Security National Bank

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Security National Bank reported 410 stock positions worth $686.4 million. Its top holding was Nvidia (NVDA) at 10.8% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 6.5%) and Berkshire Hathaway Class B (BRK.B, 4.8%). Compared with Q4 2025, it opened 65 new positions, sold out of 27, added to 102 and reduced 50. The biggest buy was Corning (GLW, shares +11%) and the biggest sale Blackstone (BX, shares −98%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001719739
Portfolio Value
$686.4M (Q1 2026)
SEC Filing
0001719739-26-000002 ↗ filed Apr 16, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $660.6M Q1 2024 Q2 2024: $688.5M Q2 2024 Q3 2024: $735.9M Q3 2024 Q4 2024: $700.6M Q4 2024 Q1 2025: $529.3M Q1 2025 Q2 2025: $577.6M Q2 2025 Q3 2025: $652.8M Q3 2025 Q4 2025: $696.3M Q4 2025 Q1 2026: $686.4M $686.4M Q1 2026 Q2 2026: $837.9M Q2 2026

Holdings 410 stocks · $686.4M

NVDA Nvidia Corp. 10.77% 424,077 $74.0M Reduce -1.8%
BRK.A Berkshire Hathaway Inc. Class A 6.49% 62 $44.5M No change
BRK.B Berkshire Hathaway Inc. Class B 4.83% 69,176 $33.1M Reduce -0.8%
AAPL Apple Inc. 4.13% 111,575 $28.3M Reduce -0.7%
MUSA Murphy USA Inc. 3.78% 52,593 $26.0M Reduce -0.1%
MSFT Microsoft Corp. 2.71% 50,219 $18.6M Add +0.7%
AMZN Amazon.com Inc. 2.42% 79,672 $16.6M Add +1.0%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.26% 11,761 $15.5M Add +0.6%
RTX RTX Corp. 2.05% 73,023 $14.1M Add +2.2%
HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F 1.99% 260,015 $13.7M Reduce -7.8%
GOOGL Alphabet Inc. Class A 1.99% 47,531 $13.7M Add +2.2%
PANW Palo Alto Networks Inc. 1.93% 82,574 $13.2M Add +0.2%
OUNZ Vaneck Merk Gold ETF 1.86% 283,026 $12.8M Add +5.8%
TIPX SS SPDR BB 1-10YR Tips ETF 1.81% 648,656 $12.4M Add +2.4%
V Visa Inc. Class A 1.80% 40,843 $12.3M Add +2.6%
JPM JPMorgan Chase & Co. 1.69% 39,512 $11.6M Add +2.5%
GLW Corning Inc. 1.59% 80,221 $10.9M Add +10.6%
LOW Lowe's Cos Inc. 1.58% 45,810 $10.8M Add +1.4%
KLAC KLA Corp. 1.43% 6,669 $9.8M Add +1.2%
SYK Stryker Corp. 1.38% 28,895 $9.5M Add +1.4%
NEE Nextera Energy Inc. 1.37% 101,533 $9.4M Add +2.1%
IVV iShares Core S&P 500 ETF 1.36% 14,310 $9.3M Add +6.2%
BINV Brandes International ETF 1.36% 226,310 $9.3M Add +6.8%
SCCO Southern Copper Corp. 1.36% 54,103 $9.3M Add +1.8%
BLK BlackRock Inc. 1.25% 8,895 $8.6M Add +19.0%
MUR Murphy Oil Corp. 1.19% 197,834 $8.2M Reduce -0.8%
DIVO Amplify CWP Enhan Divid ETF 1.15% 176,193 $7.9M Add +2.8%
MTH Meritage Homes Corp. 1.11% 123,500 $7.6M No change
COST Costco Wholesale Corp. 1.07% 7,344 $7.3M Add +3.7%
AVGO Broadcom Inc. 1.03% 22,817 $7.1M Reduce -1.4%
FANG Diamondback Energy Inc. 0.96% 33,429 $6.6M Add +11.2%
JPST JPMorgan Ultra-Short Income 0.95% 128,315 $6.5M Add +8.2%
GRBK Green Brick Partners Inc. 0.87% 92,637 $6.0M Add +3.4%
TMO Thermo Fisher Scientific Inc. 0.85% 11,890 $5.8M Add +1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.85% 23,932 $5.8M Add +8.7%
DE Deere & Co. 0.84% 10,235 $5.8M Add +3.4%
NVT Nvent Electric PLC 0.83% 48,160 $5.7M Add +8.6%
HUBB Hubbell Inc. 0.83% 11,574 $5.7M Add +4.7%
VXF Vanguard Extended Market ETF 0.79% 26,306 $5.4M Reduce -0.2%
SNPS Synopsys Inc. 0.74% 12,866 $5.1M Add +1.7%
TRMB Trimble Inc. 0.73% 76,632 $5.0M Add +3.7%
CASY Casey's General Stores Inc. 0.69% 6,467 $4.7M Add +1.3%
