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The Analysis of SEARCY FINANCIAL SERVICES INC /ADV's Holdings & P&L

Currently, SEARCY FINANCIAL SERVICES INC /ADV holds 27 types of securities in its portfolio with a total value $298.2M. In the most recent quarter, they have increased their positions in VO (+301.3K shares, valued at $24.3M), GRID (+68.1K shares, valued at $13.0M), BRK.B (+352 shares, valued at $176.1K); decreased their positions in VOO (-11.4K shares, valued at $7.8M), LMBS (-15.2K shares, valued at $757.8K), GOOG (-1.8K shares, valued at $642.0K); initiated new positions in GRID (+68.1K shares, valued at $13.0M).

1M P&L

-3.2M-1.13%

3M P&L

+7.8M+2.82%

HY P&L

-66.1M-18.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A220.5M

78.8%

2Internet Content & Information16.6M

5.9%

3Consumer Electronics13.6M

4.8%

Top Industries by Stock Count

1N/A11 stocks

47.8%

2Internet Content & Information2 stocks

8.7%

3Internet Retail1 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VB VANGUARD INDEX FDS109.3K shares-1.80%2026-06-302026-07-20

IWL ISHARES TR178.9K shares-1.72%2026-06-302026-07-20

VO VANGUARD INDEX FDS402.8K shares296.55%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR341.5K shares-0.51%2026-06-302026-07-20

LMBS FIRST TR EXCHANGE-TRADED FD421.9K shares-3.48%2026-06-302026-07-20

PPA INVESCO EXCHANGE TRADED FD T104.8K shares-0.99%2026-06-302026-07-20

GOOG ALPHABET INC46.0K shares-3.80%2026-06-302026-07-20

ALPS ETF TR ALPS ETF TR308.1K shares-0.52%2026-06-302026-07-20

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VFH VANGUARD WORLD FD114.1K shares-0.14%2026-06-302026-07-20

EZU ISHARES INC215.9K shares0.14%2026-06-302026-07-20

AAPL APPLE INC46.9K shares-1.94%2026-06-302026-07-20

GRID FIRST TR EXCHANGE-TRADED FD68.1K sharesnew addition2026-06-302026-07-20

AMZN AMAZON COM INC54.6K shares-1.82%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL24.3K shares1.47%2026-06-302026-07-20

VOO VANGUARD INDEX FDS11.8K shares-49.05%2026-06-302026-07-20

TSLA TESLA INC4.8K shares-0.02%2026-06-302026-07-20

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VANGUARD INDEX FDS VANGUARD INDEX FDS4.2K shares0.00%2026-06-302026-07-20

NVDA NVIDIA CORPORATION4.0K shares0.00%2026-06-302026-07-20

ICSH ISHARES TR13.5K shares-3.98%2026-06-302026-07-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.3K shares-0.39%2026-06-302026-07-20

WMT WALMART INC3.9K shares0.10%2026-06-302026-07-20

GOOGL ALPHABET INC914 shares0.11%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-06-302026-07-20

CASY CASEYS GEN STORES INC337 shares0.00%2026-06-302026-07-20

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PG PROCTER & GAMBLE CO1.4K shares0.14%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO2.1K shares-4.11%2026-06-302026-07-20

REAX THE REAL BROKERAGE INC24.1K shares105.94%2026-06-302026-07-20

VANGUARD INDEX FDS

-1.80%

Shares109.3K

Event2026-06-30

Filed2026-07-20

IWL

ISHARES TR

-1.72%

Shares178.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

296.55%

Shares402.8K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

-0.51%

Shares341.5K

Event2026-06-30

Filed2026-07-20

LMBS

FIRST TR EXCHANGE-TRADED FD

-3.48%

Shares421.9K

Event2026-06-30

Filed2026-07-20

PPA

INVESCO EXCHANGE TRADED FD T

-0.99%

Shares104.8K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-3.80%

Shares46.0K

Event2026-06-30

Filed2026-07-20

ALPS ETF TR

-0.52%

Shares308.1K

Event2026-06-30

Filed2026-07-20

VFH

VANGUARD WORLD FD

-0.14%

Shares114.1K

Event2026-06-30

Filed2026-07-20

EZU

ISHARES INC

0.14%

Shares215.9K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-1.94%

Shares46.9K

Event2026-06-30

Filed2026-07-20

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares68.1K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-1.82%

Shares54.6K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.47%

Shares24.3K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

-49.05%

Shares11.8K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

-0.02%

Shares4.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

ICSH

ISHARES TR

-3.98%

Shares13.5K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

-0.39%

Shares4.3K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

0.10%

Shares3.9K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

0.11%

Shares914

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

CASY

CASEYS GEN STORES INC

0.00%

Shares337

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

-4.11%

Shares2.1K

Event2026-06-30

Filed2026-07-20

REAX

THE REAL BROKERAGE INC

105.94%

Shares24.1K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available