Secured Retirement Advisors
Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STRV, NVDA, AAPL, BOND, GLW, and represent 17.93% of Secured Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: GE, GS, CLX, TSLA, PFE, PYLD, MU, CRM, NFLX, VRSK.
- Started 22 new stock positions in FLO, NFLX, SLB, JNJ, GS, ACYN, CRM, AVIG, UBER, HSY. BRO, CINF, NOW, IVV, CLX, PYLD, MAS, MU, VRSK, TGT, PFE, GE.
- Reduced shares in these 10 stocks: UHS, BRK.B, ABT, TT, META, SONY, MSFT, GLW, EA, MA.
- Sold out of its positions in ABT, SIXJ, CTAS, CMCSA, EA, MTCH, NTR, PANW, RF, SONY. UHS, VIG, BLV, VCSH, VUG, Amcor, TT.
- Secured Retirement Advisors was a net seller of stock by $-3.6M.
- Secured Retirement Advisors has $177M in assets under management (AUM), dropping by -1.33%.
- Central Index Key (CIK): 0002012356
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Portfolio Holdings for Secured Retirement Advisors
Secured Retirement Advisors holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Strive 500 Etf (STRV) | 4.4 | $7.8M | -5% | 186k | 41.97 |
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| NVIDIA Corporation (NVDA) | 3.9 | $6.9M | 39k | 174.40 |
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| Apple (AAPL) | 3.6 | $6.3M | -2% | 25k | 253.79 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 3.1 | $5.4M | 59k | 92.28 |
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| Corning Incorporated (GLW) | 3.0 | $5.3M | -16% | 39k | 135.97 |
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| Microsoft Corporation (MSFT) | 2.4 | $4.2M | -21% | 11k | 370.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $4.2M | +3% | 15k | 287.56 |
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| Consolidated Edison (ED) | 2.1 | $3.8M | 33k | 113.18 |
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| Amazon (AMZN) | 1.9 | $3.3M | -3% | 16k | 208.27 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $3.2M | 19k | 169.66 |
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| Colgate-Palmolive Company (CL) | 1.8 | $3.1M | 36k | 85.23 |
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| Merck & Co (MRK) | 1.6 | $2.9M | 24k | 120.29 |
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| Illinois Tool Works (ITW) | 1.5 | $2.7M | 10k | 260.29 |
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| Spdr Series Trust State Street Spd (SPYV) | 1.5 | $2.6M | -4% | 46k | 56.58 |
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| International Business Machines (IBM) | 1.5 | $2.6M | +54% | 11k | 242.40 |
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| Tesla Motors (TSLA) | 1.4 | $2.5M | +97% | 6.8k | 371.75 |
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| Cisco Systems (CSCO) | 1.4 | $2.5M | +50% | 32k | 77.59 |
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| Bank of New York Mellon Corporation (BK) | 1.4 | $2.4M | 20k | 118.63 |
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| Wal-Mart Stores (WMT) | 1.3 | $2.4M | +7% | 19k | 124.28 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $2.3M | -2% | 26k | 90.53 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.2 | $2.2M | 65k | 33.77 |
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| Broadcom (AVGO) | 1.2 | $2.2M | -18% | 7.0k | 309.53 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $2.1M | -13% | 7.3k | 294.18 |
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| Citigroup Com New (C) | 1.2 | $2.1M | +15% | 19k | 113.41 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $1.9M | +2% | 3.2k | 604.42 |
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| Chevron Corporation (CVX) | 1.1 | $1.9M | -6% | 9.4k | 206.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $1.9M | -5% | 6.0k | 320.80 |
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| Yum! Brands (YUM) | 1.0 | $1.8M | +4% | 12k | 155.47 |
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| Eli Lilly & Co. (LLY) | 1.0 | $1.8M | +3% | 1.9k | 919.83 |
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| Oracle Corporation (ORCL) | 0.9 | $1.6M | +37% | 11k | 147.11 |
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| Ge Aerospace Com New (GE) | 0.9 | $1.5M | NEW | 5.4k | 283.77 |
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| Coherent Corp (COHR) | 0.8 | $1.5M | -31% | 6.3k | 238.21 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.8 | $1.5M | -5% | 38k | 39.43 |
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| Popular Com New (BPOP) | 0.8 | $1.4M | 11k | 134.17 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.4M | -8% | 7.3k | 192.90 |
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| Goldman Sachs (GS) | 0.8 | $1.4M | NEW | 1.6k | 845.99 |
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| Boeing Company (BA) | 0.8 | $1.4M | 6.8k | 199.03 |
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| Clorox Company (CLX) | 0.8 | $1.3M | NEW | 13k | 103.63 |
