Security National Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Security National Bank reported 314 stock positions worth $577.6 million. Its top holding was Nvidia (NVDA) at 12.7% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 7.8%) and Berkshire Hathaway Class B (BRK.B, 5.6%). Compared with Q1 2025, it opened 13 new positions, sold out of 14, added to 96 and reduced 42. The biggest buy was Vaneck Merk Gold ETF (OUNZ, shares +348%) and the biggest sale Unitedhealth (UNH, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001719739
- Portfolio Value
- $577.6M (Q2 2025)
- SEC Filing
- 0001719739-25-000003 ↗ filed Jul 10, 2025
Holdings Value
Holdings 314 stocks · $577.6M
| NVDA Nvidia Corp. | 12.73% | 465,408 | $73.5M | Reduce -3.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 7.82% | 62 | $45.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 5.59% | 66,453 | $32.3M | Add +2.1% |
| MSFT Microsoft Corp. | 4.19% | 48,692 | $24.2M | Reduce -0.8% |
| AAPL Apple Inc. | 3.94% | 110,858 | $22.7M | Reduce -5.0% |
| MUSA Murphy USA Inc. | 3.71% | 52,675 | $21.4M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 2.80% | 73,769 | $16.2M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 2.76% | 77,831 | $15.9M | Add +0.4% |
| V Visa Inc. Class A | 2.39% | 38,825 | $13.8M | Add +0.4% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.99% | 600,823 | $11.5M | Reduce -4.6% |
| JEPI JPMorgan Equity Premium Inco | 1.97% | 200,425 | $11.4M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 1.88% | 37,485 | $10.9M | Add +1.9% |
| SYK Stryker Corp. | 1.85% | 27,032 | $10.7M | Add +2.1% |
| LOW Lowe's Cos Inc. | 1.70% | 44,201 | $9.8M | Reduce -2.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.49% | 10,708 | $8.6M | Add +7.1% |
| MTH Meritage Homes Corp. | 1.43% | 123,500 | $8.3M | No change |
| ZTS Zoetis Inc. | 1.39% | 51,425 | $8.0M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 1.33% | 43,610 | $7.7M | Add +1.8% |
| BLK BlackRock Inc. | 1.28% | 7,053 | $7.4M | Add +0.3% |
| BX Blackstone Inc. | 1.26% | 48,599 | $7.3M | Reduce -0.7% |
| OUNZ Vaneck Merk Gold ETF | 1.25% | 225,509 | $7.2M | Add +348.3% |
| RTX RTX Corp. | 1.24% | 49,033 | $7.2M | Add +120.4% |
| IVV iShares Core S&P 500 ETF | 1.19% | 11,112 | $6.9M | Add +23.1% |
| NEE Nextera Energy Inc. | 1.12% | 92,870 | $6.4M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.10% | 6,418 | $6.4M | Add +5.5% |
| NOW ServiceNow Inc. | 1.08% | 6,088 | $6.3M | Add +14.5% |
| AVGO Broadcom Inc. | 1.06% | 22,218 | $6.1M | Reduce -0.2% |
| SNPS Synopsys Inc. | 0.97% | 10,912 | $5.6M | Add +8.5% |
| KLAC KLA Corp. | 0.91% | 5,841 | $5.2M | Add +7.3% |
| TRMB Trimble Inc. | 0.89% | 67,689 | $5.1M | Add +2.1% |
| VXF Vanguard Extended Market ETF | 0.88% | 26,355 | $5.1M | No change |
| GRBK Green Brick Partners Inc. | 0.87% | 79,504 | $5.0M | Add +4.1% |
| BSX Boston Scientific Corp. | 0.84% | 45,271 | $4.9M | Add +15.6% |
| SCCO Southern Copper Corp. | 0.83% | 47,656 | $4.8M | Add +6.1% |
| ACN Accenture PLC Class A | 0.81% | 15,624 | $4.7M | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 0.80% | 8,146 | $4.6M | Add +8.9% |
| JPST JPMorgan Ultra-Short Income | 0.79% | 89,922 | $4.6M | Add +11196.7% |
| MUR Murphy Oil Corp. | 0.78% | 199,857 | $4.5M | No change |
| DE Deere & Co. | 0.78% | 8,816 | $4.5M | Add +10.3% |
| BR Broadridge Financial Solutio | 0.72% | 17,228 | $4.2M | Reduce -10.8% |
| GXO Gxo Logistics Inc. | 0.71% | 84,550 | $4.1M | Add +57.6% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 10,063 | $4.1M | Add +2.4% |
