Independent Order of Foresters
- SEC CIK
- 0001538037
- Latest filing
- Aug 4, 2026
The latest 13F from Independent Order of Foresters covers Q2 2026 (filed Aug 4, 2026): 2 long positions worth $102.7M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 62.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 0
- Added
- 0
- Reduced
- 1
- Est. −$14.8M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876962.6%$64.3M
- iShares Tr46428715037.4%$38.4M
Share of portfolio
Each position's share of portfolio value
- Vanguard Morningstar Total Stock Market ETF62.6%
- iShares Tr37.4%
Biggest buys
New and added positions, by estimated amount bought
None this quarter.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
None this quarter.
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Morningstar Total Stock Market ETF922908769−$14.8MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Morningstar Total Stock Market ETF922908769−4.71 pp67.4% → 62.6%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $102.7M
- +$808.3K (+0.8%) vs. prior quarter
- Positions
- 2
- 0 vs. prior quarter
- Top 10 concentration
- 100.0%
- Top 10 as share of value
- Turnover
- 0.0%
- Q2 2026, one quarter
- Average holding period
- 20.7 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $180.7M (Q4 2021)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 4, 2026 | 2 | $102.7M | Vanguard Morningstar Total Stock Market ETFiShares Tr | vs. Q1 2026 | SEC |
| Q1 2026 | May 6, 2026 | 2 | $101.9M | Vanguard Morningstar Total Stock Market ETFiShares Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 6, 2026 | 2 | $171.7M | iShares TrVanguard Morningstar Total Stock Market ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 2 | $168.2M | iShares TrVanguard Morningstar Total Stock Market ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 1, 2025 | 2 | $155.8M | iShares TrVanguard Morningstar Total Stock Market ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 8, 2025 | 2 | $140.9M | iShares TrVanguard Morningstar Total Stock Market ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 12, 2025 | 2 | $148.5M | iShares TrVanguard Morningstar Total Stock Market ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 8, 2024 | 12 | $173.2M | iShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Europe ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 26, 2024 | 15 | $162.2M | iShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Europe ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 16 | $157.3M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 13, 2024 | 17 | $156.2M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 17 | $140.1M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 17 | $145.8M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 27, 2023 | 17 | $135.2M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 8, 2023 | 13 | $124.8M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 13 | $116.6M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 12, 2022 | 13 | $123.1M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q1 2022 | SEC |
| Q1 2022 | May 12, 2022 | 13 | $170.4M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 13 | $180.7M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 9, 2021 | 13 | $167.4M | Vanguard Morningstar Total Stock Market ETFiShares TrVanguard Scottsdale FDS | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 13, 2021 | 13 | $177.3M | iShares TrVanguard Scottsdale FDSVanguard Information Technology ETF | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 27, 2021 | 14 | $164.7M | iShares TrVanguard Scottsdale FDSiShares Tr | – | SEC |