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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 $269.6M. In the most recent quarter, they have increased their positions in AVDE (+343.3K shares, valued at $29.1M), EZU (+215.6K shares, valued at $13.5M), N/A (+10.0K shares, valued at $5.9M); decreased their positions in N/A (-66.0K shares, valued at $3.5M), PPA (-7.0K shares, valued at $1.2M), N/A (-3.3K shares, valued at $954.1K); initiated new positions in AVDE (+343.3K shares, valued at $29.1M), EZU (+215.6K shares, valued at $13.5M), CASY (+337 shares, valued at $245.3K).

1M P&L

+6.9M+3.03%

3M P&L

-84.4M-26.50%

HY P&L

-63.2M-21.26%

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/A185.3M

86.9%

2Consumer Electronics12.1M

5.7%

3Internet Retail11.6M

5.4%

Top Industries by Stock Count

1N/A10 stocks

47.6%

2Internet Retail1 stocks

4.8%

3Consumer Electronics1 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWL ISHARES TR182.0K shares2.27%2026-03-312026-04-14

VO VANGUARD INDEX FDS101.6K shares2.99%2026-03-312026-04-14

VB VANGUARD INDEX FDS111.3K shares1.89%2026-03-312026-04-14

AVDE AMERICAN CENTY ETF TR343.3K sharesnew addition2026-03-312026-04-14

LMBS FIRST TR EXCHANGE-TRADED FD437.1K shares3.53%2026-03-312026-04-14

PPA INVESCO EXCHANGE TRADED FD T105.9K shares-6.22%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR309.7K shares-17.57%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS23.2K shares75.11%2026-03-312026-04-14

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VFH VANGUARD WORLD FD114.3K shares2.59%2026-03-312026-04-14

ALPHABET INC ALPHABET INC47.8K shares-6.51%2026-03-312026-04-14

EZU ISHARES INC215.6K sharesnew addition2026-03-312026-04-14

AAPL APPLE INC47.8K shares-0.61%2026-03-312026-04-14

AMZN AMAZON COM INC55.6K shares-0.02%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.9K shares0.53%2026-03-312026-04-14

TSLA TESLA INC4.8K shares-0.17%2026-03-312026-04-14

VTI VANGUARD INDEX FDS4.2K shares0.00%2026-03-312026-04-14

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.3K shares0.00%2026-03-312026-04-14

ICSH ISHARES TR14.1K shares6.70%2026-03-312026-04-14

NVDA NVIDIA CORPORATION4.0K shares2.03%2026-03-312026-04-14

WMT WALMART INC3.9K shares0.08%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC913 shares0.00%2026-03-312026-04-14

CASY CASEYS GEN STORES INC337 sharesnew addition2026-03-312026-04-14

SO SOUTHERN CO2.2K shares-9.28%2026-03-312026-04-14

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PG PROCTER & GAMBLE CO1.4K shares0.35%2026-03-312026-04-14

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-14

REAX THE REAL BROKERAGE INC11.7K shares0.00%2026-03-312026-04-14

IWL

ISHARES TR

2.27%

Shares182.0K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

2.99%

Shares101.6K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

1.89%

Shares111.3K

Event2026-03-31

Filed2026-04-14

AVDE

AMERICAN CENTY ETF TR

New

Shares343.3K

Event2026-03-31

Filed2026-04-14

LMBS

FIRST TR EXCHANGE-TRADED FD

3.53%

Shares437.1K

Event2026-03-31

Filed2026-04-14

PPA

INVESCO EXCHANGE TRADED FD T

-6.22%

Shares105.9K

Event2026-03-31

Filed2026-04-14

ALPS ETF TR

-17.57%

Shares309.7K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

75.11%

Shares23.2K

Event2026-03-31

Filed2026-04-14

VFH

VANGUARD WORLD FD

2.59%

Shares114.3K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-6.51%

Shares47.8K

Event2026-03-31

Filed2026-04-14

EZU

ISHARES INC

New

Shares215.6K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-0.61%

Shares47.8K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-0.02%

Shares55.6K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

0.53%

Shares23.9K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

-0.17%

Shares4.8K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-14

ICSH

ISHARES TR

6.70%

Shares14.1K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

2.03%

Shares4.0K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

0.08%

Shares3.9K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.00%

Shares913

Event2026-03-31

Filed2026-04-14

CASY

CASEYS GEN STORES INC

New

Shares337

Event2026-03-31

Filed2026-04-14

SOUTHERN CO

-9.28%

Shares2.2K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

0.35%

Shares1.4K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

REAX

THE REAL BROKERAGE INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available