Searcy Financial Services Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), Searcy Financial Services Inc. reported 25 stock positions worth $263.1 million. Its top holding was iShares Russell Top 200 ETF (IWL) at 11.3% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 10.9%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.4%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 14 and reduced 6. The biggest buy was Tesla (TSLA, shares +1%) and the biggest sale Accenture Class A (ACN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0000354923
- Portfolio Value
- $263.1M (Q3 2025)
- SEC Filing
- 0000354923-25-000007 ↗ filed Oct 6, 2025
Holdings Value
Holdings 25 stocks · $263.1M
| IWL iShares Russell Top 200 ETF | 11.27% | 178,486 | $29.6M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.91% | 97,741 | $28.7M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.41% | 107,732 | $27.4M | Add +0.5% |
| ACWV iShares MSCI Global Min Vol | 10.17% | 223,179 | $26.8M | Add +1.4% |
| LMBS First Trust Low Duration Opp | 7.71% | 407,431 | $20.3M | Add +3.1% |
| PPA Invesco Aerospace & Defense | 6.95% | 117,612 | $18.3M | Reduce -4.2% |
| AMLP Alerian MLP ETF | 6.29% | 352,402 | $16.5M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 5.69% | 61,476 | $15.0M | Reduce -3.5% |
| VFH Vanguard Financials ETF | 5.53% | 110,878 | $14.6M | Add +0.4% |
| COWZ Pacer US Cash Cows 100 ETF | 5.15% | 235,871 | $13.6M | Add +1.5% |
| AAPL Apple Inc. | 4.84% | 50,000 | $12.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 4.73% | 56,654 | $12.4M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.52% | 23,662 | $11.9M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 3.08% | 13,215 | $8.1M | Add +3.3% |
| TSLA Tesla Inc. | 0.80% | 4,761 | $2.1M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 4,153 | $1.4M | No change |
| ACN Accenture PLC Class A | 0.41% | 4,336 | $1.1M | Reduce -1.4% |
| NVDA Nvidia Corp. | 0.28% | 3,947 | $736K | Add +4.7% |
| ICSH iShares Ultra Short Duration | 0.18% | 9,169 | $465K | Reduce -1.4% |
| WMT Walmart Inc. | 0.15% | 3,850 | $397K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,148 | $324K | No change |
| SO The Southern Co. | 0.10% | 2,794 | $265K | No change |
| GOOGL Alphabet Inc. Class A | 0.08% | 913 | $222K | New |
| PG The Procter & Gamble Co. | 0.08% | 1,416 | $218K | Add +0.3% |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 0.02% | 11,714 | $49K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| ACN Accenture PLC Class A | Reduce -1.4% | 0.41% | −0.13 |
| PPA Invesco Aerospace & Defense | Reduce -4.2% | 6.95% | −0.12 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.11 |
| ICSH iShares Ultra Short Duration | Reduce -1.4% | 0.18% | −0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -0.3% | 11.27% | +0.12 |
| AAPL Apple Inc. | Reduce -0.3% | 4.84% | +0.66 |
| GOOG Alphabet Inc. Class C | Reduce -3.5% | 5.69% | +1.10 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +0.7% | 0.80% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 3.08% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.5% | 10.41% | +0.09 |
| GOOGL Alphabet Inc. Class A | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +4.7% | 0.28% | +0.04 |
| WMT Walmart Inc. | Add +0.1% | 0.15% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.08% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.5% | 5.15% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 4.52% | −0.13 |
| VFH Vanguard Financials ETF | Add +0.4% | 5.53% | −0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 10.91% | −0.19 |
| LMBS First Trust Low Duration Opp | Add +3.1% | 7.71% | −0.21 |
| AMZN Amazon.com Inc. | Add +0.1% | 4.73% | −0.32 |
| ACWV iShares MSCI Global Min Vol | Add +1.4% | 10.17% | −0.44 |
| AMLP Alerian MLP ETF | Add +3.5% | 6.29% | −0.48 |
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 |