SEARCY FINANCIAL SERVICES INC /ADV - Portfolio overview

SEARCY FINANCIAL SERVICES INC /ADV has 29 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. IWL - ISHARES TR, 9.42%
  2. VO - VANGUARD INDEX FDS, 9.41%
  3. VB - VANGUARD INDEX FDS, 9.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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