Secured Retirement Advisors, LLC

13F filer · CIK 0002012356

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$195MU.S. long equity reported on 13F

Positions9826 new · 21 closed

Net flow last quarter-$5.22MBuys minus sells

Top 10 positions weight21.0%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 16, 202698 positions
NVDANvidia Corp	$7.26M	3.73%	0.00%	-7.8%	Q4 2023
AAPLApple Inc.	$7.14M	3.66%	0.00%	-0.2%	Q4 2023
MSFTMicrosoft Corp	$4.68M	2.40%	0.00%	+10.5%	Q4 2023
CSCOCisco Systems, Inc.	$3.93M	2.01%	0.00%	+3.2%	Q3 2024
GOOGLAlphabet Inc.	$3.31M	1.70%	0.00%	-35.9%	Q4 2023
CATCaterpillar Inc	$3.25M	1.67%	0.00%	+73.0%	Q4 2023
METAMeta Platforms, Inc.	$3.15M	1.61%	Not reported	+246.0%	Q1 2025
AMZNAmazon Com Inc	$2.91M	1.49%	0.00%	-23.1%	Q4 2023
TSLATesla, Inc.	$2.85M	1.46%	0.00%	-0.6%	Q4 2023
ABBVAbbVie Inc.	$2.53M	1.30%	0.00%	+466.3%	Q1 2024
BRK.BBerkshire Hathaway Inc	$2.39M	1.23%	Not reported	+171.1%	Q3 2024
ADPAutomatic Data Processing Inc	$2.35M	1.20%	0.00%	New	Q2 2026
GLWCorning Inc	$2.33M	1.20%	0.00%	-76.7%	Q4 2024
MCOMoodys Corp	$2.22M	1.14%	0.00%	New	Q2 2026
CPBCAMPBELL'S Co	$2.18M	1.12%	0.03%	New	Q2 2026
SYKStryker Corp	$2.16M	1.11%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$2.09M	1.07%	0.00%	-20.6%	Q1 2025
LLYELI LILLY & Co	$2.08M	1.07%	0.00%	-9.3%	Q1 2024
DUKDuke Energy CORP	$2.07M	1.06%	0.00%	New	Q2 2026
AEPAmerican Electric Power Co Inc	$2.02M	1.04%	0.00%	New	Q2 2026
KOCoca Cola Co	$1.92M	0.99%	0.00%	+276.8%	Q2 2025
LOWLowes Companies Inc	$1.91M	0.98%	0.00%	Not reported	Q4 2023
MUMicron Technology Inc	$1.88M	0.97%	0.00%	-47.0%	Q1 2026
NEMNEWMONT Corp	$1.85M	0.95%	0.00%	+97.3%	Q4 2024
GSGoldman Sachs Group Inc	$1.81M	0.93%	0.00%	+9.2%	Q1 2026
IEXIdex Corp	$1.79M	0.92%	0.01%	New	Q2 2026
GNRCGenerac Holdings Inc.	$1.77M	0.91%	0.01%	-0.5%	Q4 2024
JPMJPMorgan Chase & Co	$1.76M	0.90%	0.00%	-26.4%	Q4 2023
BPOPPopular, Inc.	$1.75M	0.90%	0.02%	+0.3%	Q4 2024
APHAmphenol Corp	$1.74M	0.89%	0.00%	New	Q2 2026
CBChubb Ltd	$1.71M	0.88%	0.00%	New	Q2 2026
MSMorgan Stanley	$1.71M	0.88%	0.00%	New	Q2 2026
VVisa Inc.	$1.67M	0.86%	0.00%	+150.2%	Q1 2024
JNJJohnson & Johnson	$1.65M	0.85%	0.00%	+102.6%	Q1 2026
COHRCoherent Corp.	$1.64M	0.84%	0.00%	-33.6%	Q4 2024
LMTLockheed Martin Corp	$1.62M	0.83%	0.00%	-1.1%	Q1 2025
TEXTerex Corp	$1.61M	0.83%	0.02%	+0.6%	Q4 2024
BNYBank of New York Mellon Corp	$1.55M	0.79%	0.00%	-47.2%	Q1 2025
CCitigroup Inc	$1.55M	0.79%	0.00%	-41.3%	Q2 2024
WMTWalmart Inc.	$1.53M	0.78%	0.00%	-29.5%	Q1 2025
IBMInternational Business Machines Corp	$1.51M	0.78%	0.00%	-49.7%	Q2 2024
BABoeing Co	$1.49M	0.77%	0.00%	+0.9%	Q4 2024
JCIJohnson Controls International plc	$1.49M	0.76%	0.00%	+2.5%	Q1 2025
QCOMQualcomm Inc	$1.47M	0.76%	0.00%	+34.3%	Q4 2023
LRCXLam Research Corp	$1.43M	0.74%	0.00%	New	Q2 2026
DEDeere & Co	$1.42M	0.73%	0.00%	+0.8%	Q4 2024
ORCLOracle Corp	$1.39M	0.71%	0.00%	-11.4%	Q4 2024
USBUS Bancorp \de\	$1.38M	0.71%	0.00%	+0.5%	Q4 2024
SPGSimon Property Group Inc.	$1.36M	0.70%	76.05%	-0.6%	Q4 2024
SPGIS&P Global Inc.	$1.31M	0.67%	0.00%	Not reported	Q1 2025

