Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SEARCY FINANCIAL SERVICES INC /ADV (CIK 354923) reported $269.6M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWL ($29.2M, 10.83%), VO ($29.2M, 10.82%), VB ($29.2M, 10.81%), AVDE ($29.1M, 10.80%), LMBS ($21.8M, 8.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWL | ISHARES TR | $29.2M | 10.83% | 182,040 | Added |
| 2 | VO | VANGUARD INDEX FDS | $29.2M | 10.82% | 101,588 | Added |
| 3 | VB | VANGUARD INDEX FDS | $29.2M | 10.81% | 111,329 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $29.1M | 10.80% | 343,292 | New |
| 5 | LMBS | FIRST TR EXCHANGE-TRADED FD | $21.8M | 8.07% | 437,090 | Added |
| 6 | PPA | INVESCO EXCHANGE TRADED FD T | $17.5M | 6.51% | 105,875 | Trimmed |
| 7 | AMLP | ALPS ETF TR | $16.3M | 6.05% | 309,713 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $13.9M | 5.14% | 23,200 | Added |
| 9 | VFH | VANGUARD WORLD FD | $13.8M | 5.12% | 114,275 | Added |
| 10 | GOOG | ALPHABET INC | $13.7M | 5.08% | 47,782 | Trimmed |
| 11 | EZU | ISHARES INC | $13.5M | 5.01% | 215,580 | New |
| 12 | AAPL | APPLE INC | $12.1M | 4.50% | 47,839 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $11.6M | 4.30% | 55,631 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.5M | 4.25% | 23,906 | Added |
| 15 | TSLA | TESLA INC | $1.8M | 0.66% | 4,753 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $1.3M | 0.49% | 4,153 | Hold |
| 17 | ACN | ACCENTURE PLC IRELAND | $859,785 | 0.32% | 4,336 | Hold |
| 18 | ICSH | ISHARES TR | $713,098 | 0.26% | 14,087 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $702,331 | 0.26% | 4,027 | Added |
| 20 | WMT | WALMART INC | $478,816 | 0.18% | 3,853 | Added |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $278,264 | 0.10% | 1,148 | Hold |
| 22 | GOOGL | ALPHABET INC | $262,682 | 0.10% | 913 | Hold |
| 23 | CASY | CASEYS GEN STORES INC | $245,289 | 0.09% | 337 | New |
| 24 | PG | PROCTER & GAMBLE CO | $205,219 | 0.08% | 1,421 | Added |
| 25 | SO | SOUTHERN CO | $211,475 | 0.08% | 2,191 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31