StockDriftsStockDriftsTop 50 Security Financial Services, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.14% | 995.7K | $87.5M | +45.22%(+310.05K) | $66.97(+36.26%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 4.8% | 945.1K | $34.6M | -0.11%(-1.04K) | $31.61(+17.76%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.58% | 240.1K | $33.0M | -3.48%(-8.65K) | $81.83(+73.08%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.9% | 413.1K | $28.1M | +0.03%(+110) | $45.70(+53.54%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.51% | 111.5K | $25.3M | -16.58%(-22.16K) | $191.55(+23.79%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.81% | 247.1K | $20.2M | -1.17%(-2.93K) | $49.34(+72.02%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.39% | 333.0K | $17.2M | -0.68%(-2.28K) | $32.05(+67.63%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 2.21% | 301.7K | $15.9M | -21.60%(-83.13K) | $28.63(+63.35%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.19% | 23.0K | $15.8M | -11.31%(-2.93K) | $423.42(+68.31%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.99% | 243.2K | $14.3M | +71.04%(+101.02K) | $60.22(-3.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.82% | +55.37% | — | — | +45.27% |
| Top 20 Holdings Unweighted | +14.15% | +48.74% | — | — | +41.45% |
Security Financial Services, INC. reports $720.76M in US-listed equity holdings across 203 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.1%), CORO (4.8%) and IVW (4.6%). The top 20 holdings account for 57.23% of reported assets. Its disclosed equity book has returned +55.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Security Financial Services, INC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1913590). View Security Financial Services, INC.’s 13F filings on SEC