DOSSIER · 13F-HR · Q1 2026

Employees' Retirement Fund of the City of Fort Worth

Employees' Retirement Fund of the City of Fort Worth's holding co. based in Boston, MA $230M in tracked AUM across 21 positions as of Q1 2026.

ER
Employees' Retirement Fund of the City of Fort Worth·Boston, MA·Holding Co.
CIK 0001986812 · last filed Mar 31, 2026
Total AUM
$230M
9.0%
vs prior
Holdings
21
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Employees' Retirement Fund of the City of Fort Worth

Report Period: Q3 2025 (Ending September 30, 2025) Total Portfolio Value: $125.30 Million

1. Portfolio Overview

The Employees' Retirement Fund of the City of Fort Worth has undergone a significant portfolio restructuring during the third quarter of 2025. The total portfolio value decreased by 42.8%, dropping from $218.94 million to $125.30 million. This reduction is not solely attribu...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VCLT
Vanguard
$34M462K15.0%
02
VMBS
Vanguard
$25M532K10.8%
03
IGF
IShares
$20M296K8.6%
04
VCSH
Vanguard
$18M226K7.8%
05
SJNK
SPDR SER TR
$15M594K6.4%
06
DFAI
Dimensional
$14M353K6.0%
07
CLOI
Vaneck
$12M227K5.2%
08
VEA
Vanguard
$11M164K4.6%
09
MOAT
VanEck
$10M108K4.5%
10
IQLT
IShares
$10M209K4.2%

Filing history

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