Q2 2026 13F · SEC CIK 2012356

Secured Retirement Advisors, LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $194.9M
Reported positions: 134
Top holdings a year, 3 yrs: +11.8%
Assets under management: $255.1M

Secured Retirement Advisors, LLC is a wealth manager that reported 134 positions worth $194.9M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Ea Series Trust (STXF, 4.4%), Nvidia Corporation (NVDA, 3.7%), Apple Inc (AAPL, 3.7%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 18.4% for the S&P 500.

Secured Retirement Advisors, LLC holdings largest 50 of 134 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Secured Retirement Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
STXFEa Series Trust	4.4%	4.4%	179,003	-3.8%	$8.6M
NVDANvidia Corporation	3.7%	3.9%	36,284	-7.8%	$7.3M
AAPLApple Inc	3.7%	3.5%	24,677	-0.2%	$7.1M
BONDPimco ETF Tr	2.7%	3.1%	57,389	-2.2%	$5.3M
MSFTMicrosoft Corp	2.4%	2.4%	12,542	+10.5%	$4.7M
CSCOCisco Sys Inc	2.0%	1.4%	33,428	+3.2%	$3.9M
GOOGLAlphabet Inc	1.7%	2.4%	9,272	-35.9%	$3.3M
CATCaterpillar Inc	1.7%	0.7%	3,048	+73.0%	$3.2M
METAMeta Platforms Inc	1.6%	—	5,585	—	$3.1M
AMZNAmazon Com Inc	1.5%	1.9%	12,216	-23.1%	$2.9M
TSLATesla Inc	1.5%	1.4%	6,765	-0.6%	$2.8M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.4%	1.5%	45,994	-0.0%	$2.8M
ABBVAbbvie Inc	1.3%	—	10,052	—	$2.5M
BRK-BBerkshire Hathaway Inc Del	1.2%	—	4,772	—	$2.4M
BUFRFirst Tr Exchng Traded Fd Vi	1.2%	1.2%	64,318	-0.4%	$2.3M
ADPAutomatic Data Processing in	1.2%	—	10,473	—	$2.3M
GLWCorning Inc	1.2%	3.0%	9,129	-76.7%	$2.3M
MCOMoodys Corp	1.1%	—	4,891	—	$2.2M
CPBThe Campbells Company	1.1%	—	97,949	—	$2.2M
IEFAIshares Tr	1.1%	1.3%	22,396	-13.3%	$2.2M
SYKStryker Corporation	1.1%	—	6,866	—	$2.2M
VTIVanguard Index Fds	1.1%	1.1%	5,732	-4.0%	$2.1M
AVGOBroadcom Inc	1.1%	1.2%	5,522	-20.6%	$2.1M
LLYEli Lilly & Co	1.1%	1.0%	1,731	-9.3%	$2.1M
DUKDuke Energy Corp New	1.1%	—	16,380	—	$2.1M
AEPAmerican Elec Pwr Co Inc	1.0%	—	14,774	—	$2.0M
KOCoca Cola Co	1.0%	—	23,624	—	$1.9M
LOWLowes Cos Inc	1.0%	—	8,645	—	$1.9M
MUMicron Technology Inc	1.0%	—	1,632	—	$1.9M
NEMNewmont Corp	0.9%	—	19,805	—	$1.8M
GSGoldman Sachs Group Inc	0.9%	0.8%	1,790	+9.1%	$1.8M
IEXIdex Corp	0.9%	—	7,871	—	$1.8M
GNRCGenerac Hldgs Inc	0.9%	—	6,043	—	$1.8M
JPMJpmorgan Chase & Co	0.9%	1.2%	5,363	-26.4%	$1.8M
BPOPPopular Inc	0.9%	0.8%	10,679	+0.3%	$1.8M
APHAmphenol Corp	0.9%	—	9,863	—	$1.7M
CBChubb Limited	0.9%	—	5,033	—	$1.7M
MSMorgan Stanley	0.9%	—	8,176	—	$1.7M
PYLDPimco ETF Tr	0.9%	0.7%	63,799	+37.3%	$1.7M
VVisa Inc	0.9%	—	4,872	—	$1.7M
JNJJohnson & Johnson	0.8%	—	6,512	—	$1.7M
COHRCoherent Corp	0.8%	0.8%	4,166	-33.6%	$1.6M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.8%	—	13,774	—	$1.6M
LMTLockheed Martin Corp	0.8%	1.1%	3,175	-1.1%	$1.6M
TEXTerex Corp New	0.8%	0.7%	22,249	+0.6%	$1.6M
SDVYFirst Tr Exchange Traded Fd	0.8%	0.8%	36,180	-3.5%	$1.6M
BNYBank of Ny Mellon Corp	0.8%	1.4%	10,700	-47.2%	$1.5M
CCitigroup Inc	0.8%	1.2%	11,054	-41.3%	$1.5M
WMTWalmart Inc	0.8%	1.3%	13,480	-29.5%	$1.5M
IBMInternational Business Machs	0.8%	1.5%	5,371	-49.7%	$1.5M