Q1 2026Reported Apr 24, 202693 positions
NVDANvidia Corp	$6.87M	3.89%	0.00%	-0.8%	Q4 2023
AAPLApple Inc.	$6.27M	3.55%	0.00%	-2.1%	Q4 2023
GLWCorning Inc	$5.32M	3.01%	0.00%	-16.6%	Q4 2024
MSFTMicrosoft Corp	$4.2M	2.38%	0.00%	-21.6%	Q4 2023
GOOGLAlphabet Inc.	$4.16M	2.36%	0.00%	+3.2%	Q4 2023
EDConsolidated Edison Inc	$3.75M	2.12%	0.01%	-1.4%	Q1 2025
AMZNAmazon Com Inc	$3.31M	1.87%	0.00%	-3.8%	Q4 2023
XOMExxonMobil Holdings Corp	$3.19M	1.81%	0.00%	-0.6%	Q4 2023
CLColgate Palmolive Co	$3.1M	1.76%	0.00%	-0.6%	Q4 2023
MRKMerck & Co., Inc.	$2.87M	1.63%	0.00%	-1.0%	Q4 2023
ITWIllinois Tool Works Inc	$2.68M	1.52%	0.00%	+1.4%	Q4 2023
IBMInternational Business Machines Corp	$2.59M	1.46%	0.00%	+54.1%	Q2 2024
TSLATesla, Inc.	$2.53M	1.43%	0.00%	+97.1%	Q4 2023
CSCOCisco Systems, Inc.	$2.51M	1.42%	0.00%	+50.5%	Q3 2024
BNYBank of New York Mellon Corp	$2.4M	1.36%	0.00%	+1.4%	Q1 2025
WMTWalmart Inc.	$2.38M	1.34%	0.00%	+7.9%	Q1 2025
AVGOBroadcom Inc.	$2.15M	1.22%	0.00%	-18.8%	Q1 2025
JPMJPMorgan Chase & Co	$2.14M	1.21%	0.00%	-13.1%	Q4 2023
CCitigroup Inc	$2.13M	1.21%	0.00%	+15.8%	Q2 2024
LMTLockheed Martin Corp	$1.94M	1.10%	0.00%	+2.6%	Q1 2025
CVXChevron Corp	$1.94M	1.10%	0.00%	-6.5%	Q4 2023
YUMYum Brands Inc	$1.8M	1.02%	0.00%	+4.1%	Q1 2025
LLYELI LILLY & Co	$1.76M	0.99%	0.00%	+3.4%	Q1 2024
ORCLOracle Corp	$1.57M	0.89%	0.00%	+37.4%	Q4 2024
GEGeneral Electric Co	$1.53M	0.86%	0.00%	New	Q1 2026
COHRCoherent Corp.	$1.49M	0.85%	0.00%	-31.4%	Q4 2024
BPOPPopular, Inc.	$1.43M	0.81%	0.02%	-1.0%	Q4 2024
RTXRTX Corp	$1.4M	0.79%	0.00%	-8.2%	Q2 2025
GSGoldman Sachs Group Inc	$1.39M	0.79%	0.00%	New	Q1 2026
BABoeing Co	$1.36M	0.77%	0.00%	-1.0%	Q4 2024
CLXClorox Co	$1.34M	0.76%	0.01%	New	Q1 2026
BKRBaker Hughes Co	$1.34M	0.76%	0.00%	-1.5%	Q4 2024
TEXTerex Corp	$1.31M	0.74%	0.02%	-2.0%	Q4 2024
JCIJohnson Controls International plc	$1.3M	0.74%	0.00%	-2.5%	Q1 2025
DEDeere & Co	$1.26M	0.71%	0.00%	-1.0%	Q4 2024
CATCaterpillar Inc	$1.25M	0.71%	0.00%	-31.0%	Q4 2023
PFEPfizer Inc	$1.24M	0.70%	0.00%	Not reported	Q4 2024
GNRCGenerac Holdings Inc.	$1.19M	0.67%	0.01%	-1.6%	Q4 2024
USBUS Bancorp \de\	$1.18M	0.67%	0.00%	-1.4%	Q4 2024
PHParker-Hannifin Corp	$1.18M	0.67%	0.00%	-2.4%	Q4 2024
SPGSimon Property Group Inc.	$1.14M	0.65%	76.53%	-2.4%	Q4 2024
BSVNBank7 Corp.	$1.12M	0.63%	0.15%	-40.5%	Q4 2023
BWXTBWX Technologies, Inc.	$1.12M	0.63%	0.01%	-0.9%	Q4 2024
UNHUnitedhealth Group Inc	$1.09M	0.62%	0.00%	+118.9%	Q4 2023
NEMNEWMONT Corp	$1.09M	0.62%	0.00%	-18.0%	Q4 2024
MUMicron Technology Inc	$1.04M	0.59%	0.00%	New	Q1 2026
CRMSalesforce, Inc.	$1M	0.57%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$965K	0.55%	0.00%	Not reported	Q1 2025
VRSKVerisk Analytics, Inc.	$956K	0.54%	0.00%	New	Q1 2026
LENLennar Corp	$927K	0.52%	Not reported	-10.0%	Q1 2025

