Constellation Investments, Inc. holds a concentrated book of 19 stocks worth $3.0B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Total Bond Market and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 29% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1573575/holdings"
Use Arkolith to show Constellation Investments, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $887.3M | 1.36M | 29.5% | ▼−9.7% Reduced · −147K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $587.8M | 5.92M | 19.5% | ▼−16% Reduced · −1.1M sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $571.7M | 956.8K | 19.0% | ▲+6.9% Added · +62K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $188.6M | 587.9K | 6.3% | —Held | |
| 5 | Ishares TR CORE S&P TTL STK | $157.8M | 1.11M | 5.2% | ▲+82% Added · +500K sh | |
| 6 | Vanguard Scottsdale FDS INT-TERM CORP | $126.8M | 1.53M | 4.2% | ▼−12% Reduced · −214K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $103.3M | 179.0K | 3.4% | —Held | |
| 8 | Vanguard BD Index FDS TOTAL BND MRKT | $81.0M | 1.10M | 2.7% | ▲New New position | |
| 9 | Ishares TR CORE MSCI EAFE | $70.6M | 779.5K | 2.3% | —Held | |
| 10 | Ishares TR MBS ETF | $47.1M | 495.9K | 1.6% | —Held | |
| 11 | SPDR Series Trust STATE STREET SPD | $40.3M | 712.0K | 1.3% | —Held | |
| 12 | Ishares TR RUS 1000 ETF | $36.2M | 101.4K | 1.2% | —Held | |
| 13 | Ishares TR CORE S&P MCP ETF | $30.7M | 455.0K | 1.0% | ▼−68% Reduced · −965K sh | |
| 14 | Ishares TR IBOXX INV CP ETF | $27.2M | 249.3K | 0.9% | —Held | |
| 15 | Ishares Inc CORE MSCI EMKT | $25.5M | 365.5K | 0.8% | —Held | |
| 16 | Ishares TR MSCI EAFE ETF | $18.3M | 188.4K | 0.6% | —Held | |
| 17 | Vanguard Scottsdale FDS INTER TERM TREAS | $8.3M | 139.0K | 0.3% | ▼−3.5% Reduced · −5K sh | |
| 18 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $2.9M | 14.0K | 0.1% | —Held | |
| 19 | BlackRock ETF Trust II ISHARES AAA CLO | $1.4M | 27.0K | 0.0% | ▼−65% Reduced · −51K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 19 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 19 | $3.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 19 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 19 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 20 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 17 | $2.2B | 13F-HR |
| Q1 2016 | Mar 31, 2016 | Apr 28, 2016 | 444 | $547.2M | 13F-HR |
| Q4 2015 | Dec 31, 2015 | Jan 29, 2016 | 423 | $534.7M | 13F-HR |
| Q3 2015 | Sep 30, 2015 | Nov 10, 2015 | 416 | $483.9M | 13F-HR |
| Q2 2015 | Jun 30, 2015 | Jul 22, 2015 | 429 | $524.0M | 13F-HR |
| Q1 2015 | Mar 31, 2015 | May 13, 2015 | 428 | $523.5M | 13F-HR |
| Q4 2014 | Dec 31, 2014 | Jan 28, 2015 | 414 | $492.8M | 13F-HR |
| Q3 2014 | Sep 30, 2014 | Oct 31, 2014 | 396 | $449.6M | 13F-HR |
| Q2 2014 | Jun 30, 2014 | Jul 30, 2014 | 399 | $432.4M | 13F-HR |
| Q1 2014 | Mar 31, 2014 | Apr 22, 2014 | 389 | $411.2M | 13F-HR |
| Q4 2013 | Dec 31, 2013 | Jan 31, 2014 | 383 | $393.2M | 13F-HR |
| Q3 2013 | Sep 30, 2013 | Oct 22, 2013 | 350 | $325.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.