Skip to content
Disclosery

SEARCY FINANCIAL SERVICES INC /ADV

Follow

13F filer, CIK 354923, OVERLAND PARK, KS

SEARCY FINANCIAL SERVICES INC /ADV reported $263,086,134 across 25 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-06. Its ten largest share positions make up 80.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000354923-25-000007

Period
2025-09-30
Reported value
$263M
Holdings
25
Top 10 weight
80.09%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LMBSadded+12,081$602K
AMLPadded+11,868$557K
ACWVadded+3,076$369K
VOOadded+425$260K
GOOGLnew+913$222K

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
PPAreduced-5,150-$801K
GOOGreduced-2,251-$548K
VGTexited-404-$268K
IWLreduced-555-$92.2K
AAPLreduced-164-$41.8K

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 2025

Share positions as resolved from 13F-HR 0000354923-25-000007, largest first. % of portfolio is the value over $263,086,134, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,041 shares; 2025Q3: 178,486 shares 178,486$29.6M11.27%-555Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,556 shares; 2025Q1: 96,480 shares; 2025Q2: 97,599 shares; 2025Q3: 97,741 shares 97,741$28.7M10.91%+142Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,189 shares; 2025Q3: 107,732 shares 107,732$27.4M10.41%+543Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,235 shares; 2025Q1: 218,923 shares; 2025Q2: 220,103 shares; 2025Q3: 223,179 shares 223,179$26.8M10.17%+3,076Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380,588 shares; 2025Q1: 390,292 shares; 2025Q2: 395,350 shares; 2025Q3: 407,431 shares 407,431$20.3M7.71%+12,081Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,215 shares; 2025Q1: 128,355 shares; 2025Q2: 122,762 shares; 2025Q3: 117,612 shares 117,612$18.3M6.95%-5,150Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,042 shares; 2025Q1: 333,971 shares; 2025Q2: 340,534 shares; 2025Q3: 352,402 shares 352,402$16.5M6.29%+11,868Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,407 shares; 2025Q1: 62,323 shares; 2025Q2: 63,727 shares; 2025Q3: 61,476 shares 61,476$15M5.69%-2,251Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 109,871 shares; 2025Q2: 110,480 shares; 2025Q3: 110,878 shares 110,878$14.6M5.53%+398Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,867 shares; 2025Q1: 227,030 shares; 2025Q2: 232,484 shares; 2025Q3: 235,871 shares 235,871$13.6M5.15%+3,387Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,018 shares; 2025Q1: 48,996 shares; 2025Q2: 50,164 shares; 2025Q3: 50,000 shares 50,000$12.7M4.84%-164Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,983 shares; 2025Q1: 57,265 shares; 2025Q2: 56,597 shares; 2025Q3: 56,654 shares 56,654$12.4M4.73%+57Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,431 shares; 2025Q1: 24,234 shares; 2025Q2: 23,551 shares; 2025Q3: 23,662 shares 23,662$11.9M4.52%+111Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,621 shares; 2025Q1: 12,510 shares; 2025Q2: 12,790 shares; 2025Q3: 13,215 shares 13,215$8.09M3.08%+425Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,457 shares; 2025Q1: 4,470 shares; 2025Q2: 4,730 shares; 2025Q3: 4,761 shares 4,761$2.12M0.8%+31Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares 4,153$1.36M0.52%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,396 shares; 2025Q3: 4,336 shares 4,336$1.07M0.41%-60Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 3,771 shares; 2025Q2: 3,771 shares; 2025Q3: 3,947 shares 3,947$736K0.28%+176Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,717 shares; 2025Q1: 9,241 shares; 2025Q2: 9,297 shares; 2025Q3: 9,169 shares 9,169$465K0.18%-128Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,839 shares; 2025Q1: 3,842 shares; 2025Q2: 3,848 shares; 2025Q3: 3,850 shares 3,850$397K0.15%+2Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares 1,148$324K0.12%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,180 shares; 2025Q1: 3,018 shares; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares 2,794$265K0.1%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,627 shares; 2025Q2: not reported; 2025Q3: 913 shares 913$222K0.08%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,409 shares; 2025Q2: 1,412 shares; 2025Q3: 1,416 shares 1,416$218K0.08%+4Timeline
REAXTHE REAL BROKERAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,714 shares; 2025Q1: 11,714 shares; 2025Q2: 11,714 shares; 2025Q3: 11,714 shares 11,714$49K0.02%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VGTVANGUARD WORLD FD404$268Kshares

How Q3 2025 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 0000354923-25-000007 base2025-10-06acceptance time not in the bulk data set