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CIK: 0000354923
Total reported value
$279.7M
$279.7M
27 檔
53.7%
In Q2 2026, Searcy Financial Services Inc /adv's U.S. equity holdings reached a combined market value of $279.7M, distributed across 27 disclosed stock positions.
In Q2 2026, Searcy Financial Services Inc /adv adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VB, IWL, VO) accounted for 53.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
GRID
市值: $13.0M
Top Position Liquidated / Trimmed
XOM
前期市值: $201.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 11.11% | -0.25% | -1.80% | |
| 2 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 11.10% | +0.81% | -1.72% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.89% | +0.08% | +296.55% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 10.22% | +0.58% | -0.51% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 7.04% | -2.78% | -3.48% | |
| 6 | PPA | Invesco Aerospace & Defense | ETF-Other | 6.21% | -0.50% | -0.99% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.45% | +0.04% | -3.80% | |
| 8 | AMLP | Alerian Mlp ETF | ETF-Other | 5.36% | +0.24% | -0.52% | |
| 9 | VFH | Vanguard Financials ETF | ETF-Other | 5.04% | +0.17% | -0.14% | |
| 10 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 5.03% | +0.08% | +0.14% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 4.55% | +0.83% | -1.94% | |
| 12 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 4.38% | +0.04% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.37% | +0.40% | -1.82% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.07% | +0.22% | +1.47% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.72% | +0.01% | -49.05% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.07% | -0.02% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.04% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.06% | — | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.23% | -0.03% | -3.98% | |
| 20 | ACN | Accenture plc | Stock-Tech | 0.18% | +0.10% | -0.39% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.01% | +0.10% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | — | +0.11% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | -0.02% | — | |
| 24 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.09% | -0.02% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | -0.07% | EXIT | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.07% | -0.07% | EXIT | |
| 27 | REAX | Real Brokerage Inc/the | Stock-Other | 0.01% | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRID | First Trst Nasd Cl Edg Sgiif | +4.4% | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -3.80% | Trim |
| 3 | VB | Vanguard Small-cap ETF | +0.3% | -1.80% | Trim |
| 4 | IWL | Ishares Russell Top 200 ETF | +0.3% | -1.72% | Trim |
| 5 | VO | Vanguard Mid-cap ETF | +0.1% | +296.55% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | -1.82% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | -1.94% | Trim |
| 8 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 9 | EZU | Ishares Msci Eurozone ETF | 0% | +0.14% | Add |
| 10 | TSLA | Tesla Inc | 0% | -0.02% | Trim |
| 11 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | +0.11% | Add |
| 13 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 14 | CASY | Casey's General Stores Inc | — | — | Unchanged |
| 15 | REAX | Real Brokerage Inc/the | — | +105.94% | Add |
| 16 | SO | Southern Co/the | 0% | -4.11% | Trim |
| 17 | PG | Procter & Gamble Co/the | 0% | +0.14% | Add |
| 18 | WMT | Walmart Inc | 0% | +0.10% | Add |
| 19 | ICSH | Ishares Ultra Short Duration | 0% | -3.98% | Trim |
| 20 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 21 | VFH | Vanguard Financials ETF | -0.1% | -0.14% | Trim |
| 22 | ACN | Accenture plc | -0.1% | -0.39% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.47% | Add |
| 24 | PPA | Invesco Aerospace & Defense | -0.3% | -0.99% | Trim |
| 25 | AVDE | Avantis International Equity | -0.6% | -0.51% | Trim |
| 26 | AMLP | Alerian Mlp ETF | -0.7% | -0.52% | Trim |
| 27 | LMBS | First Trust Low Duration Opp | -1% | -3.48% | Trim |
| 28 | VOO | Vanguard S&p 500 ETF | -2.4% | -49.05% | Trim |
According to official SEC Form 13F filings, Searcy Financial Services Inc /adv reported a total U.S. public equity portfolio value of $279.7M across 27 disclosed positions in Q2 2026.
During Q2 2026, Searcy Financial Services Inc /adv's top holdings by market value included VB (11.1%)、IWL (11.1%)、VO (10.9%). The largest single position, VB, represented 11.1% of total portfolio value.
In Q2 2026, Searcy Financial Services Inc /adv made 24 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 15 holdings, and fully liquidating 1 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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