13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001913590
Total reported value
$720.8M
$720.8M
212 檔
20.9%
During the Q4 2025 filing period, Security Financial Services, INC. (CIK: 0001913590) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $720.8M across 212 reported positions.
In Q4 2025, Security Financial Services, INC. displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 212 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 | 6.11% | +3.84% | +2.28% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.17% | +0.10% | +2.54% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.79% | -0.96% | +35.01% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.62% | +0.13% | +1.21% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.01% | +0.01% | -7.85% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.89% | -1.66% | -9.91% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | -0.26% | -9.80% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.44% | — | +1.03% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.30% | — | +1.50% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.12% | -0.13% | +5.02% | |
| 11 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.10% | -0.45% | +2.22% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.90% | +0.20% | +7.88% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 1.89% | -0.20% | +4.31% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.04% | +0.40% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.86% | -0.10% | -6.89% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.73% | -0.06% | +0.52% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.73% | -0.07% | +0.27% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.70% | -0.51% | -20.06% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.56% | -0.04% | +61.25% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.55% | -0.01% | +2.93% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.50% | — | +2.43% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.44% | +0.24% | +0.69% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.43% | +0.03% | +56.84% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.39% | -0.15% | +3.26% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 1.34% | -0.09% | -3.12% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.30% | +0.25% | — | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.30% | -1.30% | EXIT | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | -0.36% | -69.53% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.25% | -0.35% | +4.08% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.15% | -0.14% | +23.71% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.14% | -0.04% | -6.22% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.13% | -0.18% | -37.28% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | +0.09% | -3.67% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.97% | -0.21% | -11.04% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | -0.05% | -3.16% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.92% | +0.02% | -1.35% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.88% | +0.16% | -0.95% | |
| 38 | DFIC | Dimensional International Co | ETF-Other | 0.68% | -0.09% | — | |
| 39 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.64% | -0.04% | -2.01% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.02% | -2.95% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.01% | -3.06% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.01% | +0.49% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | -0.18% | +25.48% | |
| 44 | CGIE | Cap Group Intl Equity | ETF-Other | 0.56% | -0.03% | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | -0.02% | -3.00% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.54% | -0.07% | -61.68% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | -0.01% | -2.56% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.02% | +1.60% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.50% | -0.01% | -0.09% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | -0.03% | +7.21% |
According to official SEC Form 13F filings, Security Financial Services, INC. reported a total U.S. public equity portfolio value of $720.8M across 212 disclosed positions in Q4 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, IVE) accounted for 20.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPHQ
市值: $8.3M
Top Position Liquidated / Trimmed
VTIP
前期市值: $624.9K
During Q4 2025, Security Financial Services, INC.'s top holdings by market value included SPYM (6.1%)、DYNF (5.2%)、IVE (4.8%). The largest single position, SPYM, represented 6.1% of total portfolio value.
In Q4 2025, Security Financial Services, INC. made 50 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.