StockDriftsStockDriftsTop 25 Searcy Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWL | ISHARES TR | 11.91% | 175.1K | $33.3M | -2.11%(-3.78K) | $145.35(+31.21%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 10.97% | 391.2K | $30.7M | -2.89%(-11.66K) | $46.81(+71.11%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 10.86% | 106.7K | $30.4M | -2.37%(-2.59K) | $230.32(+23.49%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 10.8% | 335.1K | $30.2M | -1.88%(-6.42K) | $83.58(+7.08%) | 2026-09-30 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 5.71% | 103.2K | $16.0M | -1.52%(-1.60K) | $54.36(+186.90%) | 2026-09-30 | |
| AMLP | ALPS ETF TR | 5.6% | 301.7K | $15.6M | -2.08%(-6.40K) | $37.91(+37.69%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.49% | 45.1K | $15.4M | -1.94%(-891) | $94.08(+261.57%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.38% | 45.2K | $15.0M | -3.66%(-1.72K) | $122.27(+180.48%) | 2026-09-30 | |
| VFH | VANGUARD WORLD FD | 5.21% | 112.0K | $14.6M | -1.85%(-2.11K) | $118.81(+12.56%) | 2026-09-30 | |
| EZU | ISHARES INC | 5.11% | 212.4K | $14.3M | -1.63%(-3.52K) | $43.27(+50.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.19% | +52.83% | +7.64% | +44.47% |
| Top 20 Holdings Unweighted | +17.18% | +60.91% | +9.74% | +59.15% |
Searcy Financial Services INC reports $279.65M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are IWL (11.9%), VO (11.0%) and VB (10.9%). The top 20 holdings account for 99.48% of reported assets. Its disclosed equity book has returned +52.83% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Searcy Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 354923). View Searcy Financial Services INC’s 13F filings on SEC