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CIK: 0001913590
Total reported value
$720.8M
$720.8M
202 檔
20.1%
The Q3 2025 SEC filing reveals that Security Financial Services, INC. held a total portfolio value of $720.8M, covering 202 public equity positions.
In Q3 2025, Security Financial Services, INC. displayed an active expansion posture, initiating 12 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | 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 | 6.01% | +3.84% | -1.44% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.05% | +0.10% | +19.27% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.61% | +0.13% | -3.44% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.15% | -0.36% | -8.58% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.55% | -0.96% | +4.75% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.36% | -1.66% | +9.09% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.28% | +0.01% | -1.24% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | -0.26% | -1.38% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.43% | — | +0.99% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.27% | — | +387.79% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.09% | -0.51% | -32.06% | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.08% | -0.45% | +3.35% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.01% | -0.13% | -22.09% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.87% | -0.18% | +22.74% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.86% | -0.20% | +5.94% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.86% | +0.20% | +68.39% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.84% | -0.10% | +33.86% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.04% | +1.25% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.74% | -0.06% | +2.08% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | -0.07% | +1.87% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.50% | -0.01% | +4.20% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.48% | +0.24% | -14.27% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.46% | — | -14.29% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.46% | -0.07% | +1.73% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.40% | -0.15% | -6.37% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 1.36% | -0.09% | +0.96% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.33% | +0.25% | — | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.26% | -0.35% | -10.17% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.25% | -0.04% | +0.22% | |
| 30 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.22% | -0.21% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 1.18% | +0.09% | -4.37% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.01% | -0.04% | -2.84% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | -0.05% | +1.05% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.96% | -0.14% | +9.02% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.94% | +0.03% | -20.44% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.93% | +0.02% | -4.88% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.90% | +0.16% | -62.90% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.02% | -0.47% | |
| 39 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.65% | -0.04% | -0.35% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.01% | -2.96% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.01% | +36.65% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.56% | -0.02% | -4.70% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.02% | +2.28% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.53% | -0.01% | -0.49% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.50% | -0.01% | -0.79% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.44% | -0.18% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | -0.02% | -0.10% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.03% | +6.80% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.04% | -21.29% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.04% | -24.33% |
According to official SEC Form 13F filings, Security Financial Services, INC. reported a total U.S. public equity portfolio value of $720.8M across 202 disclosed positions in Q3 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, DYNF, IVW) accounted for 20.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLG
市值: $14.0M
Top Position Liquidated / Trimmed
DBEF
前期市值: $4.8M
During Q3 2025, Security Financial Services, INC.'s top holdings by market value included SPYM (6.0%)、DYNF (5.0%)、IVW (4.6%). The largest single position, SPYM, represented 6.0% of total portfolio value.
In Q3 2025, Security Financial Services, INC. made 49 total portfolio adjustments, initiating 12 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 2 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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