SEARCY FINANCIAL SERVICES INC /ADV

All 13F Filings

Location
Overland Park, KS
Most recent 13F
Q1 2026
Holdings value ($000)
269,640
Description
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
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 75.9 K 28.1% 0 83.55 K -83.55 K
ETFs 193.7 K 71.9% 83.38 K 0 83.38 K
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Fund Snapshot

Q1 2026
Latest filed
4/14/2026
Total value ($000)
269,640
Holdings
27
QoQ value change ($000)
-171 (-0.1%)
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.