Constellation Investments, Inc.

MONTGOMERY, OH · CIK 1573575 · 13F filing filed 2026-07-17

SEC-registered investment adviser since 1996 · corporation

Assets managed$31.5bn
Staff45 · 8 in investment roles
Main clients (by assets)Insurers 46%, Mutual funds and ETFs 39%, Companies 14%
Private funds4 · $473.2m gross assets
Websiteconstellationinsurance.com
Form ADV · 2026-03-31SEC adviser record

Legal entityCONSTELLATION INVESTMENTS, INC. (US)

Kindstructured credit, institutions, futures
Others nearbyCincinnati, OH

As an employer

Offices in1 country
Private fundssecuritized asset 4

$3.2bn reported value +5.7% vs Q1 2026

19positions

93.5%in top 10

0 new 0 added 9 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	1,260,209	$943.8m29.64%	29.64%	Reduced -98.2k	-98,181 -7.2%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	936,173	$643.0m20.19%	20.19%	Reduced -20.6k	-20,627 -2.2%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	5,624,548	$556.7m17.48%	17.48%	Reduced -296.4k	-296,358 -5.0%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	587,923	$217.6m6.83%	6.83%	Unchanged
5	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,108,000	$182.0m5.72%	5.72%	Unchanged
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	175,908	$129.5m4.07%	4.07%	Reduced -3.1k	-3,118 -1.7%
7	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	1,275,335	$105.4m3.31%	3.31%	Reduced -256.8k	-256,790 -16.8%
8	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	1,100,000	$80.8m2.54%	2.54%	Unchanged
9	ISHARES TR CORE MSCI EAFE IEFA	IEFA	742,106	$71.7m2.25%	2.25%	Reduced -37.4k	-37,392 -4.8%
10	ISHARES TR MBS ETF MBB	MBB	495,924	$46.9m1.47%	1.47%	Unchanged
11	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	712,000	$43.3m1.36%	1.36%	Unchanged
12	ISHARES TR RUS 1000 ETF IWB	IWB	101,441	$41.5m1.30%	1.30%	Unchanged
13	ISHARES TR CORE S&P MCP ETF IJH	IJH	455,000	$35.1m1.10%	1.10%	Unchanged
14	ISHARES INC CORE MSCI EMKT IEMG	IEMG	362,416	$30.0m0.94%	0.94%	Reduced -3.1k	-3,066 -0.8%
15	ISHARES TR IBOXX INV CP ETF LQD	LQD	249,317	$27.2m0.85%	0.85%	Unchanged
16	ISHARES TR MSCI EAFE ETF EFA	EFA	179,699	$18.7m0.59%	0.59%	Reduced -8.7k	-8,732 -4.6%
17	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	115,509	$6.8m0.21%	0.21%	Reduced -23.5k	-23,491 -16.9%
18	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	14,000	$3.1m0.10%	0.10%	Unchanged
19	BLACKROCK ETF TRUST II ISHARES AAA CLO CLOA	CLOA	27,000	$1.4m0.04%	0.04%	Unchanged