Searcy Financial Services Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Searcy Financial Services Inc. reported 25 stock positions worth $246.0 million. Its top holding was iShares Russell Top 200 ETF (IWL) at 11.1% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 11.1%) and iShares MSCI Global Min Vol (ACWV, 10.6%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 13 and reduced 5. The biggest buy was a new position in iShares Russell Top 200 ETF (IWL) and the biggest sale an exit from Schwab US Large-Cap ETF (SCHX).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0000354923
- Portfolio Value
- $246.0M (Q2 2025)
- SEC Filing
- 0000354923-25-000005 ↗ filed Jul 9, 2025
Holdings Value
Holdings 25 stocks · $246.0M
| IWL iShares Russell Top 200 ETF | 11.14% | 179,041 | $27.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 11.10% | 97,599 | $27.3M | Add +1.2% |
| ACWV iShares MSCI Global Min Vol | 10.61% | 220,103 | $26.1M | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.33% | 107,189 | $25.4M | New |
| LMBS First Trust Low Duration Opp | 7.92% | 395,350 | $19.5M | Add +1.3% |
| PPA Invesco Aerospace & Defense | 7.07% | 122,762 | $17.4M | Reduce -4.4% |
| AMLP Alerian MLP ETF | 6.76% | 340,534 | $16.6M | Add +2.0% |
| VFH Vanguard Financials ETF | 5.72% | 110,480 | $14.1M | Add +0.6% |
| COWZ Pacer US Cash Cows 100 ETF | 5.21% | 232,484 | $12.8M | Add +2.4% |
| AMZN Amazon.com Inc. | 5.05% | 56,597 | $12.4M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.65% | 23,551 | $11.4M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 4.60% | 63,727 | $11.3M | Add +2.3% |
| AAPL Apple Inc. | 4.18% | 50,164 | $10.3M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 2.95% | 12,790 | $7.3M | Add +2.2% |
| TSLA Tesla Inc. | 0.61% | 4,730 | $1.5M | Add +5.8% |
| ACN Accenture PLC Class A | 0.53% | 4,396 | $1.3M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 4,153 | $1.3M | No change |
| NVDA Nvidia Corp. | 0.24% | 3,771 | $596K | No change |
| ICSH iShares Ultra Short Duration | 0.19% | 9,297 | $471K | Add +0.6% |
| WMT Walmart Inc. | 0.15% | 3,848 | $376K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,148 | $338K | No change |
| VGT Vanguard Info Tech ETF | 0.11% | 404 | $268K | No change |
| SO The Southern Co. | 0.10% | 2,794 | $257K | Reduce -7.4% |
| PG The Procter & Gamble Co. | 0.09% | 1,412 | $225K | Add +0.2% |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 0.02% | 11,714 | $53K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −10.40 |
| SMLF iShares US Smallcap Equity F | Sold out | 0.00% | −9.76 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 4.65% | −0.93 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.11 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.53% | −0.06 |
| SO The Southern Co. | Reduce -7.4% | 0.10% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 5.05% | +0.33 |
| PPA Invesco Aerospace & Defense | Reduce -4.4% | 7.07% | +0.60 |
Portfolio Buys Q1 2025 → Q2 2025
| IWL iShares Russell Top 200 ETF | New | 11.14% | +11.14 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 10.33% | +10.33 |
| GOOG Alphabet Inc. Class C | Add +2.3% | 4.60% | +0.38 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.2% | 11.10% | +0.31 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 2.95% | +0.17 |
| TSLA Tesla Inc. | Add +5.8% | 0.61% | +0.11 |
| VFH Vanguard Financials ETF | Add +0.6% | 5.72% | +0.04 |
| WMT Walmart Inc. | Add +0.2% | 0.15% | +0.01 |
| ICSH iShares Ultra Short Duration | Add +0.6% | 0.19% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.09% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +2.4% | 5.21% | −0.17 |
| LMBS First Trust Low Duration Opp | Add +1.3% | 7.92% | −0.38 |
| ACWV iShares MSCI Global Min Vol | Add +0.5% | 10.61% | −0.41 |
| AAPL Apple Inc. | Add +2.4% | 4.18% | −0.52 |
| AMLP Alerian MLP ETF | Add +2.0% | 6.76% | −0.74 |
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 |