SEARCY FINANCIAL SERVICES INC /ADV

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$298,175
Net value change ($000)
+28,535 (10.6%)
New positions
1
Sold out positions
1
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GRID 13,049 NEW
VB 3,981 13.7%
IWL 3,876 13.3%
VO 3,283 11.3%
GOOGL 2,534 18.5%
EZU 1,499 11.1%
AAPL 1,433 11.8%
AMZN 1,432 12.4%
AVDE 1,339 4.6%
VFH 1,211 8.8%
Top Reduces (Value $000, Stocks/ETFs)
VOO -5,744 -41.4%
LMBS -770 -3.5%
AMLP -328 -2.0%
ACN -323 -37.6%
XOM -202 -100.0%
WMT -42 -8.8%
ICSH -29 -4.1%
SO -10 -4.7%
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