Secure Asset Management, LLC

13F filer · CIK 0001800692

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$714MU.S. long equity reported on 13F

Positions21022 new · 29 closed

Net flow last quarter+$4.27MBuys minus sells

Top 10 positions weight16.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026210 positions
NVDANvidia Corp	$29M	4.06%	0.00%	+2.8%	Q2 2021
AAPLApple Inc.	$17.3M	2.42%	0.00%	-2.2%	Q4 2019
LRCXLam Research Corp	$10.4M	1.46%	0.00%	-4.2%	Q2 2024
TSLATesla, Inc.	$9.5M	1.33%	0.00%	+4.6%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$9.2M	1.29%	0.00%	-3.0%	Q3 2021
GOOGLAlphabet Inc.	$9.03M	1.26%	0.00%	+21.1%	Q2 2020
AMZNAmazon Com Inc	$8.95M	1.25%	0.00%	+10.3%	Q4 2019
MSFTMicrosoft Corp	$8.55M	1.20%	0.00%	-4.0%	Q4 2019
GLDMWorld Gold Trust	$8.17M	1.15%	0.03%	Not reported	Q4 2020
LLYELI LILLY & Co	$8.15M	1.14%	0.00%	+1.5%	Q1 2022
AVGOBroadcom Inc.	$7.69M	1.08%	0.00%	+12.6%	Q4 2021
COSTCostco Wholesale Corp	$7.63M	1.07%	0.00%	-6.8%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.44M	1.04%	0.00%	+6.0%	Q3 2024
GOFGuggenheim Strategic Opportunities Fund	$6.9M	0.97%	Not reported	+1.3%	Q2 2024
VVisa Inc.	$6.54M	0.92%	0.00%	+8.4%	Q4 2019
GNRCGenerac Holdings Inc.	$6.36M	0.89%	0.04%	+5.0%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$6.3M	0.88%	Not reported	-3.5%	Q4 2019
ORKAOruka Therapeutics, Inc.	$6.27M	0.88%	0.11%	-9.0%	Q4 2025
PLTRPalantir Technologies Inc.	$5.99M	0.84%	0.00%	+50.6%	Q4 2024
MIRMMirum Pharmaceuticals, Inc.	$5.51M	0.77%	0.07%	+7.9%	Q4 2022
FIXComfort Systems USA Inc	$5.28M	0.74%	0.01%	+4.5%	Q1 2025
FSLRFirst Solar, Inc.	$5.07M	0.71%	0.02%	+6.6%	Q1 2024
