Secure Asset Management, LLC
Secure Asset Management, LLC reported 333 positions worth $713.7M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: VGIT (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VGIT | SH | $39.2M | 5.49% | 664,284 | — | — | |
| ▸ 2 | NVDA | SH | $29.0M | 4.06% | 144,954 | — | — | |
| ▸ 3 | QQQM | SH | $21.1M | 2.96% | 69,722 | — | — | |
| ▸ 4 | VOO | SH | $20.6M | 2.88% | 29,953 | — | — | |
| ▸ 5 | IVV | SH | $18.4M | 2.58% | 24,557 | — | — | |
| ▸ 6 | AAPL | SH | $17.3M | 2.42% | 59,722 | — | — | |
| ▸ 7 | SRLN | SH | $15.3M | 2.14% | 379,830 | — | — | |
| ▸ 8 | IGSB | SH | $14.9M | 2.08% | 283,647 | — | — | |
| ▸ 9 | LMBS | SH | $14.8M | 2.07% | 296,908 | — | — | |
| ▸ 10 | JMBS | SH | $14.7M | 2.06% | 327,232 | — | — |
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Frequently Asked Questions
What stocks does Secure Asset Management, LLC hold as of Q2 2026?
Secure Asset Management, LLC reported 333 positions worth $713.7M in its Q2 2026 13F filing. Largest positions: VGIT (5.5%), NVDA (4.1%), QQQM (3.0%), VOO (2.9%) and IVV (2.6%).
What did Secure Asset Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Secure Asset Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.