| FANG Diamondback Energy Inc. | 0.69% | 28,951 | $4.0M | Add +1.2% |
| HUBB Hubbell Inc. | 0.67% | 9,438 | $3.9M | Add +17.5% |
| VMI Valmont Industries | 0.64% | 11,240 | $3.7M | No change |
| NVT Nvent Electric PLC | 0.57% | 44,800 | $3.3M | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 10,637 | $3.2M | Add +3.4% |
| CASY Casey's General Stores Inc. | 0.52% | 5,851 | $3.0M | Add +3.1% |
| MA Mastercard Inc. Class A | 0.43% | 4,471 | $2.5M | No change |
| CB Chubb Ltd. | 0.42% | 8,333 | $2.4M | Add +2.8% |
| ABT Abbott Laboratories | 0.42% | 17,698 | $2.4M | Add +441.6% |
| JNJ Johnson & Johnson | 0.42% | 15,713 | $2.4M | Reduce -2.3% |
| UNP Union Pacific Corp. | 0.37% | 9,394 | $2.2M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.36% | 2,795 | $2.1M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.34% | 6,213 | $1.9M | Reduce -64.0% |
| PG The Procter & Gamble Co. | 0.33% | 11,990 | $1.9M | Add +1630.2% |
| VTS Vitesse Energy Inc. | 0.31% | 82,114 | $1.8M | Add +14.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.31% | 32,442 | $1.8M | Add +14.0% |
| MSI Motorola Solutions Inc. | 0.28% | 3,898 | $1.6M | Add +8.6% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 14,730 | $1.6M | Add +36.0% |
| CAT Caterpillar Inc. | 0.27% | 4,014 | $1.6M | No change |
| XLI SS Industrial Select Sector | 0.26% | 10,226 | $1.5M | Add +1.3% |
| RPM RPM International Inc. | 0.26% | 13,422 | $1.5M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 2,662 | $1.5M | Add +28.7% |
| PHYS Sprott Physical Gold Trust | 0.22% | 50,943 | $1.3M | No change |
| LLY Eli Lilly & Co. | 0.21% | 1,542 | $1.2M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 0.21% | 6,737 | $1.2M | Add +1.9% |
| HELO JPMorgan Hedged Equity ETF | 0.19% | 17,854 | $1.1M | Reduce -11.8% |
| WEC WEC Energy Group Inc. | 0.18% | 9,912 | $1.0M | Reduce -0.2% |
| TE T1 Energy Inc. | 0.17% | 781,315 | $961K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 8,866 | $956K | No change |
| CADE Cadence Bank | 0.17% | 29,829 | $954K | No change |
| CPT Camden Property Trust | 0.16% | 8,232 | $928K | Reduce -2.4% |
| KVUE Kenvue Inc. | 0.16% | 44,094 | $923K | Add +5.1% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 14,259 | $884K | Add +18.3% |
| PEP Pepsico Inc. | 0.15% | 6,636 | $876K | Reduce -69.7% |
| HD Home Depot Inc. | 0.14% | 2,168 | $795K | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 7,025 | $768K | Reduce -0.8% |
| PCH Potlatchdeltic Corp. | 0.13% | 19,929 | $765K | Reduce -1.9% |
| IWB iShares Russell 1000 ETF | 0.11% | 1,925 | $654K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 1,044 | $645K | No change |
| CVX Chevron Corp. | 0.09% | 3,738 | $535K | Reduce -8.5% |
| TXN Texas Instruments Inc. | 0.09% | 2,497 | $518K | No change |
| HON Honeywell International Inc. | 0.09% | 2,193 | $511K | Reduce -22.2% |
| MCD McDonald's Corp. | 0.09% | 1,717 | $502K | No change |
| VYM Vanguard High DVD Yield ETF | 0.08% | 3,571 | $476K | No change |
| ETN Eaton Corp. PLC | 0.08% | 1,332 | $476K | Add +2.5% |
| IDV iShares International Select | 0.08% | 13,697 | $473K | Add +1.9% |
| SIVR Abrdn Physical Silver Shares | 0.08% | 13,500 | $465K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 7,539 | $459K | Add +44.5% |
| MCHP Microchip Technology Inc. | 0.07% | 5,968 | $420K | No change |
| BFST Business First Bancshares | 0.07% | 16,965 | $418K | New |
| VGT Vanguard Info Tech ETF | 0.07% | 627 | $416K | Reduce -2.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.07% | 9,759 | $414K | No change |
| FELG Fidelity Enh LRG Cap GWTH | 0.07% | 11,175 | $414K | No change |
| RF Regions Financial Corp. | 0.07% | 17,149 | $403K | Add +1.4% |
| AMGN Amgen Inc. | 0.07% | 1,440 | $402K | Reduce -41.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,336 | $394K | Add +1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 768 | $391K | Add +0.4% |
| VLO Valero Energy Corp. | 0.06% | 2,481 | $333K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $107K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| T1 ENERGY INC | *W EXP 07/09/202 | 1,035,484 | $107K | No change |
Total filed on the 13F, all lines: $577.7M.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -64.0% | 0.34% | −1.37 |
| MUSA Murphy USA Inc. | Reduce -1.0% | 3.71% | −1.01 |
| AAPL Apple Inc. | Reduce -5.0% | 3.94% | −0.96 |
| PEP Pepsico Inc. | Reduce -69.7% | 0.15% | −0.47 |
| MRK Merck & Co. Inc. | Reduce -92.9% | 0.03% | −0.46 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -4.6% | 1.99% | −0.29 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 1.70% | −0.29 |
| BR Broadridge Financial Solutio | Reduce -10.8% | 0.72% | −0.16 |
| ACN Accenture PLC Class A | Reduce -3.9% | 0.81% | −0.15 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.10 |
| JNJ Johnson & Johnson | Reduce -2.3% | 0.42% | −0.09 |
| AMGN Amgen Inc. | Reduce -41.0% | 0.07% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -59.4% | 0.04% | −0.07 |
| UNG US Natural Gas Fund LP | Sold out | 0.00% | −0.07 |
| PCH Potlatchdeltic Corp. | Reduce -1.9% | 0.13% | −0.04 |
| KOS Kosmos Energy Ltd. | Reduce -39.3% | 0.03% | −0.04 |
| CVX Chevron Corp. | Reduce -8.5% | 0.09% | −0.04 |
| HELO JPMorgan Hedged Equity ETF | Reduce -11.8% | 0.19% | −0.03 |
| BX Blackstone Inc. | Reduce -0.7% | 1.26% | −0.03 |
| CPT Camden Property Trust | Reduce -2.4% | 0.16% | −0.03 |
| PFG Principal Financial Group | Reduce -65.7% | 0.01% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -73.9% | 0.01% | −0.03 |
| LIN Linde PLC | Reduce -60.0% | 0.02% | −0.03 |
| WEC WEC Energy Group Inc. | Reduce -0.2% | 0.18% | −0.03 |
| HON Honeywell International Inc. | Reduce -22.2% | 0.09% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -43.1% | 0.02% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| DEA Easterly Govt Pptys Inc. | Sold out | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -25.3% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 0.13% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -9.1% | 0.02% | −0.01 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.01 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -43.4% | 0.01% | −0.01 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -4.0% | 0.03% | −0.00 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.00 |
| ATR Aptargroup Inc. | Sold out | 0.00% | −0.00 |
| ETHE Grayscale Ethereum Staking E | Reduce -45.0% | 0.01% | −0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -23.5% | 0.01% | −0.00 |
| AMT American Tower Corp. | Reduce -21.1% | 0.01% | −0.00 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.00 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.00 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.00 |
| GNMA iShares Gnma Bond ETF | Reduce -44.4% | 0.00% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.2% | 0.02% | −0.00 |
| OGI Organigram Holdings Inc. | Sold out | 0.00% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -8.5% | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -90.9% | 0.00% | 0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| OUNZ Vaneck Merk Gold ETF | Add +348.3% | 1.25% | +0.96 |