WMTWalmart Inc.	$4.99M	0.70%	0.00%	+6.1%	Q4 2019
UBERUber Technologies, Inc	$4.68M	0.66%	0.00%	+8.8%	Q4 2024
ASTSAST SpaceMobile, Inc.	$4.62M	0.65%	Not reported	+6.4%	Q2 2025
METAMeta Platforms, Inc.	$4.57M	0.64%	Not reported	+54.1%	Q4 2019
BMRNBiomarin Pharmaceutical Inc	$4.48M	0.63%	0.04%	+11.1%	Q1 2026
MCDMcdonalds Corp	$4.43M	0.62%	0.00%	+11.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.42M	0.62%	Not reported	-18.7%	Q1 2021
SCHWSchwab Charles Corp	$4.39M	0.61%	0.00%	+10.6%	Q1 2023
GEVGE Vernova Inc.	$4.37M	0.61%	0.00%	-2.8%	Q2 2024
IBITiShares Bitcoin Trust ETF	$4.09M	0.57%	0.01%	+7.5%	Q2 2024
MUMicron Technology Inc	$3.83M	0.54%	0.00%	+4.6%	Q3 2025
MCIBarings Corporate Investors	$3.67M	0.51%	Not reported	+4.0%	Q2 2024
AMDAdvanced Micro Devices Inc	$3.43M	0.48%	0.00%	-14.1%	Q4 2023
BACBank of America Corp	$3.41M	0.48%	0.00%	+4.3%	Q1 2024
GOOGAlphabet Inc.	$3.3M	0.46%	Not reported	+42.3%	Q3 2023
KOCoca Cola Co	$3.23M	0.45%	0.00%	+5.0%	Q4 2019
PGPROCTER & GAMBLE Co	$3.23M	0.45%	0.00%	+6.0%	Q4 2019
XOMExxonMobil Holdings Corp	$3.17M	0.44%	0.00%	-5.9%	Q4 2019
FIGRFigure Technology Solutions, Inc.	$2.98M	0.42%	Not reported	+34.4%	Q4 2025
IRENIREN Ltd	$2.93M	0.41%	0.02%	-13.1%	Q4 2025
DELLDell Technologies Inc.	$2.9M	0.41%	0.00%	-29.3%	Q3 2025
FITBFifth Third Bancorp	$2.79M	0.39%	0.01%	+5.4%	Q1 2025
WMWaste Management Inc	$2.77M	0.39%	0.00%	-1.4%	Q3 2024
ORCLOracle Corp	$2.72M	0.38%	0.00%	+5.6%	Q3 2020
PANWPalo Alto Networks Inc	$2.72M	0.38%	0.00%	-23.1%	Q4 2021
CVXChevron Corp	$2.7M	0.38%	0.00%	+3.1%	Q4 2019
EWBCEast West Bancorp Inc	$2.7M	0.38%	0.02%	+5.2%	Q1 2025
VZVerizon Communications Inc	$2.68M	0.38%	0.00%	+0.8%	Q4 2019

Q1 2026Reported Apr 9, 2026217 positions
NVDANvidia Corp	$24.6M	3.89%	0.00%	+4.8%	Q2 2021
AAPLApple Inc.	$15.5M	2.45%	0.00%	-1.4%	Q4 2019
MSFTMicrosoft Corp	$8.84M	1.40%	0.00%	+8.3%	Q4 2019
COSTCostco Wholesale Corp	$8.72M	1.38%	0.00%	+9.1%	Q4 2019
TSLATesla, Inc.	$8.03M	1.27%	0.00%	+8.8%	Q4 2020
AMZNAmazon Com Inc	$7.09M	1.12%	0.00%	+12.4%	Q4 2019
GOFGuggenheim Strategic Opportunities Fund	$6.87M	1.09%	Not reported	+14.3%	Q2 2024
LLYELI LILLY & Co	$6.15M	0.97%	0.00%	-1.1%	Q1 2022
GOOGLAlphabet Inc.	$6M	0.95%	0.00%	-1.9%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$5.68M	0.90%	Not reported	-20.5%	Q4 2019
AVGOBroadcom Inc.	$5.6M	0.89%	0.00%	+197.2%	Q4 2021
LRCXLam Research Corp	$5.37M	0.85%	0.00%	-21.5%	Q2 2024
VVisa Inc.	$5.31M	0.84%	0.00%	+13.5%	Q4 2019
WMTWalmart Inc.	$5.16M	0.82%	0.00%	-14.3%	Q4 2019
PLTRPalantir Technologies Inc.	$4.98M	0.79%	0.00%	+364.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.97M	0.79%	0.00%	-12.7%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$4.86M	0.77%	0.00%	+24.4%	Q3 2021
MCDMcdonalds Corp	$4.58M	0.73%	0.00%	+1.0%	Q4 2019
IBITiShares Bitcoin Trust ETF	$4.39M	0.70%	0.01%	+59.3%	Q2 2024
UBERUber Technologies, Inc	$4.29M	0.68%	0.00%	+29.9%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$4.25M	0.67%	Not reported	-17.7%	Q1 2021
XOMExxonMobil Holdings Corp	$4.18M	0.66%	0.00%	-13.6%	Q4 2019
ASTSAST SpaceMobile, Inc.	$4.05M	0.64%	Not reported	-8.0%	Q2 2025
GNRCGenerac Holdings Inc.	$4.04M	0.64%	0.04%	-0.6%	Q2 2023
SCHWSchwab Charles Corp	$4.04M	0.64%	0.00%	+8.3%	Q1 2023
MIRMMirum Pharmaceuticals, Inc.	$4.03M	0.64%	0.07%	-13.4%	Q4 2022
BMRNBiomarin Pharmaceutical Inc	$3.98M	0.63%	0.04%	New	Q1 2026
FSLRFirst Solar, Inc.	$3.97M	0.63%	0.02%	+17.3%	Q1 2024
ZSZscaler, Inc.	$3.8M	0.60%	0.02%	+2032.7%	Q1 2025
LDOSLeidos Holdings, Inc.	$3.69M	0.58%	0.02%	+17.4%	Q3 2025
ORKAOruka Therapeutics, Inc.	$3.55M	0.56%	0.14%	-11.3%	Q4 2025
FIXComfort Systems USA Inc	$3.52M	0.56%	0.01%	-41.7%	Q1 2025
MCIBarings Corporate Investors	$3.46M	0.55%	Not reported	+68.9%	Q2 2024
GEVGE Vernova Inc.	$3.34M	0.53%	0.00%	+26.7%	Q2 2024
CVXChevron Corp	$3.27M	0.52%	0.00%	-10.9%	Q4 2019
MRKMerck & Co., Inc.	$3.16M	0.50%	0.00%	-5.7%	Q4 2019
VZVerizon Communications Inc	$3.15M	0.50%	0.00%	-2.9%	Q4 2019
METAMeta Platforms, Inc.	$3.02M	0.48%	Not reported	-9.6%	Q4 2019
PGPROCTER & GAMBLE Co	$3M	0.47%	0.00%	+7.9%	Q4 2019
WMWaste Management Inc	$2.9M	0.46%	0.00%	-3.8%	Q3 2024
KOCoca Cola Co	$2.88M	0.46%	0.00%	-6.5%	Q4 2019
BACBank of America Corp	$2.8M	0.44%	0.00%	+6.8%	Q1 2024
GLDSPDR Gold Trust	$2.6M	0.41%	0.00%	+0.6%	Q4 2019
ORCLOracle Corp	$2.59M	0.41%	0.00%	+36.1%	Q3 2020
IRENIREN Ltd	$2.53M	0.40%	0.02%	+106.8%	Q4 2025
MSTRStrategy Inc	$2.5M	0.40%	Not reported	-1.2%	Q2 2024
FIGRFigure Technology Solutions, Inc.	$2.45M	0.39%	Not reported	+55.0%	Q4 2025
HDHome Depot, Inc.	$2.33M	0.37%	0.00%	+2.9%	Q4 2019
KRKroger Co	$2.31M	0.37%	0.01%	+2.0%	Q4 2019
GSGoldman Sachs Group Inc	$2.25M	0.36%	0.00%	+49.6%	Q2 2021

