Searcy Financial Services
Latest statistics and disclosures from Searcy Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWL, VO, VB, ACWV, LMBS, and represent 50.48% of Searcy Financial Services's stock portfolio.
- Added to shares of these 10 stocks: LMBS, AMLP, ACWV, VOO, GOOGL, COWZ, VB, BRK.B, VFH, VO.
- Started 1 new stock position in GOOGL.
- Reduced shares in these 7 stocks: PPA, GOOG, , IWL, AAPL, ACN, ICSH.
- Sold out of its position in VGT.
- Searcy Financial Services was a net buyer of stock by $780k.
- Searcy Financial Services has $263M in assets under management (AUM), dropping by 6.95%.
- Central Index Key (CIK): 0000354923
Tip: Access up to 7 years of quarterly data
Positions held by Searcy Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Searcy Financial Services
Searcy Financial Services holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus Top 200 Etf (IWL) | 11.3 | $30M | 179k | 166.10 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 10.9 | $29M | 98k | 293.74 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 10.4 | $27M | 108k | 254.28 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 10.2 | $27M | 223k | 119.92 |
|
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 7.7 | $20M | +3% | 407k | 49.79 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 6.9 | $18M | -4% | 118k | 155.45 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 6.3 | $17M | +3% | 352k | 46.93 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.7 | $15M | -3% | 62k | 243.55 |
|
| Vanguard World Financials Etf (VFH) | 5.5 | $15M | 111k | 131.24 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 5.2 | $14M | 236k | 57.47 |
|
|
| Apple (AAPL) | 4.8 | $13M | 50k | 254.63 |
|
|
| Amazon (AMZN) | 4.7 | $12M | 57k | 219.57 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.5 | $12M | 24k | 502.75 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $8.1M | +3% | 13k | 612.37 |
|
| Tesla Motors (TSLA) | 0.8 | $2.1M | 4.8k | 444.72 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.4M | 4.2k | 328.17 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | 4.3k | 246.60 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $737k | +4% | 3.9k | 186.59 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $465k | 9.2k | 50.75 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $397k | 3.9k | 103.07 |
|
|
| International Business Machines (IBM) | 0.1 | $324k | 1.1k | 282.16 |
|
|
| Southern Company (SO) | 0.1 | $265k | 2.8k | 94.77 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $222k | NEW | 913.00 | 243.21 |
|
| Procter & Gamble Company (PG) | 0.1 | $218k | 1.4k | 153.61 |
|
|
| The Real Brokerage Com New (REAX) | 0.0 | $49k | 12k | 4.18 |
|
Past Filings by Searcy Financial Services
SEC 13F filings are viewable for Searcy Financial Services going back to 2018
- Searcy Financial Services 2025 Q3 filed Oct. 6, 2025
- Searcy Financial Services 2025 Q2 filed July 9, 2025
- Searcy Financial Services 2025 Q1 filed April 17, 2025
- Searcy Financial Services 2024 Q4 filed Jan. 13, 2025
- Searcy Financial Services 2024 Q3 filed Oct. 15, 2024
- Searcy Financial Services 2024 Q2 filed July 15, 2024
- Searcy Financial Services 2024 Q1 filed April 16, 2024
- Searcy Financial Services 2023 Q4 filed Jan. 16, 2024
- Searcy Financial Services 2023 Q3 filed Oct. 16, 2023
- Searcy Financial Services 2023 Q2 filed July 19, 2023
- Searcy Financial Services 2023 Q1 filed April 14, 2023
- Searcy Financial Services 2022 Q4 filed Jan. 13, 2023
- Searcy Financial Services 2022 Q3 filed Oct. 21, 2022
- Searcy Financial Services 2022 Q2 filed July 28, 2022
- Searcy Financial Services 2022 Q1 filed April 29, 2022
- Searcy Financial Services 2021 Q4 filed Jan. 18, 2022