SEARCY FINANCIAL SERVICES INC /ADV

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$269,640
Net value change ($000)
-171 (-0.1%)
New positions
4
Sold out positions
2
Turnover %
31.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVDE 29,125 NEW
EZU 13,504 NEW
VOO 5,554 66.8%
VB 975 3.5%
LMBS 667 3.2%
VO 548 1.9%
CASY 245 NEW
XOM 202 NEW
WMT 50 11.7%
ICSH 45 6.7%
Top Reduces (Value $000, Stocks/ETFs)
ACWV -27,164 -100.0%
COWZ -14,303 -100.0%
GOOGL -2,331 -14.5%
AMLP -1,363 -7.7%
AMZN -1,258 -9.8%
IWL -1,157 -3.8%
VFH -1,063 -7.1%
AAPL -944 -7.2%
BRK-B -497 -4.2%
TSLA -374 -17.5%
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