Searcy Financial Services Inc. ETF holdings
Overland Park, KS
Reported $238.1M in 13 ETFs in its Form 13F for June 30, 2026.
ETF value
$238.1M
ETFs held
13
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
79.8%
of $298.2M
Top 10 of 13 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | $33.1M | 109,328 | −2,001 shares |
| IWL | iShares Russell Top 200 ETF | $33.1M | 178,911 | −3,129 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $32.5M | 402,845 | +301,257 shares |
| AVDE | Avantis International Equity ETF | $30.5M | 341,527 | −1,765 shares |
| LMBS | First Trust Low Duration Opportunities ETF | $21.0M | 421,868 | −15,222 shares |
| PPA | Invesco Aerospace & Defense ETF | $18.5M | 104,831 | −1,044 shares |
| AMLP | Alerian MLP ETF | $16.0M | 308,099 | −1,614 shares |
| VFH | Vanguard Financials ETF | $15.0M | 114,112 | −163 shares |
| EZU | iShares MSCI Eurozone ETF | $15.0M | 215,874 | +294 shares |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $13.0M | 68,051 | New position |
3 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000354923. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Searcy Financial Services Inc. own?
Searcy Financial Services Inc. reported 13 ETF positions worth $238.1M in its Form 13F for June 30, 2026. The largest was VB, at $33.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.