§ 13F · FUND PROFILE
SECURED RETIREMENT ADVISORS, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $168M (13F)Positions · 115Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M 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 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | STRV | EA SERIES TRUST | 186K | $8M | 4.4% | −5% |
| 2 | NVDA | NVIDIA CORPORATION | 39K | $7M | 3.9% | −1% |
| 3 | AAPL | APPLE INC | 25K | $6M | 3.6% | −2% |
| 4 | BOND | PIMCO ETF TR | 59K | $5M | 3.1% | −1% |
| 5 | GLW | CORNING INC | 39K | $5M | 3.0% | −17% |
| 6 | MSFT | MICROSOFT CORP | 11K | $4M | 2.4% | −22% |
| 7 | GOOGL | ALPHABET INC | 14K | $4M | 2.4% | +3% |
| 8 | ED | CONSOLIDATED EDISON INC | 33K | $4M | 2.1% | −1% |
| 9 | AMZN | AMAZON COM INC | 16K | $3M | 1.9% | −4% |
| 10 | XOM | EXXON MOBIL CORP | 19K | $3M | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SECURED SIGNAL
AC read
SECURED RETIREMENT ADVISORS, LLC is a Income / Defensive fund managing $168 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed