Searcy lists $279.7M reported securities value; 88 Form 13F filings

Searcy Financial Services Inc. /ADV listed $279,650,769 in reported securities value in a Form 13F-HR filed October 7, 2026, for a portfolio dated September 30. That figure describes reported securities, not the firm’s total AUM.

The October 7 index contains 88 Form 13F filings. The reported portfolio dates vary: most of the listed filing observations are for the third quarter of 2026, while others cover earlier quarters. The count applies to that indexed date; it does not establish that other days had no filings.

Todd Wealth Management, LLC filed three reports on October 7 covering different 2025 and 2026 quarter-end dates. Its report for June 30, 2026, lists $131,930,141 in reported securities value; separate reports cover March 31 and December 31, 2025. These historical reports are not evidence of current positions or trades.

The filing tables below show selected reported positions for Searcy and Todd, not the largest holdings or a complete portfolio. The positions reflect the dates shown and should not be read as current holdings.