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 $298.2M across 27 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VB ($33.1M, 11.11%), IWL ($33.1M, 11.10%), VO ($32.5M, 10.89%), AVDE ($30.5M, 10.22%), LMBS ($21.0M, 7.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | $33.1M | 11.11% | 109,328 | Trimmed |
| 2 | IWL | ISHARES TR | $33.1M | 11.10% | 178,911 | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $32.5M | 10.89% | 402,845 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $30.5M | 10.22% | 341,527 | Trimmed |
| 5 | LMBS | FIRST TR EXCHANGE-TRADED FD | $21.0M | 7.04% | 421,868 | Trimmed |
| 6 | PPA | INVESCO EXCHANGE TRADED FD T | $18.5M | 6.21% | 104,831 | Trimmed |
| 7 | GOOG | ALPHABET INC | $16.2M | 5.45% | 45,965 | Trimmed |
| 8 | AMLP | ALPS ETF TR | $16.0M | 5.36% | 308,099 | Trimmed |
| 9 | VFH | VANGUARD WORLD FD | $15.0M | 5.04% | 114,112 | Trimmed |
| 10 | EZU | ISHARES INC | $15.0M | 5.03% | 215,874 | Added |
| 11 | AAPL | APPLE INC | $13.6M | 4.55% | 46,910 | Trimmed |
| 12 | GRID | FIRST TR EXCHANGE-TRADED FD | $13.0M | 4.38% | 68,051 | New |
| 13 | AMZN | AMAZON COM INC | $13.0M | 4.37% | 54,620 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.1M | 4.07% | 24,258 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $8.1M | 2.72% | 11,821 | Trimmed |
| 16 | TSLA | TESLA INC | $2.0M | 0.67% | 4,752 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $1.5M | 0.52% | 4,153 | Hold |
| 18 | NVDA | NVIDIA CORPORATION | $805,842 | 0.27% | 4,027 | Hold |
| 19 | ICSH | ISHARES TR | $684,187 | 0.23% | 13,527 | Trimmed |
| 20 | ACN | ACCENTURE PLC IRELAND | $537,456 | 0.18% | 4,319 | Trimmed |
| 21 | WMT | WALMART INC | $436,888 | 0.15% | 3,857 | Added |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $322,829 | 0.11% | 1,148 | Hold |
| 23 | GOOGL | ALPHABET INC | $326,465 | 0.11% | 914 | Added |
| 24 | CASY | CASEYS GEN STORES INC | $267,844 | 0.09% | 337 | Hold |
| 25 | PG | PROCTER & GAMBLE CO | $208,653 | 0.07% | 1,423 | Added |
Source: SEC Form 13F filings · as of 2026-06-30