S
SEARCY FINANCIAL SERVICES INC /ADV
RIA/Wealth
SEARCY FINANCIAL SERVICES INC /ADV is a RIA/Wealth based in Overland Park, KS led by Jessica Ann Kmetty, reporting $447.7M in AUM as of Q3 2025 with 78% ETF concentration and 80% concentrated in top 10 holdings.
CEOJessica Ann Kmetty
- Portfolio Value
- $263.1M
- Positions
- 25
- Top Holding
- IWL at 11.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SEARCY FINANCIAL SERVICES INC /ADV's portfolio (80.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.6M | 11.27% | -$92.2K Sold | — 178.5K shares | |
ETF ETF | $28.7M | 10.91% | +$41.7K Bought | — 97.7K shares | |
ETF ETF | $27.4M | 10.41% | +$138.1K Bought | — 107.7K shares | |
ETF ETF | $26.8M | 10.17% | +$368.9K Bought | — 223.2K shares | |
ETF ETF | $20.3M | 7.71% | +$601.5K Bought | — 407.4K shares | |
ETF ETF | $18.3M | 6.95% | -$800.6K Sold | — 117.6K shares | |
ETF ETF | $16.5M | 6.29% | +$557.0K Bought | — 352.4K shares | |
Internet Content & Information Communication Services | $15.0M | 5.69% | -$548.2K Sold | 0.00% 61.5K shares | |
ETF ETF | $14.6M | 5.53% | +$52.2K Bought | — 110.9K shares | |
ETF ETF | $13.6M | 5.15% | +$194.7K Bought | — 235.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SEARCY FINANCIAL SERVICES INC /ADV's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+4.67% | |
+3.49% | |
+3.32% | |
+3.06% | |
+1.46% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-4.2% | |
-3.53% | |
-1.38% | |
-1.36% |
Analytics
Portfolio insights and performance metrics for SEARCY FINANCIAL SERVICES INC /ADV
GthenA