SEARCY FINANCIAL SERVICES INC /ADV

CIK

354923

Location

OVERLAND PARK, KS

Portfolio Value

Micro $43,880,187

Diversification

Highly concentrated

Filing Date

Global Rank

#7,100 / 8,517 ▼ 684

Top Industry

Consumer Electronics 30.9%

3Y Alpha vs SPY

+4.2%

Period ended 46 days ago

Filed Jul 20, 2026 · 26d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+92.3%

SPY

+75.3%

Annualised alpha

+3.8%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.9%

−4.1 pts

Top 5

94.7%

+0.6 pts

Top 10

99.0%

+0.0 pts

HHI

2,631

Highly concentrated+522

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	34.8%	$15,284,665	3
Technology	34.7%	$15,239,924	4
Financial Services	27.7%	$12,138,460	1
Consumer Defensive	1.5%	$645,511	2
Communication Services	0.7%	$326,636	1
Utilities	0.5%	$201,086	1
Real Estate	0.1%	$43,905	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
REAX	Real Brokerage Inc	+12,410	24,124	$43,905
BRK-B	Berkshire Hathaway Inc	+352	24,258	$12,138,460
WMT	Walmart Inc.	+4	3,857	$436,843
PG	PROCTER & GAMBLE Co	+2	1,423	$208,668
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−47,781	914	$326,636
AMZN	Amazon Com Inc	−1,011	54,620	$13,018,130
AAPL	Apple Inc.	−929	46,910	$13,573,877
SO	Southern Co	−90	2,101	$201,086
ACN	Accenture plc	−17	4,319	$537,456
TSLA	Tesla, Inc.	−1	4,752	$1,998,691
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	111,329	$29,159,291
XOM	ExxonMobil Holdings Corp	1,188	$201,556
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 tracked positions · $43,880,187 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	46,910	-929	$13,573,877	+11.8%	30.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	54,620	-1,011	$13,018,130	+12.4%	29.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	24,258	+352	$12,138,460	+6.0%	27.66%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,752	-1	$1,998,691	+13.1%	4.55%
NVDA	Nvidia Corp Technology	Held	4,027	0	$805,762	+14.7%	1.84%
ACN	Accenture plc Technology	Reduced	4,319	-17	$537,456	−37.5%	1.22%
WMT	Walmart Inc. Consumer Defensive	Added	3,857	+4	$436,843	−8.8%	1.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	914	-47,781	$326,636	−97.7%	0.74%
IBM	International Business Machines Corp Technology	Held	1,148	0	$322,829	+16.0%	0.74%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	337	0	$267,844	+9.2%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,423	+2	$208,668	+1.7%	0.48%
SO	Southern Co Utilities	Reduced	2,101	-90	$201,086	−4.9%	0.46%
REAX	Real Brokerage Inc Real Estate	Added	24,124	+12,410	$43,905	+49.9%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.