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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 $269,811,130 across 25 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-22. Its ten largest share positions make up 80.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000354923-26-000001

Period
2025-12-31
Reported value
$270M
Holdings
25
Top 10 weight
80.06%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMLPadded+23,317$1.1M
LMBSadded+14,742$737K
ACWVadded+5,569$661K
VBadded+1,529$394K
VOadded+893$259K

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
GOOGreduced-10,368-$3.25M
PPAreduced-4,715-$739K
AAPLreduced-1,868-$508K
AMZNreduced-1,010-$233K
IWLreduced-494-$84.3K

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, Q4 2025

Share positions as resolved from 13F-HR 0000354923-26-000001, largest first. % of portfolio is the value over $269,811,130, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,041 shares; 2025Q3: 178,486 shares; 2025Q4: 177,992 shares 177,992$30.4M11.26%-494Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,556 shares; 2025Q1: 96,480 shares; 2025Q2: 97,599 shares; 2025Q3: 97,741 shares; 2025Q4: 98,634 shares 98,634$28.6M10.61%+893Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,189 shares; 2025Q3: 107,732 shares; 2025Q4: 109,261 shares 109,261$28.2M10.45%+1,529Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,235 shares; 2025Q1: 218,923 shares; 2025Q2: 220,103 shares; 2025Q3: 223,179 shares; 2025Q4: 228,748 shares 228,748$27.2M10.07%+5,569Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380,588 shares; 2025Q1: 390,292 shares; 2025Q2: 395,350 shares; 2025Q3: 407,431 shares; 2025Q4: 422,173 shares 422,173$21.1M7.82%+14,742Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,215 shares; 2025Q1: 128,355 shares; 2025Q2: 122,762 shares; 2025Q3: 117,612 shares; 2025Q4: 112,897 shares 112,897$17.7M6.55%-4,715Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,042 shares; 2025Q1: 333,971 shares; 2025Q2: 340,534 shares; 2025Q3: 352,402 shares; 2025Q4: 375,719 shares 375,719$17.7M6.55%+23,317Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,407 shares; 2025Q1: 62,323 shares; 2025Q2: 63,727 shares; 2025Q3: 61,476 shares; 2025Q4: 51,108 shares 51,108$16M5.94%-10,368Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 109,871 shares; 2025Q2: 110,480 shares; 2025Q3: 110,878 shares; 2025Q4: 111,389 shares 111,389$14.9M5.51%+511Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,867 shares; 2025Q1: 227,030 shares; 2025Q2: 232,484 shares; 2025Q3: 235,871 shares; 2025Q4: 237,718 shares 237,718$14.3M5.3%+1,847Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,018 shares; 2025Q1: 48,996 shares; 2025Q2: 50,164 shares; 2025Q3: 50,000 shares; 2025Q4: 48,132 shares 48,132$13.1M4.85%-1,868Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,983 shares; 2025Q1: 57,265 shares; 2025Q2: 56,597 shares; 2025Q3: 56,654 shares; 2025Q4: 55,644 shares 55,644$12.8M4.76%-1,010Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,431 shares; 2025Q1: 24,234 shares; 2025Q2: 23,551 shares; 2025Q3: 23,662 shares; 2025Q4: 23,779 shares 23,779$12M4.43%+117Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,621 shares; 2025Q1: 12,510 shares; 2025Q2: 12,790 shares; 2025Q3: 13,215 shares; 2025Q4: 13,249 shares 13,249$8.31M3.08%+34Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,457 shares; 2025Q1: 4,470 shares; 2025Q2: 4,730 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares 4,761$2.14M0.79%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares 4,153$1.39M0.52%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,396 shares; 2025Q3: 4,336 shares; 2025Q4: 4,336 shares 4,336$1.16M0.43%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 3,771 shares; 2025Q2: 3,771 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares 3,947$736K0.27%0Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,717 shares; 2025Q1: 9,241 shares; 2025Q2: 9,297 shares; 2025Q3: 9,169 shares; 2025Q4: 13,202 shares 13,202$668K0.25%+4,033Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,839 shares; 2025Q1: 3,842 shares; 2025Q2: 3,848 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares 3,850$429K0.16%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares 1,148$340K0.13%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,627 shares; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 913 shares 913$286K0.11%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,180 shares; 2025Q1: 3,018 shares; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares; 2025Q4: 2,415 shares 2,415$211K0.08%-379Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,409 shares; 2025Q2: 1,412 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares 1,416$203K0.08%0Timeline
REAXTHE REAL BROKERAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,714 shares; 2025Q1: 11,714 shares; 2025Q2: 11,714 shares; 2025Q3: 11,714 shares; 2025Q4: 11,714 shares 11,714$42.8K0.02%0Timeline

How Q4 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 0000354923-26-000001 base2026-01-22acceptance time not in the bulk data set