Searcy Financial Services Inc Portfolio Holdings

Searcy Financial Services Inc

  • $263 Million
  • Q3 2025

Searcy Financial Services Inc has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $263 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 ETF with a value of $29.6M, Vanguard Mid Cap ETF with a value of $28.7M, Vanguard Small Cap ETF with a value of $27.4M, Ishares Msci Global Min Vol Fa with a value of $26.8M, and First Tr ETF Fd Iv First Tr Lo with a value of $20.3M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $246M to 263M.

Below you can find more details about Searcy Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $263 Million
ETFs: $206 Million
Communication Services: $15.2 Million
Technology: $14.9 Million
Consumer Cyclical: $14.6 Million
Financial Services: $11.9 Million
Consumer Defensive: $613,000
Utilities: $264,000
Real Estate: $48,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.6 Million 11.27% of portfolio
178,486
Q3 2025 Reduced 0.31%
$0
$28.7 Million 10.91% of portfolio
97,741
Q3 2025 Added 0.15%
$0
$27.4 Million 10.41% of portfolio
107,732
Q3 2025 Added 0.51%
$0
$26.8 Million 10.19% of portfolio
223,179
Q3 2025 Added 1.4%
$0
$20.3 Million 7.71% of portfolio
407,431
Q3 2025 Added 3.06%
$0
$18.3 Million 6.95% of portfolio
117,612
Q3 2025 Reduced 4.2%
$0
$16.5 Million 6.29% of portfolio
352,402
Q3 2025 Added 3.49%
$1.53T
$15 Million 5.69% of portfolio
61,476
Q3 2025 Reduced 3.53%
$0
$14.6 Million 5.53% of portfolio
110,878
Q3 2025 Added 0.36%
$0
$13.6 Million 5.15% of portfolio
235,871
Q3 2025 Added 1.46%
$3.98T
$12.7 Million 4.84% of portfolio
50,000
Q3 2025 Reduced 0.33%
$2.18T
$12.4 Million 4.73% of portfolio
56,654
Q3 2025 Added 0.1%
$646B
$11.9 Million 4.52% of portfolio
23,662
Q3 2025 Added 0.47%
$0
$8.09 Million 3.08% of portfolio
13,215
Q3 2025 Added 3.32%
$1.35T
$2.12 Million 0.8% of portfolio
4,761
Q3 2025 Added 0.66%
$0
$1.36 Million 0.52% of portfolio
4,153
Q4 2022 Added 0.65%
$453B
$736,000 0.28% of portfolio
3,947
Q3 2025 Added 4.67%
$0
$465,000 0.18% of portfolio
9,169
Q3 2025 Reduced 1.38%
$289B
$396,000 0.15% of portfolio
3,850
Q3 2025 Added 0.05%
$247B
$323,000 0.12% of portfolio
1,148
Q3 2024 New
$107B
$264,000 0.1% of portfolio
2,794
Q2 2025 Reduced 7.42%
$355B
$217,000 0.08% of portfolio
1,416
Q3 2025 Added 0.28%
$1.5T
$221,000 0.08% of portfolio
913
Q3 2025 New
$696M
$48,000 0.02% of portfolio
11,714
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $263 Million
  • Prior Value $246 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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