13F Insight
DOSSIER · 13F-HR · Q1 2026

SEARCY FINANCIAL SERVICES INC /ADV

SEARCY FINANCIAL SERVICES /ADV's family office based in Omaha, NE — $270M in tracked AUM across 27 positions as of Q1 2026.

SF
SEARCY FINANCIAL SERVICES /ADV·Omaha, NE·Family Office
CIK 0000354923 · last filed Mar 31, 2026
Total AUM
$270M
▼ 5.1%
vs prior
Holdings
27
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
40% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: SEARCY FINANCIAL SERVICES INC /ADV
1. Portfolio Overview

Searcy Financial Services Inc. has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing 162.3% from approximately $102.85M to $269.81M quarter-over-quarter. This dramatic increase in capital coincides with a significant restructuring of the portfolio. The manager currently holds 25 positions, maintaining a relatively concentrated appr...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWL
ISHARES TR
$29M182K10.8%
02
VO
VANGUARD INDEX FDS
$29M102K10.8%
03
VB
VANGUARD INDEX FDS
$29M111K10.8%
04
AVDE
AMERICAN CENTY ETF TR
$29M343K10.8%
05
LMBS
FIRST TR EXCHANGE-TRADED FD
$22M437K8.1%
06
PPA
INVESCO EXCHANGE TRADED FD T
$18M106K6.5%
07
AMLP
ALPS ETF TR
$16M310K6.0%
08
VOO
VANGUARD INDEX FDS
$14M23K5.1%
09
VFH
VANGUARD WORLD FD
$14M114K5.1%
10
GOOG
ALPHABET INC
$14M48K5.1%

Filing history

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