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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 $269,639,908 across 27 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14. Its ten largest share positions make up 79.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000354923-26-000006

Period
2026-03-31
Reported value
$270M
Holdings
27
Top 10 weight
79.24%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVDEnew+343,292$29.1M
EZUnew+215,580$13.5M
VOOadded+9,951$5.95M
VOadded+2,954$848K
LMBSadded+14,917$743K

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
ACWVexited-228,748-$27.2M
COWZexited-237,718-$14.3M
AMLPreduced-66,006-$3.47M
PPAreduced-7,022-$1.16M
GOOGreduced-3,326-$954K

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, Q1 2026

Share positions as resolved from 13F-HR 0000354923-26-000006, largest first. % of portfolio is the value over $269,639,908, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,041 shares; 2025Q3: 178,486 shares; 2025Q4: 177,992 shares; 2026Q1: 182,040 shares 182,040$29.2M10.83%+4,048Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,556 shares; 2025Q1: 96,480 shares; 2025Q2: 97,599 shares; 2025Q3: 97,741 shares; 2025Q4: 98,634 shares; 2026Q1: 101,588 shares 101,588$29.2M10.82%+2,954Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,189 shares; 2025Q3: 107,732 shares; 2025Q4: 109,261 shares; 2026Q1: 111,329 shares 111,329$29.2M10.81%+2,068Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343,292 shares 343,292$29.1M10.8%newTimeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380,588 shares; 2025Q1: 390,292 shares; 2025Q2: 395,350 shares; 2025Q3: 407,431 shares; 2025Q4: 422,173 shares; 2026Q1: 437,090 shares 437,090$21.8M8.07%+14,917Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,215 shares; 2025Q1: 128,355 shares; 2025Q2: 122,762 shares; 2025Q3: 117,612 shares; 2025Q4: 112,897 shares; 2026Q1: 105,875 shares 105,875$17.5M6.51%-7,022Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,042 shares; 2025Q1: 333,971 shares; 2025Q2: 340,534 shares; 2025Q3: 352,402 shares; 2025Q4: 375,719 shares; 2026Q1: 309,713 shares 309,713$16.3M6.05%-66,006Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,621 shares; 2025Q1: 12,510 shares; 2025Q2: 12,790 shares; 2025Q3: 13,215 shares; 2025Q4: 13,249 shares; 2026Q1: 23,200 shares 23,200$13.9M5.14%+9,951Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 109,871 shares; 2025Q2: 110,480 shares; 2025Q3: 110,878 shares; 2025Q4: 111,389 shares; 2026Q1: 114,275 shares 114,275$13.8M5.12%+2,886Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,407 shares; 2025Q1: 62,323 shares; 2025Q2: 63,727 shares; 2025Q3: 61,476 shares; 2025Q4: 51,108 shares; 2026Q1: 47,782 shares 47,782$13.7M5.08%-3,326Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,580 shares 215,580$13.5M5.01%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,018 shares; 2025Q1: 48,996 shares; 2025Q2: 50,164 shares; 2025Q3: 50,000 shares; 2025Q4: 48,132 shares; 2026Q1: 47,839 shares 47,839$12.1M4.5%-293Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,983 shares; 2025Q1: 57,265 shares; 2025Q2: 56,597 shares; 2025Q3: 56,654 shares; 2025Q4: 55,644 shares; 2026Q1: 55,631 shares 55,631$11.6M4.3%-13Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,431 shares; 2025Q1: 24,234 shares; 2025Q2: 23,551 shares; 2025Q3: 23,662 shares; 2025Q4: 23,779 shares; 2026Q1: 23,906 shares 23,906$11.5M4.25%+127Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,457 shares; 2025Q1: 4,470 shares; 2025Q2: 4,730 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,753 shares 4,753$1.77M0.66%-8Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares; 2026Q1: 4,153 shares 4,153$1.33M0.49%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,396 shares; 2025Q3: 4,336 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares 4,336$860K0.32%0Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,717 shares; 2025Q1: 9,241 shares; 2025Q2: 9,297 shares; 2025Q3: 9,169 shares; 2025Q4: 13,202 shares; 2026Q1: 14,087 shares 14,087$713K0.26%+885Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 3,771 shares; 2025Q2: 3,771 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: 4,027 shares 4,027$702K0.26%+80Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,839 shares; 2025Q1: 3,842 shares; 2025Q2: 3,848 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,853 shares 3,853$479K0.18%+3Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares 1,148$278K0.1%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,627 shares; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913$263K0.1%0Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares 337$245K0.09%newTimeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,180 shares; 2025Q1: 3,018 shares; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares; 2025Q4: 2,415 shares; 2026Q1: 2,191 shares 2,191$211K0.08%-224Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,409 shares; 2025Q2: 1,412 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,421 shares 1,421$205K0.08%+5Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares 1,188$202K0.07%newTimeline
REAXTHE REAL BROKERAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,714 shares; 2025Q1: 11,714 shares; 2025Q2: 11,714 shares; 2025Q3: 11,714 shares; 2025Q4: 11,714 shares; 2026Q1: 11,714 shares 11,714$29.3K0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ACWVISHARES INC228,748$27.2Mshares
COWZPACER FDS TR237,718$14.3Mshares

How Q1 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 0000354923-26-000006 base2026-04-14acceptance time not in the bulk data set