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SEARCY FINANCIAL SERVICES INC /ADV

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13F filer, CIK 354923, OVERLAND PARK, KS

SEARCY FINANCIAL SERVICES INC /ADV reported $279,650,769 across 25 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-07. Its ten largest share positions make up 77.04% of the portfolio.

Accepted , ingested 13F-HR 0000354923-26-000010

Period
2026-09-30
Reported value
$280M
Holdings
25
Top 10 weight
77.04%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GRIDadded+1,800$319K
METAnew+342$248K
WMTadded+3$311

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LMBSreduced-175,801-$8.52M
VOreduced-11,659-$914K
VBreduced-2,589-$737K
IWLreduced-3,778-$718K
VOOreduced-922-$646K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0000354923-26-000010, largest first. % of portfolio is the value over $279,650,769, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,041 shares; 2025Q3: 178,486 shares; 2025Q4: 177,992 shares; 2026Q1: 182,040 shares; 2026Q2: 178,911 shares; 2026Q3: 175,133 shares 175,133$33.3M11.91%-3,778Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,556 shares; 2025Q1: 96,480 shares; 2025Q2: 97,599 shares; 2025Q3: 97,741 shares; 2025Q4: 98,634 shares; 2026Q1: 101,588 shares; 2026Q2: 402,845 shares; 2026Q3: 391,186 shares 391,186$30.7M10.97%-11,659Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,189 shares; 2025Q3: 107,732 shares; 2025Q4: 109,261 shares; 2026Q1: 111,329 shares; 2026Q2: 109,328 shares; 2026Q3: 106,739 shares 106,739$30.4M10.86%-2,589Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343,292 shares; 2026Q2: 341,527 shares; 2026Q3: 335,109 shares 335,109$30.2M10.8%-6,418Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,215 shares; 2025Q1: 128,355 shares; 2025Q2: 122,762 shares; 2025Q3: 117,612 shares; 2025Q4: 112,897 shares; 2026Q1: 105,875 shares; 2026Q2: 104,831 shares; 2026Q3: 103,234 shares 103,234$16M5.71%-1,597Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330,042 shares; 2025Q1: 333,971 shares; 2025Q2: 340,534 shares; 2025Q3: 352,402 shares; 2025Q4: 375,719 shares; 2026Q1: 309,713 shares; 2026Q2: 308,099 shares; 2026Q3: 301,702 shares 301,702$15.6M5.6%-6,397Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,407 shares; 2025Q1: 62,323 shares; 2025Q2: 63,727 shares; 2025Q3: 61,476 shares; 2025Q4: 51,108 shares; 2026Q1: 47,782 shares; 2026Q2: 45,965 shares; 2026Q3: 45,074 shares 45,074$15.4M5.49%-891Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,018 shares; 2025Q1: 48,996 shares; 2025Q2: 50,164 shares; 2025Q3: 50,000 shares; 2025Q4: 48,132 shares; 2026Q1: 47,839 shares; 2026Q2: 46,910 shares; 2026Q3: 45,192 shares 45,192$15M5.38%-1,718Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 109,871 shares; 2025Q2: 110,480 shares; 2025Q3: 110,878 shares; 2025Q4: 111,389 shares; 2026Q1: 114,275 shares; 2026Q2: 114,112 shares; 2026Q3: 112,002 shares 112,002$14.6M5.21%-2,110Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,580 shares; 2026Q2: 215,874 shares; 2026Q3: 212,356 shares 212,356$14.3M5.11%-3,518Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,983 shares; 2025Q1: 57,265 shares; 2025Q2: 56,597 shares; 2025Q3: 56,654 shares; 2025Q4: 55,644 shares; 2026Q1: 55,631 shares; 2026Q2: 54,620 shares; 2026Q3: 53,584 shares 53,584$13.4M4.77%-1,036Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,051 shares; 2026Q3: 69,851 shares 69,851$12.4M4.42%+1,800Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,431 shares; 2025Q1: 24,234 shares; 2025Q2: 23,551 shares; 2025Q3: 23,662 shares; 2025Q4: 23,779 shares; 2026Q1: 23,906 shares; 2026Q2: 24,258 shares; 2026Q3: 24,106 shares 24,106$12M4.29%-152Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380,588 shares; 2025Q1: 390,292 shares; 2025Q2: 395,350 shares; 2025Q3: 407,431 shares; 2025Q4: 422,173 shares; 2026Q1: 437,090 shares; 2026Q2: 421,868 shares; 2026Q3: 246,067 shares 246,067$11.9M4.26%-175,801Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,621 shares; 2025Q1: 12,510 shares; 2025Q2: 12,790 shares; 2025Q3: 13,215 shares; 2025Q4: 13,249 shares; 2026Q1: 23,200 shares; 2026Q2: 11,821 shares; 2026Q3: 10,899 shares 10,899$7.64M2.73%-922Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,457 shares; 2025Q1: 4,470 shares; 2025Q2: 4,730 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,753 shares; 2026Q2: 4,752 shares; 2026Q3: 4,752 shares 4,752$1.69M0.6%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares; 2026Q1: 4,153 shares; 2026Q2: 4,153 shares; 2026Q3: 4,153 shares 4,153$1.55M0.56%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,882 shares; 2025Q1: 3,771 shares; 2025Q2: 3,771 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: 4,027 shares; 2026Q2: 4,027 shares; 2026Q3: 4,022 shares 4,022$919K0.33%-5Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,396 shares; 2025Q3: 4,336 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares; 2026Q2: 4,319 shares; 2026Q3: 4,319 shares 4,319$792K0.28%0Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,717 shares; 2025Q1: 9,241 shares; 2025Q2: 9,297 shares; 2025Q3: 9,169 shares; 2025Q4: 13,202 shares; 2026Q1: 14,087 shares; 2026Q2: 13,527 shares; 2026Q3: 11,093 shares 11,093$559K0.2%-2,434Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,839 shares; 2025Q1: 3,842 shares; 2025Q2: 3,848 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,853 shares; 2026Q2: 3,857 shares; 2026Q3: 3,860 shares 3,860$401K0.14%+3Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,626 shares; 2025Q1: 1,627 shares; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 914 shares; 2026Q3: 914 shares 914$314K0.11%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares; 2026Q2: 1,148 shares; 2026Q3: 1,148 shares 1,148$252K0.09%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 342 shares 342$248K0.09%newTimeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares; 2026Q2: 337 shares; 2026Q3: 337 shares 337$205K0.07%0Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO1,423$209Kshares
SOSOUTHERN CO2,101$201Kshares
REAXTHE REAL BROKERAGE INC24,124$43.9Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000354923-26-000010 base2026-10-07

