§ 13F · FUND PROFILE
Secure Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $607M (13F)Positions · 312Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 622K | $37M | 5.9% | +12% |
| 2 | NVDA | NVIDIA CORPORATION | 141K | $25M | 3.9% | +4% |
| 3 | VOO | VANGUARD INDEX FDS | 29K | $17M | 2.8% | −14% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 67K | $16M | 2.5% | +5% |
| 5 | AAPL | APPLE INC | 61K | $15M | 2.5% | −1% |
| 6 | IVV | ISHARES TR | 23K | $15M | 2.4% | +7% |
| 7 | SRLN | SSGA ACTIVE ETF TR | 356K | $14M | 2.3% | +13% |
| 8 | IGSB | ISHARES TR | 266K | $14M | 2.2% | +11% |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | 278K | $14M | 2.2% | +10% |
| 10 | JMBS | JANUS DETROIT STR TR | 306K | $14M | 2.2% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SECURE SIGNAL
AC read
Secure Asset Management, LLC is a Other fund managing $607 million in assets. The fund runs a broad portfolio of 312 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed