SECURED RETIREMENT ADVISORS, LLC

CIK 0002012356 · ST LOUIS PARK, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

SECURED RETIREMENT ADVISORS, LLC reported 134 positions worth $194.9M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: STXF (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$194.9M
2026 Q2
Positions
134
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.4%
Est. Net Flow (Q)
2026 Q2
10 / 134 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1STXFEA SERIES TRUSTSH$8.6M4.44%179,003
2NVDANVIDIA CORPORATIONSH$7.3M3.73%36,284
3AAPLAPPLE INCSH$7.1M3.66%24,677
4BONDPIMCO ETF TRSH$5.3M2.72%57,389
5MSFTMICROSOFT CORPSH$4.7M2.40%12,542
6CSCOCISCO SYS INCSH$3.9M2.01%33,428
7GOOGLALPHABET INCSH$3.3M1.70%9,272
8CATCATERPILLAR INCSH$3.2M1.67%3,048
9METAMETA PLATFORMS INCSH$3.1M1.61%5,585
10AMZNAMAZON COM INCSH$2.9M1.49%12,216

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SECURED RETIREMENT ADVISORS, LLC hold as of Q2 2026?

SECURED RETIREMENT ADVISORS, LLC reported 134 positions worth $194.9M in its Q2 2026 13F filing. Largest positions: STXF (4.4%), NVDA (3.7%), AAPL (3.7%), BOND (2.7%) and MSFT (2.4%).

What did SECURED RETIREMENT ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SECURED RETIREMENT ADVISORS, 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.