Deseret Mutual Benefit Administrators
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 234,445
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 499 | 234,445 | 13F-HR | Deseret Mutual Benefit Administrators |
| Q3 2025 | 10/31/2025 | 516 | 237,631 | 13F-HR | Deseret Mutual Benefit Administrators |
| Q2 2025 | 8/4/2025 | 499 | 213,338 | 13F-HR | Deseret Mutual Benefit Administrators |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 187.7 K | 80.1% | 0 | 3.275 K | -3.275 K |
| ETFs | 46.74 K | 19.9% | 77 | 0 | 77 |
| Other | 24 | 0.0% | 6 | 0 | 6 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
234,445
Holdings
499
QoQ value change ($000)
-3,186
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.