Searcy Financial Services Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Searcy Financial Services Inc. reported 25 stock positions worth $269.8 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, 10.6%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.4%). Compared with Q3 2025, it added to 10 and reduced 6. The biggest buy was Alerian MLP ETF (AMLP, shares +7%) and the biggest sale Invesco Aerospace & Defense (PPA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0000354923
- Portfolio Value
- $269.8M (Q4 2025)
- SEC Filing
- 0000354923-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 25 stocks · $269.8M
| IWL iShares Russell Top 200 ETF | 11.26% | 177,992 | $30.4M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.61% | 98,634 | $28.6M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.45% | 109,261 | $28.2M | Add +1.4% |
| ACWV iShares MSCI Global Min Vol | 10.07% | 228,748 | $27.2M | Add +2.5% |
| LMBS First Trust Low Duration Opp | 7.82% | 422,173 | $21.1M | Add +3.6% |
| PPA Invesco Aerospace & Defense | 6.55% | 112,897 | $17.7M | Reduce -4.0% |
| AMLP Alerian MLP ETF | 6.55% | 375,719 | $17.7M | Add +6.6% |
| GOOG Alphabet Inc. Class C | 5.94% | 51,108 | $16.0M | Reduce -16.9% |
| VFH Vanguard Financials ETF | 5.51% | 111,389 | $14.9M | Add +0.5% |
| COWZ Pacer US Cash Cows 100 ETF | 5.30% | 237,718 | $14.3M | Add +0.8% |
| AAPL Apple Inc. | 4.85% | 48,132 | $13.1M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 4.76% | 55,644 | $12.8M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.43% | 23,779 | $12.0M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 3.08% | 13,249 | $8.3M | Add +0.3% |
| TSLA Tesla Inc. | 0.79% | 4,761 | $2.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 4,153 | $1.4M | No change |
| ACN Accenture PLC Class A | 0.43% | 4,336 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.27% | 3,947 | $736K | No change |
| ICSH iShares Ultra Short Duration | 0.25% | 13,202 | $668K | Add +44.0% |
| WMT Walmart Inc. | 0.16% | 3,850 | $429K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,148 | $340K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 913 | $286K | No change |
| SO The Southern Co. | 0.08% | 2,415 | $211K | Reduce -13.6% |
| PG The Procter & Gamble Co. | 0.08% | 1,416 | $203K | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 0.02% | 11,714 | $43K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| PPA Invesco Aerospace & Defense | Reduce -4.0% | 6.55% | −0.40 |
| SO The Southern Co. | Reduce -13.6% | 0.08% | −0.02 |
| IWL iShares Russell Top 200 ETF | Reduce -0.3% | 11.26% | −0.01 |
| AAPL Apple Inc. | Reduce -3.7% | 4.85% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 4.76% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -16.9% | 5.94% | +0.25 |
Portfolio Buys Q3 2025 → Q4 2025
| AMLP Alerian MLP ETF | Add +6.6% | 6.55% | +0.26 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.8% | 5.30% | +0.15 |
| LMBS First Trust Low Duration Opp | Add +3.6% | 7.82% | +0.11 |
| ICSH iShares Ultra Short Duration | Add +44.0% | 0.25% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.4% | 10.45% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 3.08% | +0.00 |
| VFH Vanguard Financials ETF | Add +0.5% | 5.51% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 4.43% | −0.09 |
| ACWV iShares MSCI Global Min Vol | Add +2.5% | 10.07% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.9% | 10.61% | −0.30 |
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 |