CDX Simplify High Yield ETF 0.68% 218,388 $4.7M Add +9.7%
VMI Valmont Industries 0.65% 11,178 $4.5M Reduce -0.6%
CAT Caterpillar Inc. 0.58% 5,591 $4.0M Reduce -1.0%
JEPI JPMorgan Equity Premium Inco 0.57% 69,466 $3.9M Add +5.0%
JNJ Johnson & Johnson 0.55% 15,325 $3.7M Add +0.7%
VOO Vanguard S&P 500 ETF 0.54% 6,194 $3.7M Reduce -17.2%
VTI VG Morningstar TS MKT ETF-US 0.51% 10,943 $3.5M Add +1.0%
TE T1 Energy Inc. 0.50% 781,315 $3.4M No change
CB Chubb Ltd. 0.48% 10,173 $3.3M Add +1.3%
SN Sharkninja Inc. 0.46% 30,049 $3.2M Add +35.9%
BSX Boston Scientific Corp. 0.45% 49,028 $3.1M Add +0.7%
NOW ServiceNow Inc. 0.44% 28,680 $3.0M Reduce -27.5%
WM Waste Management Inc. 0.44% 13,007 $3.0M Add +1.9%
MA Mastercard Inc. Class A 0.42% 5,839 $2.9M Reduce -1.7%
BR Broadridge Financial Solutio 0.40% 17,018 $2.8M Reduce -0.5%
QQQ Invesco QQQ Trust Series 1 0.37% 4,383 $2.5M Add +34.6%
IVW iShares S&P 500 Growth ETF 0.35% 21,439 $2.4M Add +7.6%
WDEF WT Europe Defensed FD 0.33% 73,611 $2.3M New
MSI Motorola Solutions Inc. 0.33% 5,206 $2.3M Add +9.9%
UNP Union Pacific Corp. 0.32% 9,138 $2.2M Reduce -0.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.31% 38,451 $2.1M Add +0.9%
MO Altria Group Inc. 0.30% 31,147 $2.1M Add +184.8%
ABT Abbott Laboratories 0.29% 19,493 $2.0M Add +6.4%
WEC WEC Energy Group Inc. 0.29% 17,261 $2.0M Add +1.4%
LLY Eli Lilly & Co. 0.29% 2,151 $2.0M Reduce -1.0%
GOOG Alphabet Inc. Class C 0.29% 6,842 $2.0M Reduce -0.5%
PG The Procter & Gamble Co. 0.27% 12,695 $1.8M Add +7.6%
HELO JPMorgan Hedged Equity ETF 0.26% 28,255 $1.8M Add +21.5%
PHYS Sprott Physical Gold Trust 0.26% 50,943 $1.8M No change
RPM RPM International Inc. 0.23% 15,921 $1.6M Add +8.4%
XOM Exxon Mobil Corp. 0.21% 8,693 $1.5M Add +1.5%
SIVR Abrdn Physical Silver Shares 0.21% 20,534 $1.5M No change
HBAN Huntington Bancshares Inc. 0.19% 84,931 $1.3M Add +552.6%
HD Home Depot Inc. 0.18% 3,851 $1.3M Add +0.4%
FTRI First Trust Indxx Global Nat 0.16% 62,974 $1.1M Add +45.3%
MAR Marriott International Class A 0.15% 3,149 $1.0M Reduce -1.2%
GSEW Goldman Sachs Eql WGHT Large 0.13% 10,742 $909K Add +8.3%
RCL Royal Caribbean Cruises Ltd. 0.13% 3,122 $859K Reduce -0.2%
OPPJ Wisdomtree Japan Opportuniti 0.12% 15,494 $842K New
ACWX iShares MSCI Acwi Ex US ETF 0.12% 12,301 $842K Add +9.2%
IJH iShares Core S&P Midcap ETF 0.12% 12,393 $837K Add +1.4%
DVN Devon Energy Corp. 0.12% 16,230 $817K Reduce -0.5%
PEP Pepsico Inc. 0.12% 5,217 $810K Reduce -5.3%
IJR iShares Core S&P Small-Cap E 0.11% 6,346 $789K Add +2.5%
CVX Chevron Corp. 0.11% 3,751 $776K Add +0.4%
RYN Rayonier Inc. 0.11% 36,239 $747K New
BSV Vanguard Short-Term Bond ETF 0.11% 9,484 $744K Add +163.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 1,129 $734K No change
SBUX Starbucks Corp. 0.10% 7,836 $702K Add +0.8%
ISRG Intuitive Surgical Inc. 0.10% 1,515 $698K Reduce -0.4%
VTS Vitesse Energy Inc. 0.10% 37,544 $682K Add +16.9%
AMGN Amgen Inc. 0.09% 1,713 $603K Reduce -2.6%
IDV iShares International Select 0.08% 13,697 $583K No change
META Meta Platforms Inc. Class A 0.08% 979 $560K Add +46.6%
IWB iShares Russell 1000 ETF 0.08% 1,528 $545K Reduce -11.0%
MCD McDonald's Corp. 0.08% 1,706 $530K Add +0.5%
SKYH SKY Harbour Group Corp. 0.07% 52,038 $501K No change
HON Honeywell International Inc. 0.07% 2,193 $496K No change

