SEARCY FINANCIAL SERVICES INC /ADV
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 279,651
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/6/2026 | 25 | 279,651 | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV |
| Q2 2026 | 7/17/2026 | 27 | 298,175 | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV |
| Q1 2026 | 4/14/2026 | 27 | 269,640 | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV |
| Q4 2025 | 1/22/2026 | 25 | 269,811 | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV |
| Q3 2025 | 10/6/2025 | 25 | 263,086 | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV |
| Q2 2025 | 7/9/2025 | 25 | 245,988 | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.87 K | 30.4% | 0 | 9.298 K | -9.298 K |
| ETFs | 194.8 K | 69.6% | 0 | 9.23 K | -9.23 K |
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Fund Snapshot
Q3 2026
Latest filed
10/6/2026
Total value ($000)
279,651
Holdings
25
QoQ value change ($000)
-18,524
(-6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.