Security Financial Services, INC. Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$618.6B

Holdings

202

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (202 positions)

#StockSharesValue% PortfolioType
1
SPYMSPDR SERIES TRUST
474,578$37.2B6.01%
2
DYNFBLACKROCK ETF TRUST
528,147$31.3B5.05%
3
IVWISHARES TR
236,000$28.5B4.61%
4
QUALISHARES TR
131,957$25.7B4.15%
5
IVEISHARES TR
106,469$22.0B3.55%
6
SPTLSPDR SERIES TRUST
771,412$20.8B3.36%
7
DFUSDIMENSIONAL ETF TRUST
280,418$20.3B3.28%
8
VOOVANGUARD INDEX FDS
28,036$17.2B2.78%
9
DFAUDIMENSIONAL ETF TRUST
328,207$15.0B2.43%
10
XLGINVESCO EXCHANGE TRADED FD T
243,614$14.0B2.27%
11
EFVISHARES TR
190,177$12.9B2.09%
12
THROBLACKROCK ETF TRUST
340,007$12.9B2.08%
13
DFAEDIMENSIONAL ETF TRUST
394,232$12.4B2.01%
14
PYLDPIMCO ETF TR
431,518$11.6B1.87%
15
MBBISHARES TR
121,000$11.5B1.86%
16
BAIBLACKROCK ETF TRUST
336,654$11.5B1.86%
17
IAU*ISHARES GOLD TR
156,798$11.4B1.84%
18
AAPLAPPLE INC
43,565$11.1B1.79%
19
VIGVANGUARD SPECIALIZED FUNDS
49,956$10.8B1.74%
20
VEAVANGUARD TAX-MANAGED FDS
175,737$10.5B1.70%
21
SPDWSPDR INDEX SHS FDS
216,306$9.3B1.50%
22
IUSBISHARES TR
195,830$9.1B1.48%
23
MGCVANGUARD WORLD FD
37,016$9.0B1.46%
24
SPABSPDR SERIES TRUST
348,568$9.0B1.46%
25
BINCBLACKROCK ETF TRUST II
162,221$8.6B1.40%
26
DFAIDIMENSIONAL ETF TRUST
231,015$8.4B1.36%
27
VGTVANGUARD WORLD FD
11,010$8.2B1.33%
28
BNDXVANGUARD CHARLOTTE FDS
157,764$7.8B1.26%
29
DUHPDIMENSIONAL ETF TRUST
204,281$7.7B1.25%
30
SHLDGLOBAL X FDS
107,681$7.6B1.22%
31
VUGVANGUARD INDEX FDS
15,182$7.3B1.18%
32
KLMNINVESCO EXCH TRADED FD TR II
51,655$6.3B1.01%
33
VTVVANGUARD INDEX FDS
32,075$6.0B0.97%
34
BONDPIMCO ETF TR
63,358$5.9B0.96%
35
SCHZSCHWAB STRATEGIC TR
248,177$5.8B0.94%
36
OEFISHARES TR
17,352$5.8B0.93%
37
IYWISHARES TR
28,278$5.5B0.90%
38
VWOVANGUARD INTL EQUITY INDEX F
75,927$4.1B0.67%
39
GSIDGOLDMAN SACHS ETF TR
60,120$4.0B0.65%
40
SPYSPDR S&P 500 ETF TR
5,975$4.0B0.64%
41
JPMJPMORGAN CHASE & CO.
11,811$3.7B0.60%
42
VEUVANGUARD INTL EQUITY INDEX F
48,847$3.5B0.56%
43
MSFTMICROSOFT CORP
6,510$3.4B0.55%
44
IWBISHARES TR
8,906$3.3B0.53%
45
PRFINVESCO EXCHANGE TRADED FD T
68,013$3.1B0.50%
46
EMXCISHARES INC
40,191$2.7B0.44%
47
VBVANGUARD INDEX FDS
10,666$2.7B0.44%
48
BNDVANGUARD BD INDEX FDS
36,234$2.7B0.44%
49
AGGISHARES TR
22,107$2.2B0.36%
