SEARCY FINANCIAL SERVICES INC /ADV

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/6/2026
Form type
13F-HR
Num holdings
25
Total value ($000)
$279,651
Net value change ($000)
-18,524 (-6.2%)
New positions
1
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 1,476 10.9%
AMZN 332 2.6%
ACN 255 47.5%
META 248 NEW
IWL 213 0.6%
NVDA 113 14.0%
VTI 17 1.1%
Top Reduces (Value $000, Stocks/ETFs)
LMBS -9,077 -43.2%
VB -2,774 -8.4%
PPA -2,556 -13.8%
VO -1,780 -5.5%
GOOGL -883 -5.4%
EZU -705 -4.7%
GRID -678 -5.2%
VOO -480 -5.9%
VFH -447 -3.0%
AMLP -326 -2.0%
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