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Portfolio (Quarterly) Guide ↗

SEARCY FINANCIAL SERVICES INC /ADV

· CIK 0000354923
13F Portfolio $270M AUM 27 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 9 Added 5 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ACWV ISHARES INC 228,748 $27.2M 10.07% SOLD
2 COWZ PACER FDS TR 237,718 $14.3M 5.30% SOLD
Sector Allocation
Technology 32.8%
Communication Services 32.7%
Consumer Cyclical 31.9%
Consumer Defensive 1.6%
Energy 0.5%
Utilities 0.5%
Real Estate 0.1%