SECURED RETIREMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, SECURED RETIREMENT ADVISORS, LLC held in its portfolio 121 assets valued at $179,070,860 (i.e. $179.07M).
The most valuable assets in the portfolio included: EA SERIES TRUST ($8.64M), NVIDIA CORPORATION ($7.40M), and MICROSOFT CORP ($7.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 121 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SECURED RETIREMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EA SERIES TRUST | 195954 | 8638652 | STRIVE 500 ETF |
| NVIDIA CORPORATION | 39664 | 7397371 | COM |
| MICROSOFT CORP | 14487 | 7006039 | COM |
| APPLE INC | 25239 | 6861391 | COM |
| PIMCO ETF TR | 59365 | 5525739 | ACTIVE BD ETF |
| ALPHABET INC | 14028 | 4390751 | CAP STK CL A |
| CORNING INC | 46870 | 4103937 | COM |
| AMAZON COM INC | 16520 | 3813146 | COM |
| SPDR SERIES TRUST | 57512 | 3725725 | STATE STREET SPD |
| CONSOLIDATED EDISON INC | 33634 | 3340526 | COM |
| FIRST TR EXCHNG TRADED FD VI | 96879 | 3130618 | FT VEST LADDERED |
| BROADCOM INC | 8562 | 2963322 | COM |
| COLGATE PALMOLIVE CO | 36629 | 2894463 | COM |
| JPMORGAN CHASE & CO. | 8382 | 2700922 | COM |
| MERCK & CO INC | 24141 | 2541051 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5055 | 2540896 | CL B NEW |
| META PLATFORMS INC | 3786 | 2499229 | CL A |
| ILLINOIS TOOL WKS INC | 10141 | 2497827 | COM |
| FIRST TR EXCHNG TRADED FD VI | 79214 | 2417962 | FT VEST U.S |
| ISHARES TR | 26531 | 2373441 | CORE MSCI EAFE |
| BANK NEW YORK MELLON CORP | 19991 | 2320749 | COM |
| EXXON MOBIL CORP | 18926 | 2277507 | COM |
| VANGUARD INDEX FDS | 6302 | 2112750 | TOTAL STK MKT |
| MASTERCARD INCORPORATED | 3699 | 2111890 | CL A |
| INTERNATIONAL BUSINESS MACHS | 6927 | 2051942 | COM |
| ELI LILLY & CO | 1846 | 1983917 | COM |
| WALMART INC | 17705 | 1972558 | COM |
| CITIGROUP INC | 16254 | 1896732 | COM NEW |
| VANGUARD BD INDEX FDS | 24007 | 1892014 | SHORT TRM BOND |
| VISA INC | 5149 | 1805746 | COM CL A |
| QUALCOMM INC | 10543 | 1803345 | COM |
| UNIVERSAL HLTH SVCS INC | 7795 | 1699492 | CL B |
| COHERENT CORP | 9147 | 1688262 | COM |
| YUM BRANDS INC | 11135 | 1684511 | COM |
| AIM ETF PRODUCTS TRUST | 48627 | 1679804 | ALLIANZIM US EQU |
| CISCO SYS INC | 21516 | 1657345 | COM |
| TESLA INC | 3454 | 1553333 | COM |
| CHEVRON CORP NEW | 10028 | 1528438 | COM |
| FIRST TR EXCHANGE-TRADED FD | 39537 | 1515057 | SMID RISNG ETF |
| ORACLE CORP | 7769 | 1514263 | COM |
| LOCKHEED MARTIN CORP | 3128 | 1512985 | COM |
| BOEING CO | 6901 | 1498345 | COM |
| CATERPILLAR INC | 2555 | 1463683 | COM |
| RTX CORPORATION | 7899 | 1448748 | COM |
| J P MORGAN EXCHANGE TRADED F | 24175 | 1405063 | NASDAQ EQT PREM |
| ABBOTT LABS | 10925 | 1368795 | COM |
| TRANE TECHNOLOGIES PLC | 3477 | 1353248 | SHS |
| POPULAR INC | 10756 | 1339337 | COM NEW |
| EA SERIES TRUST | 35877 | 1288661 | STRIVE EMERGING |
| JANUS DETROIT STR TR | 25304 | 1279876 | HENDRSON AAA CL |
| SIMPLIFY EXCHANGE TRADED FUN | 46616 | 1270745 | MANAGED FUTURES |
| US BANCORP DEL | 23092 | 1232189 | COM NEW |
| INNOVATOR ETFS TRUST | 37821 | 1231830 | U S EQ 10 BUFFER |
| NEWMONT CORP | 12246 | 1222763 | COM |
| JOHNSON CTLS INTL PLC | 10205 | 1222049 | SHS |
| LENNAR CORP | 11854 | 1218560 | CL A |
