SEARCY FINANCIAL SERVICES INC /ADV

CIK 0000354923 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

SEARCY FINANCIAL SERVICES INC /ADV reported 27 positions worth $298.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VB (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$298.2M
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.4%
Est. Net Flow (Q)
2026 Q2
10 / 27 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VBVANGUARD INDEX FDSSH$33.1M11.11%109,328
2IWLISHARES TRSH$33.1M11.10%178,911
3VOVANGUARD INDEX FDSSH$32.5M10.88%402,845
4AVDEAMERICAN CENTY ETF TRSH$30.5M10.22%341,527
5LMBSFIRST TR EXCHANGE-TRADED FDSH$21.0M7.04%421,868
6PPAINVESCO EXCHANGE TRADED FD TSH$18.5M6.21%104,831
7GOOGALPHABET INCSH$16.2M5.45%45,965
8AMLPALPS ETF TRSH$16.0M5.36%308,099
9VFHVANGUARD WORLD FDSH$15.0M5.04%114,112
10EZUISHARES INCSH$15.0M5.03%215,874

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SEARCY FINANCIAL SERVICES INC /ADV hold as of Q2 2026?

SEARCY FINANCIAL SERVICES INC /ADV reported 27 positions worth $298.2M in its Q2 2026 13F filing. Largest positions: VB (11.1%), IWL (11.1%), VO (10.9%), AVDE (10.2%) and LMBS (7.0%).

What did SEARCY FINANCIAL SERVICES INC /ADV buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SEARCY FINANCIAL SERVICES INC /ADV sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.