SOUTHERN FARM BUREAU LIFE INSURANCE

Filed: 10/14/2025ACC: 0001831944-25-000007

📋 What this filing means

SOUTHERN FARM BUREAU LIFE INSURANCE filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $847.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$847.9K

Total AUM (reported)

11.11M

Total Shares

Allocation by class

S&P 500 ETF SHS$122.0K14.4%

CORE MSCI EMKT$119.2K14.1%

TR UNIT$107.9K12.7%

MRNGSTR WDE MOAT$83.8K9.9%

SHORT TERM TREA$65.0K7.7%

S&P500 EQL WGT$62.3K7.3%

CORE MSCI EAFE$59.9K7.1%

Portfolio Concentration

Top 3$349.1K41.2%

4–10$397.6K46.9%

11–25$101.2K11.9%

Top 3 weight

41.2%

Top 10 weight

88.1%

Voting Authority Distribution

Total shares with voting rights: 11.11M

Sole

Full voting authority

11.11M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole16

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings16

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares199.12K

TypeSH

Market value$122.0K

14.39%

Sole

199.12K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.81M

TypeSH

Market value$119.2K

14.06%

Sole

1.81M

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares161.92K

TypeSH

Market value$107.9K

12.72%

Sole

161.92K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares845.03K

TypeSH

Market value$83.8K

9.88%

Sole

845.03K

Shared

0.00

None

0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares2.97M

TypeSH

Market value$65.0K

7.66%

Sole

2.97M

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares328.43K

TypeSH

Market value$62.3K

7.35%

Sole

328.43K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares685.19K

TypeSH

Market value$59.9K

7.07%

Sole

685.19K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

EURO STOXX 50

Shares802.76K

TypeSH

Market value$49.8K

5.87%

Sole

802.76K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares479.04K

TypeSH

Market value$40.3K

4.75%

Sole

479.04K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares1.23M

TypeSH

Market value$36.5K

4.31%

Sole

1.23M

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares200.03K

TypeSH

Market value$28.2K

3.33%

Sole

200.03K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

BETABULDRS JAPAN

Shares384.19K

TypeSH

Market value$25.7K

3.03%

Sole

384.19K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares322.18K

TypeSH

Market value$23.7K

2.80%

Sole

322.18K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR INT MOAT

Shares314.27K

TypeSH

Market value$11.7K

1.38%

Sole

314.27K

Shared

0.00

None

0.00

REGIONS FINANCIAL CORP NEW

SOLE

COM

Shares279.09K

TypeSH

Market value$7.4K

0.87%

Sole

279.09K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

ALERIAN MLP

Shares97.83K

TypeSH

Market value$4.6K

0.54%

Sole

97.83K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	199.12K	SH	$122.0K 14.39%	199.12K
ISHARES INCSOLE	CORE MSCI EMKT	1.81M	SH	$119.2K 14.06%	1.81M
SPDR S&P 500 ETF TRSOLE	TR UNIT	161.92K	SH	$107.9K 12.72%	161.92K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	845.03K	SH	$83.8K 9.88%	845.03K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	2.97M	SH	$65.0K 7.66%	2.97M
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	328.43K	SH	$62.3K 7.35%	328.43K
ISHARES TRSOLE	CORE MSCI EAFE	685.19K	SH	$59.9K 7.07%	685.19K
SPDR INDEX SHS FDSSOLE	EURO STOXX 50	802.76K	SH	$49.8K 5.87%	802.76K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	479.04K	SH	$40.3K 4.75%	479.04K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	1.23M	SH	$36.5K 4.31%	1.23M
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	200.03K	SH	$28.2K 3.33%	200.03K
J P MORGAN EXCHANGE TRADED FSOLE	BETABULDRS JAPAN	384.19K	SH	$25.7K 3.03%	384.19K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	322.18K	SH	$23.7K 2.80%	322.18K
VANECK ETF TRUSTSOLE	MRNGSTR INT MOAT	314.27K	SH	$11.7K 1.38%	314.27K
REGIONS FINANCIAL CORP NEWSOLE	COM	279.09K	SH	$7.4K 0.87%	279.09K
ALPS ETF TRSOLE	ALERIAN MLP	97.83K	SH	$4.6K 0.54%	97.83K