Quick Takeaways
- Security National Bank reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $697,502,200.
- Info
- Portfolio
13F Filings History of Security National Bank
- Latest 13F report
- Q4 2025 - 05 Feb 2026
- Value $
- $697,502,200
- Signature - Title
- Karen Mentzer - AVP Trust Compliance Coordinator
- Location
- Omaha, NE
- Summary
- This page shows a list of all the recent 13F filings made by Security National Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Security National Bank reported 373 stock holdings with total value $697,502,200 as of Q4 2025. Top holdings included NVDA, BRKA, BRKB, AAPL, and MSFT.
Follow Filing Activity
Follow Security National Bank and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 05 Feb 2026, 15:05.
- Reported value moved from $652,866,141 to $697,502,200.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 373 | $697,502,200 | +$58,465,479 | -$20,601,779 | +$37,863,700 | NVDA, BRKA, BRKB, AAPL, MSFT | 13F-HR | 05 Feb 2026, 15:05 |
| Q3 2025 | 378 | $652,866,141 | +$49,718,341 | -$19,304,442 | +$30,413,899 | NVDA, BRKA, BRKB, AAPL, MSFT | 13F-HR | 20 Oct 2025, 14:22 |
| Q2 2025 | 315 | $577,709,113 | +$31,137,816 | -$16,570,366 | +$14,567,450 | NVDA, BERKSHIRE HATHAWAY INC DEL, BRKB, MSFT, AAPL | 13F-HR | 10 Jul 2025, 12:38 |
| Q1 2025 | 316 | $529,423,869 | +$51,287,700 | -$188,647,558 | -$137,359,858 | NVDA, BERKSHIRE HATHAWAY INC DEL, BRKB, AAPL, MUSA | 13F-HR | 23 Apr 2025, 15:54 |
| Q4 2024 | 319 | $700,925,046 | +$23,054,391 | -$52,397,342 | -$29,342,951 | IVV, NVDA, BRKA, BRKB, AAPL | 13F-HR | 10 Feb 2025, 11:00 |
| Q3 2024 | 283 | $735,987,764 | +$21,690,125 | -$9,913,238 | +$11,776,887 | IVV, NVDA, BRKA, BRKB, IWR | 13F-HR | 07 Oct 2024, 15:37 |
| Q2 2024 | 288 | $688,663,796 | +$78,135,635 | -$13,843,987 | +$64,291,648 | IVV, NVDA, BRKA, IWR, BRKB | 13F-HR | 22 Jul 2024, 16:34 |
| Q1 2024 | 277 | $660,578,555 | +$189,601,352 | -$28,228,506 | +$161,372,846 | IVV, NVDA, BRKA, IWR, BRKB | 13F-HR | 15 Apr 2024, 09:46 |
| Q4 2023 | 313 | $442,775,525 | +$72,149,262 | -$15,903,008 | +$56,246,254 | NVDA, BRKA, AAPL, BRKB, MUSA | 13F-HR | 13 Feb 2024, 10:42 |
| Q3 2023 | 102 | $356,363,876 | +$9,552,972 | -$30,294,051 | -$20,741,079 | NVDA, BRKB, AAPL, MUSA, MSFT | 13F-HR | 20 Oct 2023, 09:32 |
| Q2 2023 | 104 | $392,654,745 | +$10,811,266 | -$27,740,468 | -$16,929,202 | NVDA, AAPL, BRKB, MSFT, MUSA | 13F-HR | 18 Jul 2023, 10:28 |
| Q1 2023 | 100 | $374,838,559 | +$1,508,730 | -$26,179,450 | -$24,670,720 | NVDA, AAPL, BRKB, MSFT, MUSA | 13F-HR | 17 Apr 2023, 10:40 |
| Q4 2022 | 100 | $370,918,407 | +$15,475,713 | -$28,331,135 | -$12,855,422 | BRKB, AAPL, NVDA, MUSA, MSFT | 13F-HR | 01 Feb 2023, 12:28 |
| Q3 2022 | 100 | $358,604,000 | +$33,818,527 | -$11,070,020 | +$22,748,507 | AAPL, BRKB, MUSA, NVDA, MSFT | 13F-HR | 18 Oct 2022, 13:10 |