Q4 2025Reported Jan 20, 2026210 positions
NVDANvidia Corp	$25.1M	3.93%	0.00%	+1.1%	Q2 2021
AAPLApple Inc.	$16.8M	2.63%	0.00%	-0.9%	Q4 2019
MSFTMicrosoft Corp	$10.7M	1.67%	0.00%	-1.0%	Q4 2019
TSLATesla, Inc.	$8.93M	1.40%	0.00%	+2.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.49M	1.17%	Not reported	+5.8%	Q4 2019
LLYELI LILLY & Co	$7.27M	1.14%	0.00%	-4.2%	Q1 2022
GOFGuggenheim Strategic Opportunities Fund	$7.03M	1.10%	Not reported	+15.5%	Q2 2024
AMZNAmazon Com Inc	$7M	1.10%	0.00%	+0.7%	Q4 2019
COSTCostco Wholesale Corp	$6.92M	1.08%	0.00%	-0.6%	Q4 2019
GOOGLAlphabet Inc.	$6.66M	1.04%	0.00%	+2.3%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$5.5M	0.86%	Not reported	+11.2%	Q1 2021
LRCXLam Research Corp	$5.48M	0.86%	0.00%	Not reported	Q2 2024
VVisa Inc.	$5.43M	0.85%	0.00%	-4.1%	Q4 2019
WMTWalmart Inc.	$5.4M	0.84%	0.00%	+0.1%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.11M	0.80%	0.00%	+0.9%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$4.69M	0.73%	0.00%	+0.5%	Q3 2021
FSLRFirst Solar, Inc.	$4.49M	0.70%	0.02%	-1.7%	Q1 2024
MCDMcdonalds Corp	$4.46M	0.70%	0.00%	+4.5%	Q4 2019
CRMSalesforce, Inc.	$4.41M	0.69%	0.00%	+0.4%	Q1 2021
CHDNChurchill Downs Inc	$4.33M	0.68%	0.05%	+0.8%	Q1 2025
FIXComfort Systems USA Inc	$4.08M	0.64%	0.01%	-0.1%	Q1 2025
MIRMMirum Pharmaceuticals, Inc.	$3.98M	0.62%	0.10%	+4.0%	Q4 2022
SCHWSchwab Charles Corp	$3.97M	0.62%	0.00%	+2.9%	Q1 2023
ASTSAST SpaceMobile, Inc.	$3.85M	0.60%	Not reported	-2.8%	Q2 2025
METAMeta Platforms, Inc.	$3.85M	0.60%	Not reported	+7.8%	Q4 2019
UBERUber Technologies, Inc	$3.75M	0.59%	0.00%	+2.3%	Q4 2024
LDOSLeidos Holdings, Inc.	$3.64M	0.57%	0.02%	+2.8%	Q3 2025
IBITiShares Bitcoin Trust ETF	$3.56M	0.56%	0.01%	+5.5%	Q2 2024
PYPLPayPal Holdings, Inc.	$3.43M	0.54%	0.01%	+3.1%	Q4 2021
XOMExxonMobil Holdings Corp	$3.43M	0.54%	0.00%	+2.6%	Q4 2019
SPOTSpotify Technology S.A.	$3.18M	0.50%	0.00%	+5.5%	Q2 2025
MSTRStrategy Inc	$3.08M	0.48%	Not reported	+14.7%	Q2 2024
BACBank of America Corp	$2.96M	0.46%	0.00%	+2.6%	Q1 2024
MRKMerck & Co., Inc.	$2.94M	0.46%	0.00%	-2.6%	Q4 2019
WMWaste Management Inc	$2.88M	0.45%	0.00%	+5.0%	Q3 2024
GNRCGenerac Holdings Inc.	$2.84M	0.44%	0.04%	+8.7%	Q2 2023
KOCoca Cola Co	$2.83M	0.44%	0.00%	+2.6%	Q4 2019
PGPROCTER & GAMBLE Co	$2.76M	0.43%	0.00%	+6.1%	Q4 2019
CVXChevron Corp	$2.7M	0.42%	0.00%	+3.8%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$2.7M	0.42%	Not reported	+27.4%	Q4 2019
VZVerizon Communications Inc	$2.63M	0.41%	0.00%	+2.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.53M	0.40%	Not reported	-21.5%	Q1 2022
ORCLOracle Corp	$2.52M	0.39%	0.00%	+31.4%	Q3 2020
ORKAOruka Therapeutics, Inc.	$2.48M	0.39%	0.17%	New	Q4 2025
NEMNEWMONT Corp	$2.39M	0.37%	0.00%	+0.6%	Q1 2022
GLDSPDR Gold Trust	$2.38M	0.37%	0.00%	+1.6%	Q4 2019
TRGPTarga Resources Corp.	$2.38M	0.37%	0.01%	+19.6%	Q2 2024
HDHome Depot, Inc.	$2.37M	0.37%	0.00%	+1.5%	Q4 2019
PANWPalo Alto Networks Inc	$2.27M	0.35%	0.00%	+1.0%	Q4 2021
MCIBarings Corporate Investors	$2.16M	0.34%	Not reported	-13.2%	Q2 2024

