Independent Order of Foresters

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), Independent Order of Foresters reported 2 stock positions worth $155.8 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 58.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 41.7%). Its holdings were unchanged from Q1 2025.

Most Recent 13F
Q2 2026
Location
Toronto, A6
CIK
0001538037
Portfolio Value
$155.8M (Q2 2025)
SEC Filing
0000950123-25-006875 ↗ filed Aug 1, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $157.3M Q1 2024 Q2 2024: $162.2M Q2 2024 Q3 2024: $173.2M Q3 2024 Q4 2024: $148.5M Q4 2024 Q1 2025: $140.9M Q1 2025 Q2 2025: $155.8M $155.8M Q2 2025 Q3 2025: $168.2M Q3 2025 Q4 2025: $171.7M Q4 2025 Q1 2026: $101.9M Q1 2026 Q2 2026: $102.7M Q2 2026

Holdings 2 stocks · $155.8M

ITOT iShares Core S&P Total U.S. 58.29% 672,744 $90.8M No change
VTI VG Morningstar TS MKT ETF-US 41.71% 213,865 $65.0M No change

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$102.7MVTI, ITOT
Q1 2026 2$101.9MVTI, ITOT
Q4 2025 2$171.7MITOT, VTI
Q3 2025 2$168.2MITOT, VTI
Q2 2025 2$155.8MITOT, VTI
Q1 2025 2$140.9MITOT, VTI
Q4 2024 2$148.5MITOT, VTI
Q3 2024 12$173.2MITOT, VTI, IEUR, VGT, IGF
Q2 2024 15$162.2MITOT, VTI, IEUR, VGT, IGF
Q1 2024 16$157.3MVTI, ITOT, VTWO, VGT, IGF