SOUTHERN FARM BUREAU LIFE INSURANCE

Filed: 1/28/2026ACC: 0001831944-26-000001

📋 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 $968.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$968.4K

Total AUM (reported)

12.93M

Total Shares

Allocation by class

S&P 500 ETF SHS$152.2K15.7%

CORE MSCI EMKT$132.1K13.6%

MRNGSTR WDE MOAT$114.7K11.8%

TR UNIT$110.4K11.4%

FALLEN ANGEL HG$76.0K7.9%

SHORT TERM TREA$65.0K6.7%

S&P500 EQL WGT$62.9K6.5%

Portfolio Concentration

Top 3$399.0K41.2%

4–10$467.6K48.3%

11–25$101.8K10.5%

Top 3 weight

41.2%

Top 10 weight

89.5%

Voting Authority Distribution

Total shares with voting rights: 12.93M

Sole

Full voting authority

12.93M

% 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

Shares242.78K

TypeSH

Market value$152.2K

15.72%

Sole

242.78K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.96M

TypeSH

Market value$132.1K

13.64%

Sole

1.96M

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares1.11M

TypeSH

Market value$114.7K

11.85%

Sole

1.11M

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares161.92K

TypeSH

Market value$110.4K

11.40%

Sole

161.92K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares2.59M

TypeSH

Market value$76.0K

7.85%

Sole

2.59M

Shared

0.00

None

0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares2.97M

TypeSH

Market value$65.0K

6.71%

Sole

2.97M

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares328.43K

TypeSH

Market value$62.9K

6.50%

Sole

328.43K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares685.19K

TypeSH

Market value$61.2K

6.32%

Sole

685.19K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

EURO STOXX 50

Shares802.76K

TypeSH

Market value$51.8K

5.35%

Sole

802.76K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares480.64K

TypeSH

Market value$40.3K

4.16%

Sole

480.64K

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares200.03K

TypeSH

Market value$28.7K

2.96%

Sole

200.03K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

BETABULDRS JAPAN

Shares384.19K

TypeSH

Market value$25.3K

2.61%

Sole

384.19K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares322.18K

TypeSH

Market value$24.1K

2.49%

Sole

322.18K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR INT MOAT

Shares314.27K

TypeSH

Market value$11.5K

1.19%

Sole

314.27K

Shared

0.00

None

0.00

REGIONS FINANCIAL CORP NEW

SOLE

COM

Shares279.09K

TypeSH

Market value$7.6K

0.78%

Sole

279.09K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

ALERIAN MLP

Shares97.83K

TypeSH

Market value$4.6K

0.48%

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	242.78K	SH	$152.2K 15.72%	242.78K
ISHARES INCSOLE	CORE MSCI EMKT	1.96M	SH	$132.1K 13.64%	1.96M
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	1.11M	SH	$114.7K 11.85%	1.11M
SPDR S&P 500 ETF TRSOLE	TR UNIT	161.92K	SH	$110.4K 11.40%	161.92K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	2.59M	SH	$76.0K 7.85%	2.59M
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	2.97M	SH	$65.0K 6.71%	2.97M
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	328.43K	SH	$62.9K 6.50%	328.43K
ISHARES TRSOLE	CORE MSCI EAFE	685.19K	SH	$61.2K 6.32%	685.19K
SPDR INDEX SHS FDSSOLE	EURO STOXX 50	802.76K	SH	$51.8K 5.35%	802.76K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	480.64K	SH	$40.3K 4.16%	480.64K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	200.03K	SH	$28.7K 2.96%	200.03K
J P MORGAN EXCHANGE TRADED FSOLE	BETABULDRS JAPAN	384.19K	SH	$25.3K 2.61%	384.19K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	322.18K	SH	$24.1K 2.49%	322.18K
VANECK ETF TRUSTSOLE	MRNGSTR INT MOAT	314.27K	SH	$11.5K 1.19%	314.27K
REGIONS FINANCIAL CORP NEWSOLE	COM	279.09K	SH	$7.6K 0.78%	279.09K
ALPS ETF TRSOLE	ALERIAN MLP	97.83K	SH	$4.6K 0.48%	97.83K