Secured Retirement Advisors
Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STRV, NVDA, MSFT, AAPL, BOND, and represent 19.79% of Secured Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: LMT, ZTS, BA, VCSH, VIG, OKE, MSFT, BOND, META, LLY.
- Started 4 new stock positions in VIG, VCSH, ZTS, OKE.
- Reduced shares in these 10 stocks: GM, STRV, COHR, CAT, NEM, GLW, BWXT, IBM, SPYV, RSSE.
- Sold out of its position in GM.
- Secured Retirement Advisors was a net seller of stock by $-4.4M.
- Secured Retirement Advisors has $179M in assets under management (AUM), dropping by -0.00%.
- Central Index Key (CIK): 0002012356
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Portfolio Holdings for Secured Retirement Advisors
Secured Retirement Advisors holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Strive 500 Etf (STRV) | 4.8 | $8.6M | -9% | 196k | 44.09 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $7.4M | 40k | 186.50 |
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| Microsoft Corporation (MSFT) | 3.9 | $7.0M | +2% | 15k | 483.61 |
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| Apple (AAPL) | 3.8 | $6.9M | 25k | 271.86 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 3.1 | $5.5M | +3% | 59k | 93.08 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $4.4M | -2% | 14k | 313.00 |
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| Corning Incorporated (GLW) | 2.3 | $4.1M | -12% | 47k | 87.56 |
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| Amazon (AMZN) | 2.1 | $3.8M | 17k | 230.82 |
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| Consolidated Edison (ED) | 1.9 | $3.3M | +4% | 34k | 99.32 |
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| Broadcom (AVGO) | 1.7 | $3.0M | +2% | 8.6k | 346.10 |
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| Colgate-Palmolive Company (CL) | 1.6 | $2.9M | +5% | 37k | 79.02 |
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| Spdr Series Trust State Street Spd (SPYV) | 1.5 | $2.7M | -8% | 48k | 56.81 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $2.7M | +5% | 8.4k | 322.23 |
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| Merck & Co (MRK) | 1.4 | $2.5M | 24k | 105.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.5M | 5.1k | 502.65 |
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| Meta Platforms Cl A (META) | 1.4 | $2.5M | +7% | 3.8k | 660.12 |
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| Illinois Tool Works (ITW) | 1.4 | $2.5M | +6% | 10k | 246.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $2.4M | -8% | 27k | 89.46 |
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| Bank of New York Mellon Corporation (BK) | 1.3 | $2.3M | +3% | 20k | 116.09 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $2.3M | +6% | 19k | 120.34 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.3 | $2.2M | -6% | 66k | 34.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $2.1M | -4% | 6.3k | 335.25 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $2.1M | +4% | 3.7k | 570.94 |
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| International Business Machines (IBM) | 1.1 | $2.1M | -13% | 6.9k | 296.22 |
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| Eli Lilly & Co. (LLY) | 1.1 | $2.0M | +8% | 1.8k | 1074.71 |
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| Wal-Mart Stores (WMT) | 1.1 | $2.0M | +4% | 18k | 111.41 |
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| Citigroup Com New (C) | 1.1 | $1.9M | +3% | 16k | 116.69 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $1.9M | 24k | 78.81 |
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| Visa Com Cl A (V) | 1.0 | $1.8M | +5% | 5.1k | 350.70 |
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| Qualcomm (QCOM) | 1.0 | $1.8M | 11k | 171.05 |
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| Universal Hlth Svcs CL B (UHS) | 0.9 | $1.7M | +2% | 7.8k | 218.02 |
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| Coherent Corp (COHR) | 0.9 | $1.7M | -30% | 9.1k | 184.57 |
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| Yum! Brands (YUM) | 0.9 | $1.7M | +6% | 11k | 151.28 |
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| Cisco Systems (CSCO) | 0.9 | $1.7M | -5% | 22k | 77.03 |
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| Tesla Motors (TSLA) | 0.9 | $1.6M | 3.5k | 449.72 |
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| Chevron Corporation (CVX) | 0.9 | $1.5M | +4% | 10k | 152.42 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.8 | $1.5M | -8% | 40k | 38.32 |
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| Oracle Corporation (ORCL) | 0.8 | $1.5M | -3% | 7.8k | 194.91 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $1.5M | +288% | 3.1k | 483.69 |
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| Boeing Company (BA) | 0.8 | $1.5M | +19% | 6.9k | 217.12 |
