SEARCY FINANCIAL SERVICES INC /ADV

Est. AUM

$269.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS TOP 200 ETF	$29.2M	182040	10.83%	SOLE
2	VANGUARD INDEX FDS	MID CAP ETF	$29.2M	101588	10.82%	SOLE
3	VANGUARD INDEX FDS	SMALL CP ETF	$29.2M	111329	10.81%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$29.1M	343292	10.80%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$21.8M	437090	8.07%	SOLE
6	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$17.5M	105875	6.51%	SOLE
7	ALPS ETF TR	ALERIAN MLP	$16.3M	309713	6.05%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.9M	23200	5.14%	SOLE
9	VANGUARD WORLD FD	FINANCIALS ETF	$13.8M	114275	5.12%	SOLE
10	ALPHABET INC	CAP STK CL C	$13.7M	47782	5.08%	SOLE
11	ISHARES INC	MSCI EURZONE ETF	$13.5M	215580	5.01%	SOLE
12	APPLE INC	COM	$12.1M	47839	4.50%	SOLE
13	AMAZON COM INC	COM	$11.6M	55631	4.30%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.5M	23906	4.25%	SOLE
15	TESLA INC	COM	$1.8M	4753	0.66%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	4153	0.49%	SOLE
17	ACCENTURE PLC IRELAND	SHS CLASS A	$860K	4336	0.32%	SOLE
18	ISHARES TR	ULTRA SHORT DUR	$713K	14087	0.26%	SOLE
19	NVIDIA CORPORATION	COM	$702K	4027	0.26%	SOLE
20	WALMART INC	COM	$479K	3853	0.18%	SOLE
21	INTERNATIONAL BUSINESS MACHS	COM	$278K	1148	0.10%	SOLE
22	ALPHABET INC	CAP STK CL A	$263K	913	0.10%	SOLE
23	CASEYS GEN STORES INC	COM	$245K	337	0.09%	SOLE
24	SOUTHERN CO	COM	$211K	2191	0.08%	SOLE
25	PROCTER & GAMBLE CO	COM	$205K	1421	0.08%	SOLE
26	EXXON MOBIL CORP	COM	$202K	1188	0.07%	SOLE
27	THE REAL BROKERAGE INC	COM NEW	$29K	11714	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.