50
NVDANVIDIA CORPORATION
11,772$2.2B0.36%
51
WMTWALMART INC
21,174$2.2B0.35%
52
HYDBISHARES TR
42,694$2.0B0.33%
53
IGMISHARES TR
15,851$2.0B0.32%
54
VGSHVANGUARD SCOTTSDALE FDS
32,737$1.9B0.31%
55
VOVANGUARD INDEX FDS
6,535$1.9B0.31%
56
PMBSPIMCO ETF TR
19,108$1.9B0.30%
57
WWJDNORTHERN LTS FD TR IV
53,284$1.9B0.30%
58
VTIVANGUARD INDEX FDS
5,392$1.8B0.29%
59
ITOTISHARES TR
11,849$1.7B0.28%
60
CATCATERPILLAR INC
3,593$1.7B0.28%
61
AVGOBROADCOM INC
5,116$1.7B0.27%
62
VMBSVANGUARD SCOTTSDALE FDS
35,674$1.7B0.27%
63
FXHFIRST TR EXCHANGE TRADED FD
15,079$1.7B0.27%
64
RCLROYAL CARIBBEAN GROUP
5,065$1.6B0.26%
65
VGITVANGUARD SCOTTSDALE FDS
26,600$1.6B0.26%
66
MCDMCDONALDS CORP
5,225$1.6B0.26%
67
CGBLCAPITAL GROUP CORE BALANCED
44,686$1.6B0.25%
68
DFAXDIMENSIONAL ETF TRUST
47,089$1.5B0.24%
69
ORCLORACLE CORP
5,189$1.5B0.24%
70
BSVVANGUARD BD INDEX FDS
16,886$1.3B0.22%
71
CGGECAPITAL GROUP GLOBAL EQUITY
37,438$1.2B0.19%
72
VOOVVANGUARD ADMIRAL FDS INC
5,391$1.1B0.17%
73
MTUMISHARES TR
4,184$1.1B0.17%
74
JMSTJ P MORGAN EXCHANGE TRADED F
20,160$1.0B0.17%
75
BRK/BBERKSHIRE HATHAWAY INC DEL
2,041$1.0B0.17%
76
PGPROCTER AND GAMBLE CO
6,651$1.0B0.17%
77
BIVVANGUARD BD INDEX FDS
12,726$993.8M0.16%
78
CGUSCAPITAL GROUP CORE EQUITY ET
24,563$971.2M0.16%
79
LLYELI LILLY & CO
1,230$938.5M0.15%
80
EMBISHARES TR
9,604$914.2M0.15%
81
SYKSTRYKER CORPORATION
2,299$850.0M0.14%
82
USMVISHARES TR
8,923$848.9M0.14%
83
SCHXSCHWAB STRATEGIC TR
32,187$847.8M0.14%
84
GOOGLALPHABET INC
3,457$840.4M0.14%
85
GEGE AEROSPACE
2,716$817.0M0.13%
86
PEPPEPSICO INC
5,808$815.7M0.13%
87
FDLOFIDELITY COVINGTON TRUST
12,249$806.8M0.13%
88
TLTISHARES TR
8,764$783.2M0.13%
89
FSMBFIRST TR EXCH TRADED FD III
38,742$777.9M0.13%
90
DFACDIMENSIONAL ETF TRUST
20,131$776.5M0.13%
91
EFAISHARES TR
8,167$762.6M0.12%
92
JPSTJ P MORGAN EXCHANGE TRADED F
14,626$742.0M0.12%
93
LKFNLAKELAND FINL CORP
11,472$736.5M0.12%
94
CGDGCAPITAL GROUP DIVIDEND GROWE
20,831$721.8M0.12%
95
XLISELECT SECTOR SPDR TR
4,628$713.8M0.12%
96
VOOGVANGUARD ADMIRAL FDS INC
1,627$708.5M0.11%
97
AMZNAMAZON COM INC
3,223$707.7M0.11%
98
CGMMCAPITAL GROUP EQUITY ETF TR
24,512$695.9M0.11%
99
CGDGCAPITAL GROUP DIVIDEND VALUE
16,456$691.6M0.11%
100
FMBFIRST TR EXCH TRADED FD III
13,621$690.6M0.11%
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