SEARCY FINANCIAL SERVICES INC /ADV

All 13F Filings

Location
Overland Park, KS
Most recent 13F
Q2 2026
Holdings value ($000)
298,175
Description
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Website
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Founded
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Chairman
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CEO
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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
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 94.17 K 31.6% 18.27 K 0 18.27 K
ETFs 204 K 68.4% 10.27 K 0 10.27 K
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Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
298,175
Holdings
27
QoQ value change ($000)
28,535 (10.6%)
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.