13F Filings History of SEARCY FINANCIAL SERVICES INC /ADV

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$269,811,130
Signature - Title
Tamara Stelting - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by SEARCY FINANCIAL SERVICES INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SEARCY FINANCIAL SERVICES INC /ADV reported 25 stock holdings with total value $269,811,130 as of Q4 2025. Top holdings included IWL, VO, VB, ACWV, and LMBS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 25 $269,811,130 +$3,611,672 -$4,850,303 -$1,238,631 IWL, VO, VB, ACWV, LMBS 13F-HR 22 Jan 2026, 11:59
Q3 2025 25 $263,086,134 +$2,552,091 -$1,772,113 +$779,978 IWL, VO, VB, ACWV, LMBS 13F-HR 06 Oct 2025, 16:29
Q2 2025 25 $245,988,430 +$54,951,447 -$48,145,921 +$6,805,526 IWL, VO, ACWV, VB, LMBS 13F-HR 09 Jul 2025, 13:13
Q1 2025 26 $231,141,257 +$45,716,981 -$27,155,734 +$18,561,247 ACWV, VO, SCHX, SMLF, LMBS 13F-HR 17 Apr 2025, 16:20
Q4 2024 26 $216,561,149 +$1,408,669 -$1,809,970 -$401,301 VIG, VO, SMLF, ACWV, LMBS 13F-HR 13 Jan 2025, 14:47
Q3 2024 26 $213,144,553 +$2,317,266 -$1,814,592 +$502,674 VIG, VO, ACWV, SMLF, LMBS 13F-HR 15 Oct 2024, 09:46
Q2 2024 25 $200,416,001 +$23,413,840 -$22,780,965 +$632,875 VIG, VO, ACWV, SMLF, LMBS 13F-HR 15 Jul 2024, 14:41
Q1 2024 26 $196,452,374 +$9,117,494 -$2,965,270 +$6,152,224 VIG, VO, ACWV, OMFS, LMBS 13F-HR 16 Apr 2024, 14:52
Q4 2023 21 $180,262,159 +$1,310,691 -$747,054 +$563,637 VIG, OMFS, VO, ACWV, LMBS 13F-HR 16 Jan 2024, 15:47
Q3 2023 21 $165,536,432 +$1,870,058 -$4,708,592 -$2,838,534 VIG, LMBS, ACWV, VO, OMFS 13F-HR 16 Oct 2023, 17:09
Q2 2023 21 $172,222,771 +$2,427,903 -$1,972,302 +$455,601 LMBS, VIG, VO, ACWV, OMFS 13F-HR 19 Jul 2023, 10:52
Q1 2023 18 $162,243,668 +$1,177,483 -$18,438,667 -$17,261,184 LMBS, VIG, ACWV, VO, OMFS 13F-HR 14 Apr 2023, 12:52
Q4 2022 19 $172,067,438 +$15,245,531 -$9,397,192 +$5,848,339 LMBS, VIG, ACWV, VO, OMFS 13F-HR 13 Jan 2023, 16:30
Q3 2022 18 $157,830,000 +$9,022,597 -$5,620,831 +$3,401,766 LMBS, VIG, ACWV, VO, OMFS 13F-HR 21 Oct 2022, 13:30
Q2 2022 16 $161,121,000 +$40,819,674 -$29,814,376 +$11,005,298 ACWV, LMBS, VIG, VO, OMFS 13F-HR 28 Jul 2022, 15:53
Q1 2022 19 $170,422,000 +$32,513,208 -$81,821,073 -$49,307,865 ACWV, VIG, VO, OMFS, PPA 13F-HR 28 Apr 2022, 18:04
Q4 2021 23 $223,434,000 +$61,888,699 -$14,660,620 +$47,228,079 VO, ACWV, VIG, AAPL, FXO 13F-HR 18 Jan 2022, 14:26
Q3 2021 19 $163,682,000 +$10,144,988 -$9,413,661 +$731,327 VO, VIG, ISCG, ACWV, RTH 13F-HR 01 Nov 2021, 15:09
Q2 2021 20 $165,053,000 +$30,302,650 -$14,441,798 +$15,860,852 VO, VIG, ISCG, ACWV, PPA 13F-HR 20 Jul 2021, 15:18
Q1 2021 18 $157,823,000 +$10,561,912 -$25,589,883 -$15,027,971 VO, VIG, ISCG, ACWV, JETS 13F-HR 14 Apr 2021, 11:06
Q4 2020 19 $167,324,000 +$21,602,275 -$5,968,237 +$15,634,038 ISCG, VO, VIG, ICSH, ACWV 13F-HR 04 Feb 2021, 16:55
Q3 2020 18 $133,708,000 +$27,733,954 -$14,229,222 +$13,504,732 VO, VIG, ICSH, ISCG, ACWV 13F-HR 16 Oct 2020, 13:59
Q2 2020 15 $119,985,000 +$39,572,771 -$2,797,461 +$36,775,310 ICSH, VO, VIG, FDN, ISCG 13F-HR 04 Aug 2020, 12:09
Q1 2020 11 $70,458,000 +$14,978,452 -$69,691,151 -$54,712,699 ICSH, FDN, XLP, ISCG, VO 13F-HR 15 Apr 2020, 11:29
Q4 2019 16 $139,288,000 +$323,979 -$2,735,471 -$2,411,492 VO, ICSH, VYM, ACWV, ISCG 13F-HR 27 Jan 2020, 11:57
Q3 2019 16 $134,981,000 +$7,386,301 -$1,982,367 +$5,403,934 ICSH, VO, ACWV, VYM, ISCG 13F-HR 15 Oct 2019, 16:20
Q2 2019 15 $127,387,000 +$844,589 -$276,297 +$568,292 ICSH, VO, VYM, ACWV, ISCG 13F-HR 11 Jul 2019, 12:39
Q1 2019 15 $121,993,000 +$55,334,298 -$20,349,529 +$34,984,769 ICSH, VO, VYM, ACWV, ISCG 13F-HR 09 May 2019, 15:13
Q4 2018 13 $78,834,000 $0 $0 $0 MINT, VYM, VO, XLY, VGT 13F-HR 05 Feb 2019, 17:45