Arkolith/Funds/Security Financial Services, INC.

Security Financial Services, INC.

CIK 1913590
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Security Financial Services, INC. holds a diversified book of 203 stocks worth $720.8M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ish Intl Ctry Rot Act ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2022 would be +52% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Security Financial Services, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
45
new positions
Added to
93
existing
Trimmed
81
reduced
Sold out
19
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+52.2%
+10.1%/yr · since Mar '22
Their reported book
+45.1%
held from quarter-end
S&P 500
+86.7%
same window
$9K$11K$14K$16K$19KMar '22Jan '23Dec '23Oct '24Sep '25Jul '26
Security Financial Services, INC. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.1 points over this window.

Growth of $10,000 cloning Security Financial Services, INC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
41%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

9% mapped to company sectors

ETF / fund or unclassified
91%
Information Technology
4%
Financials
2%
Industrials
1%
Consumer Discretionary
1%
Health Care
0%
Materials
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

203 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$87.5M995.7K
12.1%
+45%
Added · +310K sh
2BlackRock ETF Trust
ISHA IN CTRY ETF
$34.6M945.1K
4.8%
−0.1%
Reduced · −1K sh
3Ishares TR
S&P 500 GRWT ETF
$33.0M240.1K
4.6%
−3.5%
Reduced · −9K sh
4BlackRock ETF Trust
ISHARES US EQUIT
$28.1M413.1K
3.9%
~0%
Added · +110 sh
5Ishares TR
S&P 500 VAL ETF
$25.3M111.5K
3.5%
−17%
Reduced · −22K sh
6Dimensional ETF Trust
US EQUI MARK ETF
$20.2M247.1K
2.8%
−1.2%
Reduced · −3K sh
7Dimensional ETF Trust
US CORE EQT MKT
$17.2M333.0K
2.4%
−0.7%
Reduced · −2K sh
8BlackRock ETF Trust
ISHA I IN TE ETF
$15.9M301.7K
2.2%
−22%
Reduced · −83K sh
9Vanguard Index FDS
S&P 500 ETF SHS
$15.8M23.0K
2.2%
−11%
Reduced · −3K sh
10Vanguard Scottsdale FDS
INTER TERM TREAS
$14.3M243.2K
2.0%
+71%
Added · +101K sh
11BlackRock ETF Trust
ISHA SYST AL ETF
$13.8M490.9K
1.9%
New
New position
12Apple Inc
COM
$13.2M45.5K
1.8%
+1.9%
Added · +843 sh
13Ishares TR
CORE UNIVRSL USD
$12.8M276.9K
1.8%
+32%
Added · +67K sh
14Ishares TR
MBS ETF
$12.4M130.8K
1.7%
+2.6%
Added · +3K sh
15Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$12.2M171.2K
1.7%
−1.2%
Reduced · −2K sh
16Vanguard Specialized Funds
DIV APP ETF
$11.8M49.8K
1.6%
+0.2%
Added · +88 sh
17SPDR Series Trust
ST LON TREAS ETF
$11.6M442.1K
1.6%
−44%
Reduced · −345K sh
18BlackRock ETF Trust
ISHA US THEM ETF
$11.5M266.4K
1.6%
−25%
Reduced · −90K sh
19Schwab Strategic TR
US AGGREGATE B
$10.8M468.3K
1.5%
+17%
Added · +67K sh
20Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$10.6M65.7K
1.5%
−23%
Reduced · −20K sh
21Vanguard World FD
INF TECH ETF
$10.5M88.1K
1.5%
+700%
Added · +77K sh
22SPDR Index SHS FDS
ST STR PO EX ETF
$9.9M196.3K
1.4%
+2.5%
Added · +5K sh
23Global X FDS
DEFENSE TECH ETF
$9.7M162.5K
1.3%
+16%
Added · +23K sh
24Vanguard Charlotte FDS
TOTAL INT BD ETF
