True Wealth Design’s Security National Financial SNFCA Stock Holding History

True Wealth Design's SNFCA Position: Q2 2026 in Review

True Wealth Design increased its Security National Financial (SNFCA) stake by 280% in Q2 2026, buying an estimated $128 and bringing the position to 19 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

True Wealth Design first reported a position in SNFCA in Q3 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

• True Wealth Design held 19 shares of Security National Financial worth $175 as of Q2 2026.
• True Wealth Design bought 14 Security National Financial shares in Q2 2026, an estimated $128.
• Security National Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2472 holding.
• True Wealth Design first reported a position in Security National Financial in Q3 2025 and has held it in 3 quarters since.
• 3 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.