The Independent Order of Foresters has submitted its latest 13F-HR report, providing insights into its investment strategies as of September 30, 2026. This filing is important as it reveals the organization's holdings in major exchange-traded funds (ETFs), which are pivotal in the investment landscape.

Background

The Independent Order of Foresters is a financial services organization based in Toronto, Canada. It operates under the Central Index Key (CIK) 0001538037. The organization focuses on providing various financial products and services, including investment management. The latest filing is part of its regular reporting obligations under the SEC regulations.

What the Filing Says

In the recent filing, the Independent Order of Foresters reported a total value of $96,990,553 in its holdings. The report includes significant investments in two major ETFs:

“ISHARES CORE S&P TOTAL U.S. ETF” valued at $38,828,043

“VANGUARD TOTAL STOCK MKT ETF” valued at $58,162,510

These investments indicate a strategic approach towards diversified asset allocation.

Impact

This filing may affect various stakeholders, including investors and other financial institutions, as it highlights the Independent Order of Foresters' investment preferences. By focusing on prominent ETFs, the organization aligns itself with broader market trends, which could influence similar entities in the investment management sector.

What's Next

The filing does not say what happens next.