SEARCY FINANCIAL SERVICES INC /ADV

CIK

354923

Location

OVERLAND PARK, KS

Portfolio Value

Micro $40,424,610

Diversification

Highly concentrated

Filing Date

Global Rank

#7,102 / 8,605 ▲ 24 · as of Mar 2026

Top Industry

Consumer Electronics 30.0%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.5%

SPY

+76.5%

Annualised alpha

-2.8%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.0%

−0.1 pts

Top 5

93.5%

−1.3 pts

Top 10

98.4%

−1.0 pts

HHI

2,557

Highly concentrated−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.6%	$13,981,415	4
Consumer Cyclical	33.6%	$13,598,483	3
Financial Services	28.3%	$11,455,755	1
Consumer Defensive	1.7%	$684,099	2
Communication Services	0.6%	$262,542	1
Utilities	0.5%	$211,475	1
Energy	0.5%	$201,556	1
Real Estate	0.1%	$29,285	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+127	23,906	$11,455,755
NVDA	Nvidia Corp	+80	4,027	$702,308
PG	PROCTER & GAMBLE Co	+5	1,421	$205,249
WMT	Walmart Inc.	+3	3,853	$478,850
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−293	47,839	$12,141,059
SO	Southern Co	−224	2,191	$211,475
AMZN	Amazon Com Inc	−13	55,631	$11,586,268
TSLA	Tesla, Inc.	−8	4,753	$1,766,927
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CASY	Caseys General Stores Inc	337	$245,288
XOM	Exxon Mobil Corp	1,188	$201,556
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $40,424,610 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	47,839	-293	$12,141,059	−7.2%	30.03%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	55,631	-13	$11,586,268	−9.8%	28.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	23,906	+127	$11,455,755	−4.2%	28.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,753	-8	$1,766,927	−17.5%	4.37%
ACN	Accenture plc Technology	Held	4,336	0	$859,785	−26.1%	2.13%
NVDA	Nvidia Corp Technology	Added	4,027	+80	$702,308	−4.6%	1.74%
WMT	Walmart Inc. Consumer Defensive	Added	3,853	+3	$478,850	+11.6%	1.18%
IBM	International Business Machines Corp Technology	Held	1,148	0	$278,263	−18.2%	0.69%
GOOGL	Alphabet Inc. Communication Services	Held	913	0	$262,542	−8.1%	0.65%
CASY	Caseys General Stores Inc Consumer Cyclical	NEW	337	NEW	$245,288	NEW	0.61%
SO	Southern Co Utilities	Reduced	2,191	-224	$211,475	+0.4%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,421	+5	$205,249	+1.1%	0.51%
XOM	Exxon Mobil Corp Energy	NEW	1,188	NEW	$201,556	NEW	0.50%
REAX	Real Brokerage Inc Real Estate	Held	11,714	0	$29,285	−31.5%	0.07%