Institutional Fund
Searcy Financial Services Inc /Adv
Overland Park, KSCIK 3549235 filings on record
Portfolio Value
$269.64M
Q1 2026
Holdings
27
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.1%
from $269.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.8%
- Vanguard Index Fds10.8%
- Vanguard Index Fds10.8%
- American Centy ETF Tr10.8%
- First Tr Exchange-Traded Fd8.1%
- Invesco Exchange Traded Fd T6.5%
- Other42.2%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 182.0K | $29.21M | 10.8% | +4.0K | Added |
| 2 | Vanguard Index Fds | 101.6K | $29.17M | 10.8% | +3.0K | Added |
| 3 | Vanguard Index Fds | 111.3K | $29.16M | 10.8% | +2.1K | Added |
| 4 | American Centy ETF Tr | 343.3K | $29.12M | 10.8% | +343.3K | New |
| 5 | First Tr Exchange-Traded Fd | 437.1K | $21.77M | 8.1% | +14.9K | Added |
| 6 | Invesco Exchange Traded Fd T | 105.9K | $17.54M | 6.5% | −7.0K | Reduced |
| 7 | Alps ETF Tr | 309.7K | $16.30M | 6.0% | −66.0K | Reduced |
| 8 | Vanguard Index Fds | 23.2K | $13.86M | 5.1% | +10.0K | Added |
| 9 | Vanguard World Fd | 114.3K | $13.81M | 5.1% | +2.9K | Added |
| 10 | Alphabet Inc | 47.8K | $13.71M | 5.1% | −3.3K | Reduced |
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