Constellation Investments, Inc. has filed its latest 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company’s asset management strategies and its positions in various exchange-traded funds (ETFs) and mutual funds.

The report highlights a total value of approximately $2.6 billion in assets under management, showcasing Constellation's active role in the investment landscape. The filing is significant not only for Constellation but also for the broader asset management industry, as it reflects current investment trends and competitive positioning.

Background

Constellation Investments, Inc. is a financial services firm based in Montgomery, Ohio. It is categorized under the SIC code, which encompasses various sectors in asset management. The company has been active in filing reports with the SEC, with its most recent filings including the 13F-HR dated October 28, 2026, and previous filings throughout the year.

What the Filing Says

The latest filing indicates that Constellation Investments holds significant positions in various ETFs, including:

“The total value of reported holdings is $2,612,959,887.”

Some of the notable investments include the Invesco QQQ Trust and various iShares ETFs, which reflect a diversified approach to investment.

Impact

This filing may affect investors and stakeholders within the asset management industry, particularly those who follow Constellation's investment strategies. The detailed breakdown of holdings can provide insights into market trends and potential shifts in investment strategies among competitors.

What's Next

The filing does not specify what happens next, but it indicates that Constellation Investments will continue to monitor and adjust its investment portfolio as market conditions evolve.