Deseret Mutual Benefit Administrators

All 13F Filings

Location
Salt Lake City, UT
Most recent 13F
Q2 2026
Holdings value ($000)
306,108
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
Q2 2026 8/14/2026 518 306,108 13F-HR Deseret Mutual Benefit Administrators
Q1 2026 5/8/2026 508 293,602 13F-HR Deseret Mutual Benefit Administrators
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 237.1 K 77.5% 5.277 K 0 5.277 K
ETFs 68.99 K 22.5% 7.227 K 0 7.227 K
Other 37 0.0% 0 2 -2
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
306,108
Holdings
518
QoQ value change ($000)
12,506 (4.3%)
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.