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Filers›Family Office›SECURED RETIREMENT ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

SECURED RETIREMENT ADVISORS, LLC

SECURED RETIREMENT's family office based in San Francisco, CA — $177M in tracked AUM across 130 positions as of Q1 2026.

SR
SECURED RETIREMENT·San Francisco, CA·Family Office
CIK 0002012356 · last filed Mar 31, 2026
Total AUM
$177M
▲ 19.6%
vs prior
Holdings
130
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SECURED RETIREMENT ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
STRV
EA SERIES TRUST
$8M186K4.4%
02
NVDA
NVIDIA CORPORATION
$7M39K3.9%
03
AAPL
APPLE INC
$6M25K3.6%
04
BOND
PIMCO ETF TR
$5M59K3.1%
05
GLW
CORNING INC
$5M39K3.0%
06
MSFT
MICROSOFT CORP
$4M11K2.4%
07
GOOGL
ALPHABET INC
$4M14K2.4%
08
ED
CONSOLIDATED EDISON INC
$4M33K2.1%
09
AMZN
AMAZON COM INC
$3M16K1.9%
10
XOM
EXXON MOBIL CORP
$3M19K1.8%

Filing history

Filing history loading…
AI Agent · grounded in SECURED
haiku-4-5 · 130 positions indexed
Sector mix
  • Tech4%
  • Health Care24%
  • Cons. Disc.15%
  • Communications8%
  • Industrials41%
  • Other8%
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