| JPST JPMorgan Ultra-Short Income | Add +11196.7% | 0.79% | +0.78 |
| RTX RTX Corp. | Add +120.4% | 1.24% | +0.68 |
| ABT Abbott Laboratories | Add +441.6% | 0.42% | +0.33 |
| GXO Gxo Logistics Inc. | Add +57.6% | 0.71% | +0.32 |
| PG The Procter & Gamble Co. | Add +1630.2% | 0.33% | +0.31 |
| NOW ServiceNow Inc. | Add +14.5% | 1.08% | +0.28 |
| PANW Palo Alto Networks Inc. | Add +0.4% | 2.76% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +23.1% | 1.19% | +0.24 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.1% | 1.49% | +0.23 |
| KLAC KLA Corp. | Add +7.3% | 0.91% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 1.88% | +0.18 |
| HUBB Hubbell Inc. | Add +17.5% | 0.67% | +0.17 |
| SNPS Synopsys Inc. | Add +8.5% | 0.97% | +0.15 |
| BSX Boston Scientific Corp. | Add +15.6% | 0.84% | +0.10 |
| IVW iShares S&P 500 Growth ETF | Add +36.0% | 0.28% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 1.33% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +8.9% | 0.80% | +0.07 |
| BFST Business First Bancshares | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +28.7% | 0.25% | +0.07 |
| TRMB Trimble Inc. | Add +2.1% | 0.89% | +0.07 |
| DE Deere & Co. | Add +10.3% | 0.78% | +0.07 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.36% | +0.06 |
| CASY Casey's General Stores Inc. | Add +3.1% | 0.52% | +0.05 |
| SCCO Southern Copper Corp. | Add +6.1% | 0.83% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +14.0% | 0.31% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.4% | 0.56% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +44.5% | 0.08% | +0.02 |
| IPAC iShares Core MSCI Pacific Et | New | 0.02% | +0.02 |
| GRBK Green Brick Partners Inc. | Add +4.1% | 0.87% | +0.02 |
| BLK BlackRock Inc. | Add +0.3% | 1.28% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +18.3% | 0.15% | +0.02 |
| BAC Bank of America Corp. | Add +810.9% | 0.02% | +0.02 |
| ENB Enbridge Inc. | Add +205.3% | 0.03% | +0.02 |
| RACE Ferrari NV | Add +55.1% | 0.04% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.4% | 0.07% | +0.02 |
| BOND PIMCO Active Bond Exchange-T | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +2.5% | 0.08% | +0.02 |
| NET Cloudflare Inc. Class A | Add +2.5% | 0.04% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.5% | 1.10% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 0.21% | +0.01 |
| SFD Smithfield Foods Inc. | New | 0.01% | +0.01 |
| XLI SS Industrial Select Sector | Add +1.3% | 0.26% | +0.01 |
| APLE Apple Hospitality REIT Inc. | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +25.6% | 0.02% | +0.01 |
| UBER Uber Technologies Inc. | Add +1.4% | 0.05% | +0.01 |
| TSLA Tesla Inc. | Add +3.5% | 0.05% | +0.01 |
| IBB iShares Biotechnology ETF | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.2% | 0.07% | +0.01 |
| HPE Hewlett Packard Enterprise | Add +4.8% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 392 | $837.9M | NVDA, BRK.A, BRK.B, AAPL, MUSA |
| Q1 2026 | 410 | $686.4M | NVDA, BRK.A, BRK.B, AAPL, MUSA |
| Q4 2025 | 372 | $696.3M | NVDA, BRK.A, BRK.B, AAPL, MSFT |
| Q3 2025 | 377 | $652.8M | NVDA, BRK.A, BRK.B, AAPL, MSFT |
| Q2 2025 | 314 | $577.6M | NVDA, BRK.A, BRK.B, MSFT, AAPL |
| Q1 2025 | 315 | $529.3M | NVDA, BRK.A, BRK.B, AAPL, MUSA |
| Q4 2024 | 318 | $700.6M | IVV, NVDA, BRK.A, BRK.B, AAPL |
| Q3 2024 | 282 | $735.9M | IVV, NVDA, BRK.A, BRK.B, IWR |
| Q2 2024 | 287 | $688.5M | IVV, NVDA, BRK.A, IWR, BRK.B |
| Q1 2024 | 277 | $660.6M | IVV, NVDA, BRK.A, IWR, BRK.B |