Searcy Financial Services Inc /Adv Top Holdings and 13F Report (2026) About Searcy Financial Services Inc /AdvInvestment ActivitySearcy Financial Services Inc /Adv has $298.17 million in total holdings as of June 30, 2026.Searcy Financial Services Inc /Adv owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 12.59% of the portfolio was purchased this quarter.About 3.89% of the portfolio was sold this quarter.This quarter, Searcy Financial Services Inc /Adv has purchased 27 new stocks and bought additional shares in 7 stocks.Searcy Financial Services Inc /Adv sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Small-Cap ETF $33,139,604iShares Russell Top 200 ETF $33,089,589Vanguard Mid-Cap ETF $32,457,217Avantis International Equity ETF $30,464,200First Trust Low Duration Opportunities ETF $21,000,596 Largest New Holdings this Quarter 33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $13,048,819 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 301,257 shares (about $24.27M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 68,051 shares (about $13.05M)Berkshire Hathaway 352 shares (about $176.14K)Real Brokerage 12,410 shares (about $22.59K)iShares MSCI Eurozone ETF 294 shares (about $20.43K) Largest Sales this Quarter Vanguard S&P 500 ETF 11,379 shares (about $7.82M)First Trust Low Duration Opportunities ETF 15,222 shares (about $757.75K)Alphabet 1,817 shares (about $641.99K)Vanguard Small-Cap ETF 2,001 shares (about $606.54K)iShares Russell Top 200 ETF 3,129 shares (about $578.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSearcy Financial Services Inc /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$33,139,604$606,545 â–¼-1.8%109,32811.1%ETFIWLiShares Russell Top 200 ETF$33,089,589$578,709 â–¼-1.7%178,91111.1%ETFVOVanguard Mid-Cap ETF$32,457,217$24,272,273 â–²296.5%402,84510.9%ETFAVDEAvantis International Equity ETF$30,464,200$157,438 â–¼-0.5%341,52710.2%ETFLMBSFirst Trust Low Duration Opportunities ETF$21,000,596$757,751 â–¼-3.5%421,8687.0%ETFPPAInvesco Aerospace & Defense ETF$18,518,422$184,423 â–¼-1.0%104,8316.2%ETFGOOGAlphabet$16,240,659$641,995 â–¼-3.8%45,9655.4%Communication ServicesAMLPAlerian MLP ETF$15,974,949$83,686 â–¼-0.5%308,0995.4%ETFVFHVanguard Financials ETF$15,017,089$21,451 â–¼-0.1%114,1125.0%ETFEZUiShares MSCI Eurozone ETF$15,003,248$20,433 â–²0.1%215,8745.0%ETFAAPLApple$13,573,896$268,816 â–¼-1.9%46,9104.6%TechnologyGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$13,048,819$13,048,819 â–²New Holding68,0514.4%ETFAMZNAmazon.com$13,018,131$240,962 â–¼-1.8%54,6204.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$12,138,647$176,140 â–²1.5%24,2584.1%FinanceVOOVanguard S&P 500 ETF$8,118,928$7,815,352 â–¼-49.0%11,8212.7%ETFTSLATesla$1,998,691$421 â–¼0.0%4,7520.7%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,536,7760.0%4,1530.5%ETFNVDANVIDIA$805,8420.0%4,0270.3%TechnologyICSHiShares Ultra Short-Term Bond Active ETF$684,187$28,324 â–¼-4.0%13,5270.2%ETFACNAccenture$537,456$2,115 â–¼-0.4%4,3190.2%TechnologyWALMART INC$436,888$453 â–²0.1%3,8570.1%COMGOOGLAlphabet$326,465$357 â–²0.1%9140.1%Communication ServicesIBMInternational Business Machines$322,8290.0%1,1480.1%TechnologyCASYCasey's General Stores$267,8440.0%3370.1%Consumer StaplesPGProcter & Gamble$208,653$293 â–²0.1%1,4230.1%Consumer StaplesSOSouthern$201,087$8,614 â–¼-4.1%2,1010.1%UtilitiesREAXReal Brokerage$43,906$22,586 â–²105.9%24,1240.0%Real EstateXOMExxonMobil$0$201,556 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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