Filed: 5/7/2026ACC: 0001254890-26-000002
π What this filing means
TAIYO LIFE INSURANCE CO filed this quarterly 13FβHR report disclosing 10 equity positions with a total reported market value of $906.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$906.3K
Total AUM (reported)
2.78M
Total Shares
Allocation by class
EXCHANGED TRADED FUND$906.3K100.0%
Portfolio Concentration
Top 3$482.7K53.3%
4β10$423.5K46.7%
Top 3 weight
53.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.78M
Sole
Full voting authority
2.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings10
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares315.48K
TypeSH
Market value$206.1K
22.74%
Sole
315.48K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares255.10K
TypeSH
Market value$152.4K
16.82%
Sole
255.10K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T TR UNIT
SOLEShares191K
TypeSH
Market value$124.2K
13.71%
Sole
191K
Shared
0.00
None
0.00
VANGUARD WORLD FD INF TECH ETF
SOLEShares169K
TypeSH
Market value$117.9K
13.01%
Sole
169K
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER 1
SOLEShares150K
TypeSH
Market value$86.6K
9.55%
Sole
150K
Shared
0.00
None
0.00
SPDR SERIES TRUST STATE STREET SPD
SOLEShares855.50K
TypeSH
Market value$65.5K
7.23%
Sole
855.50K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
SOLEShares263K
TypeSH
Market value$62.5K
6.90%
Sole
263K
Shared
0.00
None
0.00
VANGUARD INDEX FDS TOTAL STK MKT
SOLEShares166K
TypeSH
Market value$53.3K
5.88%
Sole
166K
Shared
0.00
None
0.00
WISDOMTREE TR US QTLY DIV GRT
SOLEShares390K
TypeSH
Market value$34.3K
3.78%
Sole
390K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR STATE STREET IND
SOLEShares22K
TypeSH
Market value$3.6K
0.39%
Sole
22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchanged Traded Fund | 315.48K | SH | $206.1K 22.74% | 315.48K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Exchanged Traded Fund | 255.10K | SH | $152.4K 16.82% | 255.10K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF T TR UNITSOLE | Exchanged Traded Fund | 191K | SH | $124.2K 13.71% | 191K | 0.00 | 0.00 |
VANGUARD WORLD FD INF TECH ETFSOLE | Exchanged Traded Fund | 169K | SH | $117.9K 13.01% | 169K | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SER 1SOLE | Exchanged Traded Fund | 150K | SH | $86.6K 9.55% | 150K | 0.00 | 0.00 |
SPDR SERIES TRUST STATE STREET SPDSOLE | Exchanged Traded Fund | 855.50K | SH | $65.5K 7.23% | 855.50K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFSOLE | Exchanged Traded Fund | 263K | SH | $62.5K 6.90% | 263K | 0.00 | 0.00 |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | Exchanged Traded Fund | 166K | SH | $53.3K 5.88% | 166K | 0.00 | 0.00 |
WISDOMTREE TR US QTLY DIV GRTSOLE | Exchanged Traded Fund | 390K | SH | $34.3K 3.78% | 390K | 0.00 | 0.00 |
SELECT SECTOR SPDR TR STATE STREET INDSOLE | Exchanged Traded Fund | 22K | SH | $3.6K 0.39% | 22K | 0.00 | 0.00 |