What Secured Retirement Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CAT Caterpillar Inc+73.0% shares
PYLD Pimco ETF Tr+37.3% shares
MSFT Microsoft Corp+10.5% shares
GS Goldman Sachs Group Inc+9.1% shares

Reduced

GLW Corning Inc-76.7% shares
IBM International Business Machs-49.7% shares
BNY Bank of Ny Mellon Corp-47.2% shares
C Citigroup Inc-41.3% shares
GOOGL Alphabet Inc-35.9% shares
COHR Coherent Corp-33.6% shares
WMT Walmart Inc-29.5% shares
JPM Jpmorgan Chase & Co-26.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$194.9M	134
Q1 2026	$176.7M	130
Q4 2025	$179.1M	125
Q3 2025	$179.1M	122
Q2 2025	$167.8M	115
Q1 2025	$155.1M	116
Q4 2024	$174.6M	140
Q3 2024	$138.8M	119
Q2 2024	$128.3M	116
Q1 2024	$118.0M	108
Q4 2023	$104.1M	102

Questions about Secured Retirement Advisors, LLC's portfolio

What stocks does Secured Retirement Advisors, LLC own?

Secured Retirement Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 134 positions worth $194.9M. The largest are Ea Series Trust (STXF) at 4.4%, Nvidia Corporation (NVDA) at 3.7%, Apple Inc (AAPL) at 3.7%, Pimco ETF Tr (BOND) at 2.7% and Microsoft Corp (MSFT) at 2.4%.

What did Secured Retirement Advisors, LLC buy last quarter?

In Q2 2026, Secured Retirement Advisors, LLC added Caterpillar Inc (CAT) (+73.0% shares), Pimco ETF Tr (PYLD) (+37.3% shares) and Microsoft Corp (MSFT) (+10.5% shares), compared with its Q1 2026 filing.

What did Secured Retirement Advisors, LLC sell last quarter?

In Q2 2026, Secured Retirement Advisors, LLC cut from its top 50 Consolidated Edison Inc (ED), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Colgate Palmolive Co (CL), cut from its top 50 Merck & Co Inc (MRK), cut from its top 50 Illinois Tool Wks Inc (ITW), Corning Inc (GLW) (-76.7% shares), International Business Machs (IBM) (-49.7% shares) and Bank of Ny Mellon Corp (BNY) (-47.2% shares), compared with its Q1 2026 filing.

How has Secured Retirement Advisors, LLC's portfolio performed?

A portfolio copying Secured Retirement Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +19.7% against +20.1%.

When is Secured Retirement Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Secured Retirement Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Secured Retirement Advisors, LLC manage?

Secured Retirement Advisors, LLC reported $255.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $194.9M.