13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002012356
Total reported value
$194.9M
$194.9M
115 檔
17.0%
The Q2 2025 SEC filing reveals that Secured Retirement Advisors, LLC held a total portfolio value of $194.9M, covering 115 public equity positions.
Secured Retirement Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 10 new positions while fully exiting 11 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXF | Strive 500 ETF | ETF-Other | 5.63% | +0.02% | -1.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | +0.02% | -3.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.68% | -0.16% | -23.83% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.30% | -0.35% | +10.13% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.11% | +3.37% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | -0.38% | +1.22% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | +1.09% | +4.12% | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.98% | -1.81% | +0.70% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.69% | -0.04% | +1.73% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | -0.66% | +7.27% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.56% | -0.04% | +12.79% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.46% | -0.21% | — | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.41% | -0.68% | +45.99% | |
| 14 | ED | Consolidated Edison Inc | Stock-Utilities | 1.39% | -2.12% | EXIT | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.32% | -0.33% | +139.91% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.32% | -0.02% | +178.59% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | +0.75% | +56.06% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.31% | -3.27% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | +0.01% | -2.37% | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 1.28% | -1.52% | EXIT | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | -0.15% | -17.63% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.23% | -0.14% | -4.37% | |
| 23 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.15% | -1.76% | EXIT | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.12% | -0.55% | EXIT | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.59% | -3.17% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.11% | -0.04% | -41.64% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.09% | -0.18% | -0.97% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.07% | -0.11% | -2.17% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.82% | +16.61% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.03% | +0.33% | -2.90% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.53% | +8.39% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.95% | -0.04% | -3.00% | |
| 33 | BPOP | Popular Inc | Stock-Financials | 0.95% | +0.09% | -2.82% | |
| 34 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.95% | — | -0.68% | |
| 35 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 0.93% | -0.10% | -4.74% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.93% | +0.96% | -7.33% | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.92% | -0.57% | +2.39% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.56% | +2.58% | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.88% | -1.02% | EXIT | |
| 40 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 0.86% | -0.01% | +2.36% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | +0.03% | -13.55% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | +0.20% | NEW | |
| 43 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.82% | -0.08% | -0.26% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.81% | -0.01% | -0.86% | |
| 45 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.81% | -0.05% | +7.71% | |
| 46 | SAUG | Ft Vest US Small Cap Moderat | ETF-Small Cap | 0.79% | -0.06% | +3.66% | |
| 47 | NEM | Newmont CORP | Stock-Materials | 0.78% | +0.33% | -17.14% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.78% | -0.42% | -0.23% | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.78% | -0.07% | +8.28% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.77% | — | -28.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.5% | NEW | New buy |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.8% | +178.59% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | -3.07% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.7% | NEW | New buy |
| 5 | RTX | Rtx CORP | +0.6% | NEW | New buy |
| 6 | MRK | Merck & Co. Inc. | +0.6% | NEW | New buy |
| 7 | IBM | Intl Business Machines CORP | +0.5% | +45.99% | Add |
| 8 | T | At&t Inc | +0.4% | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +4.12% | Add |
| 10 | ED | Consolidated Edison Inc | +0.3% | +58.05% | Add |
| 11 | ORCL | Oracle CORP | +0.3% | -0.97% | Trim |
| 12 | UNH | Unitedhealth Group Inc | +0.3% | +139.91% | Add |
| 13 | BA | Boeing Co/the | +0.3% | +54.51% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +56.06% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.3% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.3% | +0.93% | Add |
| 17 | AVGO | Broadcom Inc | +0.3% | -17.63% | Trim |
| 18 | ZBH | Zimmer Biomet Holdings Inc | +0.3% | NEW | New buy |
| 19 | BWXT | Bwx Technologies Inc | +0.2% | -0.26% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.27% | Add |
| 21 | AMZN | Amazon.com Inc | +0.2% | +1.22% | Add |
| 22 | COHR | Coherent CORP | +0.2% | -0.43% | Trim |
| 23 | SIXJ | Allian US Equ 6 Mon Bu10-usd | +0.2% | NEW | New buy |
| 24 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 25 | GLW | Corning Inc | +0.1% | +0.70% | Add |
| 26 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 27 | NVDA | Nvidia CORP | +0.1% | -23.83% | Trim |
| 28 | MA | Mastercard Inc - A | +0.1% | +12.79% | Add |
| 29 | JNJ | Johnson & Johnson | +0.1% | -1.99% | Trim |
| 30 | STXF | Strive 500 ETF | +0.1% | -1.12% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -3.27% | Trim |
| 32 | LEN | Lennar Corp-a | +0.1% | +27.85% | Add |
| 33 | C | Citigroup Inc | +0.1% | -0.23% | Trim |
| 34 | BPOP | Popular Inc | +0.1% | -2.82% | Trim |
| 35 | BOND | Pimco Active Bond Exchange-t | +0.1% | +10.13% | Add |
| 36 | COST | Costco Wholesale CORP | -0.2% | EXIT | Sold out |
| 37 | VTIP | Vanguard Short-term Tips | -0.2% | EXIT | Sold out |
| 38 | WFC | Wells Fargo & Co | -0.3% | EXIT | Sold out |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.3% | -49.94% | Trim |
| 40 | AAPL | Apple Inc | -0.4% | +3.37% | Add |
| 41 | LOW | Lowe's Cos Inc | -0.5% | EXIT | Sold out |
| 42 | ANET | Arista Networks Inc | -0.5% | EXIT | Sold out |
| 43 | KMB | Kimberly-clark CORP | -0.5% | EXIT | Sold out |
| 44 | CMI | Cummins Inc | -0.6% | EXIT | Sold out |
| 45 | XOM | Exxon Mobil CORP | -0.7% | EXIT | Sold out |
| 46 | AON | Aon plc | -0.7% | EXIT | Sold out |
| 47 | CRM | Salesforce Inc | -0.8% | EXIT | Sold out |
| 48 | HELO | Jpmorgan Hedged Equity ETF | -0.9% | -41.64% | Trim |
| 49 | SPGI | S&p Global Inc | -0.9% | EXIT | Sold out |
| 50 | IHDG | Wisdomtree International Hed | -1.5% | -91.53% | Trim |
According to official SEC Form 13F filings, Secured Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $194.9M across 115 disclosed positions in Q2 2025.
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 STXF, MSFT, NVDA) accounted for 17.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IEFA
市值: $2.4M
Top Position Liquidated / Trimmed
SPGI
前期市值: $1.4M
During Q2 2025, Secured Retirement Advisors, LLC's top holdings by market value included STXF (5.6%)、MSFT (4.2%)、NVDA (3.7%). The largest single position, STXF, represented 5.6% of total portfolio value.
In Q2 2025, Secured Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 15 positions, trimming 14 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.