Constellation Investments, Inc.

Est. AUM

$3.01B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$887.3M	1358390	29.45%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$587.8M	5920906	19.51%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$571.7M	956800	18.98%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$188.6M	587923	6.26%	SOLE
5	ISHARES TR	CORE S&P TTL STK	$157.8M	1108000	5.24%	SOLE
6	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$126.8M	1532125	4.21%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$103.3M	179026	3.43%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$81.0M	1100000	2.69%	SOLE
9	ISHARES TR	CORE MSCI EAFE	$70.6M	779498	2.34%	SOLE
10	ISHARES TR	MBS ETF	$47.1M	495924	1.56%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$40.3M	712000	1.34%	SOLE
12	ISHARES TR	RUS 1000 ETF	$36.2M	101441	1.20%	SOLE
13	ISHARES TR	CORE S&P MCP ETF	$30.7M	455000	1.02%	SOLE
14	ISHARES TR	IBOXX INV CP ETF	$27.2M	249317	0.90%	SOLE
15	ISHARES INC	CORE MSCI EMKT	$25.5M	365482	0.85%	SOLE
16	ISHARES TR	MSCI EAFE ETF	$18.3M	188431	0.61%	SOLE
17	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.3M	139000	0.27%	SOLE
18	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$2.9M	14000	0.09%	SOLE
19	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$1.4M	27000	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.