SOUTHERN FARM BUREAU LIFE INSURANCE

Filed: 6/2/2026ACC: 0001831944-26-000037

📋 What this filing means

SOUTHERN FARM BUREAU LIFE INSURANCE filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $947.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$947.2K

Total AUM (reported)

12.90M

Total Shares

Allocation by class

S&P 500 ETF SHS$145.2K15.3%

CORE MSCI EMKT$140.8K14.9%

MRNGSTR WDE MOAT$107.2K11.3%

TR UNIT$105.3K11.1%

FALLEN ANGEL HG$74.3K7.8%

S&P500 EQL WGT$63.0K6.7%

SHORT TERM TREA$62.6K6.6%

Portfolio Concentration

Top 3$393.1K41.5%

4–10$455.7K48.1%

11–25$98.5K10.4%

Top 3 weight

41.5%

Top 10 weight

89.6%

Voting Authority Distribution

Total shares with voting rights: 12.90M

Sole

Full voting authority

12.90M

% 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)

Sole15

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings15

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares242.78K

TypeSH

Market value$145.2K

15.32%

Sole

242.78K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares2.04M

TypeSH

Market value$140.8K

14.86%

Sole

2.04M

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares1.11M

TypeSH

Market value$107.2K

11.31%

Sole

1.11M

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares161.92K

TypeSH

Market value$105.3K

11.12%

Sole

161.92K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares2.59M

TypeSH

Market value$74.3K

7.84%

Sole

2.59M

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares328.43K

TypeSH

Market value$63.0K

6.65%

Sole

328.43K

Shared

0.00

None

0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares2.97M

TypeSH

Market value$62.6K

6.60%

Sole

2.97M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares685.19K

TypeSH

Market value$61.8K

6.53%

Sole

685.19K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares802.76K

TypeSH

Market value$48.9K

5.17%

Sole

802.76K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares480.64K

TypeSH

Market value$39.7K

4.20%

Sole

480.64K

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares200.03K

TypeSH

Market value$29.6K

3.13%

Sole

200.03K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

BETABULDRS JAPAN

Shares384.19K

TypeSH

Market value$26.5K

2.79%

Sole

384.19K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares322.18K

TypeSH

Market value$24.4K

2.57%

Sole

322.18K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR INT MOAT

Shares314.27K

TypeSH

Market value$10.7K

1.13%

Sole

314.27K

Shared

0.00

None

0.00

REGIONS FINANCIAL CORP NEW

SOLE

COM

Shares279.09K

TypeSH

Market value$7.3K

0.77%

Sole

279.09K

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	$145.2K 15.32%	242.78K
ISHARES INCSOLE	CORE MSCI EMKT	2.04M	SH	$140.8K 14.86%	2.04M
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	1.11M	SH	$107.2K 11.31%	1.11M
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	161.92K	SH	$105.3K 11.12%	161.92K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	2.59M	SH	$74.3K 7.84%	2.59M
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	328.43K	SH	$63.0K 6.65%	328.43K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	2.97M	SH	$62.6K 6.60%	2.97M
ISHARES TRSOLE	CORE MSCI EAFE	685.19K	SH	$61.8K 6.53%	685.19K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	802.76K	SH	$48.9K 5.17%	802.76K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	480.64K	SH	$39.7K 4.20%	480.64K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	200.03K	SH	$29.6K 3.13%	200.03K
J P MORGAN EXCHANGE TRADED FSOLE	BETABULDRS JAPAN	384.19K	SH	$26.5K 2.79%	384.19K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	322.18K	SH	$24.4K 2.57%	322.18K
VANECK ETF TRUSTSOLE	MRNGSTR INT MOAT	314.27K	SH	$10.7K 1.13%	314.27K
REGIONS FINANCIAL CORP NEWSOLE	COM	279.09K	SH	$7.3K 0.77%	279.09K