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000354923-26-000010 Quarter ended 2026-09-302026-10-07
13F-HR 0000354923-26-000007 Quarter ended 2026-06-302026-07-20acceptance time not in the bulk data set
13F-HR 0000354923-26-000006 Quarter ended 2026-03-312026-04-14acceptance time not in the bulk data set
13F-HR 0000354923-26-000001 Quarter ended 2025-12-312026-01-22acceptance time not in the bulk data set
13F-HR 0000354923-25-000007 Quarter ended 2025-09-302025-10-06acceptance time not in the bulk data set
13F-HR 0000354923-25-000005 Quarter ended 2025-06-302025-07-09acceptance time not in the bulk data set
13F-HR 0000354923-25-000004 Quarter ended 2025-03-312025-04-17acceptance time not in the bulk data set
13F-HR 0000354923-25-000001 Quarter ended 2024-12-312025-01-13acceptance time not in the bulk data set
13F-HR 0000354923-24-000006 Quarter ended 2024-09-302024-10-15acceptance time not in the bulk data set
13F-HR 0000354923-24-000005 Quarter ended 2024-06-302024-07-15acceptance time not in the bulk data set
13F-HR 0000354923-24-000003 Quarter ended 2024-03-312024-04-16acceptance time not in the bulk data set
13F-HR 0000354923-24-000001 Quarter ended 2023-12-312024-01-16acceptance time not in the bulk data set
13F-HR 0000354923-23-000005 Quarter ended 2023-09-302023-10-16acceptance time not in the bulk data set
13F-HR 0000354923-23-000004 Quarter ended 2023-06-302023-07-19acceptance time not in the bulk data set
13F-HR 0000354923-23-000003 Quarter ended 2023-03-312023-04-14acceptance time not in the bulk data set
13F-HR 0000354923-23-000001 Quarter ended 2022-12-312023-01-13acceptance time not in the bulk data set
13F-HR 0000354923-22-000005 Quarter ended 2022-09-302022-10-21acceptance time not in the bulk data set
13F-HR 0000354923-22-000004 Quarter ended 2022-06-302022-07-28acceptance time not in the bulk data set
13F-HR 0000354923-22-000003 Quarter ended 2022-03-312022-04-29acceptance time not in the bulk data set
13F-HR 0000354923-22-000001 Quarter ended 2021-12-312022-01-18acceptance time not in the bulk data set
13F-HR 0000354923-21-000007 Quarter ended 2021-09-302021-11-01acceptance time not in the bulk data set
13F-HR 0000354923-21-000005 Quarter ended 2021-06-302021-07-20acceptance time not in the bulk data set
13F-HR 0000354923-21-000004 Quarter ended 2021-03-312021-04-14acceptance time not in the bulk data set
13F-HR 0000354923-21-000001 Quarter ended 2020-12-312021-02-04acceptance time not in the bulk data set
13F-HR 0000354923-20-000005 Quarter ended 2020-09-302020-10-16acceptance time not in the bulk data set
13F-HR 0000354923-20-000004 Quarter ended 2020-06-302020-08-04acceptance time not in the bulk data set
13F-HR 0000354923-20-000003 Quarter ended 2020-03-312020-04-15acceptance time not in the bulk data set
13F-HR 0000354923-20-000002 Quarter ended 2019-12-312020-01-27acceptance time not in the bulk data set
13F-HR 0000354923-19-000004 Quarter ended 2019-09-302019-10-15acceptance time not in the bulk data set
13F-HR 0000354923-19-000003 Quarter ended 2019-06-302019-07-11acceptance time not in the bulk data set
13F-HR 0000354923-19-000002 Quarter ended 2019-03-312019-05-09acceptance time not in the bulk data set
13F-HR 0001085146-19-000339 Quarter ended 2018-12-312019-02-06acceptance time not in the bulk data set