Filed: 7/16/2026ACC: 0002012356-26-000004
📋 What this filing means
SECURED RETIREMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $194.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$194.88M
Total AUM (reported)
2.10M
Total Shares
Allocation by class
COM$111.97M57.5%
COM NEW$11.19M5.7%
STRIVE 500 ETF$8.65M4.4%
CL A$7.71M4.0%
ACTIVE BD ETF$5.29M2.7%
CAP STK CL A$3.31M1.7%
ST STR P500VAL$2.80M1.4%
Portfolio Concentration
Top 3$23.05M11.8%
4–10$26.51M13.6%
11–25$34.66M17.8%
Rest$110.66M56.8%
Top 3 weight
11.8%
Top 10 weight
25.4%
Voting Authority Distribution
Total shares with voting rights: 2.10M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings134
Rows:
EA SERIES TRUST
SOLEShares179K
TypeSH
Market value$8.65M
4.44%
Sole
0.00
Shared
0.00
None
179K
NVIDIA CORPORATION
SOLEShares36.28K
TypeSH
Market value$7.26M
3.73%
Sole
0.00
Shared
0.00
None
36.28K
APPLE INC
SOLEShares24.68K
TypeSH
Market value$7.14M
3.66%
Sole
0.00
Shared
0.00
None
24.68K
PIMCO ETF TR
SOLEShares57.39K
TypeSH
Market value$5.29M
2.72%
Sole
0.00
Shared
0.00
None
57.39K
MICROSOFT CORP
SOLEShares12.54K
TypeSH
Market value$4.68M
2.40%
Sole
0.00
Shared
0.00
None
12.54K
CISCO SYS INC
SOLEShares33.43K
TypeSH
Market value$3.93M
2.01%
Sole
0.00
Shared
0.00
None
33.43K
ALPHABET INC
SOLEShares9.27K
TypeSH
Market value$3.31M
1.70%
Sole
0.00
Shared
0.00
None
9.27K
CATERPILLAR INC
SOLEShares3.05K
TypeSH
Market value$3.25M
1.67%
Sole
0.00
Shared
0.00
None
3.05K
META PLATFORMS INC
SOLEShares5.58K
TypeSH
Market value$3.15M
1.61%
Sole
0.00
Shared
0.00
None
5.58K
AMAZON COM INC
SOLEShares12.22K
TypeSH
Market value$2.91M
1.49%
Sole
0.00
Shared
0.00
None
12.22K
TESLA INC
SOLEShares6.76K
TypeSH
Market value$2.85M
1.46%
Sole
0.00
Shared
0.00
None
6.76K
SPDR SERIES TRUST
SOLEShares45.99K
TypeSH
Market value$2.80M
1.43%
Sole
0.00
Shared
0.00
None
45.99K
ABBVIE INC
SOLEShares10.05K
TypeSH
Market value$2.53M
1.30%
Sole
0.00
Shared
0.00
None
10.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.77K
TypeSH
Market value$2.39M
1.23%
Sole
0.00
Shared
0.00
None
4.77K
FIRST TR EXCHNG TRADED FD VI
SOLEShares64.32K
TypeSH
Market value$2.35M
1.21%
Sole
0.00
Shared
0.00
None
64.32K
AUTOMATIC DATA PROCESSING IN
SOLEShares10.47K
TypeSH
Market value$2.35M
1.20%
Sole
0.00
Shared
0.00
None
10.47K
CORNING INC
SOLEShares9.13K
TypeSH
Market value$2.33M
1.20%
Sole
0.00
Shared
0.00
None
9.13K
MOODYS CORP
SOLEShares4.89K
TypeSH
Market value$2.22M
1.14%
Sole
0.00
Shared
0.00
None
4.89K
THE CAMPBELLS COMPANY
SOLEShares97.95K
TypeSH
Market value$2.18M
1.12%
Sole
0.00
Shared
0.00
None
97.95K
ISHARES TR
SOLEShares22.40K
TypeSH
Market value$2.16M
1.11%
Sole
0.00
Shared
0.00
None
22.40K
STRYKER CORPORATION
