Data as of Q4 2025 (Dec 31, 2025)
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Showing Q2 2025 data
University of Massachusetts Foundation, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

University of Massachusetts Foundation, Inc.

โ€ขCIK: 1802874โ€ขFiling: Q2 2025

**University of Massachusetts Foundation, Inc.** manages $199M across a concentrated portfolio of four holdings. The strategy demonstrates a significant allocation to broad market indices, notably VTI at $73.8M and IVV at $52.7M. Further diversification is evident through substantial positions in international equities, with IEMG comprising $42.1M and IEFA holding $30.0M. This structure suggests a core mandate focused on capturing global market beta exposure.

Total AUM
$198.6M
QoQ Performance
+11.4%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q2 2025

Top Holdings Allocation

VTI
IVV
IEMG
IEFA
VTI37.2%
IVV26.5%
IEMG21.2%
IEFA15.1%

๐Ÿ“ˆ Biggest Buys

IVV
ISHARES TR
+2.4%
26.5% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other73.5%
ETF26.5%

Changes from Q1 2025

โ†‘1 increased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023