Searcy Financial Services Inc /adv
Searcy Financial Services Inc /adv reported 25 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IWL (11.9%), VO (11.0%) and VB (10.9%). Compared with Q2 2026, the fund opened new positions in META, added to GRID, trimmed IWL, VO and VB and sold out of PG and SO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWL Ishares Russell Top 200 ETF | $33.3M | 11.9% | 175K | −3,778 (−2%) | 6 of 8 | |
| 2 |  VO Vanguard Index Fds | $30.7M | 11.0% | 391K | −12K (−3%) | 8 of 8 | |
| 3 |  VB Vanguard Index Fds | $30.4M | 10.9% | 107K | −2,589 (−2%) | 6 of 8 | |
| 4 |  AVDE American Centy ETF TR | $30.2M | 10.8% | 335K | −6,418 (−2%) | 3 of 8 | |
| 5 |  PPA Invesco Aerospace & | $16M | 5.7% | 103K | −1,597 (−2%) | 8 of 8 | |
| 6 |  AMLP Alerian Mlp ETF | $15.6M | 5.6% | 302K | −6,397 (−2%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $15.4M | 5.5% | 45K | −891 (−2%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $15M | 5.4% | 45K | −1,718 (−4%) | 8 of 8 | |
| 9 |  VFH Vanguard Financials ETF | $14.6M | 5.2% | 112K | −2,110 (−2%) | 7 of 8 | |
| 10 |  EZU Ishares Inc | $14.3M | 5.1% | 212K | −3,518 (−2%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Searcy Financial Services Inc /adv 13F FAQ
What does Searcy Financial Services Inc /adv own?
Searcy Financial Services Inc /adv reported 25 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IWL (11.9%), VO (11.0%) and VB (10.9%). The table above lists every position in the filing (the top 10 without an account).
What did Searcy Financial Services Inc /adv buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 1 added to, 16 trimmed and 3 sold out. New positions include META. It sold all of PG and SO.
When will Searcy Financial Services Inc /adv file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Searcy Financial Services Inc /adv's portfolio worth?
The Q3 2026 filing reports $280M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.