account_balance
Investment manager · 13F filer · SEC CIK 354923
Searcy Financial Services Inc
Reported value$280Mas of Sep 30, 2026
Positions25 1 new, 3 sold out
Top 10 weight77.0%IWL alone is 12%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWLiShares Tr
11.9%Trimmed −2%
VOVanguard Index FDS
11.0%Trimmed −3%
VBVanguard Index FDS
10.9%Trimmed −2%
AVDEAmerican Centy ETF Tr
10.8%
PPAInvesco Exchange Traded Fd T
5.7%
AMLPAlps ETF Tr
5.6%Trimmed −2%
GOOGAlphabet Inc.
5.5%
AAPLApple Inc.
5.4%Trimmed −4%
VFHVanguard World Fd
5.2%
EZUiShares Inc
5.1%
AMZNAmazon.com Inc
4.8%
GRIDFirst Tr Exchange-Traded Fd
4.4%Added +3%
IWLiShares Tr
11.9%Trimmed −2%
VOVanguard Index FDS
11.0%Trimmed −3%
VBVanguard Index FDS
10.9%−2%
AVDEAmerican Centy ETF Tr
10.8%
PPAInvesco Exchange Traded Fd T
5.7%
AMLPAlps ETF Tr
5.6%
GOOGAlphabet Inc.
5.5%
AAPLApple Inc.
5.4%
VFH5.2%
EZU5.1%
AMZN4.8%GRID4.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWL iShares Tr 11.9% Trimmed −2%
VO Vanguard Index FDS 11.0% Trimmed −3%
VB Vanguard Index FDS 10.9% Trimmed −2%
AVDE American Centy ETF Tr 10.8% Held
PPA Invesco Exchange Traded Fd T 5.7% Held
AMLP Alps ETF Tr 5.6% Trimmed −2%
GOOG Alphabet Inc. 5.5% HeldAAPL Apple Inc. 5.4% Trimmed −4%VFH Vanguard World Fd 5.2% Held
EZU iShares Inc 5.1% Held
AMZN Amazon.com Inc 4.8% HeldGRID First Tr Exchange-Traded Fd 4.4% Added +3%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.