13F Insight
DOSSIER · 13F-HR · Q1 2026

SECURITY NATIONAL BANK OF SO DAK

SECURITY NATIONAL BANK OF SO DAK's family office based in London, UK — $207M in tracked AUM across 178 positions as of Q1 2026.

SN
SECURITY NATIONAL BANK OF SO DAK·London, UK·Family Office
CIK 0001105909 · last filed Mar 31, 2026
Total AUM
$207M
▼ 13.0%
vs prior
Holdings
178
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SECURITY NATIONAL BANK OF SO DAK filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BKMI
BNY MELLON MUNI INT ETF
$12M459K5.8%
02
AAPL
APPLE INC
$11M43K5.3%
03
GOOGL
ALPHABET INC CL A
$9M30K4.2%
04
MSFT
MICROSOFT CORP
$8M21K3.8%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
$8M16K3.7%
06
VT
VANGUARD TOT WORLD STK ETF
$6M41K2.8%
07
WMT
WALMART INC
$5M43K2.6%
08
ORCL
ORACLE CORP
$4M29K2.1%
09
TMO
THERMO FISHER SCIENTIFIC INC.
$4M9K2.0%
10
RTX
RTX CORP
$4M22K2.0%

Filing history

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