Physician Wealth Advisors, Inc.
Position in SNFCA — Security National Financial Corp
CIK 1795173
MIDVALE, UT
Position in SNFCA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$483,357
-$13,169 QoQ
Shares Held
54,995
0.0% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#22
of 77 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $767,243 across 15 Insurance - Life names. SNFCA ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNFCA |
Security National Financial Corp
This page
|
54,995 | $483,357 | |
| 2 | MFC |
Manulife Financial Corp
|
1,472 | $59,630 | |
| 3 | MET |
Metlife Inc
|
692 | $58,550 | |
| 4 | AFL |
Aflac Inc
|
392 | $45,962 | |
| 5 | PRU |
Prudential Financial Inc
|
372 | $40,149 | |
| 6 | PRI |
Primerica, Inc.
|
101 | $28,704 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
312 | $15,905 | |
| 8 | LNC |
Lincoln National Corp
|
335 | $11,842 |
All Filings in SNFCA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,357 | 52,376 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $496,526 | 52,376 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $471,910 | 52,376 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $486,878 | 56,157 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $526,805 | 53,483 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $647,146 | 53,483 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $369,959 | 30,753 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $297,124 | 32,296 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $258,046 | 32,296 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $243,297 | 30,758 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $276,820 | 30,758 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $272,675 | 34,780 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $293,811 | 33,124 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $206,361 | 33,124 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $241,804 | 33,124 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $210,338 | 33,124 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $280,230 | 33,124 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $315,471 | 31,547 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||