Searcy Financial Services Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Searcy Financial Services Inc. reported 26 stock positions worth $231.1 million. Its top holding was iShares MSCI Global Min Vol (ACWV) at 11.0% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 10.8%) and Schwab US Large-Cap ETF (SCHX, 10.4%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 13 and reduced 6. The biggest buy was a new position in Schwab US Large-Cap ETF (SCHX) and the biggest sale an exit from Vanguard Dividend Apprec ETF (VIG).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0000354923
- Portfolio Value
- $231.1M (Q1 2025)
- SEC Filing
- 0000354923-25-000004 ↗ filed Apr 17, 2025
Holdings Value
Holdings 26 stocks · $231.1M
| ACWV iShares MSCI Global Min Vol | 11.02% | 218,923 | $25.5M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.79% | 96,480 | $25.0M | Add +2.0% |
| SCHX Schwab US Large-Cap ETF | 10.40% | 1,088,857 | $24.0M | New |
| SMLF iShares US Smallcap Equity F | 9.76% | 362,787 | $22.6M | Add +2.9% |
| LMBS First Trust Low Duration Opp | 8.30% | 390,292 | $19.2M | Add +2.5% |
| AMLP Alerian MLP ETF | 7.50% | 333,971 | $17.3M | Add +1.2% |
| PPA Invesco Aerospace & Defense | 6.47% | 128,355 | $15.0M | Add +0.1% |
| VFH Vanguard Financials ETF | 5.68% | 109,871 | $13.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 5.58% | 24,234 | $12.9M | Reduce -0.8% |
| COWZ Pacer US Cash Cows 100 ETF | 5.38% | 227,030 | $12.4M | Add +76.2% |
| AMZN Amazon.com Inc. | 4.71% | 57,265 | $10.9M | Reduce -1.2% |
| AAPL Apple Inc. | 4.71% | 48,996 | $10.9M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 4.21% | 62,323 | $9.7M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 2.78% | 12,510 | $6.4M | Add +7.7% |
| ACN Accenture PLC Class A | 0.60% | 4,430 | $1.4M | No change |
| TSLA Tesla Inc. | 0.50% | 4,470 | $1.2M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 4,153 | $1.1M | No change |
| ICSH iShares Ultra Short Duration | 0.20% | 9,241 | $469K | Reduce -4.9% |
| NVDA Nvidia Corp. | 0.18% | 3,771 | $409K | Reduce -2.9% |
| WMT Walmart Inc. | 0.15% | 3,842 | $337K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,148 | $285K | No change |
| SO The Southern Co. | 0.12% | 3,018 | $278K | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,627 | $252K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.10% | 1,409 | $240K | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.09% | 404 | $219K | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 0.02% | 11,714 | $48K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −11.84 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 4.21% | −1.28 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 4.71% | −1.16 |
| GCOW Pacer Global Cash Cows Divid | Sold out | 0.00% | −0.56 |
| NVDA Nvidia Corp. | Reduce -2.9% | 0.18% | −0.06 |
| ICSH iShares Ultra Short Duration | Reduce -4.9% | 0.20% | −0.02 |
| SO The Southern Co. | Reduce -5.1% | 0.12% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 5.58% | +0.47 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHX Schwab US Large-Cap ETF | New | 10.40% | +10.40 |
| VFH Vanguard Financials ETF | New | 5.68% | +5.68 |
| COWZ Pacer US Cash Cows 100 ETF | Add +76.2% | 5.38% | +2.02 |
| ACWV iShares MSCI Global Min Vol | Add +2.7% | 11.02% | +0.27 |
| AMLP Alerian MLP ETF | Add +1.2% | 7.50% | +0.17 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.10% | −0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.15% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.11% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +7.7% | 2.78% | −0.11 |
| LMBS First Trust Low Duration Opp | Add +2.5% | 8.30% | −0.25 |
| PPA Invesco Aerospace & Defense | Add +0.1% | 6.47% | −0.32 |
| TSLA Tesla Inc. | Add +0.3% | 0.50% | −0.33 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.0% | 10.79% | −0.74 |
| AAPL Apple Inc. | Add +2.0% | 4.71% | −0.84 |
| SMLF iShares US Smallcap Equity F | Add +2.9% | 9.76% | −1.23 |
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 |