| SONY GROUP CORP | 47162 | 1207347 | SPONSORED ADR |
| TEREX CORP NEW | 22571 | 1204840 | COM |
| PARKER-HANNIFIN CORP | 1349 | 1185717 | COM |
| SIMON PPTY GROUP INC NEW | 6273 | 1161195 | COM |
| FIRST TR EXCHNG TRADED FD VI | 27301 | 1084396 | FT VEST U.S EQT |
| DEERE & CO | 2250 | 1047532 | COM |
| INNOVATOR ETFS TRUST | 27472 | 1012618 | QUITY MANAGD FLR |
| BAKER HUGHES COMPANY | 22225 | 1012126 | CL A |
| ELECTRONIC ARTS INC | 4891 | 999475 | COM |
| BWX TECHNOLOGIES INC | 5528 | 955460 | COM |
| COMCAST CORP NEW | 31525 | 942294 | CL A |
| TE CONNECTIVITY PLC | 4014 | 913225 | ORD SHS |
| ZIMMER BIOMET HOLDINGS INC | 9557 | 859365 | COM |
| GOLDMAN SACHS PHYSICAL GOLD | 20083 | 854532 | UNIT |
| MATCH GROUP INC NEW | 26362 | 851229 | COM |
| ZOETIS INC | 6710 | 844252 | CL A |
| GENERAC HLDGS INC | 6172 | 841676 | COM |
| FIRST TR EXCHNG TRADED FD VI | 32688 | 838228 | FT VEST INT JUNE |
| INNOVATOR ETFS TRUST | 25124 | 818899 | INNOVATOR INTER |
| NUTRIEN LTD | 13112 | 809273 | COM |
| CANADIAN PACIFIC KANSAS CITY | 10968 | 807574 | COM |
| VANGUARD STAR FDS | 10401 | 784623 | VG TL INTL STK F |
| TEXTRON INC | 8853 | 771716 | COM |
| PALO ALTO NETWORKS INC | 4096 | 754483 | COM |
| FIRST TR EXCHNG TRADED FD VI | 34697 | 742679 | FT VEST US EQT |
| J P MORGAN EXCHANGE TRADED F | 10833 | 719613 | HEDGED EQUITY LA |
| INNOVATOR ETFS TRUST | 12292 | 711953 | GRWT100 PWR BUF |
| INNOVATOR ETFS TRUST | 24880 | 690057 | GROWTH 100 PWR B |
| SCHWAB CHARLES CORP | 6849 | 684325 | COM |
| INNOVATOR ETFS TRUST | 21278 | 673685 | EMERGING MKT PWR |
| VANGUARD BD INDEX FDS | 9440 | 656261 | LONG TERM BOND |
| ADVANCED MICRO DEVICES INC | 3020 | 646763 | COM |
| HEWLETT PACKARD ENTERPRISE C | 26657 | 640301 | COM |
| CINTAS CORP | 3280 | 616895 | COM |
| UNITEDHEALTH GROUP INC | 1839 | 606974 | COM |
| PALANTIR TECHNOLOGIES INC | 3304 | 587286 | CL A |
| PEPSICO INC | 3704 | 531580 | COM |
| FIRST TR EXCHANGE-TRADED FD | 28629 | 489842 | VEST GOLD STRTGY |
| ABRDN ETFS | 15729 | 486975 | BBRG ALL COMMDY |
| ALTRIA GROUP INC | 7404 | 426917 | COM |
| VERIZON COMMUNICATIONS INC | 10113 | 411896 | COM |
| BRISTOL-MYERS SQUIBB CO | 7602 | 410070 | COM |
| ABBVIE INC | 1685 | 385071 | COM |
| AMGEN INC | 1174 | 384326 | COM |
| TEXAS INSTRS INC | 2139 | 371164 | COM |
| HOME DEPOT INC | 1054 | 362733 | COM |
| UNITED PARCEL SERVICE INC | 3565 | 353565 | CL B |
| ISHARES TR | 3557 | 318578 | CORE 80/20 AGGRE |
| CONOCOPHILLIPS | 3130 | 292999 | COM |
| FORD MTR CO | 22004 | 288687 | COM |
| VALERO ENERGY CORP | 1729 | 281515 | COM |
| ORION S.A. | 52797 | 278768 | COM |
| COCA COLA CO | 3843 | 268644 | COM |
| WISDOMTREE TR | 3759 | 266363 | US LARGECAP FUND |
| EOG RES INC | 2527 | 265315 | COM |
| REGIONS FINANCIAL CORP NEW | 9366 | 253819 | COM |
| J P MORGAN EXCHANGE TRADED F | 4760 | 240808 | ULTRA SHRT ETF |
| SPDR GOLD TR | 602 | 238579 | GOLD SHS |
| VANGUARD INDEX FDS | 479 | 233685 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 2872 | 228969 | SHRT TRM CORP BD |
| VANGUARD SPECIALIZED FUNDS | 1034 | 227148 | DIV APP ETF |
| FASTENAL CO | 5509 | 221064 | COM |
| ONEOK INC NEW | 2831 | 208074 | COM |
| AIM ETF PRODUCTS TRUST | 5908 | 202526 | ALLIANZIM US EQ |
| AMCOR PLC | 15920 | 132773 | ORD |
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