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| Caterpillar (CAT) | 0.8 | $1.5M | -32% | 2.6k | 572.87 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.4M | +3% | 7.9k | 183.41 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.8 | $1.4M | -7% | 24k | 58.12 |
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| Abbott Laboratories (ABT) | 0.8 | $1.4M | +5% | 11k | 125.29 |
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| Trane Technologies SHS (TT) | 0.8 | $1.4M | +5% | 3.5k | 389.20 |
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| Popular Com New (BPOP) | 0.7 | $1.3M | -7% | 11k | 124.52 |
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| Ea Series Trust Strive Emerging (STXE) | 0.7 | $1.3M | -8% | 36k | 35.92 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $1.3M | +2% | 25k | 50.58 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.7 | $1.3M | +4% | 47k | 27.26 |
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| Us Bancorp Del Com New (USB) | 0.7 | $1.2M | -7% | 23k | 53.36 |
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| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.7 | $1.2M | -8% | 38k | 32.57 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) | 0.7 | $1.2M | -12% | 33k | 37.74 |
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| Newmont Mining Corporation (NEM) | 0.7 | $1.2M | -33% | 12k | 99.85 |
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| Johnson Ctls Intl SHS (JCI) | 0.7 | $1.2M | 10k | 119.75 |
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| Lennar Corp Cl A (LEN) | 0.7 | $1.2M | +7% | 12k | 102.80 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.7 | $1.2M | -8% | 47k | 25.60 |
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| Terex Corporation (TEX) | 0.7 | $1.2M | -4% | 23k | 53.38 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) | 0.7 | $1.2M | -11% | 47k | 25.51 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $1.2M | -9% | 1.3k | 878.96 |
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| Simon Property (SPG) | 0.6 | $1.2M | -7% | 6.3k | 185.11 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) | 0.6 | $1.1M | -14% | 27k | 39.72 |
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| Aim Etf Products Trust Allianzim Us Equ (OCTW) | 0.6 | $1.1M | -12% | 27k | 39.00 |
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| Deere & Company (DE) | 0.6 | $1.0M | -3% | 2.3k | 465.57 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.6 | $1.0M | -10% | 28k | 36.86 |
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| Baker Hughes Company Cl A (BKR) | 0.6 | $1.0M | -6% | 22k | 45.54 |
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| Electronic Arts (EA) | 0.6 | $1000k | 4.9k | 204.35 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $981k | -9% | 9.2k | 106.70 |
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| Bwx Technologies (BWXT) | 0.5 | $956k | -28% | 5.5k | 172.84 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $942k | +5% | 32k | 29.89 |
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| Te Connectivity Ord Shs (TEL) | 0.5 | $913k | -6% | 4.0k | 227.51 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.5 | $884k | -10% | 31k | 28.24 |
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| Zimmer Holdings (ZBH) | 0.5 | $859k | -7% | 9.6k | 89.92 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.5 | $855k | -3% | 20k | 42.55 |
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| Match Group (MTCH) | 0.5 | $851k | -4% | 26k | 32.29 |
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| Zoetis Cl A (ZTS) | 0.5 | $844k | NEW | 6.7k | 125.82 |
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| Generac Holdings (GNRC) | 0.5 | $842k | -6% | 6.2k | 136.37 |
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| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.5 | $838k | -12% | 33k | 25.64 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.5 | $819k | -12% | 25k | 32.59 |
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| Nutrien (NTR) | 0.5 | $809k | -6% | 13k | 61.72 |
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| Canadian Pacific Kansas City (CP) | 0.5 | $808k | -3% | 11k | 73.63 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $785k | 10k | 75.44 |
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| Textron (TXT) | 0.4 | $772k | -5% | 8.9k | 87.17 |
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| Palo Alto Networks (PANW) | 0.4 | $755k | 4.1k | 184.20 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) | 0.4 | $743k | -23% | 35k | 21.40 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.4 | $720k | 11k | 66.43 |
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| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 0.4 | $712k | -14% | 12k | 57.92 |
