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 50.20% of Searcy Financial Services's stock portfolio.
- Added to shares of these 10 stocks: AMLP, LMBS, ACWV, VB, VO, ICSH, COWZ, VFH, BRK.B, VOO.
- Reduced shares in these 6 stocks: GOOG, PPA, AAPL, AMZN, IWL, SO.
- Searcy Financial Services was a net seller of stock by $-1.2M.
- Searcy Financial Services has $270M in assets under management (AUM), dropping by 2.56%.
- Central Index Key (CIK): 0000354923
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Portfolio Holdings for Searcy Financial Services
Searcy Financial Services holds 25 positions in its portfolio as reported in the December 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 | 178k | 170.63 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 10.6 | $29M | 99k | 290.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 10.4 | $28M | 109k | 257.95 |
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| Ishares Msci Gbl Min Vol (ACWV) | 10.1 | $27M | +2% | 229k | 118.75 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 7.8 | $21M | +3% | 422k | 49.99 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 6.6 | $18M | -4% | 113k | 156.63 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 6.5 | $18M | +6% | 376k | 47.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $16M | -16% | 51k | 313.80 |
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| Vanguard World Financials Etf (VFH) | 5.5 | $15M | 111k | 133.49 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 5.3 | $14M | 238k | 60.17 |
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| Apple (AAPL) | 4.8 | $13M | -3% | 48k | 271.86 |
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| Amazon (AMZN) | 4.8 | $13M | 56k | 230.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $12M | 24k | 502.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $8.3M | 13k | 627.15 |
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| Tesla Motors (TSLA) | 0.8 | $2.1M | 4.8k | 449.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.4M | 4.2k | 335.27 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.2M | 4.3k | 268.30 |
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| NVIDIA Corporation (NVDA) | 0.3 | $736k | 3.9k | 186.51 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $668k | +43% | 13k | 50.58 |
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| Wal-Mart Stores (WMT) | 0.2 | $429k | 3.9k | 111.42 |
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| International Business Machines (IBM) | 0.1 | $340k | 1.1k | 296.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $286k | 913.00 | 313.15 |
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| Southern Company (SO) | 0.1 | $211k | -13% | 2.4k | 87.20 |
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| Procter & Gamble Company (PG) | 0.1 | $203k | 1.4k | 143.35 |
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| The Real Brokerage Com New (REAX) | 0.0 | $43k | 12k | 3.65 |
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Past Filings by Searcy Financial Services
SEC 13F filings are viewable for Searcy Financial Services going back to 2018
- Searcy Financial Services 2025 Q4 filed Jan. 22, 2026
- 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