TAIYO LIFE INSURANCE CO — 13F Holdings & Portfolio
CIK 1254890 · latest 13F-HR filed 2026-05-07
TAIYO LIFE INSURANCE CO manages $906.3K in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (22.74%), VOO (16.82%), SPY (13.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 7.
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.
$906.3K
Long-equity book
10
Distinct positions
2026-03-31
Filed 2026-05-07
+0 / −0 / ↑0 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- ISHARES TR CORE S&P500 ETF-$58.0K -22.0%
- STATE STR SPDR S&P 500 ETF T TR UNIT-$53.8K -30.2%
- VANGUARD WORLD FD INF TECH ETF-$41.9K -26.2%
- INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF-$34.4K -35.5%
- VANGUARD INDEX FDS S&P 500 ETF SHS-$29.5K -16.2%
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 | $206.1K | 22.74% | 315,475 | SH |
| 2 | VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $152.4K | 16.82% | 255,100 | SH |
| 3 | STATE STR SPDR S&P 500 ETF T TR UNIT | SPY | 78462F103 | $124.2K | 13.71% | 191,000 | SH |
| 4 | VANGUARD WORLD FD INF TECH ETF | VGT | 92204A702 | $117.9K | 13.01% | 169,000 | SH |
| 5 | INVESCO QQQ TR UNIT SER 1 | QQQ | 46090E103 | $86.6K | 9.55% | 150,000 | SH |
| 6 | SPDR SERIES TRUST STATE STREET SPD | SPYM | 78464A854 | $65.5K | 7.23% | 855,500 | SH |
| 7 | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | QQQM | 46138G649 | $62.5K | 6.90% | 263,000 | SH |
| 8 | VANGUARD INDEX FDS TOTAL STK MKT | VTI | 922908769 | $53.3K | 5.88% | 166,000 | SH |
| 9 | WISDOMTREE TR US QTLY DIV GRT | DGRW | 97717X669 | $34.3K | 3.78% | 390,000 | SH |
| 10 | SELECT SECTOR SPDR TR STATE STREET IND | XLI | 81369Y704 | $3.6K | 0.39% | 22,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $906.3K | 10 | 0001254890-26-000002 |
| 2025-12-31 | 2026-01-30 | $1.2M | 10 | 0001254890-26-000001 |