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Security National Financial shares owned by True Wealth Design

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $9 1 9.00

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Security National Financial

Soltis Investment Advisors
M3F
BlackRock
Vanguard Group
Dimensional Fund Advisors
LHM
Ameriprise Financial
Bridgeway Capital Management
Geode Capital Management
Rbf Capital
Renaissance Technologies
Goldman Sachs Group
Raymond James Financial
State Street Corporation
Northern Trust

View all funds holding Security National Financial