• 13F History

SEARCY FINANCIAL SERVICES INC /ADV

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$231M
Signature - Title
Tamara Stelting - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by SEARCY FINANCIAL SERVICES INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SEARCY FINANCIAL SERVICES INC /ADV reported 26 stock holdings with total value $231M as of Q1 2025. Top holdings included ACWV, VO, SCHX, SMLF, and LMBS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 26 $231M +$45.7M -$27.2M +$18.6M ACWV, VO, SCHX, SMLF, LMBS 13F-HR 4/17/2025, 04:20 PM
Q4 2024 26 $217M +$1.41M -$1.81M -$401K VIG, VO, SMLF, ACWV, LMBS 13F-HR 1/13/2025, 02:47 PM
Q3 2024 26 $213M +$2.32M -$1.81M +$503K VIG, VO, ACWV, SMLF, LMBS 13F-HR 10/15/2024, 09:46 AM
Q2 2024 25 $200M +$23.4M -$22.8M +$633K VIG, VO, ACWV, SMLF, LMBS 13F-HR 7/15/2024, 02:41 PM
Q1 2024 26 $196M +$9.12M -$2.97M +$6.15M VIG, VO, ACWV, OMFS, LMBS 13F-HR 4/16/2024, 02:52 PM
Q4 2023 21 $180M +$1.31M -$747K +$564K VIG, OMFS, VO, ACWV, LMBS 13F-HR 1/16/2024, 03:47 PM
Q3 2023 21 $166M +$1.87M -$4.47M -$2.6M VIG, LMBS, ACWV, VO, OMFS 13F-HR 10/16/2023, 05:09 PM
Q2 2023 21 $172M +$2.43M -$1.97M +$456K LMBS, VIG, VO, ACWV, OMFS 13F-HR 7/19/2023, 10:52 AM
Q1 2023 18 $162M +$1.18M -$428K +$750K LMBS, VIG, ACWV, VO, OMFS 13F-HR 4/14/2023, 12:52 PM
Q4 2022 19 $172M +$15.2M -$3.37M +$11.9M LMBS, VIG, ACWV, VO, OMFS 13F-HR 1/13/2023, 03:30 PM
Q3 2022 18 $158M +$9.02M -$5.62M +$3.4M LMBS, VIG, ACWV, VO, OMFS 13F-HR 10/21/2022, 01:30 PM
Q2 2022 16 $161M +$40.8M -$1.93M +$38.9M ACWV, LMBS, VIG, VO, OMFS 13F-HR 7/28/2022, 03:53 PM
Q1 2022 19 $170M +$32.5M -$50.1M -$17.6M ACWV, VIG, VO, OMFS, PPA 13F-HR 4/28/2022, 06:04 PM
Q4 2021 23 $223M +$61.9M -$6.32M +$55.6M VO, ACWV, VIG, AAPL, FXO 13F-HR 1/18/2022, 01:26 PM
Q3 2021 19 $164M +$10.1M -$9.41M +$731K VO, VIG, ISCG, ACWV, RTH 13F-HR 11/1/2021, 03:09 PM
Q2 2021 20 $165M +$30.3M -$14.4M +$15.9M VO, VIG, ISCG, ACWV, PPA 13F-HR 7/20/2021, 03:18 PM
Q1 2021 18 $158M +$10.6M -$25.6M -$15M VO, VIG, ISCG, ACWV, JETS 13F-HR 4/14/2021, 11:06 AM
Q4 2020 19 $167M +$21.6M -$258K +$21.3M ISCG, VO, VIG, ICSH, ACWV 13F-HR 2/4/2021, 03:55 PM
Q3 2020 18 $134M +$27.7M -$6.86M +$20.9M VO, VIG, ICSH, ISCG, ACWV 13F-HR 10/16/2020, 01:59 PM
Q2 2020 15 $120M +$39.6M -$2.8M +$36.8M ICSH, VO, VIG, FDN, ISCG 13F-HR 8/4/2020, 12:09 PM
Q1 2020 11 $70.5M +$15M -$20.4M -$5.4M ICSH, FDN, XLP, ISCG, VO 13F-HR 4/15/2020, 11:29 AM
Q4 2019 16 $139M +$324K -$2.74M -$2.41M VO, ICSH, VYM, ACWV, ISCG 13F-HR 1/27/2020, 10:57 AM
Q3 2019 16 $135M +$7.39M -$1.98M +$5.4M ICSH, VO, ACWV, VYM, ISCG 13F-HR 10/15/2019, 04:20 PM
Q2 2019 15 $127M +$845K -$276K +$568K ICSH, VO, VYM, ACWV, ISCG 13F-HR 7/11/2019, 12:39 PM
Q1 2019 15 $122M +$55.3M -$3.25M +$52.1M ICSH, VO, VYM, ACWV, ISCG 13F-HR 5/9/2019, 03:13 PM
Q4 2018 13 $78.8M MINT, VYM, VO, XLY, VGT 13F-HR 2/5/2019, 04:45 PM