TAIYO LIFE INSURANCE CO — 13F Holdings & Portfolio
CIK 1254890 · latest 13F-HR filed 2026-07-28
TAIYO LIFE INSURANCE CO manages $1.1M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (21.59%), VOO (16.01%), VGT (14.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 10, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
INVESTMENT ADMINISTRATION DEPARTMENT
CHUO-KU, TOKYO, M0 103-6031
$1.1M
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-07-28
+1 / −0 / ↑10 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WORLD FD INF TECH ETF$43.7K +37.0%
- ISHARES TR CORE S&P500 ETF$30.2K +14.6%
- INVESCO QQQ TR UNIT SER 1$23.9K +27.6%
- VANGUARD INDEX FDS S&P 500 ETF SHS$22.8K +14.9%
- STATE STR SPDR S&P 500 ETF T TR UNIT$18.4K +14.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $236.3K | 21.59% | 315,475 | SH |
| 2 | VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $175.2K | 16.01% | 255,100 | SH |
| 3 | VANGUARD WORLD FD INF TECH ETF | VGT | 92204A702 | $161.6K | 14.77% | 1,352,000 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T TR UNIT | SPY | 78462F103 | $142.6K | 13.03% | 191,000 | SH |
| 5 | INVESCO QQQ TR UNIT SER 1 | QQQ | 46090E103 | $110.5K | 10.09% | 150,000 | SH |
| 6 | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | QQQM | 46138G649 | $79.7K | 7.28% | 263,000 | SH |
| 7 | SPDR SERIES TRUST ST STR P500ETF | SPYM | 78464A854 | $75.2K | 6.87% | 855,500 | SH |
| 8 | VANGUARD INDEX FDS TOTAL STK MKT | VTI | 922908769 | $61.4K | 5.61% | 166,000 | SH |
| 9 | WISDOMTREE TR US QTLY DIV GRT | DGRW | 97717X669 | $37.3K | 3.41% | 390,000 | SH |
| 10 | SELECT SECTOR SPDR TR ST STR TECHN ETF | XLK | 81369Y803 | $10.5K | 0.96% | 55,000 | SH |
| 11 | SELECT SECTOR SPDR TR ST STR INDL ETF | XLI | 81369Y704 | $4.1K | 0.37% | 22,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $1.1M | 11 | 0001254890-26-000003 |
| 2026-03-31 | 2026-05-07 | $906.3K | 10 | 0001254890-26-000002 |
| 2025-12-31 | 2026-01-30 | $1.2M | 10 | 0001254890-26-000001 |