SEARCY FINANCIAL SERVICES INC /ADV
CIK 0000354923 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
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
Top Holdings
VB
VANGUARD INDEX FDS
11.1%
IWL
ISHARES TR
11.1%
VO
VANGUARD INDEX FDS
10.9%
AVDE
AMERICAN CENTY ETF TR
10.2%
LMBS
FIRST TR EXCHANGE-TRADED FD
7.0%
PPA
INVESCO EXCHANGE TRADED FD T
6.2%
GOOG
ALPHABET INC
5.4%
AMLP
ALPS ETF TR
5.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.