Q3 2025Reported Oct 9, 2025194 positions
NVDANvidia Corp	$24.9M	4.10%	0.00%	+1.7%	Q2 2021
AAPLApple Inc.	$15.9M	2.63%	0.00%	+4.3%	Q4 2019
MSFTMicrosoft Corp	$11.6M	1.91%	0.00%	+7.3%	Q4 2019
TSLATesla, Inc.	$8.92M	1.47%	0.00%	-5.5%	Q4 2020
COSTCostco Wholesale Corp	$7.41M	1.22%	0.00%	-1.0%	Q4 2019
GOFGuggenheim Strategic Opportunities Fund	$7.12M	1.17%	Not reported	+9.0%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$6.94M	1.14%	Not reported	-60.7%	Q4 2019
AMZNAmazon Com Inc	$6.64M	1.09%	0.00%	+13.4%	Q4 2019
MSTRStrategy Inc	$5.98M	0.99%	Not reported	+9.0%	Q2 2024
LLYELI LILLY & Co	$5.83M	0.96%	0.00%	+39.3%	Q1 2022
VVisa Inc.	$5.62M	0.93%	0.00%	+48.4%	Q4 2019
GOOGLAlphabet Inc.	$5.09M	0.84%	0.00%	-5.3%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$4.98M	0.82%	0.00%	+31.4%	Q3 2021
WMTWalmart Inc.	$4.93M	0.81%	0.00%	+26.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.86M	0.80%	Not reported	-3.7%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.81M	0.79%	0.00%	+12.8%	Q3 2024
IBITiShares Bitcoin Trust ETF	$4.54M	0.75%	0.01%	+11.1%	Q2 2024
UBERUber Technologies, Inc	$4.34M	0.71%	0.00%	+27.0%	Q4 2024
MCDMcdonalds Corp	$4.2M	0.69%	0.00%	+40.2%	Q4 2019
OKLOOklo Inc.	$4.07M	0.67%	0.02%	-19.2%	Q2 2024
FSLRFirst Solar, Inc.	$3.93M	0.65%	0.02%	+7.1%	Q1 2024
CRMSalesforce, Inc.	$3.91M	0.64%	0.00%	+71.2%	Q1 2021
METAMeta Platforms, Inc.	$3.88M	0.64%	Not reported	+0.9%	Q4 2019
PYPLPayPal Holdings, Inc.	$3.8M	0.63%	0.01%	+57.1%	Q4 2021
LDOSLeidos Holdings, Inc.	$3.76M	0.62%	0.02%	New	Q3 2025
FIXComfort Systems USA Inc	$3.65M	0.60%	0.01%	-24.5%	Q1 2025
CHDNChurchill Downs Inc	$3.65M	0.60%	0.05%	+63.0%	Q1 2025
SPOTSpotify Technology S.A.	$3.64M	0.60%	0.00%	+77.8%	Q2 2025
SCHWSchwab Charles Corp	$3.56M	0.59%	0.00%	+31.2%	Q1 2023
MIRMMirum Pharmaceuticals, Inc.	$3.54M	0.58%	0.09%	-5.0%	Q4 2022
GNRCGenerac Holdings Inc.	$3.21M	0.53%	0.03%	+5.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$3.19M	0.53%	Not reported	-10.9%	Q1 2022
ASTSAST SpaceMobile, Inc.	$3.11M	0.51%	Not reported	+20.5%	Q2 2025
XOMExxonMobil Holdings Corp	$3.11M	0.51%	0.00%	+18.7%	Q4 2019
MCIBarings Corporate Investors	$2.85M	0.47%	Not reported	-22.5%	Q2 2024
ORCLOracle Corp	$2.84M	0.47%	0.00%	-26.5%	Q3 2020
PGPROCTER & GAMBLE Co	$2.78M	0.46%	0.00%	+29.4%	Q4 2019
VZVerizon Communications Inc	$2.76M	0.46%	0.00%	+177.6%	Q4 2019
WMWaste Management Inc	$2.74M	0.45%	0.00%	+182.6%	Q3 2024
HDHome Depot, Inc.	$2.69M	0.44%	0.00%	-4.2%	Q4 2019
BACBank of America Corp	$2.65M	0.44%	0.00%	+12.3%	Q1 2024
CVXChevron Corp	$2.64M	0.44%	0.00%	+19.7%	Q4 2019
KOCoca Cola Co	$2.64M	0.43%	0.00%	+36.0%	Q4 2019
MRKMerck & Co., Inc.	$2.58M	0.43%	0.00%	-34.3%	Q4 2019
PANWPalo Alto Networks Inc	$2.52M	0.42%	0.00%	+1.4%	Q4 2021
NKENIKE, Inc.	$2.11M	0.35%	0.00%	+27.5%	Q4 2019
GLDSPDR Gold Trust	$2.1M	0.35%	0.00%	+5.0%	Q4 2019
PMPhilip Morris International Inc.	$2.08M	0.34%	0.00%	+36.0%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.05M	0.34%	Not reported	-0.6%	Q4 2019
NEMNEWMONT Corp	$2.05M	0.34%	0.00%	-11.1%	Q1 2022

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