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CIK: 0001913590
Total reported value
$720.8M
$720.8M
181 檔
18.4%
In Q2 2025, Security Financial Services, INC.'s U.S. equity holdings reached a combined market value of $720.8M, distributed across 181 disclosed stock positions.
In Q2 2025, Security Financial Services, INC. displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.18% | +3.84% | -37.33% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.75% | +0.13% | -7.32% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.66% | -0.36% | +2.41% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.26% | +0.10% | +0.74% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.51% | -0.96% | +22.31% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.36% | +0.01% | +0.11% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.32% | -1.66% | +30.16% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.14% | -0.51% | +52.08% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | -0.26% | +4.51% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.59% | -0.13% | +80.46% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.43% | — | +1.47% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.33% | +0.16% | -3.22% | |
| 13 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.07% | -0.45% | +128.04% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.89% | -0.20% | +3.00% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.86% | +0.24% | -5.70% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.77% | -0.06% | -0.49% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.74% | -0.07% | -1.51% | |
| 18 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.72% | — | +27.20% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.65% | -0.18% | +13.10% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.62% | -0.15% | +3.60% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.04% | +0.40% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.55% | -0.07% | +0.30% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.54% | -0.35% | +481.67% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.48% | -0.01% | -1.09% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 1.40% | -0.09% | +0.37% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 1.29% | -0.10% | -6.26% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.29% | +0.25% | — | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.28% | +0.03% | -28.72% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.28% | -0.04% | +2.72% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | +0.09% | +3.61% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.06% | -0.04% | -2.36% | |
| 32 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.02% | +0.20% | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | -0.05% | -0.80% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.98% | +0.02% | -1.57% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.95% | -0.14% | +2.30% | |
| 36 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.84% | — | +15.09% | |
| 37 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.68% | -0.04% | -1.27% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.01% | -0.63% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.02% | +0.09% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.61% | -0.02% | -0.13% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.02% | +5.38% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.54% | +0.19% | -3.72% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | -0.01% | +0.56% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.51% | -0.01% | -0.12% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.04% | -3.30% | |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.46% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | -0.02% | +0.64% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.01% | +13.89% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.03% | +1.36% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.04% | +7.30% |
According to official SEC Form 13F filings, Security Financial Services, INC. reported a total U.S. public equity portfolio value of $720.8M across 181 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVW, QUAL) accounted for 18.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
BAI
市值: $5.8M
Top Position Liquidated / Trimmed
EMXC
前期市值: $1.8M
During Q2 2025, Security Financial Services, INC.'s top holdings by market value included SPYM (6.2%)、IVW (4.8%)、QUAL (4.7%). The largest single position, SPYM, represented 6.2% of total portfolio value.
In Q2 2025, Security Financial Services, INC. made 49 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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