SEARCY FINANCIAL SERVICES INC /ADV

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
25
Total value ($000)
$269,811
Net value change ($000)
+6,725 (2.6%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMLP 1,128 6.8%
GOOGL 1,066 7.1%
LMBS 818 4.0%
VB 790 2.9%
COWZ 748 5.5%
IWL 724 2.4%
AMZN 404 3.2%
ACWV 400 1.5%
AAPL 353 2.8%
VFH 317 2.2%
Top Reduces (Value $000, Stocks/ETFs)
PPA -600 -3.3%
VO -85 -0.3%
SO -54 -20.4%
PG -15 -6.9%
REAX -6 -12.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type