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| Innovator Etfs Trust Growth 100 Pwr B (NDEC) | 0.4 | $690k | -20% | 25k | 27.74 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $684k | 6.8k | 99.92 |
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| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.4 | $674k | -14% | 21k | 31.66 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $656k | 9.4k | 69.52 |
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| Advanced Micro Devices (AMD) | 0.4 | $647k | -2% | 3.0k | 214.16 |
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| Hewlett Packard Enterprise (HPE) | 0.4 | $640k | -4% | 27k | 24.02 |
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| Aim Etf Products Trust Allianzim Us Equ (NVBU) | 0.3 | $624k | -16% | 22k | 28.95 |
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| Cintas Corporation (CTAS) | 0.3 | $617k | +9% | 3.3k | 188.08 |
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| UnitedHealth (UNH) | 0.3 | $607k | +2% | 1.8k | 330.06 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $587k | +5% | 3.3k | 177.75 |
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| Pepsi (PEP) | 0.3 | $532k | +6% | 3.7k | 143.52 |
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| First Tr Exchange-traded Vest Gold Strtgy (BGLD) | 0.3 | $490k | -11% | 29k | 17.11 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.3 | $487k | -5% | 16k | 30.96 |
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| Altria (MO) | 0.2 | $427k | +9% | 7.4k | 57.66 |
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| Verizon Communications (VZ) | 0.2 | $412k | +8% | 10k | 40.73 |
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| Bristol Myers Squibb (BMY) | 0.2 | $410k | +6% | 7.6k | 53.94 |
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| Abbvie (ABBV) | 0.2 | $385k | +3% | 1.7k | 228.53 |
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| Amgen (AMGN) | 0.2 | $384k | 1.2k | 327.36 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $371k | +9% | 2.1k | 173.52 |
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| Home Depot (HD) | 0.2 | $363k | +4% | 1.1k | 344.15 |
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| United Parcel Service CL B (UPS) | 0.2 | $354k | -6% | 3.6k | 99.18 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $319k | -16% | 3.6k | 89.56 |
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| ConocoPhillips (COP) | 0.2 | $293k | +13% | 3.1k | 93.61 |
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| Ford Motor Company (F) | 0.2 | $289k | +6% | 22k | 13.12 |
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| Valero Energy Corporation (VLO) | 0.2 | $282k | +9% | 1.7k | 162.82 |
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| Orion Engineered Carbons (OEC) | 0.2 | $279k | -9% | 53k | 5.28 |
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| Coca-Cola Company (KO) | 0.2 | $269k | +5% | 3.8k | 69.90 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $266k | 3.8k | 70.86 |
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| EOG Resources (EOG) | 0.1 | $265k | +9% | 2.5k | 104.99 |
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| Regions Financial Corporation (RF) | 0.1 | $254k | +15% | 9.4k | 27.10 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $241k | -16% | 4.8k | 50.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $239k | -22% | 602.00 | 396.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $234k | -3% | 479.00 | 487.86 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $229k | NEW | 2.9k | 79.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $227k | NEW | 1.0k | 219.68 |
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| Fastenal Company (FAST) | 0.1 | $221k | +10% | 5.5k | 40.13 |
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| Oneok (OKE) | 0.1 | $208k | NEW | 2.8k | 73.50 |
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| Aim Etf Products Trust Allianzim Us Eq (SIXJ) | 0.1 | $203k | -17% | 5.9k | 34.28 |
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| Amcor Ord | 0.1 | $133k | +10% | 16k | 8.34 |
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Past Filings by Secured Retirement Advisors
SEC 13F filings are viewable for Secured Retirement Advisors going back to 2023
- Secured Retirement Advisors 2025 Q4 filed Jan. 30, 2026
- Secured Retirement Advisors 2025 Q3 filed Oct. 15, 2025
- Secured Retirement Advisors 2025 Q2 filed July 23, 2025
- Secured Retirement Advisors 2025 Q1 filed May 1, 2025
- Secured Retirement Advisors 2024 Q4 filed Jan. 30, 2025
- Secured Retirement Advisors 2024 Q3 filed Oct. 29, 2024
- Secured Retirement Advisors 2024 Q2 filed Aug. 9, 2024
- Secured Retirement Advisors 2024 Q1 filed May 13, 2024
- Secured Retirement Advisors 2023 Q4 filed Feb. 16, 2024