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| Baker Hughes Company Cl A (BKR) | 0.8 | $1.3M | 22k | 61.05 |
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| Ea Series Trust Strive Emerging (STXE) | 0.8 | $1.3M | -5% | 34k | 39.08 |
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| Terex Corporation (TEX) | 0.7 | $1.3M | -2% | 22k | 59.10 |
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| Johnson Controls Internation SHS (JCI) | 0.7 | $1.3M | -2% | 10k | 130.95 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $1.3M | -4% | 23k | 55.52 |
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| Deere & Company (DE) | 0.7 | $1.3M | 2.2k | 563.30 |
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| Caterpillar (CAT) | 0.7 | $1.2M | -31% | 1.8k | 708.46 |
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| Pfizer (PFE) | 0.7 | $1.2M | NEW | 44k | 28.08 |
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| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.7 | $1.2M | 38k | 32.46 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.7 | $1.2M | NEW | 47k | 26.20 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) | 0.7 | $1.2M | 32k | 37.27 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) | 0.7 | $1.2M | 46k | 25.75 |
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| Generac Holdings (GNRC) | 0.7 | $1.2M | 6.1k | 195.33 |
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| Us Bancorp Com New (USB) | 0.7 | $1.2M | 23k | 52.01 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $1.2M | -2% | 1.3k | 895.24 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.7 | $1.2M | -16% | 39k | 30.22 |
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| Simon Property (SPG) | 0.6 | $1.1M | -2% | 6.1k | 186.53 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $1.1M | -40% | 14k | 78.41 |
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| Bwx Technologies (BWXT) | 0.6 | $1.1M | 5.5k | 204.49 |
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| UnitedHealth (UNH) | 0.6 | $1.1M | +118% | 4.0k | 270.56 |
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| Newmont Mining Corporation (NEM) | 0.6 | $1.1M | -18% | 10k | 108.25 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) | 0.6 | $1.1M | 27k | 38.94 |
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| Aim Etf Products Trust Allianzim Us Equ (OCTW) | 0.6 | $1.1M | 27k | 38.47 |
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| Micron Technology (MU) | 0.6 | $1.0M | NEW | 3.1k | 337.84 |
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| salesforce (CRM) | 0.6 | $1.0M | NEW | 5.4k | 186.67 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $969k | -23% | 19k | 50.37 |
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| Netflix (NFLX) | 0.5 | $965k | NEW | 10k | 96.15 |
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| Verisk Analytics (VRSK) | 0.5 | $956k | NEW | 5.0k | 189.75 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.5 | $941k | -3% | 27k | 35.41 |
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| Lennar Corp Cl A (LEN) | 0.5 | $927k | -9% | 11k | 86.84 |
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| Meta Platforms Cl A (META) | 0.5 | $924k | -57% | 1.6k | 572.21 |
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| Masco Corporation (MAS) | 0.5 | $916k | NEW | 15k | 60.37 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $898k | 9.2k | 97.91 |
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| Zimmer Holdings (ZBH) | 0.5 | $882k | +2% | 9.8k | 90.42 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $878k | -52% | 1.8k | 499.52 |
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| Canadian Pacific Kansas City (CP) | 0.5 | $871k | 11k | 78.66 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.5 | $866k | NEW | 21k | 41.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $843k | -65% | 1.8k | 479.20 |
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| Te Connectivity Ord Shs (TEL) | 0.5 | $833k | 4.0k | 209.02 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.5 | $830k | -5% | 30k | 28.00 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.5 | $813k | 25k | 32.79 |
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| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.5 | $803k | -4% | 31k | 25.75 |
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| Zoetis Cl A (ZTS) | 0.5 | $796k | 6.7k | 118.21 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.4 | $793k | +14% | 12k | 63.91 |
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| Johnson & Johnson (JNJ) | 0.4 | $786k | NEW | 3.2k | 244.44 |
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| Textron (TXT) | 0.4 | $783k | 8.9k | 87.56 |
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| Qualcomm (QCOM) | 0.4 | $766k | -43% | 5.9k | 128.78 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $765k | +58% | 5.2k | 146.28 |
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| Uber Technologies (UBER) | 0.4 | $765k | NEW | 11k | 71.93 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $710k | -11% | 9.2k | 77.11 |
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| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 0.4 | $696k | 12k | 56.37 |
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| Advanced Micro Devices (AMD) | 0.4 | $693k | +12% | 3.4k | 203.43 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) | 0.4 | $688k | -7% | 32k | 21.52 |
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| Brown & Brown (BRO) | 0.4 | $672k | NEW | 10k | 65.21 |
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| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.4 | $666k | -2% | 21k | 31.95 |
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| Innovator Etfs Trust Growth 100 Pwr B (NDEC) | 0.4 | $665k | 25k | 26.95 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $632k | 6.7k | 93.98 |
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| Hewlett Packard Enterprise (HPE) | 0.4 | $620k | -2% | 26k | 23.81 |
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| Aim Etf Products Trust Allianzim Us Equ (NVBU) | 0.3 | $605k | 22k | 28.16 |
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| Visa Com Cl A (V) | 0.3 | $588k | -62% | 1.9k | 302.23 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $588k | -36% | 13k | 46.19 |
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| Bristol Myers Squibb (BMY) | 0.3 | $557k | +20% | 9.2k | 60.65 |
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| Servicenow (NOW) | 0.3 | $540k | NEW | 5.2k | 104.55 |
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| Verizon Communications (VZ) | 0.3 | $537k | +5% | 11k | 50.20 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.3 | $532k | -5% | 15k | 35.78 |
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| Pepsi (PEP) | 0.3 | $509k | -11% | 3.3k | 155.28 |
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| First Tr Exchange-traded Vest Gold Strtgy (BGLD) | 0.3 | $504k | +2% | 29k | 17.14 |
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| Altria (MO) | 0.3 | $498k | 7.5k | 65.99 |
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| ConocoPhillips (COP) | 0.3 | $495k | +19% | 3.8k | 132.00 |
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| Coca-Cola Company (KO) | 0.3 | $477k | +63% | 6.3k | 76.05 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $446k | +7% | 2.3k | 194.10 |
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| Amgen (AMGN) | 0.2 | $429k | +3% | 1.2k | 351.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $400k | NEW | 613.00 | 653.21 |
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| EOG Resources (EOG) | 0.2 | $396k | +8% | 2.7k | 144.56 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $395k | +12% | 4.0k | 98.38 |
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| Home Depot (HD) | 0.2 | $388k | +11% | 1.2k | 328.95 |
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| Abbvie (ABBV) | 0.2 | $386k | +5% | 1.8k | 217.54 |
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| Valero Energy Corporation (VLO) | 0.2 | $354k | -17% | 1.4k | 247.14 |
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| Orion Engineered Carbons (OEC) | 0.2 | $341k | 53k | 6.50 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $333k | +5% | 3.8k | 88.49 |
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| Fastenal Company (FAST) | 0.2 | $301k | +17% | 6.5k | 46.40 |
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| Oneok (OKE) | 0.2 | $294k | +14% | 3.3k | 90.40 |
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| Hershey Company (HSY) | 0.2 | $279k | NEW | 1.3k | 207.89 |
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| SLB Com Stk (SLB) | 0.2 | $273k | NEW | 5.3k | 51.39 |
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| Target Corporation (TGT) | 0.2 | $271k | NEW | 2.2k | 121.20 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $256k | NEW | 1.6k | 157.35 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $253k | +5% | 5.0k | 50.61 |
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| Ford Motor Company (F) | 0.1 | $252k | 22k | 11.54 |
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| First Tr Exchange-traded Vest Laddered (ACYN) | 0.1 | $224k | NEW | 11k | 20.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $213k | -17% | 495.00 | 430.29 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $210k | -17% | 3.1k | 68.11 |
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| Flowers Foods (FLO) | 0.1 | $133k | NEW | 16k | 8.15 |
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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 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