Secured Retirement Advisors, LLC

Diversified strategyContrarianQuality / disciplined sizing

Total reported value

$194.9M

Reporting period: 2026-06-30 · Number of holdings: 134

SECURED RETIREMENT ADVISORS, LLC disclosed 134 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $194.9M and a quarterly turnover rate of 53.1%.

Personality snowflake

Concentration: 5.32
Portfolio Stability: 53.14
Momentum/Contrarian: 0
Sector conviction: 52.36
Diversification: 100
Sizing Uniformity: 91.12

Recent moves

Sold out ED
Sold out XOM
Trim GLW
-76.7%　-$3.0M
Sold out CL
Sold out ITW
Trim MRK
-79.9%　-$2.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	STXF	Strive 500 ETF	ETF-Other	4.44%	+0.02%	-3.78%
2	NVDA	Nvidia CORP	Stock-Tech	3.73%	—	-7.83%
3	AAPL	Apple INC	Stock-Tech	3.66%	+0.11%	-0.16%
4	BOND	Pimco Active Bond Exchange-t	ETF-Other	2.72%	—	-2.23%
5	MSFT	Microsoft CORP	Stock-Tech	2.40%	—	+10.45%
6	CSCO	Cisco Systems INC	Stock-Tech	2.01%	+0.59%	+3.21%
7	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.70%	-0.66%	-35.94%
8	CAT	Caterpillar INC	Stock-Industrials	1.67%	+0.96%	+72.99%
9	META	Meta Platforms Inc-class A	Stock-Comm Services	1.61%	+1.09%	+246.03%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	1.49%	—	-23.11%
11	TSLA	Tesla INC	Stock-Consumer Disc	1.46%	—	-0.60%
12	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	1.43%	—	-0.01%
13	ABBV	Abbvie INC	Stock-Healthcare	1.30%	+1.08%	+466.31%
14	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.23%	+0.75%	+171.14%
15	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	1.21%	—	-0.35%
16	ADP	Automatic Data Processing	Stock-Tech	1.20%	+1.20%	NEW
17	GLW	Corning INC	Stock-Tech	1.20%	-1.81%	-76.65%
18	MCO	Moody's CORP	Stock-Financials	1.14%	+1.14%	NEW
19	CPB	THE Campbell's Company	Stock-Consumer Staples	1.12%	+1.12%	NEW
20	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.11%	—	-13.26%
21	SYK	Stryker CORP	Stock-Healthcare	1.11%	+1.11%	NEW
22	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.09%	—	-3.97%
23	AVGO	Broadcom INC	Stock-Tech	1.07%	—	-20.60%
24	LLY	Eli Lilly & Co	Stock-Healthcare	1.07%	—	-9.32%
25	DUK	Duke Energy CORP	Stock-Utilities	1.06%	+1.06%	NEW
26	AEP	American Electric Power	Stock-Utilities	1.04%	+1.04%	NEW
27	KO	Coca-cola Co/the	Stock-Consumer Staples	0.99%	+0.72%	+276.78%
28	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.98%	+0.98%	NEW
29	MU	Micron Technology INC	Stock-Tech	0.97%	+0.38%	-47.00%
30	NEM	Newmont CORP	Stock-Materials	0.95%	+0.33%	+97.26%
31	GS	Goldman Sachs Group INC	Stock-Financials	0.93%	—	+9.15%
32	IEX	Idex CORP	Stock-Industrials	0.92%	+0.92%	NEW
33	GNRC	Generac Holdings INC	Stock-Industrials	0.91%	—	-0.49%
34	JPM	Jpmorgan Chase & Co	Stock-Financials	0.90%	—	-26.35%
35	BPOP	Popular INC	Stock-Financials	0.90%	—	+0.30%
36	APH	Amphenol Corp-cl A	Stock-Tech	0.89%	+0.89%	NEW
37	CB	Chubb Limited	Stock-Financials	0.88%	+0.88%	NEW
38	MS	Morgan Stanley	Stock-Financials	0.88%	+0.88%	NEW
39	PYLD	Pimco Multisector Bond Actv	ETF-Other	0.87%	—	+37.26%
40	V	Visa Inc-class A Shares	Stock-Financials	0.86%	+0.53%	+150.23%
41	JNJ	Johnson & Johnson	Stock-Healthcare	0.85%	+0.41%	+102.61%
42	COHR	Coherent CORP	Stock-Tech	0.84%	—	-33.57%
43	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.84%	+0.33%	+50.16%
44	LMT	Lockheed Martin CORP	Stock-Industrials	0.83%	—	-1.06%
45	TEX	Terex CORP	Stock-Industrials	0.83%	—	+0.59%
46	SDVY	First Trust Smid Cap Rising	ETF-Other	0.80%	—	-3.47%
47	BNY	Bank Of New York Mellon CORP	Stock-Financials	0.79%	-0.57%	-47.20%
48	C	Citigroup INC	Stock-Financials	0.79%	—	-41.27%
49	WMT	Walmart INC	Stock-Consumer Staples	0.78%	-0.56%	-29.46%
50	IBM	Intl Business Machines CORP	Stock-Tech	0.78%	-0.68%	-49.68%

1–50 of 134

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	134	$194.9M	53	1STXF 2NVDA 3AAPL Top holdings2026-06-30 1.STXF 2.NVDA 3.AAPL 4.BOND 5.MSFT 6.CSCO 7.GOOGL 8.CAT 9.META 10.AMZN
2026-03-31	130	$176.7M	33	1STXF 2NVDA 3AAPL Top holdings2026-03-31 1.STXF 2.NVDA 3.AAPL 4.BOND 5.GLW 6.MSFT 7.GOOGL 8.ED 9.AMZN 10.XOM
2025-12-31	125	$179.1M	11	1STXF 2NVDA 3MSFT Top holdings2025-12-31 1.STXF 2.NVDA 3.MSFT 4.AAPL 5.BOND 6.GOOGL 7.GLW 8.AMZN 9.ED 10.AVGO
2025-09-30	122	$179.1M	38	1STXF 2NVDA 3MSFT Top holdings2025-09-30 1.STXF 2.NVDA 3.MSFT 4.AAPL 5.BOND 6.GLW 7.AMZN 8.GOOGL 9.ED 10.SPYV
2025-06-30	115	$167.8M	0	1STXF 2MSFT 3NVDA Top holdings2025-06-30 1.STXF 2.MSFT 3.NVDA 4.BOND 5.AAPL 6.AMZN 7.META 8.GLW 9.SPYV 10.GOOGL
2025-03-31	116	$155.1M	0	1STXF 2NVDA 3MSFT Top holdings2025-03-31 1.STXF 2.NVDA 3.MSFT 4.AAPL 5.BOND 6.AMZN 7.HELO 8.GLW 9.SPYV 10.IHDG
2024-12-31	140	$174.6M	0	1STXF 2UNH 3CAT Top holdings2024-12-31 1.STXF 2.UNH 3.CAT 4.JPST 5.BUFR 6.MSFT 7.QCOM 8.GOOGL 9.SDVY 10.AMZN
2024-09-30	119	$138.8M	0	1UNH 2STXF 3JPST Top holdings2024-09-30 1.UNH 2.STXF 3.JPST 4.BUFR 5.MSFT 6.CAT 7.SDVY 8.COST 9.IHDG 10.VTI
2024-06-30	116	$128.3M	0	1STXF 2UNH 3JPST Top holdings2024-06-30 1.STXF 2.UNH 3.JPST 4.BUFR 5.MSFT 6.IHDG 7.CAT 8.SDVY 9.AMAT 10.COST
2024-03-31	108	$118.0M	0	1STXF 2UNH 3JPST Top holdings2024-03-31 1.STXF 2.UNH 3.JPST 4.BUFR 5.MSFT 6.IHDG 7.CAT 8.SDVY 9.AMD 10.JEPQ
2023-12-31	102	$104.1M	0	1STXF 2JPST 3UNH Top holdings2023-12-31 1.STXF 2.JPST 3.UNH 4.BUFR 5.MSFT 6.IHDG 7.SDVY 8.CAT 9.BCD 10.VTI

Holding changes this quarter

Secured Retirement Advisors, LLC's most significant position changes for 2026-06-30: Sold out: Consolidated Edison INC (ED); Sold out: Exxon Mobil CORP (XOM); Sold out: Colgate-palmolive Co (CL); Sold out: Illinois Tool Works (ITW); New buy: Automatic Data Processing (ADP).

Position changes disclosed by Secured Retirement Advisors, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ADP	Automatic Data Processing	+1.2%	NEW	New buy
2	MCO	Moody's CORP	+1.1%	NEW	New buy
3	CPB	THE Campbell's Company	+1.1%	NEW	New buy
4	SYK	Stryker CORP	+1.1%	NEW	New buy
5	META	Meta Platforms Inc-class A	+1.1%	+246.03%	Add
6	ABBV	Abbvie INC	+1.1%	+466.31%	Add
7	DUK	Duke Energy CORP	+1.1%	NEW	New buy
8	AEP	American Electric Power	+1%	NEW	New buy
9	LOW	Lowe's Cos INC	+1%	NEW	New buy
10	CAT	Caterpillar INC	+1%	+72.99%	Add
11	IEX	Idex CORP	+0.9%	NEW	New buy
12	APH	Amphenol Corp-cl A	+0.9%	NEW	New buy
13	CB	Chubb Limited	+0.9%	NEW	New buy
14	MS	Morgan Stanley	+0.9%	NEW	New buy
15	BRK-B	Berkshire Hathaway Inc-cl B	+0.8%	+171.14%	Add
16	LRCX	Lam Research CORP	+0.7%	NEW	New buy
17	KO	Coca-cola Co/the	+0.7%	+276.78%	Add
18	SPGI	S&p Global INC	+0.7%	NEW	New buy
19	BKNG	Booking Holdings INC	+0.6%	NEW	New buy
20	CMI	Cummins INC	+0.6%	NEW	New buy
21	CSCO	Cisco Systems INC	+0.6%	+3.21%	Add
22	V	Visa Inc-class A Shares	+0.5%	+150.23%	Add
23	TJX	Tjx Companies INC	+0.5%	NEW	New buy
24	ADSK	Autodesk INC	+0.5%	NEW	New buy
25	LIN	Linde plc	+0.4%	NEW	New buy
26	JNJ	Johnson & Johnson	+0.4%	+102.61%	Add
27	MU	Micron Technology INC	+0.4%	-47.00%	Trim
28	NEM	Newmont CORP	+0.3%	+97.26%	Add
29	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.3%	+50.16%	Add
30	QCOM	Qualcomm INC	+0.3%	+34.29%	Add
31	AAPL	Apple INC	+0.1%	-0.16%	Trim
32	STXF	Strive 500 ETF	0%	-3.78%	Trim
33	PLTR	Palantir Technologies Inc-a	-0.4%	EXIT	Sold out
34	LEN	Lennar Corp-a	-0.5%	EXIT	Sold out
35	MAS	Masco CORP	-0.5%	EXIT	Sold out
36	VRSK	Verisk Analytics INC	-0.5%	EXIT	Sold out
37	NFLX	Netflix INC	-0.6%	EXIT	Sold out
38	WMT	Walmart INC	-0.6%	-29.46%	Trim
39	CRM	Salesforce INC	-0.6%	EXIT	Sold out
40	BNY	Bank Of New York Mellon CORP	-0.6%	-47.20%	Trim
41	GOOGL	Alphabet Inc-cl A	-0.7%	-35.94%	Trim
42	IBM	Intl Business Machines CORP	-0.7%	-49.68%	Trim
43	CVX	Chevron CORP	-0.8%	-64.34%	Trim
44	YUM	Yum! Brands INC	-1%	EXIT	Sold out
45	MRK	Merck & Co. INC.	-1.3%	-79.86%	Trim
46	ITW	Illinois Tool Works	-1.5%	EXIT	Sold out
47	CL	Colgate-palmolive Co	-1.8%	EXIT	Sold out
48	XOM	Exxon Mobil CORP	-1.8%	EXIT	Sold out
49	GLW	Corning INC	-1.8%	-76.65%	Trim
50	ED	Consolidated Edison INC	-2.1%	EXIT	Sold out

FAQ

What is Secured Retirement Advisors, LLC and what type of investor is it?

Secured Retirement Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $194.9M, spread across 134 disclosed positions.

What are Secured Retirement Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Secured Retirement Advisors, LLC's top holdings by market value are: 1. Strive 500 ETF (STXF) — $8.6M (4.4%) 2. Nvidia CORP (NVDA) — $7.3M (3.7%) 3. Apple INC (AAPL) — $7.1M (3.7%) 4. Pimco Active Bond Exchange-t (BOND) — $5.3M (2.7%) 5. Microsoft CORP (MSFT) — $4.7M (2.4%)

What changes did Secured Retirement Advisors, LLC make in its most recent portfolio filing?

In the latest reported quarter, Secured Retirement Advisors, LLC made 50 notable position adjustments: 18 new positions were initiated, 11 existing holdings were added to, 10 positions were partially reduced, and 11 were completely exited. The largest of these moves: Sold out: Consolidated Edison INC (ED); Sold out: Exxon Mobil CORP (XOM); Sold out: Colgate-palmolive Co (CL); Sold out: Illinois Tool Works (ITW); New buy: Automatic Data Processing (ADP)

What sectors does Secured Retirement Advisors, LLC focus on?

Secured Retirement Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.2% • Industrials: 15.8% • Financials: 14.2% • Health Care: 10.6% • Consumer Discretionary: 7.8% • Consumer Staples: 6.1%