Searcy Financial Services Inc 13F Holdings · Q3 2026
Searcy Financial Services Inc reported 25 securities worth $279.65M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IWL (11.91%), VO (10.97%), VB (10.86%). Among its top 25 positions this quarter: 1 new, 2 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWL | ISHARES TR | $33.3M | 11.91% | 175,133 | Trimmed |
| 2 | VO | VANGUARD INDEX FDS | $30.7M | 10.97% | 391,186 | Trimmed |
| 3 | VB | VANGUARD INDEX FDS | $30.4M | 10.86% | 106,739 | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $30.2M | 10.80% | 335,109 | Trimmed |
| 5 | PPA | INVESCO EXCHANGE TRADED FD T | $16.0M | 5.71% | 103,234 | Trimmed |
| 6 | AMLP | ALPS ETF TR | $15.6M | 5.60% | 301,702 | Trimmed |
| 7 | GOOG | ALPHABET INC | $15.4M | 5.49% | 45,074 | Trimmed |
| 8 | AAPL | APPLE INC | $15.0M | 5.38% | 45,192 | Trimmed |
| 9 | VFH | VANGUARD WORLD FD | $14.6M | 5.21% | 112,002 | Trimmed |
| 10 | EZU | ISHARES INC | $14.3M | 5.11% | 212,356 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $13.4M | 4.77% | 53,584 | Trimmed |
| 12 | GRID | FIRST TR EXCHANGE-TRADED FD | $12.4M | 4.42% | 69,851 | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.0M | 4.29% | 24,106 | Trimmed |
| 14 | LMBS | FIRST TR EXCHANGE-TRADED FD | $11.9M | 4.26% | 246,067 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $7.6M | 2.73% | 10,899 | Trimmed |
| 16 | TSLA | TESLA INC | $1.7M | 0.60% | 4,752 | Hold |
| 17 | VTI | VANGUARD INDEX FDS | $1.6M | 0.56% | 4,153 | Hold |
| 18 | NVDA | NVIDIA CORPORATION | $918,635 | 0.33% | 4,022 | Trimmed |
| 19 | ACN | ACCENTURE PLC IRELAND | $791,975 | 0.28% | 4,319 | Hold |
| 20 | ICSH | ISHARES TR | $559,069 | 0.20% | 11,093 | Trimmed |
| 21 | WMT | WALMART INC | $401,142 | 0.14% | 3,860 | Added |
| 22 | GOOGL | ALPHABET INC | $314,337 | 0.11% | 914 | Hold |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $252,480 | 0.09% | 1,148 | Hold |
| 24 | META | META PLATFORMS INC | $248,087 | 0.09% | 342 | New |
| 25 | CASY | CASEYS GEN STORES INC | $205,051 | 0.07% | 337 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR