13F Insight
DOSSIER · 13F-HR · Q2 2026

Independent Order of Foresters

$103M in tracked AUM across 2 positions as of Q2 2026.

IO
CIK 0001538037 · last filed Jun 30, 2026
Total AUM
$103M
as of Q2 2026
Holdings
2
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Independent Order of Foresters filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD TOTAL STOCK MKT ETF
$64M174K62.6%02
ITOT
ISHARES CORE S&P TOTAL U.S. ETF
$38M234K37.4%

Filing history

2026Q2Jun 30
$103M▼ 40.2%
2 positionsView →2025Q4Dec 31
$172M—
2 positionsView →2025Q3Sep 30
$0▼ 100.0%
0 positionsView →2025Q2Jun 30
$156M—
2 positionsLocked2025Q1Mar 31
$0▼ 100.0%
0 positionsLocked2024Q4Dec 31
$149M▼ 14.3%
2 positionsLocked2024Q3Sep 30
$173M▲ 6.8%
12 positionsLocked2024Q2Jun 30
$162M▲ 3.1%
15 positionsLocked2024Q1Mar 31
$157M▲ 0.7%
16 positionsLocked2023Q4Dec 31
$156M▲ 11.5%
17 positionsLocked2023Q3Sep 30
$140M▼ 3.9%
17 positionsLocked2023Q2Jun 30
$146M▲ 7.8%
17 positionsLocked
Showing 12 of 55