Security Financial Services, INC.

CIK: 0001913590Latest portfolio: $636.9M · Q4 2025

Holdings

212

Total Value

$636.9M

New Positions

15

Closed Positions

6

#StockSharesValue% PortfolioChangeType
1
SPYMSPDR SERIES TRUST
485,406$38.9M6.11%+11K
2
DYNFBLACKROCK ETF TRUST
541,587$32.9M5.17%+13K
3
IVEISHARES TR
143,741$30.5M4.79%+37K
4
IVWISHARES TR
238,864$29.4M4.62%+3K
5
DFUSDIMENSIONAL ETF TRUST
258,411$19.2M3.01%-22,007
6
SPTLSPDR SERIES TRUST
694,955$18.4M2.89%-76,457
7
VOOVANGUARD INDEX FDS
25,289$15.9M2.49%-2,747
8
DFAUDIMENSIONAL ETF TRUST
331,585$15.5M2.44%+3K
9
XLGINVESCO EXCHANGE TRADED FD T
247,258$14.7M2.30%+4K
10
DFAEDIMENSIONAL ETF TRUST
414,003$13.5M2.12%+20K
11
THROBLACKROCK ETF TRUST
347,542$13.4M2.10%+8K
12
BAIBLACKROCK ETF TRUST
363,172$12.1M1.90%+27K
13
MBBISHARES TR
126,214$12.0M1.89%+5K
14
AAPLAPPLE INC
43,739$11.9M1.87%+174
15
IAU*ISHARES GOLD TR
146,000$11.8M1.86%-10,798
16
VIGVANGUARD SPECIALIZED FUNDS
50,218$11.0M1.73%+262
17
VEAVANGUARD TAX-MANAGED FDS
176,219$11.0M1.73%+482
18
EFVISHARES TR
152,022$10.9M1.70%-38,155
19
KLMNINVESCO EXCH TRADED FD TR II
83,294$9.9M1.56%+32K
20
SPDWSPDR INDEX SHS FDS
222,641$9.9M1.55%+6K
21
MGCVANGUARD WORLD FD
37,917$9.5M1.50%+901
22
IUSBISHARES TR
197,185$9.2M1.44%+1K
23
SCHZSCHWAB STRATEGIC TR
389,230$9.1M1.43%+141K
24
BINCBLACKROCK ETF TRUST II
167,508$8.8M1.39%+5K
25
DFAIDIMENSIONAL ETF TRUST
223,808$8.5M1.34%-7,207

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SCHZ389K+141K
IVE144K+37K
KLMN83K+32K
BAI363K+27K
DFAE414K+20K
FSMB55K+16K
BOND78K+15K
DYNF542K+13K
USHY30K+13K
SPYM485K+11K

Decreased Positions

NameSharesChange
SPAB134K-214981
PYLD271K-160888
SPTL695K-76457
EFV152K-38155
DFUS258K-22007
DUHP192K-12698
IAU*146K-10798
HYDB35K-7473
DFAI224K-7207
WMT15K-5835

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.1890319821801777e+28T)
Unknown0.0% ($1.185099381788104e+25T)
Consumer Cyclical0.0% ($1.4127296574944945e+21T)
Healthcare0.0% ($1.3495274864844323e+21T)
Consumer Defensive0.0% ($1708953832492462.3T)
Industrials0.0% ($2067881385.3T)
Communication Services0.0% ($1118861.6T)
Utilities0.0% ($473.3B)
Basic Materials0.0% ($875.4M)
Energy0.0% ($735K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$636.9M212
Q3 2025Oct 14, 2025$618.6B202
Q2 2025Aug 8, 2025$566.3B181
Q1 2025May 7, 2025$503.8B169
Q4 2024Feb 13, 2025$491.1B167

Fund Information

CIK0001913590
Most Recent FilingJan 27, 2026
Number of Filings5

Security Financial Services, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $636.9M across 212 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 6.1% of the portfolio. Compared to the previous quarter, the fund opened 16 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.