SOLEShares6.87K
TypeSH
Market value$2.16M
1.11%
Sole
0.00
Shared
0.00
None
6.87K
VANGUARD INDEX FDS
SOLEShares5.73K
TypeSH
Market value$2.12M
1.09%
Sole
0.00
Shared
0.00
None
5.73K
BROADCOM INC
SOLEShares5.52K
TypeSH
Market value$2.09M
1.07%
Sole
0.00
Shared
0.00
None
5.52K
ELI LILLY & CO
SOLEShares1.73K
TypeSH
Market value$2.08M
1.07%
Sole
0.00
Shared
0.00
None
1.73K
DUKE ENERGY CORP NEW
SOLEShares16.38K
TypeSH
Market value$2.07M
1.06%
Sole
0.00
Shared
0.00
None
16.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | STRIVE 500 ETF | 179K | SH | $8.65M 4.44% | 0.00 | 0.00 | 179K |
NVIDIA CORPORATIONSOLE | COM | 36.28K | SH | $7.26M 3.73% | 0.00 | 0.00 | 36.28K |
APPLE INCSOLE | COM | 24.68K | SH | $7.14M 3.66% | 0.00 | 0.00 | 24.68K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 57.39K | SH | $5.29M 2.72% | 0.00 | 0.00 | 57.39K |
MICROSOFT CORPSOLE | COM | 12.54K | SH | $4.68M 2.40% | 0.00 | 0.00 | 12.54K |
CISCO SYS INCSOLE | COM | 33.43K | SH | $3.93M 2.01% | 0.00 | 0.00 | 33.43K |
ALPHABET INCSOLE | CAP STK CL A | 9.27K | SH | $3.31M 1.70% | 0.00 | 0.00 | 9.27K |
CATERPILLAR INCSOLE | COM | 3.05K | SH | $3.25M 1.67% | 0.00 | 0.00 | 3.05K |
META PLATFORMS INCSOLE | CL A | 5.58K | SH | $3.15M 1.61% | 0.00 | 0.00 | 5.58K |
AMAZON COM INCSOLE | COM | 12.22K | SH | $2.91M 1.49% | 0.00 | 0.00 | 12.22K |
TESLA INCSOLE | COM | 6.76K | SH | $2.85M 1.46% | 0.00 | 0.00 | 6.76K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 45.99K | SH | $2.80M 1.43% | 0.00 | 0.00 | 45.99K |
ABBVIE INCSOLE | COM | 10.05K | SH | $2.53M 1.30% | 0.00 | 0.00 | 10.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.77K | SH | $2.39M 1.23% | 0.00 | 0.00 | 4.77K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 64.32K | SH | $2.35M 1.21% | 0.00 | 0.00 | 64.32K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 10.47K | SH | $2.35M 1.20% | 0.00 | 0.00 | 10.47K |
CORNING INCSOLE | COM | 9.13K | SH | $2.33M 1.20% | 0.00 | 0.00 | 9.13K |
MOODYS CORPSOLE | COM | 4.89K | SH | $2.22M 1.14% | 0.00 | 0.00 | 4.89K |
THE CAMPBELLS COMPANYSOLE | COM | 97.95K | SH | $2.18M 1.12% | 0.00 | 0.00 | 97.95K |
ISHARES TRSOLE | CORE MSCI EAFE | 22.40K | SH | $2.16M 1.11% | 0.00 | 0.00 | 22.40K |
STRYKER CORPORATIONSOLE | COM | 6.87K | SH | $2.16M 1.11% | 0.00 | 0.00 | 6.87K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.73K | SH | $2.12M 1.09% | 0.00 | 0.00 | 5.73K |
BROADCOM INCSOLE | COM | 5.52K | SH | $2.09M 1.07% | 0.00 | 0.00 | 5.52K |
ELI LILLY & COSOLE | COM | 1.73K | SH | $2.08M 1.07% | 0.00 | 0.00 | 1.73K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 16.38K | SH | $2.07M 1.06% | 0.00 | 0.00 | 16.38K |
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