SEARCY FINANCIAL SERVICES INC /ADV - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, SEARCY FINANCIAL SERVICES INC /ADV held in its portfolio 25 assets valued at $269,811,130 (i.e. $269.81M).
The most valuable assets in the portfolio included: ISHARES TR ($30.37M), VANGUARD INDEX FDS ($28.63M), and VANGUARD INDEX FDS ($28.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SEARCY FINANCIAL SERVICES INC /ADV - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 177992 | 30370775 | RUS TOP 200 ETF |
| VANGUARD INDEX FDS | 98634 | 28625615 | MID CAP ETF |
| VANGUARD INDEX FDS | 109261 | 28183868 | SMALL CP ETF |
| ISHARES INC | 228748 | 27163852 | MSCI GBL MIN VOL |
| FIRST TR EXCHANGE-TRADED FD | 422173 | 21104442 | FST LOW OPPT EFT |
| INVESCO EXCHANGE TRADED FD T | 112897 | 17683055 | AEROSPACE DEFN |
| ALPS ETF TR | 375719 | 17666294 | ALERIAN MLP |
| ALPHABET INC | 51108 | 16037759 | CAP STK CL C |
| VANGUARD WORLD FD | 111389 | 14869313 | FINANCIALS ETF |
| PACER FDS TR | 237718 | 14303466 | US CASH COWS 100 |
| APPLE INC | 48132 | 13085130 | COM |
| AMAZON COM INC | 55644 | 12843748 | COM |
| BERKSHIRE HATHAWAY INC DEL | 23779 | 11952701 | CL B NEW |
| VANGUARD INDEX FDS | 13249 | 8309153 | S&P 500 ETF SHS |
| TESLA INC | 4761 | 2141117 | COM |
| VANGUARD INDEX FDS | 4153 | 1392376 | TOTAL STK MKT |
| ACCENTURE PLC IRELAND | 4336 | 1163349 | SHS CLASS A |
| NVIDIA CORPORATION | 3947 | 736139 | COM |
| ISHARES TR | 13202 | 667733 | ULTRA SHORT DUR |
| WALMART INC | 3850 | 428962 | COM |
| INTERNATIONAL BUSINESS MACHS | 1148 | 340049 | COM |
| ALPHABET INC | 913 | 285908 | CAP STK CL A |
| SOUTHERN CO | 2415 | 210588 | COM |
| PROCTER AND GAMBLE CO | 1416 | 202982 | COM |
| THE REAL BROKERAGE INC | 11714 | 42756 | COM NEW |