§ 13F · FUND PROFILE
SECURED RETIREMENT ADVISORS, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $167.8T (13F)Positions · 115Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$179.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | STRV | EA SERIES TRUST | 196K | $8.6T | 4.8% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 40K | $7.4T | 4.1% | NEW |
| 3 | MSFT | MICROSOFT CORP | 14K | $7.0T | 3.9% | NEW |
| 4 | AAPL | APPLE INC | 25K | $6.9T | 3.8% | NEW |
| 5 | BOND | PIMCO ETF TR | 59K | $5.5T | 3.1% | NEW |
| 6 | GOOGL | ALPHABET INC | 14K | $4.4T | 2.5% | NEW |
| 7 | GLW | CORNING INC | 47K | $4.1T | 2.3% | NEW |
| 8 | AMZN | AMAZON COM INC | 17K | $3.8T | 2.1% | NEW |
| 9 | ED | CONSOLIDATED EDISON INC | 34K | $3.3T | 1.9% | NEW |
| 10 | AVGO | BROADCOM INC | 9K | $3.0T | 1.7% | NEW |
§ 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 $167799.1 trillion in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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