Show all 410 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $242K (not counted above)
SecurityClassShares / PrincipalValueChange
T1 ENERGY INC *W EXP 07/09/202 1,035,484$242KNo change

Total filed on the 13F, all lines: $686.7M.

Portfolio Sells Q4 2025 → Q1 2026

BX Blackstone Inc. Reduce -97.6% 0.02% −1.09
NVDA Nvidia Corp. Reduce -1.8% 10.77% −0.80
GXO Gxo Logistics Inc. Reduce -98.3% 0.01% −0.69
NOW ServiceNow Inc. Reduce -27.5% 0.44% −0.43
AAPL Apple Inc. Reduce -0.7% 4.13% −0.26
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 4.83% −0.21
CADE Cadence Bank Sold out 0.00% −0.18
BR Broadridge Financial Solutio Reduce -0.5% 0.40% −0.15
VOO Vanguard S&P 500 ETF Reduce -17.2% 0.54% −0.13
HOLA JPM Intll HDG Eq LDDR Ovrly Reduce -7.8% 1.99% −0.12
AVGO Broadcom Inc. Reduce -1.4% 1.03% −0.12
PCH Potlatchdeltic Corp. Sold out 0.00% −0.11
MA Mastercard Inc. Class A Reduce -1.7% 0.42% −0.06
LLY Eli Lilly & Co. Reduce -1.0% 0.29% −0.05
IVE iShares S&P 500 Value ETF Reduce -63.5% 0.02% −0.03
GOOG Alphabet Inc. Class C Reduce -0.5% 0.29% −0.02
ISRG Intuitive Surgical Inc. Reduce -0.4% 0.10% −0.02
MRK Merck & Co. Inc. Reduce -83.6% 0.00% −0.02
QCOM Qualcomm Inc. Reduce -31.3% 0.02% −0.01
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.01
IWB iShares Russell 1000 ETF Reduce -11.0% 0.08% −0.01
VGT Vanguard Info Tech ETF Reduce -10.7% 0.06% −0.01
VCIT Vanguard Int-Term Corporate Reduce -24.0% 0.03% −0.01
UNH Unitedhealth Group Inc. Reduce -33.7% 0.01% −0.01
AMCR Amcor PLC Sold out 0.00% −0.01
IWV iShares Russell 3000 ETF Reduce -25.5% 0.02% −0.01
FISV Fiserv Inc. Reduce -50.0% 0.00% −0.01
ORCL Oracle Corp. Reduce -88.1% 0.00% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -9.1% 0.03% −0.01
QDEF NT Qual Div Def ETF Sold out 0.00% −0.01
WMB Williams Cos Inc. Sold out 0.00% −0.01
USB US Bancorp Reduce -10.9% 0.04% −0.00
SPTM SS SPDR P S&P 1500 Comp ETF Sold out 0.00% −0.00
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.00
KVUE Kenvue Inc. Sold out 0.00% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Reduce -32.4% 0.01% −0.00
ULTA Ulta Beauty Inc. Reduce -3.9% 0.02% −0.00
ETHE Grayscale Ethereum Staking E Sold out 0.00% −0.00
ZTS Zoetis Inc. Reduce -0.2% 0.06% −0.00
VXF Vanguard Extended Market ETF Reduce -0.2% 0.79% −0.00
BWXT BWX Technologies Inc. Sold out 0.00% −0.00
CRGY Crescent Energy Inc. Class A Sold out 0.00% −0.00
LRCX Lam Research Corp. Sold out 0.00% −0.00
ILCB iShares Morningstar U.S. Equ Reduce -9.2% 0.01% −0.00
RSG Republic Services Inc. Reduce -8.2% 0.04% −0.00
VCLT Vanguard Long-Term Corp. Bond Sold out 0.00% −0.00
ETH Grayscale Ethereum Staking M Sold out 0.00% −0.00
ALEX Alexander & Baldwin Inc. Sold out 0.00% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −0.00
PHM Pultegroup Inc. Reduce -23.3% 0.00% −0.00

