§ 13F · FUND PROFILE
SEARCY FINANCIAL SERVICES INC /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $246.0T (13F)Positions · 25Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWL | ISHARES TR | 178K | $30.4T | 11.3% | ±0% |
| 2 | VO | VANGUARD INDEX FDS | 99K | $28.6T | 10.6% | +1% |
| 3 | VB | VANGUARD INDEX FDS | 109K | $28.2T | 10.4% | +1% |
| 4 | ACWV | ISHARES INC | 229K | $27.2T | 10.1% | +2% |
| 5 | LMBS | FIRST TR EXCHANGE-TRADED FD | 422K | $21.1T | 7.8% | +4% |
| 6 | PPA | INVESCO EXCHANGE TRADED FD T | 113K | $17.7T | 6.6% | −4% |
| 7 | AMLP | ALPS ETF TR | 376K | $17.7T | 6.5% | +7% |
| 8 | GOOG | ALPHABET INC | 51K | $16.0T | 5.9% | −17% |
| 9 | VFH | VANGUARD WORLD FD | 111K | $14.9T | 5.5% | ±0% |
| 10 | COWZ | PACER FDS TR | 238K | $14.3T | 5.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEARCY SIGNAL
AC read
SEARCY FINANCIAL SERVICES INC /ADV is a Other fund managing $245988.4 trillion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed