Searcy Financial Services Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Searcy Financial Services Inc. reported 26 stock positions worth $216.6 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 11.8% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 11.5%) and iShares US Smallcap Equity F (SMLF, 11.0%). Compared with Q3 2024, it added to 6 and reduced 12. The biggest buy was Tesla (TSLA, shares +1%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0000354923
- Portfolio Value
- $216.6M (Q4 2024)
- SEC Filing
- 0000354923-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 26 stocks · $216.6M
| VIG Vanguard Dividend Apprec ETF | 11.84% | 130,921 | $25.6M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 11.53% | 94,556 | $25.0M | Reduce -0.5% |
| SMLF iShares US Smallcap Equity F | 10.99% | 352,524 | $23.8M | Reduce -0.3% |
| ACWV iShares MSCI Global Min Vol | 10.75% | 213,235 | $23.3M | Add +0.7% |
| LMBS First Trust Low Duration Opp | 8.55% | 380,588 | $18.5M | Add +6.2% |
| AMLP Alerian MLP ETF | 7.34% | 330,042 | $15.9M | Add +0.8% |
| PPA Invesco Aerospace & Defense | 6.79% | 128,215 | $14.7M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 5.87% | 57,983 | $12.7M | Reduce -4.1% |
| AAPL Apple Inc. | 5.55% | 48,018 | $12.0M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 5.49% | 62,407 | $11.9M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.11% | 24,431 | $11.1M | Reduce -1.0% |
| COWZ Pacer US Cash Cows 100 ETF | 3.36% | 128,867 | $7.3M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 2.89% | 11,621 | $6.3M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.83% | 4,457 | $1.8M | Add +0.6% |
| ACN Accenture PLC Class A | 0.72% | 4,430 | $1.6M | No change |
| GCOW Pacer Global Cash Cows Divid | 0.56% | 35,916 | $1.2M | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 4,153 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.24% | 3,882 | $521K | No change |
| ICSH iShares Ultra Short Duration | 0.23% | 9,717 | $490K | Reduce -3.1% |
| WMT Walmart Inc. | 0.16% | 3,839 | $347K | No change |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,626 | $308K | Reduce -13.8% |
| SO The Southern Co. | 0.12% | 3,180 | $262K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,148 | $252K | No change |
| VGT Vanguard Info Tech ETF | 0.12% | 404 | $251K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,406 | $236K | Add +0.1% |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 0.02% | 11,714 | $54K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 11.84% | −0.35 |
| PPA Invesco Aerospace & Defense | Reduce -2.1% | 6.79% | −0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.5% | 11.53% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 5.11% | −0.22 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.9% | 3.36% | −0.17 |
| SMLF iShares US Smallcap Equity F | Reduce -0.3% | 10.99% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -3.1% | 0.23% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -13.8% | 0.14% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 2.89% | +0.01 |
| AAPL Apple Inc. | Reduce -1.7% | 5.55% | +0.21 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 5.49% | +0.50 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 5.87% | +0.59 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $298.2M | VB, IWL, VO, AVDE, LMBS |
| Q1 2026 | 27 | $269.6M | IWL, VO, VB, AVDE, LMBS |
| Q4 2025 | 25 | $269.8M | IWL, VO, VB, ACWV, LMBS |
| Q3 2025 | 25 | $263.1M | IWL, VO, VB, ACWV, LMBS |
| Q2 2025 | 25 | $246.0M | IWL, VO, ACWV, VB, LMBS |
| Q1 2025 | 26 | $231.1M | ACWV, VO, SCHX, SMLF, LMBS |
| Q4 2024 | 26 | $216.6M | VIG, VO, SMLF, ACWV, LMBS |
| Q3 2024 | 26 | $213.1M | VIG, VO, ACWV, SMLF, LMBS |
| Q2 2024 | 25 | $200.4M | VIG, VO, ACWV, SMLF, LMBS |
| Q1 2024 | 26 | $196.5M | VIG, VO, ACWV, OMFS, LMBS |