§ 13F · FUND PROFILE
SECURED RETIREMENT ADVISORS, LLC.
AUM · $195M (13F)Positions · 134Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STRV | EA SERIES TRUST | 179K | $9M | 4.4% | −4% |
| 2 | NVDA | NVIDIA CORPORATION | 36K | $7M | 3.7% | −8% |
| 3 | AAPL | APPLE INC | 25K | $7M | 3.7% | ±0% |
| 4 | BOND | PIMCO ETF TR | 57K | $5M | 2.7% | −2% |
| 5 | MSFT | MICROSOFT CORP | 13K | $5M | 2.4% | +10% |
| 6 | CSCO | CISCO SYS INC | 33K | $4M | 2.0% | +3% |
| 7 | GOOGL | ALPHABET INC | 9K | $3M | 1.7% | −36% |
| 8 | CAT | CATERPILLAR INC | 3K | $3M | 1.7% | +73% |
| 9 | META | META PLATFORMS INC | 6K | $3M | 1.6% | +246% |
| 10 | AMZN | AMAZON COM INC | 12K | $3M | 1.5% | −23% |
§ 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 $195 million in assets. The fund runs a portfolio of 134 positions.
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