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13F holdings · Q2 2026

Independent Order of Foresters

Toronto, A6 · files as Independent Order of Foresters
Holdings as of Jun 30, 2026Filed Aug 4, 2026Next filing due Nov 16, 2026CIK 1538037

Independent Order of Foresters reported 2 stocks worth $103M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are VTI (62.6%) and ITOT (37.4%). Compared with Q1 2026, the fund trimmed VTI.

Reported value$103M+0.8% vs last quarter
Stocks held20 new · 0 sold out
Top 5 weight100.0%very concentrated
Turnover14%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTI
Vanguard Total Stock Market ETF
$64.3M62.6%174K−40K (−19%)8 of 8
2
ITOT
Ishares TR
$38.4M37.4%234KNo change8 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$173MQ3 '24
$149MQ4 '24
$141MQ1 '25
$156MQ2 '25
$168MQ3 '25
$172MQ4 '25
$102MQ1 '26
$103MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 4, 202613F-HRQ2 2026SEC filing ↗

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Independent Order of Foresters 13F FAQ

What does Independent Order of Foresters own?

Independent Order of Foresters reported 2 stocks worth $103M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are VTI (62.6%) and ITOT (37.4%). The table above lists every position in the filing (the top 10 without an account).

What did Independent Order of Foresters buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 1 trimmed and 0 sold out.

When will Independent Order of Foresters file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Independent Order of Foresters's portfolio worth?

The Q2 2026 filing reports $103M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.