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Secured Retirement Advisors - Q4 2025 13F Filings

SE

Secured Retirement Advisors, LLC

CIK: 0002012356
Address: Minnesota St Louis Park 6121 Excelsior Blvd
$179.07 M
Portfolio Value
125
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+4.11%
$179.07 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Secured Retirement Advisors Q4 2025 Filing Summary

Secured Retirement Advisors, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 179.07 M reflecting a 0.00% change from the prior quarter, spanning 125 assets. The top 10 holdings comprised 30.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Secured Retirement Advisors’s Q4 2025 Filing

Secured Retirement Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Secured Retirement Advisors reported a managed portfolio value of 179.07 M, consisting of 125 individual positions.

This page displays the raw filing documents. To see which stocks Secured Retirement Advisors bought or sold during Q4 2025, please visit Secured Retirement Advisors's Portfolio Analysis page.