$9.4M193.2K
1.3%
−11%
Reduced · −23K sh
25Dimensional ETF Trust
INTL CORE EQT MK
$9.1M221.1K
1.3%
−0.1%
Reduced · −149 sh
26Dimensional ETF Trust
EMGR CRE EQT MNG
$8.8M219.9K
1.2%
−13%
Reduced · −34K sh
27BlackRock ETF Trust
ISHA LA CORE ETF
$8.0M158.8K
1.1%
−5.8%
Reduced · −10K sh
28Vanguard Index FDS
GROWTH ETF
$7.9M91.7K
1.1%
+527%
Added · +77K sh
29Dimensional ETF Trust
US HIGH PROF ETF
$7.8M187.7K
1.1%
−3.7%
Reduced · −7K sh
30Pimco ETF TR
ACTIVE BD ETF
$7.5M80.9K
1.0%
+0.1%
Added · +52 sh
31Pimco ETF TR
MULTISECTOR BD
$7.3M273.5K
1.0%
−4.4%
Reduced · −12K sh
32Ishares TR
S&P 100 ETF
$7.1M19.5K
1.0%
+1.0%
Added · +190 sh
33Ishares TR
U.S. TECH ETF
$6.8M26.9K
0.9%
−0.7%
Reduced · −192 sh
34Vanguard Index FDS
VALUE ETF
$6.2M28.4K
0.9%
−3.5%
Reduced · −1K sh
35BlackRock ETF Trust II
ISHA FLEX IN ETF
$5.6M106.3K
0.8%
−5.6%
Reduced · −6K sh
36Ishares TR
MSCI USA QLT FCT
$5.1M23.1K
0.7%
−34%
Reduced · −12K sh
37Dimensional ETF Trust
INTL CORE EQUITY
$4.8M128.3K
0.7%
−4.0%
Reduced · −5K sh
38State STR SPDR S&P 500 ETF T
TR UNIT
$4.3M5.8K
0.6%
+0.9%
Added · +54 sh
39Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$4.2M71.1K
0.6%
+0.3%
Added · +217 sh
40Goldman Sachs ETF TR
MARKETBETA INTL
$4.1M54.9K
0.6%
−0.4%
Reduced · −229 sh
41Ishares Gold TR
ISHARES NEW
$4.1M53.7K
0.6%
+14%
Added · +7K sh
42JPMorgan Chase & Co
COM
$4.0M12.2K
0.6%
+3.8%
Added · +448 sh
43Capital Group International
SHS
$3.9M106.5K
0.5%
−0.1%
Reduced · −152 sh
44Global X FDS
ARTIFICIAL ETF
$3.9M58.8K
0.5%
+104%
Added · +30K sh
45Vanguard Intl Equity Index F
ALLWRLD EX US
$3.8M45.5K
0.5%
−1.5%
Reduced · −676 sh
46Caterpillar Inc
COM
$3.7M3.5K
0.5%
−4.5%
Reduced · −165 sh
47Ishares TR
RUS 1000 ETF
$3.5M8.5K
0.5%
−1.9%
Reduced · −167 sh
48Ishares TR
US TREAS BD ETF
$3.5M152.2K
0.5%
+11%
Added · +15K sh
49Invesco Exchange Traded FD T
RAFI US 1000 ETF
$3.3M61.7K
0.5%
−0.5%
Reduced · −322 sh
50Vanguard BD Index FDS
TOTAL BND MRKT
$3.2M43.9K
0.4%
+6.7%
Added · +3K sh
Showing 50 of 203 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026203$720.8M13F-HR
Q1 2026Mar 31, 2026May 27, 2026203$632.3M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026212$636.9M13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025202$618.6M13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025181$566.3M13F-HR
Q1 2025Mar 31, 2025May 7, 2025169$503.8M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025167$491.1M13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024163$491.1M13F-HR
Q2 2024Jun 30, 2024Jul 23, 2024162$460.2M13F-HR
Q1 2024Mar 31, 2024Apr 11, 2024185$443.1M13F-HR
Q4 2023Dec 31, 2023Jan 16, 2024165$407.7M13F-HR
Q3 2023Sep 30, 2023Nov 7, 2023162$354.2M13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023150$352.4M13F-HR
Q1 2023Mar 31, 2023May 2, 2023133$329.1M13F-HR
Q4 2022Dec 31, 2022Jan 30, 2023133$322.5M13F-HR
Q3 2022Sep 30, 2022Oct 19, 2022130$293.4M13F-HR
Q2 2022Jun 30, 2022Jul 20, 2022127$313.7M13F-HR
Q1 2022Mar 31, 2022Apr 27, 2022131$315.5M13F-HR/A
Q4 2021Dec 31, 2021Mar 15, 2022133$299.7M13F-HR
Amended / restated
  • Q1 2022 · filed Apr 19, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.