SECURED RETIREMENT ADVISORS, LLC
CIK: 0002012356Latest portfolio: $179.1M · Q4 2025
Holdings
125
Total Value
$179.1M
New Positions
4
Closed Positions
1
Top Holdings
View All 125 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | STRVEA SERIES TRUST | 195,954 | $8.6M | 4.82% | -20,492 | |
| 2 | NVDANVIDIA CORPORATION | 39,664 | $7.4M | 4.13% | +434 | |
| 3 | MSFTMICROSOFT CORP | 14,487 | $7.0M | 3.91% | +376 | |
| 4 | AAPLAPPLE INC | 25,239 | $6.9M | 3.83% | +493 | |
| 5 | BONDPIMCO ETF TR | 59,365 | $5.5M | 3.09% | +2K | |
| 6 | GOOGLALPHABET INC | 14,028 | $4.4M | 2.45% | -366 | |
| 7 | GLWCORNING INC | 46,870 | $4.1M | 2.29% | -6,786 | |
| 8 | AMZNAMAZON COM INC | 16,520 | $3.8M | 2.13% | -163 | |
| 9 | EDCONSOLIDATED EDISON INC | 33,634 | $3.3M | 1.87% | +2K | |
| 10 | AVGOBROADCOM INC | 8,562 | $3.0M | 1.65% | +208 | |
| 11 | CLCOLGATE PALMOLIVE CO | 36,629 | $2.9M | 1.62% | +2K | |
| 12 | SPYVSPDR SERIES TRUST | 48,322 | $2.7M | 1.53% | -4,663 | |
| 13 | JPMJPMORGAN CHASE & CO. | 8,382 | $2.7M | 1.51% | +436 | |
| 14 | MRKMERCK & CO INC | 24,141 | $2.5M | 1.42% | -150 | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,055 | $2.5M | 1.42% | +73 | |
| 16 | METAMETA PLATFORMS INC | 3,786 | $2.5M | 1.40% | +260 | |
| 17 | ITWILLINOIS TOOL WKS INC | 10,141 | $2.5M | 1.39% | +583 | |
| 18 | AQLTISHARES TR | 26,531 | $2.4M | 1.33% | -2,570 | |
| 19 | BKBANK NEW YORK MELLON CORP | 19,991 | $2.3M | 1.30% | +758 | |
| 20 | XOMEXXON MOBIL CORP | 18,926 | $2.3M | 1.27% | +1K | |
| 21 | BUFRFIRST TR EXCHNG TRADED FD VI | 65,574 | $2.2M | 1.25% | -4,462 | |
| 22 | VTIVANGUARD INDEX FDS | 6,302 | $2.1M | 1.18% | -322 | |
| 23 | MAMASTERCARD INCORPORATED | 3,699 | $2.1M | 1.18% | +152 | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 6,927 | $2.1M | 1.15% | -1,086 | |
| 25 | LLYELI LILLY & CO | 1,846 | $2.0M | 1.11% | +150 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.638552527452701e+134T)
Technology0.0% ($7.397700668614103e+55T)
Industrials0.0% ($2.4971512149814633e+48T)
Unknown0.0% ($2.5402373189611924e+31T)
Healthcare0.0% ($2.541198316991369e+24T)
Consumer Cyclical0.0% ($3813168415531218.0T)
Energy0.0% ($227715281012292.3T)
Consumer Defensive0.0% ($28941972.5T)
Communication Services0.0% ($43902.5T)
Basic Materials0.0% ($1.2T)
Utilities0.0% ($3.3M)
Real Estate0.0% ($1.2M)
Filing History
Fund Information
SECURED RETIREMENT ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $179.1M across 125 holdings. The largest position is EA SERIES TRUST (STRV), representing 4.8% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.