account_balance

Investment manager · 13F filer · SEC CIK 1913590

Security Financial Services, INC.

Reported value$750Mas of Sep 30, 2026
Positions200 8 new, 11 sold out
Top 10 weight39.7%SPYM alone is 12%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 12.0% Held
CORO BlackRock ETF Trust 4.7% Added +3%
IVW iShares Tr 4.3% Trimmed −5%
DYNF BlackRock ETF Trust 3.8% Held
IVE iShares Tr 3.1% Trimmed −7%
DFUS Dimensional ETF Trust 2.7% Held
SCHZ Schwab Strategic Tr 2.4% Added +72%
DFAU Dimensional ETF Trust 2.3% Held
IALT BlackRock ETF Trust 2.2% Added +14%
VOO Vanguard Index FDS 2.0% Trimmed −5%
VGIT Vanguard Scottsdale FDS 2.0% Added +10%
AAPL Apple Inc. 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 15, 2026 filing
add_circleNew
  • INRO $3.64M
  • MBBA $861K
  • USFR $693K
  • IEFA $350K
arrow_upwardAdded
  • CATH +872%
  • CGDV +675%
  • HYS +193%
  • WWJD +88%
arrow_downwardTrimmed
  • BAI −14%
  • SHLD −14%
  • VWO −12%
  • VTI −8%
remove_circleSold out
  • MBB $12.4M
  • SPMO $10.6M
  • JAAA $283K
  • SYK $247K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist