Searcy Financial Services Inc Portfolio Stock Holdings
Searcy Financial Services Inc disclosed 27 stock positions valued at approximately $269.6 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 27
- Portfolio Value
- $269.6M
Holdings by Sector
Searcy Financial Services Inc Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWL | Other | 10.83% | 182,040 | +4,048 | +2.27% | $29,213,525 |
| VANGUARD INDEX FDS | VO | Other | 10.82% | 101,588 | +2,954 | +2.99% | $29,174,028 |
| VANGUARD INDEX FDS | VB | Other | 10.81% | 111,329 | +2,068 | +1.89% | $29,159,198 |
| AMERICAN CENTY ETF TR | AVDE | Other | 10.80% | 343,292 | +343,292 | +100.00% | $29,124,916 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 8.07% | 437,090 | +14,917 | +3.53% | $21,771,465 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 6.51% | 105,875 | -7,022 | -6.22% | $17,543,405 |
| ALPS ETF TR | AMLP | Other | 6.05% | 309,713 | -66,006 | -17.57% | $16,303,309 |
| VANGUARD INDEX FDS | VOO | Other | 5.14% | 23,200 | +9,951 | +75.11% | $13,863,245 |
| VANGUARD WORLD FD | VFH | Other | 5.12% | 114,275 | +2,886 | +2.59% | $13,805,566 |
| ALPHABET INC | GOOG | Communication Services | 5.08% | 47,782 | -3,326 | -6.51% | $13,706,861 |
| ISHARES INC | EZU | Other | 5.01% | 215,580 | +215,580 | +100.00% | $13,503,955 |
| APPLE INC | AAPL | Technology | 4.50% | 47,839 | -293 | -0.61% | $12,141,182 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.30% | 55,631 | -13 | -0.02% | $11,586,268 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.25% | 23,906 | +127 | +0.53% | $11,455,933 |
| TESLA INC | TSLA | Consumer Cyclical | 0.66% | 4,753 | -8 | -0.17% | $1,766,928 |
| VANGUARD INDEX FDS | VTI | Other | 0.49% | 4,153 | - | - | $1,332,324 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.32% | 4,336 | - | - | $859,785 |
| ISHARES TR | ICSH | Other | 0.26% | 14,087 | +885 | +6.70% | $713,098 |
| NVIDIA CORPORATION | NVDA | Technology | 0.26% | 4,027 | +80 | +2.03% | $702,331 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 3,853 | +3 | +0.08% | $478,816 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 1,148 | - | - | $278,264 |
| ALPHABET INC | GOOGL | Communication Services | 0.10% | 913 | - | - | $262,682 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.09% | 337 | +337 | +100.00% | $245,289 |
| SOUTHERN CO | SO | Utilities | 0.08% | 2,191 | -224 | -9.28% | $211,475 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 1,421 | +5 | +0.35% | $205,219 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 1,188 | +1,188 | +100.00% | $201,556 |
| THE REAL BROKERAGE INC | REAX | Real Estate | 0.01% | 11,714 | - | - | $29,285 |