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CIK: 0001800692
Total reported value
$713.7M
$713.7M
317 檔
15.5%
At the close of Q1 2026, Secure Asset Management, LLC disclosed equity holdings valued at approximately $713.7M, spread across 317 reported holdings.
Secure Asset Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 38 new positions while fully exiting 57 holdings and trimming 46 positions.
Showing top 200 holdings (of 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.86% | -0.37% | +11.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.89% | +0.17% | +3.95% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | +0.12% | -13.86% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.51% | +0.45% | +4.75% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.03% | -1.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | +0.20% | +6.98% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.26% | -0.12% | +13.07% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.21% | -0.13% | +11.16% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.19% | -0.12% | +10.07% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.19% | -0.13% | +11.45% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.80% | -0.35% | -1.53% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.41% | -0.57% | +8.31% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.20% | +8.26% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.31% | +9.10% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.28% | -1.18% | +2.78% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | +0.06% | +8.81% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.13% | +12.36% | |
| 18 | GOF | Guggenheim Strategic Opport | Stock-Other | 1.09% | -0.12% | +14.28% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.01% | -0.11% | +66.03% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.97% | -0.94% | +18.07% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.17% | -1.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.35% | +2.76% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.91% | -0.10% | +55.67% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.04% | -26.59% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.19% | +197.21% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.85% | +0.61% | -21.52% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.08% | +13.46% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.12% | -14.30% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.79% | +0.23% | +366.82% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.79% | +0.25% | -12.65% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.77% | +0.52% | +24.38% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | +0.01% | +163.89% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.11% | +1.03% | |
| 34 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.71% | -0.06% | -18.95% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.70% | -0.13% | +59.28% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.02% | +29.93% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | — | -17.68% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.22% | -13.60% | |
| 39 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.64% | +0.25% | -0.57% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.64% | -0.03% | +8.30% | |
| 41 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.64% | +0.13% | -13.37% | |
| 42 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.63% | — | — | |
| 43 | FSLR | First Solar Inc | Stock-Tech | 0.63% | +0.08% | +17.27% | |
| 44 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.62% | -0.29% | +11.12% | |
| 45 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.61% | +0.03% | +6.48% | |
| 46 | ZS | Zscaler Inc | Stock-Tech | 0.60% | -0.60% | EXIT | |
| 47 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.58% | -0.58% | EXIT | |
| 48 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.56% | +0.32% | -11.32% | |
| 49 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.56% | +0.18% | -41.69% | |
| 50 | MCI | Barings Corporate Investors | Stock-Other | 0.55% | -0.04% | +68.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +0.6% | +11.76% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.6% | +366.82% | Add |
| 3 | ZS | Zscaler Inc | +0.6% | +2032.65% | Add |
| 4 | AVGO | Broadcom Inc | +0.6% | +197.21% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.5% | +163.89% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.4% | +66.03% | Add |
| 7 | QVOY | Q3 All-season Active Rot ETF | +0.4% | +1009.27% | Add |
| 8 | BIV | Vanguard Intermediate-term B | +0.3% | +55.67% | Add |
| 9 | COST | Costco Wholesale CORP | +0.3% | +9.10% | Add |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +11.16% | Add |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +13.07% | Add |
| 12 | JMBS | Janus Henderson Mortg Backed | +0.2% | +11.45% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | +26.71% | Add |
| 14 | MCI | Barings Corporate Investors | +0.2% | +68.87% | Add |
| 15 | LMBS | First Trust Low Duration Opp | +0.2% | +10.07% | Add |
| 16 | GNRC | Generac Holdings Inc | +0.2% | -0.57% | Trim |
| 17 | TLTW | Ishares 20+ Bond Buywrite | +0.2% | +146.39% | Add |
| 18 | IREN | IREN Limited | +0.2% | +101.94% | Add |
| 19 | ORKA | Oruka Therapeutics Inc | +0.2% | -11.32% | Trim |
| 20 | CAT | Caterpillar Inc | +0.2% | +148.18% | Add |
| 21 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +59.28% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -13.60% | Trim |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +49.58% | Add |
| 24 | DFIV | Dimensional International Va | +0.1% | +79.90% | Add |
| 25 | RTX | Rtx CORP | +0.1% | +196.38% | Add |
| 26 | CAH | Cardinal Health Inc | +0.1% | +272.16% | Add |
| 27 | VB | Vanguard Small-cap ETF | +0.1% | +67.53% | Add |
| 28 | CVX | Chevron CORP | +0.1% | -10.94% | Trim |
| 29 | UBER | Uber Technologies Inc | +0.1% | +29.93% | Add |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | +51.49% | Add |
| 31 | VT | Vanguard Tot World Stk ETF | +0.1% | +8.31% | Add |
| 32 | VZ | Verizon Communications Inc | +0.1% | -2.86% | Trim |
| 33 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +121.65% | Add |
| 34 | AFL | Aflac Inc | +0.1% | +259.30% | Add |
| 35 | FIGR | Figure Technology Solut-cl A | +0.1% | +50.43% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.98% | Add |
| 37 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +17.28% | Add |
| 38 | GE | General Electric | +0.1% | +47.40% | Add |
| 39 | SCHV | Schwab US Large-cap Value | +0.1% | +15.92% | Add |
| 40 | IRS | Irsa -sp Adr | +0.1% | +45.81% | Add |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +16.27% | Add |
| 42 | IDMO | Invesco S&p International De | +0.1% | +34.48% | Add |
| 43 | GVAL | Cambria Global Value ETF | +0.1% | +27.49% | Add |
| 44 | OUSM | Alps Oshares US Small-cap Qu | +0.1% | +11.12% | Add |
| 45 | INCM | Franklin Income Focus ETF | +0.1% | +70.96% | Add |
| 46 | ISRG | Intuitive Surgical Inc | +0.1% | +134.12% | Add |
| 47 | KR | Kroger Co | +0.1% | +1.99% | Add |
| 48 | SCHG | Schwab US Large-cap Growth | +0.1% | +18.07% | Add |
| 49 | VICI | Vici Properties Inc | +0.1% | +24.10% | Add |
| 50 | GLW | Corning Inc | +0.1% | -5.41% | Trim |
According to official SEC Form 13F filings, Secure Asset Management, LLC reported a total U.S. public equity portfolio value of $713.7M across 317 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, NVDA, VOO) accounted for 15.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
BMRN
市值: $4.0M
Top Position Liquidated / Trimmed
CHDN
前期市值: $4.3M
During Q1 2026, Secure Asset Management, LLC's top holdings by market value included VGIT (5.9%)、NVDA (3.9%)、VOO (2.8%). The largest single position, VGIT, represented 5.9% of total portfolio value.
In Q1 2026, Secure Asset Management, LLC made 200 total portfolio adjustments, initiating 38 new buys, adding to 59 positions, trimming 46 holdings, and fully liquidating 57 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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