Secured Retirement Advisors 13F Portfolio Q4 2025

Secured Retirement Advisors, LLC (CIK: 0002012356) is a financial institution headquartered at 6121 Excelsior Blvd, , St Louis Park, Minnesota 55416. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $179,070,860, comprising 125 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. LMT Lockheed Martin Corporation

+$1.12 M

2. ZTS Zoetis Inc.

+$844,252

3. BA The Boeing Company

+$247,299.66

4. VCSH Vanguard Short-Term Corporate Bond ETF

+$228,969

5. VIG Vanguard Dividend Appreciation ETF

+$227,148

Top Sells

Q4 2025

1. GM General Motors Company

−$1.19 M

2. STRV Strive 500 ETF

−$903,391.9

3. COHR Coherent Corp.

−$741,417.78

4. CAT Caterpillar Inc.

−$712,077.48

5. NEM Newmont Corporation

−$626,558.7

Stocks/ETFs

+4.11%

$179.07 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Strive 500 ETF ETF-STRV	195,954	$8.64 M	4.82%	▼ 20,492	Reduce -9.5%
NVIDIA Corporation NVDA	39,664	$7.4 M	4.13%	▲ 434	Add 1.1%
Microsoft Corporation MSFT	14,487	$7.01 M	3.91%	▲ 376	Add 2.7%
Apple Inc. AAPL	25,239	$6.86 M	3.83%	▲ 493	Add 2.0%
PIMCO Active Bond Exchange-Traded Fund ETF-BOND	59,365	$5.53 M	3.09%	▲ 1,901	Add 3.3%
Alphabet Inc. GOOGL	14,028	$4.39 M	2.45%	▼ 366	Reduce -2.5%
Corning Incorporated GLW	46,870	$4.1 M	2.29%	▼ 6,786	Reduce -12.7%
Amazon.com, Inc. AMZN	16,520	$3.81 M	2.13%	▼ 163	Reduce -1.0%
Consolidated Edison, Inc. ED	33,634	$3.34 M	1.87%	▲ 1,551	Add 4.8%
Broadcom Inc. AVGO	8,562	$2.96 M	1.65%	▲ 208	Add 2.5%

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Secured Retirement Advisors, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Secured Retirement Advisors, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 9 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Secured Retirement Advisors, LLC Quarterly 13F Statistics

Discover detailed insights into Secured Retirement Advisors, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Secured Retirement Advisors, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Secured Retirement Advisors, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Secured Retirement Advisors, LLC 13F Filings, Portfolio & Analysis

Secured Retirement Advisors, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Secured Retirement Advisors, LLC's Portfolio

Secured Retirement Advisors, LLC Quarterly 13F Statistics

Secured Retirement Advisors, LLC's All 13F Filings