Searcy Financial Services Inc /ADV filed a Form 13F-HR on October 6, 2026, disclosing its equity securities holdings as of September 30, 2026. The filing lists the company's address as 12980 Foster Street, Suite 160, Overland Park, KS, and identifies John C. Fales as the Chief Compliance Officer responsible for the report.
The portfolio consists of 25 distinct positions. The largest holding by number of shares is the Vanguard S&P 500 ETF Shares, with 10,899 shares. The second-largest position is the Vanguard Mid-Cap Index Fund, Morningstar Category, holding 391,186 shares. Other notable equity holdings include the Vanguard Small-Cap Index Fund with 106,739 shares, the Vanguard Total Stock Market ETF with 4,153 shares, and the Vanguard Financials ETF with 112,002 shares.
Individual company stocks included in the filing are Accenture PLC, Alphabet Inc. Class A and Class C, Amazon.com Inc., Apple Inc., Berkshire Hathaway Inc. Class B, Meta Platforms Inc. Class A, NVIDIA Corporation, and Tesla Inc. The filing also lists several exchange-traded funds, including the ALPS Alerian MLP ETF, the First Trust Low Opportunity ETF, the Invesco Aerospace Defense ETF, the iShares MSCI Eurozone ETF, the iShares Ultra Short Duration ETF, the iShares RUS Top 200 ETF, and the First Trust Nasdaq Clean Edge Green Energy Index Fund.
