Deseret Mutual Benefit Administrators has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $235 Million distributed in 516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Self I with a value of $48M, Ishares Tr with a value of $31.2M, Vaneck ETF Tr with a value of $15.5M, Vaneck ETF Tr Investment Grade with a value of $13.5M, and Apple Inc. with a value of $5.6M.

Examining the 13F form we can see an increase of $23.8M in the current position value, from $211M to 235M.

Below you can find more details about Deseret Mutual Benefit Administrators portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
ETFs: $109 Million
Technology: $29.6 Million
Healthcare: $20.3 Million
Financial Services: $15.9 Million
Industrials: $13.5 Million
Consumer Cyclical: $13.2 Million
Consumer Defensive: $11.4 Million
Communication Services: $10.9 Million
Other: $10.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 516
  • Current Value $235 Million
  • Prior Value $211 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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