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CIK: 0002012356
Total reported value
$194.9M
$194.9M
130 檔
16.3%
During the Q1 2026 filing period, Secured Retirement Advisors, LLC (CIK: 0002012356) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $194.9M across 130 reported positions.
In Q1 2026, Secured Retirement Advisors, LLC adopted a defensive or profit-taking posture, trimming 70 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXF | Strive 500 ETF | ETF-Other | 4.42% | +0.02% | -5.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.89% | -0.16% | -0.75% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.11% | -2.07% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.07% | -0.35% | -1.13% | |
| 5 | GLW | Corning Inc | Stock-Tech | 3.01% | -1.81% | -16.57% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | +0.02% | -21.62% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.36% | -0.66% | +3.17% | |
| 8 | ED | Consolidated Edison Inc | Stock-Utilities | 2.12% | -2.12% | EXIT | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.38% | -3.83% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.81% | -1.81% | EXIT | |
| 11 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.76% | -1.76% | EXIT | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.63% | -1.31% | -1.01% | |
| 13 | ITW | Illinois Tool Works | Stock-Industrials | 1.52% | -1.52% | EXIT | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.04% | -4.81% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.46% | -0.68% | +54.08% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.43% | +0.03% | +97.05% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.42% | +0.59% | +50.53% | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.36% | -0.57% | +1.37% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.34% | -0.56% | +7.94% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.32% | -0.21% | -2.68% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.23% | -0.02% | -1.57% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | -0.15% | -18.77% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.31% | -13.12% | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.21% | -0.42% | +15.79% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.10% | -0.27% | +2.59% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.82% | -6.52% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.01% | -5.28% | |
| 28 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.02% | -1.02% | EXIT | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.08% | +3.41% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.18% | +37.43% | |
| 31 | GE | General Electric | Stock-Industrials | 0.86% | -0.20% | — | |
| 32 | COHR | Coherent CORP | Stock-Tech | 0.85% | -0.01% | -31.44% | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.84% | -0.04% | -5.21% | |
| 34 | BPOP | Popular Inc | Stock-Financials | 0.81% | +0.09% | -1.01% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.27% | -8.15% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.79% | +0.14% | — | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.77% | — | -1.03% | |
| 38 | CLX | Clorox Company | Stock-Consumer Staples | 0.76% | -0.13% | — | |
| 39 | BKR | Baker Hughes Co | Stock-Energy | 0.76% | -0.14% | -1.46% | |
| 40 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 0.75% | -0.10% | -5.42% | |
| 41 | TEX | Terex CORP | Stock-Industrials | 0.74% | +0.09% | -2.01% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.02% | -2.48% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.73% | -0.11% | -4.11% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.71% | +0.02% | -0.98% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.96% | -31.04% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | -0.15% | — | |
| 47 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.69% | -0.05% | -0.47% | |
| 48 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.69% | +0.18% | — | |
| 49 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 0.68% | -0.01% | -0.11% | |
| 50 | SAUG | Ft Vest US Small Cap Moderat | ETF-Small Cap | 0.67% | -0.06% | -1.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.7% | -16.57% | Trim |
| 2 | TSLA | Tesla Inc | +0.6% | +97.05% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.5% | -0.60% | Trim |
| 4 | CSCO | Cisco Systems Inc | +0.5% | +50.53% | Add |
| 5 | IBM | Intl Business Machines CORP | +0.3% | +54.08% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +118.92% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.3% | +2.59% | Add |
| 8 | ED | Consolidated Edison Inc | +0.3% | -1.41% | Trim |
| 9 | CVX | Chevron CORP | +0.3% | -6.52% | Trim |
| 10 | WMT | Walmart Inc | +0.2% | +7.94% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.2% | -1.01% | Trim |
| 12 | GNRC | Generac Holdings Inc | +0.2% | -1.60% | Trim |
| 13 | BKR | Baker Hughes Co | +0.2% | -1.46% | Trim |
| 14 | C | Citigroup Inc | +0.2% | +15.79% | Add |
| 15 | CL | Colgate-palmolive Co | +0.1% | -0.63% | Trim |
| 16 | DE | Deere & Co | +0.1% | -0.98% | Trim |
| 17 | ITW | Illinois Tool Works | +0.1% | +1.44% | Add |
| 18 | KO | Coca-cola Co/the | +0.1% | +63.15% | Add |
| 19 | COP | Conocophillips | +0.1% | +19.81% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +58.26% | Add |
| 21 | BWXT | Bwx Technologies Inc | +0.1% | -0.89% | Trim |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +20.77% | Add |
| 23 | YUM | Yum! Brands Inc | +0.1% | +4.07% | Add |
| 24 | EOG | Eog Resources Inc | +0.1% | +8.39% | Add |
| 25 | VZ | Verizon Communications Inc | +0.1% | +5.75% | Add |
| 26 | TEX | Terex CORP | +0.1% | -2.01% | Trim |
| 27 | BPOP | Popular Inc | +0.1% | -1.01% | Trim |
| 28 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.37% | Add |
| 29 | JNJ | Johnson & Johnson | +0.1% | -2.48% | Trim |
| 30 | OKE | Oneok Inc | +0.1% | +14.94% | Add |
| 31 | FAST | Fastenal Co | +0.1% | +17.59% | Add |
| 32 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +14.59% | Add |
| 33 | TXN | Texas Instruments Inc | 0% | +7.48% | Add |
| 34 | VLO | Valero Energy CORP | 0% | -17.24% | Trim |
| 35 | MO | Altria Group Inc | 0% | +1.90% | Add |
| 36 | CP | Canadian Pacific Kansas City | 0% | +1.00% | Add |
| 37 | ORCL | Oracle CORP | 0% | +37.43% | Add |
| 38 | ONL | Orion Properties Inc. | 0% | -0.65% | Trim |
| 39 | AMD | Advanced Micro Devices | 0% | +12.85% | Add |
| 40 | BCD | Abrdn Bloomberg All Commodit | 0% | -5.44% | Trim |
| 41 | AMGN | Amgen Inc | 0% | +3.83% | Add |
| 42 | STXE | Strive Em Markets Ex-china | 0% | -5.42% | Trim |
| 43 | UPS | United Parcel Service-cl B | 0% | +12.73% | Add |
| 44 | HD | Home Depot Inc | 0% | +11.95% | Add |
| 45 | ZBH | Zimmer Biomet Holdings Inc | 0% | +2.04% | Add |
| 46 | BGLD | Ft Vest Gold Strategy Quarte | 0% | +2.68% | Add |
| 47 | AOA | Ishares Core 80/20 Aggressiv | 0% | +5.79% | Add |
| 48 | JPST | Jpmorgan Ultra-short Income | 0% | +5.11% | Add |
| 49 | TXT | Textron Inc | 0% | +1.02% | Add |
| 50 | PH | Parker Hannifin CORP | 0% | -2.37% | 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 130 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 STXF, NVDA, AAPL) accounted for 16.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
GE
市值: $1.5M
Top Position Liquidated / Trimmed
UHS
前期市值: $1.7M
During Q1 2026, Secured Retirement Advisors, LLC's top holdings by market value included STXF (4.4%)、NVDA (3.9%)、AAPL (3.5%). The largest single position, STXF, represented 4.4% of total portfolio value.
In Q1 2026, Secured Retirement Advisors, LLC made 147 total portfolio adjustments, initiating 22 new buys, adding to 38 positions, trimming 70 holdings, and fully liquidating 17 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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