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, AVDE, LMBS, and represent 51.34% of Searcy Financial Services's stock portfolio.
  • Added to shares of these 10 stocks: AVDE (+$29M), EZU (+$14M), VOO (+$5.9M), VO, LMBS, IWL, VB, VFH, CASY, XOM.
  • Started 4 new stock positions in AVDE, EZU, CASY, XOM.
  • Reduced shares in these 9 stocks: ACWV (-$27M), COWZ (-$14M), AMLP, PPA, GOOG, AAPL, SO, TSLA, AMZN.
  • Sold out of its positions in ACWV, COWZ.
  • Searcy Financial Services was a net buyer of stock by $5.1M.
  • Searcy Financial Services has $270M in assets under management (AUM), dropping by -0.06%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Top 200 Etf (IWL) 10.8 $29M +2% 182k 160.48
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Vanguard Index Fds Mid Cap Etf (VO) 10.8 $29M +2% 102k 287.18
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Vanguard Index Fds Small Cp Etf (VB) 10.8 $29M 111k 261.92
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American Centy Etf Tr Intl Eqt Etf (AVDE) 10.8 $29M NEW 343k 84.84
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 8.1 $22M +3% 437k 49.81
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 6.5 $18M -6% 106k 165.70
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Alps Etf Tr Alerian Mlp (AMLP) 6.0 $16M -17% 310k 52.64
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.1 $14M +75% 23k 597.55
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Vanguard World Financials Etf (VFH) 5.1 $14M +2% 114k 120.81
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Alphabet Cap Stk Cl C (GOOG) 5.1 $14M -6% 48k 286.86
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Ishares Msci Eurzone Etf (EZU) 5.0 $14M NEW 216k 62.64
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Apple (AAPL) 4.5 $12M 48k 253.79
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Amazon (AMZN) 4.3 $12M 56k 208.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $12M 24k 479.21
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Tesla Motors (TSLA) 0.7 $1.8M 4.8k 371.75
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.3M 4.2k 320.81
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $860k 4.3k 198.29
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Ishares Tr Ultra Short Dur (ICSH) 0.3 $713k +6% 14k 50.62
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NVIDIA Corporation (NVDA) 0.3 $702k +2% 4.0k 174.41
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Wal-Mart Stores (WMT) 0.2 $479k 3.9k 124.27
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International Business Machines (IBM) 0.1 $278k 1.1k 242.39
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $263k 913.00 287.71
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Casey's General Stores (CASY) 0.1 $245k NEW 337.00 727.86
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Southern Company (SO) 0.1 $212k -9% 2.2k 96.52
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Procter & Gamble Company (PG) 0.1 $205k 1.4k 144.42
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Exxon Mobil Corporation (XOM) 0.1 $202k NEW 1.2k 169.66
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The Real Brokerage Com New (REAX) 0.0 $29k 12k 2.50
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Past Filings by Searcy Financial Services

SEC 13F filings are viewable for Searcy Financial Services going back to 2018

View all past filings