETF and various Vanguard Short-Term Treasury and Corporate Bond funds.