Portfolio Buys Q4 2025 → Q1 2026

GLW Corning Inc. Add +10.6% 1.59% +0.68
ASML ASML Holding NV-NY Reg SHS Add +0.6% 2.26% +0.47
WDEF WT Europe Defensed FD New 0.33% +0.33
FANG Diamondback Energy Inc. Add +11.2% 0.96% +0.31
KLAC KLA Corp. Add +1.2% 1.43% +0.28
OUNZ Vaneck Merk Gold ETF Add +5.8% 1.86% +0.26
SCCO Southern Copper Corp. Add +1.8% 1.36% +0.26
NEE Nextera Energy Inc. Add +2.1% 1.37% +0.23
MO Altria Group Inc. Add +184.8% 0.30% +0.21
COST Costco Wholesale Corp. Add +3.7% 1.07% +0.19
NVT Nvent Electric PLC Add +8.6% 0.83% +0.18
CASY Casey's General Stores Inc. Add +1.3% 0.69% +0.18
DE Deere & Co. Add +3.4% 0.84% +0.18
RTX RTX Corp. Add +2.2% 2.05% +0.17
HBAN Huntington Bancshares Inc. Add +552.6% 0.19% +0.16
BINV Brandes International ETF Add +6.8% 1.36% +0.14
OPPJ Wisdomtree Japan Opportuniti New 0.12% +0.12
HUBB Hubbell Inc. Add +4.7% 0.83% +0.12
RYN Rayonier Inc. New 0.11% +0.11
SN Sharkninja Inc. Add +35.9% 0.46% +0.11
BLK BlackRock Inc. Add +19.0% 1.25% +0.10
JNJ Johnson & Johnson Add +0.7% 0.55% +0.09
JPST JPMorgan Ultra-Short Income Add +8.2% 0.95% +0.08
QQQ Invesco QQQ Trust Series 1 Add +34.6% 0.37% +0.08
TIPX SS SPDR BB 1-10YR Tips ETF Add +2.4% 1.81% +0.08
MSI Motorola Solutions Inc. Add +9.9% 0.33% +0.07
BSV Vanguard Short-Term Bond ETF Add +163.3% 0.11% +0.07
XOM Exxon Mobil Corp. Add +1.5% 0.21% +0.07
FTRI First Trust Indxx Global Nat Add +45.3% 0.16% +0.07
GRBK Green Brick Partners Inc. Add +3.4% 0.87% +0.06
DIVO Amplify CWP Enhan Divid ETF Add +2.8% 1.15% +0.06
IAU iShares Gold Trust Add +2947.8% 0.05% +0.05
CDX Simplify High Yield ETF Add +9.7% 0.68% +0.04
HELO JPMorgan Hedged Equity ETF Add +21.5% 0.26% +0.04
IVV iShares Core S&P 500 ETF Add +6.2% 1.36% +0.04
WEC WEC Energy Group Inc. Add +1.4% 0.29% +0.03
CB Chubb Ltd. Add +1.3% 0.48% +0.03
WM Waste Management Inc. Add +1.9% 0.44% +0.03
CVX Chevron Corp. Add +0.4% 0.11% +0.03
JEPI JPMorgan Equity Premium Inco Add +5.0% 0.57% +0.03
PG The Procter & Gamble Co. Add +7.6% 0.27% +0.02
TSM Taiwan Semiconductor-SP ADR Add +40.5% 0.06% +0.02
USO United States Oil Fund LP New 0.02% +0.02
BNO United States Brent Oil Fund New 0.02% +0.02
AM Antero Midstream Corp. Add +17.7% 0.06% +0.02
META Meta Platforms Inc. Class A Add +46.6% 0.08% +0.02
GDX Vaneck Gold Miners ETF Add +20.9% 0.07% +0.02
GEV GE Vernova Inc. Add +12.4% 0.04% +0.01
ISTB iShares Core 1-5 Year Usd Bo Add +96.6% 0.03% +0.01
ACWX iShares MSCI Acwi Ex US ETF Add +9.2% 0.12% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 392$837.9MNVDA, BRK.A, BRK.B, AAPL, MUSA
Q1 2026 410$686.4MNVDA, BRK.A, BRK.B, AAPL, MUSA
Q4 2025 372$696.3MNVDA, BRK.A, BRK.B, AAPL, MSFT
Q3 2025 377$652.8MNVDA, BRK.A, BRK.B, AAPL, MSFT
Q2 2025 314$577.6MNVDA, BRK.A, BRK.B, MSFT, AAPL
Q1 2025 315$529.3MNVDA, BRK.A, BRK.B, AAPL, MUSA
Q4 2024 318$700.6MIVV, NVDA, BRK.A, BRK.B, AAPL
Q3 2024 282$735.9MIVV, NVDA, BRK.A, BRK.B, IWR
Q2 2024 287$688.5MIVV, NVDA, BRK.A, IWR, BRK.B
Q1 2024 277$660.6MIVV, NVDA, BRK.A, IWR, BRK.B