Secured Retirement Advisors
Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STXF, NVDA, AAPL, BOND, MSFT, and represent 16.94% of Secured Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: ADP, META, MCO, CPB, SYK, ABBV, DUK, AEP, LOW, IEX.
- Started 27 new stock positions in ACYS, ACN, LIN, SYK, APH, MS, BX, FITB, ADSK, CMI.
- Reduced shares in these 10 stocks: GLW (-$7.7M), ED, , CL, ITW, MRK, GOOGL, YUM, MU, IBM.
- Sold out of its positions in AMD, BRO, CINF, CL, ED, Exxon Mobil Corporation, FLO, F, HSY, ITW. IVV, JPST, LEN, MAS, NFLX, PLTR, GLD, CRM, SCHW, NOW, VLO, VRSK, YUM.
- Secured Retirement Advisors was a net seller of stock by $-5.1M.
- Secured Retirement Advisors has $195M in assets under management (AUM), dropping by 10.29%.
- Central Index Key (CIK): 0002012356
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Portfolio Holdings for Secured Retirement Advisors
Secured Retirement Advisors holds 134 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Strive 500 Etf (STXF) | 4.4 | $8.6M | -3% | 179k | 48.30 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $7.3M | -7% | 36k | 200.09 |
|
| Apple (AAPL) | 3.7 | $7.1M | 25k | 289.36 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.7 | $5.3M | -2% | 57k | 92.21 |
|
| Microsoft Corporation (MSFT) | 2.4 | $4.7M | +10% | 13k | 373.03 |
|
| Cisco Systems (CSCO) | 2.0 | $3.9M | +3% | 33k | 117.46 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $3.3M | -35% | 9.3k | 357.38 |
|
| Caterpillar (CAT) | 1.7 | $3.2M | +72% | 3.0k | 1064.90 |
|
| Meta Platforms Cl A (META) | 1.6 | $3.1M | +246% | 5.6k | 563.33 |
|
| Amazon (AMZN) | 1.5 | $2.9M | -23% | 12k | 238.34 |
|
| Tesla Motors (TSLA) | 1.5 | $2.8M | 6.8k | 420.60 |
|
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| Spdr Series Trust St Str P500val (SPYV) | 1.4 | $2.8M | 46k | 60.79 |
|
|
| Abbvie (ABBV) | 1.3 | $2.5M | +466% | 10k | 251.64 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.4M | +171% | 4.8k | 500.39 |
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 1.2 | $2.3M | 64k | 36.53 |
|
|
| Automatic Data Processing (ADP) | 1.2 | $2.3M | NEW | 11k | 223.95 |
|
| Corning Incorporated (GLW) | 1.2 | $2.3M | -76% | 9.1k | 255.43 |
|
| Moody's Corporation (MCO) | 1.1 | $2.2M | NEW | 4.9k | 452.93 |
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| Campbell Soup Company (CPB) | 1.1 | $2.2M | NEW | 98k | 22.27 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $2.2M | -13% | 22k | 96.58 |
|
| Stryker Corporation (SYK) | 1.1 | $2.2M | NEW | 6.9k | 314.84 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $2.1M | -3% | 5.7k | 370.05 |
|
| Broadcom (AVGO) | 1.1 | $2.1M | -20% | 5.5k | 377.73 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $2.1M | -9% | 1.7k | 1199.56 |
|
| Duke Energy Corp Com New (DUK) | 1.1 | $2.1M | NEW | 16k | 126.58 |
|
| American Electric Power Company (AEP) | 1.0 | $2.0M | NEW | 15k | 136.81 |
|
| Coca-Cola Company (KO) | 1.0 | $1.9M | +276% | 24k | 81.27 |
|
| Lowe's Companies (LOW) | 1.0 | $1.9M | NEW | 8.6k | 220.49 |
|
| Micron Technology (MU) | 1.0 | $1.9M | -46% | 1.6k | 1154.29 |
|
| Newmont Mining Corporation (NEM) | 0.9 | $1.8M | +97% | 20k | 93.40 |
|
| Goldman Sachs (GS) | 0.9 | $1.8M | +9% | 1.8k | 1011.40 |
|
| IDEX Corporation (IEX) | 0.9 | $1.8M | NEW | 7.9k | 226.96 |
|
| Generac Holdings (GNRC) | 0.9 | $1.8M | 6.0k | 292.81 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.8M | -26% | 5.4k | 327.35 |
|
| Popular Com New (BPOP) | 0.9 | $1.8M | 11k | 164.18 |
|
|
| Amphenol Corp Cl A (APH) | 0.9 | $1.7M | NEW | 9.9k | 176.32 |
|
| Chubb (CB) | 0.9 | $1.7M | NEW | 5.0k | 340.74 |
|
| Morgan Stanley Com New (MS) | 0.9 | $1.7M | NEW | 8.2k | 209.04 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.9 | $1.7M | +37% | 64k | 26.52 |
|
| Visa Com Cl A (V) | 0.9 | $1.7M | +150% | 4.9k | 343.10 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.7M | +102% | 6.5k | 253.98 |
|
| Coherent Corp (COHR) | 0.8 | $1.6M | -33% | 4.2k | 394.47 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.8 | $1.6M | +50% | 14k | 118.99 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $1.6M | 3.2k | 509.49 |
|
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| Terex Corporation (TEX) | 0.8 | $1.6M | 22k | 72.39 |
|
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.8 | $1.6M | -3% | 36k | 43.14 |
|
| Bank of New York Mellon Corporation (BNY) | 0.8 | $1.5M | -47% | 11k | 144.61 |
|
| Citigroup Com New (C) | 0.8 | $1.5M | -41% | 11k | 139.97 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.5M | -29% | 14k | 113.26 |
|
| International Business Machines (IBM) | 0.8 | $1.5M | -49% | 5.4k | 281.21 |
|
| Boeing Company (BA) | 0.8 | $1.5M | 6.9k | 216.47 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.8 | $1.5M | +2% | 10k | 146.11 |
|
| Qualcomm (QCOM) | 0.8 | $1.5M | +34% | 8.0k | 184.79 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $1.4M | NEW | 3.3k | 433.33 |
|
| Deere & Company (DE) | 0.7 | $1.4M | 2.2k | 634.33 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $1.4M | -11% | 9.5k | 146.55 |
|
| Us Bancorp Com New (USB) | 0.7 | $1.4M | 23k | 60.40 |
|
|
| Simon Property (SPG) | 0.7 | $1.4M | 6.1k | 223.65 |
|
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| S&p Global (SPGI) | 0.7 | $1.3M | NEW | 3.4k | 385.21 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) | 0.7 | $1.3M | +2% | 33k | 39.50 |
|
| Parker-Hannifin Corporation (PH) | 0.7 | $1.3M | 1.3k | 978.12 |
|
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| Ge Aerospace Com New (GE) | 0.7 | $1.3M | -35% | 3.4k | 373.73 |
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| Ea Series Trust Strive Emerging (STXE) | 0.6 | $1.3M | -29% | 24k | 52.55 |
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.6 | $1.3M | 37k | 33.87 |
|
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| Booking Holdings (BKNG) | 0.6 | $1.2M | NEW | 7.0k | 178.24 |
|
| Clorox Company (CLX) | 0.6 | $1.2M | 13k | 95.44 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.6 | $1.2M | 22k | 55.50 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.2M | -15% | 20k | 61.46 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) | 0.6 | $1.2M | -7% | 43k | 27.77 |
|
| Cummins (CMI) | 0.6 | $1.2M | NEW | 1.7k | 713.23 |
|
| Hewlett Packard Enterprise (HPE) | 0.6 | $1.2M | 26k | 45.11 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) | 0.6 | $1.2M | +2% | 28k | 41.80 |
|
| Aim Etf Products Trust Allia Us Oct Etf (OCTW) | 0.6 | $1.2M | +3% | 28k | 40.91 |
|
| Pfizer (PFE) | 0.6 | $1.1M | 45k | 24.08 |
|
|
| Bwx Technologies (BWXT) | 0.5 | $1.1M | 5.5k | 194.65 |
|
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.5 | $1.1M | +22% | 25k | 41.41 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.5 | $1.0M | +2% | 27k | 38.58 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.5 | $1.0M | 39k | 25.94 |
|
|
| TJX Companies (TJX) | 0.5 | $1.0M | NEW | 6.7k | 151.50 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.0M | -27% | 5.3k | 189.74 |
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| Canadian Pacific Kansas City (CP) | 0.5 | $962k | 11k | 86.65 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $958k | -13% | 12k | 77.91 |
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| Autodesk (ADSK) | 0.5 | $944k | NEW | 4.9k | 194.42 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $933k | -3% | 19k | 50.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $904k | 1.8k | 513.48 |
|
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| Zimmer Holdings (ZBH) | 0.4 | $860k | +2% | 10k | 86.09 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.4 | $860k | 25k | 34.60 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) | 0.4 | $850k | -3% | 29k | 29.72 |
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| Linde SHS (LIN) | 0.4 | $841k | NEW | 1.6k | 518.95 |
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| Textron (TXT) | 0.4 | $834k | 9.1k | 91.73 |
|
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.4 | $809k | -3% | 12k | 67.58 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $805k | 4.0k | 201.61 |
|
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| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 0.4 | $788k | +2% | 13k | 62.52 |
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| Uber Technologies (UBER) | 0.4 | $784k | +2% | 11k | 72.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $768k | -2% | 9.0k | 85.49 |
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| Innovator Etfs Trust Growth 100 Pwr B (NDEC) | 0.4 | $755k | 25k | 30.04 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.4 | $745k | -10% | 28k | 26.80 |
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| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.4 | $717k | 21k | 34.16 |
|
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| Aim Etf Products Trust Allianzim Us Equ (NVBU) | 0.4 | $688k | +3% | 22k | 30.85 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $684k | 2.3k | 298.02 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) | 0.3 | $650k | -12% | 28k | 23.15 |
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| Merck & Co (MRK) | 0.3 | $619k | -79% | 4.8k | 128.51 |
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| Home Depot (HD) | 0.3 | $611k | +46% | 1.7k | 352.74 |
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| First Tr Exchange-traded Vest Laddered (ACYN) | 0.3 | $580k | +154% | 28k | 20.79 |
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| UnitedHealth (UNH) | 0.3 | $571k | -65% | 1.4k | 415.65 |
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| Chevron Corporation (CVX) | 0.3 | $554k | -64% | 3.3k | 165.78 |
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| First Tr Exchange-traded Vest Lad Aut Etf (ACYS) | 0.3 | $550k | NEW | 27k | 20.54 |
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| Altria (MO) | 0.3 | $546k | 7.6k | 71.95 |
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| Pepsi (PEP) | 0.3 | $544k | +22% | 4.0k | 135.40 |
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| Verizon Communications (VZ) | 0.3 | $525k | +16% | 12k | 42.34 |
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| Bristol Myers Squibb (BMY) | 0.3 | $509k | -3% | 8.8k | 57.62 |
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| First Tr Exchange-traded Vest Gold Strtgy (BGLD) | 0.3 | $500k | +4% | 31k | 16.29 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $495k | 13k | 39.57 |
|
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.3 | $488k | -3% | 14k | 34.15 |
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| Amgen (AMGN) | 0.2 | $471k | +6% | 1.3k | 362.21 |
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| ConocoPhillips (COP) | 0.2 | $462k | +18% | 4.4k | 103.96 |
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| Abbott Laboratories (ABT) | 0.2 | $380k | NEW | 4.2k | 90.74 |
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| Ishares Tr Core 80 20 Etf (AOA) | 0.2 | $378k | +2% | 3.9k | 97.61 |
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| Zoetis Cl A (ZTS) | 0.2 | $376k | -22% | 5.2k | 71.86 |
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| EOG Resources (EOG) | 0.2 | $368k | +3% | 2.8k | 129.72 |
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| Orion Engineered Carbons (OEC) | 0.2 | $344k | 52k | 6.63 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $341k | -21% | 3.2k | 107.51 |
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| Target Corporation (TGT) | 0.2 | $336k | +14% | 2.6k | 130.61 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $326k | NEW | 13k | 24.55 |
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| Procter & Gamble Company (PG) | 0.2 | $299k | NEW | 2.0k | 146.64 |
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| Fastenal Company (FAST) | 0.2 | $294k | -5% | 6.1k | 48.03 |
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| Oneok | 0.1 | $290k | +2% | 3.3k | 86.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $289k | NEW | 2.3k | 124.44 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $267k | NEW | 2.4k | 109.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $266k | NEW | 2.3k | 117.67 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $240k | 3.1k | 77.79 |
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| Paychex (PAYX) | 0.1 | $228k | NEW | 2.3k | 98.33 |
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| SLB Com Stk (SLB) | 0.1 | $225k | -8% | 4.8k | 46.49 |
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| Fifth Third Ban (FITB) | 0.1 | $220k | NEW | 3.9k | 56.37 |
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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 2026 Q2 filed July 16, 2026
- Secured Retirement Advisors 2026 Q1 filed April 24, 2026
- 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