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
- IWL - ISHARES TR, 9.42%
- VO - VANGUARD INDEX FDS, 9.41%
- 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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