Searcy Financial Services
Latest statistics and disclosures from Searcy Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VB, IWL, VO, AVDE, LMBS, and represent 50.36% of Searcy Financial Services's stock portfolio.
- Added to shares of these 8 stocks: VO (+$24M), GRID (+$13M), BRK.B, REAX, EZU, WMT, GOOGL, PG.
- Started 1 new stock position in GRID.
- Reduced shares in these 10 stocks: VOO (-$7.8M), LMBS, GOOG, VB, IWL, AAPL, AMZN, , PPA, AVDE.
- Sold out of its position in XOM.
- Searcy Financial Services was a net buyer of stock by $26M.
- Searcy Financial Services has $298M in assets under management (AUM), dropping by 10.58%.
- Central Index Key (CIK): 0000354923
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Portfolio Holdings for Searcy Financial Services
Searcy Financial Services holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Small Cp Etf (VB) | 11.1 | $33M | 109k | 303.12 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 11.1 | $33M | 179k | 184.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 10.9 | $33M | +296% | 403k | 80.57 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 10.2 | $31M | 342k | 89.20 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 7.0 | $21M | -3% | 422k | 49.78 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 6.2 | $19M | 105k | 176.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $16M | -3% | 46k | 353.33 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 5.4 | $16M | 308k | 51.85 |
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| Vanguard World Financials Etf (VFH) | 5.0 | $15M | 114k | 131.60 |
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| Ishares Msci Eurzone Etf (EZU) | 5.0 | $15M | 216k | 69.50 |
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| Apple (AAPL) | 4.6 | $14M | 47k | 289.36 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 4.4 | $13M | NEW | 68k | 191.75 |
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| Amazon (AMZN) | 4.4 | $13M | 55k | 238.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $12M | 24k | 500.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $8.1M | -49% | 12k | 686.82 |
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| Tesla Motors (TSLA) | 0.7 | $2.0M | 4.8k | 420.60 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | 4.2k | 370.04 |
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| NVIDIA Corporation (NVDA) | 0.3 | $806k | 4.0k | 200.11 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $684k | -3% | 14k | 50.58 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $538k | 4.3k | 124.44 |
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| Wal-Mart Stores (WMT) | 0.1 | $437k | 3.9k | 113.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $327k | 914.00 | 357.18 |
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| International Business Machines (IBM) | 0.1 | $323k | 1.1k | 281.21 |
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| Casey's General Stores (CASY) | 0.1 | $268k | 337.00 | 794.79 |
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| Procter & Gamble Company (PG) | 0.1 | $209k | 1.4k | 146.63 |
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| Southern Company (SO) | 0.1 | $201k | -4% | 2.1k | 95.71 |
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| The Real Brokerage Com New (REAX) | 0.0 | $44k | +105% | 24k | 1.82 |
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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 2026 Q2 filed July 20, 2026
- Searcy Financial Services 2026 Q1 filed April 14, 2026
- 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