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CIK: 0000354923
Total reported value
$298.2M
$298.2M
25 檔
42.2%
The Q2 2025 SEC filing reveals that Searcy Financial Services Inc /adv held a total portfolio value of $298.2M, covering 25 public equity positions.
In Q2 2025, Searcy Financial Services Inc /adv displayed an active expansion posture, initiating 2 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 11.14% | +0.27% | — | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.10% | +0.07% | +1.16% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 10.61% | — | +0.54% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 10.33% | +0.30% | — | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 7.92% | -1.03% | +1.30% | |
| 6 | PPA | Invesco Aerospace & Defense | ETF-Other | 7.07% | -0.30% | -4.36% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-Other | 6.76% | -0.69% | +1.97% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 5.72% | -0.08% | +0.55% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.21% | — | +2.40% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.05% | +0.07% | -1.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.65% | -0.18% | -2.82% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.60% | +0.37% | +2.25% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 4.18% | +0.05% | +2.38% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | -2.42% | +2.24% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.01% | +5.82% | |
| 16 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.14% | -0.77% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.03% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | — | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.19% | -0.03% | +0.61% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | +0.16% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | +0.01% | — | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | — | — | |
| 23 | SO | Southern Co/the | Stock-Utilities | 0.10% | -0.01% | -7.42% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | +0.21% | |
| 25 | REAX | Real Brokerage Inc/the | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWL | Ishares Russell Top 200 ETF | +11.1% | NEW | New buy |
| 2 | VB | Vanguard Small-cap ETF | +10.3% | NEW | New buy |
| 3 | PPA | Invesco Aerospace & Defense | +0.6% | -4.36% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +2.25% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.17% | Trim |
| 6 | VO | Vanguard Mid-cap ETF | +0.3% | +1.16% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.24% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +5.82% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 10 | VFH | Vanguard Financials ETF | 0% | +0.55% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 12 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 13 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 14 | WMT | Walmart Inc | — | +0.16% | Add |
| 15 | REAX | Real Brokerage Inc/the | — | — | Unchanged |
| 16 | PG | Procter & Gamble Co/the | 0% | +0.21% | Add |
| 17 | ICSH | Ishares Ultra Short Duration | 0% | +0.61% | Add |
| 18 | SO | Southern Co/the | 0% | -7.42% | Trim |
| 19 | ACN | Accenture plc | -0.1% | -0.77% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | +2.40% | Add |
| 22 | LMBS | First Trust Low Duration Opp | -0.4% | +1.30% | Add |
| 23 | ACWV | Ishares Msci Global Min Vol | -0.4% | +0.54% | Add |
| 24 | AAPL | Apple Inc | -0.5% | +2.38% | Add |
| 25 | AMLP | Alerian Mlp ETF | -0.7% | +1.97% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -2.82% | Trim |
| 27 | SMLF | Ishares US Smallcap Equity F | -9.8% | EXIT | Sold out |
| 28 | SCHX | Schwab US Large-cap ETF | -10.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Searcy Financial Services Inc /adv reported a total U.S. public equity portfolio value of $298.2M across 25 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWL, VO, ACWV) accounted for 42.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWL
市值: $27.4M
Top Position Liquidated / Trimmed
SCHX
前期市值: $24.0M
During Q2 2025, Searcy Financial Services Inc /adv's top holdings by market value included IWL (11.1%)、VO (11.1%)、ACWV (10.6%). The largest single position, IWL, represented 11.1% of total portfolio value.
In Q2 2025, Searcy Financial Services Inc /adv made 23 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 5 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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