| Q2 2022 | 98 | $359,742,000 | +$30,931,289 | -$23,751,005 | +$7,180,284 | BRKB, AAPL, NVDA, MSFT, MUSA | 13F-HR | 25 Jul 2022, 10:35 |
| Q1 2022 | 106 | $437,278,000 | +$23,966,805 | -$19,245,147 | +$4,721,658 | NVDA, BRKB, AAPL, MSFT, UNP | 13F-HR | 25 Apr 2022, 10:23 |
| Q4 2021 | 107 | $441,674,000 | +$13,961,382 | -$19,136,777 | -$5,175,395 | NVDA, AAPL, BRKB, MSFT, LOW | 13F-HR | 28 Jan 2022, 13:40 |
| Q3 2021 | 101 | $398,672,000 | +$48,112,120 | -$9,112,127 | +$38,999,993 | NVDA, AAPL, BRKB, MSFT, AMZN | 13F-HR | 14 Oct 2021, 11:39 |
| Q2 2021 | 97 | $379,876,000 | +$15,754,005 | -$8,366,462 | +$7,387,543 | NVDA, BRKB, AAPL, MSFT, AMZN | 13F-HR | 07 Jul 2021, 09:52 |
| Q1 2021 | 97 | $340,053,000 | +$28,974,734 | -$12,591,179 | +$16,383,555 | AAPL, BRKB, NVDA, MSFT, AMZN | 13F-HR | 05 Apr 2021, 15:15 |
| Q4 2020 | 74 | $314,776,000 | +$7,916,379 | -$11,621,326 | -$3,704,947 | AAPL, NVDA, BRKB, MSFT, AMZN | 13F-HR | 01 Feb 2021, 14:54 |
| Q3 2020 | 70 | $286,974,000 | +$27,004,685 | -$3,357,186 | +$23,647,499 | NVDA, AAPL, BRKB, AMZN, MSFT | 13F-HR | 19 Oct 2020, 12:55 |
| Q2 2020 | 66 | $242,131,000 | +$13,250,506 | -$5,190,197 | +$8,060,309 | NVDA, AAPL, BRKB, MSFT, AMZN | 13F-HR | 11 Aug 2020, 09:10 |
| Q1 2020 | 66 | $190,475,000 | +$19,711,260 | -$16,177,627 | +$3,533,633 | BRKB, NVDA, AAPL, MSFT, AMZN | 13F-HR | 21 Apr 2020, 12:00 |
| Q4 2019 | 72 | $224,373,000 | +$7,132,910 | -$18,425,648 | -$11,292,738 | BRKB, AAPL, MSFT, UNP, NVDA | 13F-HR | 04 Feb 2020, 16:57 |
| Q3 2019 | 73 | $211,967,000 | +$14,440,784 | -$8,900,127 | +$5,540,657 | AAPL, BRKB, MSFT, UNP, AMZN | 13F-HR | 15 Oct 2019, 16:52 |
| Q2 2019 | 71 | $202,335,000 | +$8,051,586 | -$5,410,290 | +$2,641,296 | AAPL, BRKB, MSFT, UNP, AMZN | 13F-HR | 22 Jul 2019, 09:52 |
| Q1 2019 | 72 | $192,765,000 | +$22,194,458 | -$7,789,365 | +$14,405,093 | AAPL, BRKB, UNP, MSFT, AMZN | 13F-HR | 14 May 2019, 13:02 |
| Q4 2018 | 65 | $160,351,000 | +$18,046,734 | -$9,106,651 | +$8,940,083 | BRKB, AAPL, MSFT, UNP, BRKA | 13F-HR | 14 Feb 2019, 09:27 |
| Q3 2018 | 64 | $180,832,000 | +$15,209,675 | -$6,222,246 | +$8,987,429 | AAPL, BRKB, NVDA, MUR, BRKA | 13F-HR | 12 Oct 2018, 18:03 |
| Q2 2018 | 62 | $157,178,000 | +$4,608,149 | -$2,595,338 | +$2,012,811 | AAPL, BRKB, MUR, NVDA, AMZN | 13F-HR | 26 Jul 2018, 12:18 |
| Q1 2018 | 63 | $149,414,000 | +$5,745,564 | -$11,411,590 | -$5,666,026 | AAPL, BRKB, NVDA, MUR, UNP | 13F-HR | 09 May 2018, 15:52 |
| Q4 2017 | 64 | $153,926,000 | +$3,926,684 | -$6,333,785 | -$2,407,101 | AAPL, BRKB, MUR, NVDA, UNP | 13F-HR | 13 Feb 2018, 17:24 |
| Q3 2017 | 66 | $146,074,000 | +$7,374,137 | -$6,821,893 | +$552,244 | AAPL, BRKB, NVDA, MUR, VMI | 13F-HR | 13 Nov 2017, 14:40 |
| Q2 2017 | 65 | $137,301,000 | +$6,203,757 | -$5,561,314 | +$642,443 | AAPL, BRKB, MUR, NVDA, VMI | 13F-HR | 03 Jan 2018, 11:03 |
| Q1 2017 | 64 | $133,495,000 | $0 | $0 | $0 | AAPL, BRKB, MUR, NVDA, BRKA | 13F-HR | 04 Jan 2018, 17:05 |