Searcy Financial Services

Searcy Financial Services as of March 31, 2026

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