Constellation Investments, Inc.
CIK 1573575 · Holdings on Sep 30, 2026 · First reported Oct 28, 2026
Top ten holdings
Q3 2026- AGG21.38%
- VOO18.33%
- IVV18.32%
- IEFA7.71%
- VTI7.03%
- ITOT5.64%
- USIG4.19%
- IEMG4.11%
- VCIT3.32%
- BND2.88%
Share classes counted separately92.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -11.32 pp29.64% → 18.32%Shares -635.12K (-50.40%)
- IEFAWeight increased · +5.46 pp2.25% → 7.71%Shares +1.34M (+180.33%)
- AGGWeight increased · +3.90 pp17.48% → 21.38%Shares +285.29K (+5.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $558.72M | 21.38% | 5.91M shares | 17.48% → 21.38%+3.90 pp +285.29K (+5.07%) | Added | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $479.02M | 18.33% | 683.47K shares | 20.19% → 18.33%-1.86 pp -252.70K (-26.99%) | Reduced | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $478.72M | 18.32% | 625.09K shares | 29.64% → 18.32%-11.32 pp -635.12K (-50.40%) | Reduced | ↗▾ |
| 04 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $201.54M | 7.71% | 2.08M shares | 2.25% → 7.71%+5.46 pp +1.34M (+180.33%) | Added | ↗▾ |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $183.74M | 7.03% | 490.96K shares | 6.83% → 7.03%+0.20 pp -96.96K (-16.49%) | Reduced | ↗▾ |
| 06 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $147.33M | 5.64% | 886.06K shares | 5.72% → 5.64%-0.08 pp -221.94K (-20.03%) | Reduced | ↗▾ |
| 07 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $109.39M | 4.19% | 2.25M shares | Prior unavailable +2.25M | New | ↗▾ |
| 08 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $107.41M | 4.11% | 1.32M shares | 0.94% → 4.11%+3.17 pp +961.04K (+265.18%) | Added | ↗▾ |
| 09 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $86.75M | 3.32% | 1.11M shares | 3.31% → 3.32%+0.01 pp -167.57K (-13.14%) | Reduced | ↗▾ |
| 10 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $75.13M | 2.88% | 1.07M shares | 2.54% → 2.88%+0.34 pp -29.00K (-2.64%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LQD ISHR IBX USD INVGD CB ETF-UI | Non-derivative | -249,317 | -$27.19M | SEC filing ↗ | SEC filing ↗ |
| CLOA ISHARES AAA CLO ACT ETF-USDI | Non-derivative | -27,000 | -$1.40M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1573575 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 28, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2612959887
}Take these holdings further.
This page includes 18 of 18 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 18 of 18 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1573575","quarter":"2026Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1573575","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.