Constellation Investments, Inc.

Q4 2025 13F-HR Detailed Holdings

Location
Montgomery, OH
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$3,240,059
Net value change ($000)
+1,099,988 (51.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/21/2025 Next filing: 4/22/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 354,625 52.4%
AGG 289,515 69.6%
VOO 237,332 73.3%
VTI 127,869 184.7%
VCIT 52,676 56.3%
ITOT 51,006 129.5%
IEFA 1,676 2.5%
SPYV 1,054 2.7%
IWB 807 2.2%
EFA 501 2.8%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -7,095 -6.1%
CLOA -5,006 -55.3%
IJH -4,496 -4.6%
VOOV -922 -24.3%
LQD -319 -1.1%
VGIT -14 -0.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None