SEARCY FINANCIAL SERVICES INC /ADV
28 holdingsFiling period: 2026-03-31Current AUM: $300.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWL | ISHARES TR | 182.0K | $29.2M | $33.6M | 11.18% | +4.0K | 2026-03-31 |
| 2 | VO | VANGUARD INDEX FDS | 101.6K | $29.2M | $32.9M | 10.94% | +3.0K | 2026-03-31 |
| 3 | VB | VANGUARD INDEX FDS | 111.3K | $29.2M | $32.9M | 10.93% | +2.1K | 2026-03-31 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 343.3K | $29.1M | $31.3M | 10.42% | -- | 2026-03-31 |
| 5 | LMBS | FIRST TR EXCHANGE-TRADED FD | 437.1K | $21.8M | $21.6M | 7.20% | +14.9K | 2026-03-31 |
| 6 | PPA | INVESCO EXCHANGE TRADED FD T | 105.9K | $17.5M | $18.5M | 6.14% | -7,022 | 2026-03-31 |
| 7 | AMLP | ALPS ETF TR | 309.7K | $16.3M | $17.1M | 5.70% | -66,006 | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 23.2K | $13.9M | $15.9M | 5.30% | +10.0K | 2026-03-31 |
| 9 | VFH | VANGUARD WORLD FD | 114.3K | $13.8M | $15.9M | 5.29% | +2.9K | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 47.8K | $13.7M | $17.0M | 5.67% | -3,326 | 2026-03-31 |
| 11 | EZU | ISHARES INC | 215.6K | $13.5M | $15.0M | 4.99% | -- | 2026-03-31 |
| 12 | AAPL | APPLE INC | 47.8K | $12.1M | $14.8M | 4.92% | -293 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 55.6K | $11.6M | $15.1M | 5.03% | -13 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 23.9K | $11.5M | $11.5M | 3.81% | +127 | 2026-03-31 |
| 15 | TSLA | TESLA INC | 4.8K | $1.8M | $1.5M | 0.49% | -8 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 4.2K | $1.3M | $1.5M | 0.51% | -- | 2026-03-31 |
| 17 | — | ACCENTURE PLC IRELAND | 4.3K | $859K | $859K | 0.29% | -- | 2026-03-31 |
| 18 | ICSH | ISHARES TR | 14.1K | $713K | $712K | 0.24% | +885 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 4.0K | $702K | $808K | 0.27% | +80 | 2026-03-31 |
| 20 | WMT | WALMART INC | 3.9K | $478K | $428K | 0.14% | +3 | 2026-03-31 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | 1.1K | $278K | $257K | 0.09% | -- | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 913 | $262K | $324K | 0.11% | -- | 2026-03-31 |
| 23 | CASY | CASEYS GEN STORES INC | 337 | $245K | $293K | 0.10% | -- | 2026-03-31 |
| 24 | SO | SOUTHERN CO | 2.2K | $211K | $207K | 0.07% | -224 | 2026-03-31 |
| 25 | PG | PROCTER & GAMBLE CO | 1.4K | $205K | $205K | 0.07% | +5 | 2026-03-31 |
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