DOSSIER · 13F-HR · Q2 2026

SECURED RETIREMENT ADVISORS, LLC

$195M in tracked AUM across 134 positions as of Q2 2026.

SR
CIK 0002012356 · last filed Jun 30, 2026
Total AUM
$195M
as of Q2 2026
Holdings
134
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SECURED RETIREMENT ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
STRV
EA SERIES TRUST
$9M179K4.4%
02
NVDA
NVIDIA CORPORATION
$7M36K3.7%
03
AAPL
APPLE INC
$7M25K3.7%
04
BOND
PIMCO ETF TR
$5M57K2.7%
05
MSFT
MICROSOFT CORP
$5M13K2.4%
06
CSCO
CISCO SYS INC
$4M33K2.0%
07
GOOGL
ALPHABET INC
$3M9K1.7%
08
CAT
CATERPILLAR INC
$3M3K1.7%
09
META
META PLATFORMS INC
$3M6K1.6%
10
AMZN
AMAZON COM INC
$3M12K1.5%

Filing history

2026Q2Jun 30
$195M 10.3%
134 positionsView →
2026Q1Mar 31
$177M 1.3%
130 positionsView →
2025Q4Dec 31
$179M 0.0%
125 positionsView →
2025Q3Sep 30
$179M 6.7%
122 positionsView →
2025Q2Jun 30
$168M 8.2%
115 positionsLocked
2025Q1Mar 31
$155M 11.1%
116 positionsLocked
2024Q4Dec 31
$175M 25.8%
140 positionsLocked
2024Q3Sep 30
$139M 8.2%
119 positionsLocked
2024Q2Jun 30
$128M 8.7%
116 positionsLocked
2024Q1Mar 31
$118M 13.4%
108 positionsLocked
2023Q4Dec 31
$104M
102 positionsLocked