Q4 2025Reported Jan 30, 202687 positions
NVDANvidia Corp	$7.4M	4.13%	0.00%	+1.1%	Q4 2023
MSFTMicrosoft Corp	$7.01M	3.91%	0.00%	+2.7%	Q4 2023
AAPLApple Inc.	$6.86M	3.83%	0.00%	+2.0%	Q4 2023
GOOGLAlphabet Inc.	$4.39M	2.45%	0.00%	-2.5%	Q4 2023
GLWCorning Inc	$4.1M	2.29%	0.01%	-12.7%	Q4 2024
AMZNAmazon Com Inc	$3.81M	2.13%	0.00%	-1.0%	Q4 2023
EDConsolidated Edison Inc	$3.34M	1.87%	0.01%	+4.8%	Q1 2025
AVGOBroadcom Inc.	$2.96M	1.65%	0.00%	+2.5%	Q1 2025
CLColgate Palmolive Co	$2.89M	1.62%	0.00%	+5.5%	Q4 2023
JPMJPMorgan Chase & Co	$2.7M	1.51%	0.00%	+5.5%	Q4 2023
MRKMerck & Co., Inc.	$2.54M	1.42%	0.00%	-0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.54M	1.42%	Not reported	+1.5%	Q3 2024
METAMeta Platforms, Inc.	$2.5M	1.40%	Not reported	+7.4%	Q1 2025
ITWIllinois Tool Works Inc	$2.5M	1.39%	0.00%	+6.1%	Q4 2023
BNYBank of New York Mellon Corp	$2.32M	1.30%	0.00%	+3.9%	Q1 2025
XOMExxonMobil Holdings Corp	$2.28M	1.27%	0.00%	+6.0%	Q4 2023
MAMastercard Inc	$2.11M	1.18%	0.00%	+4.3%	Q1 2025
IBMInternational Business Machines Corp	$2.05M	1.15%	0.00%	-13.6%	Q2 2024
LLYELI LILLY & Co	$1.98M	1.11%	0.00%	+8.8%	Q1 2024
WMTWalmart Inc.	$1.97M	1.10%	0.00%	+4.2%	Q1 2025
CCitigroup Inc	$1.9M	1.06%	0.00%	+3.7%	Q2 2024
BSVNBank7 Corp.	$1.89M	1.06%	0.25%	+1.3%	Q4 2023
VVisa Inc.	$1.81M	1.01%	0.00%	+5.1%	Q1 2024
QCOMQualcomm Inc	$1.8M	1.01%	0.00%	-1.8%	Q4 2023
UHSUniversal Health Services Inc	$1.7M	0.95%	Not reported	+2.4%	Q3 2025
COHRCoherent Corp.	$1.69M	0.94%	0.01%	-30.5%	Q4 2024
YUMYum Brands Inc	$1.68M	0.94%	0.00%	+6.8%	Q1 2025
CSCOCisco Systems, Inc.	$1.66M	0.93%	0.00%	-5.5%	Q3 2024
TSLATesla, Inc.	$1.55M	0.87%	0.00%	+1.7%	Q4 2023
CVXChevron Corp	$1.53M	0.85%	0.00%	+4.6%	Q4 2023
ORCLOracle Corp	$1.51M	0.85%	0.00%	-3.6%	Q4 2024
LMTLockheed Martin Corp	$1.51M	0.84%	0.00%	+288.6%	Q1 2025
BABoeing Co	$1.5M	0.84%	0.00%	+19.8%	Q4 2024
CATCaterpillar Inc	$1.46M	0.82%	0.00%	-32.7%	Q4 2023
RTXRTX Corp	$1.45M	0.81%	0.00%	+4.0%	Q2 2025
ABTAbbott Laboratories	$1.37M	0.76%	0.00%	+5.7%	Q4 2023
TTTrane Technologies plc	$1.35M	0.76%	0.00%	+5.9%	Q4 2023
BPOPPopular, Inc.	$1.34M	0.75%	0.02%	-7.9%	Q4 2024
USBUS Bancorp \de\	$1.23M	0.69%	0.00%	-7.2%	Q4 2024
NEMNEWMONT Corp	$1.22M	0.68%	0.00%	-33.9%	Q4 2024
JCIJohnson Controls International plc	$1.22M	0.68%	0.00%	+1.7%	Q1 2025
LENLennar Corp	$1.22M	0.68%	Not reported	+7.5%	Q1 2025
SONYSony Group Corp	$1.21M	0.67%	0.00%	-8.3%	Q4 2024
TEXTerex Corp	$1.2M	0.67%	0.03%	-5.0%	Q4 2024
PHParker-Hannifin Corp	$1.19M	0.66%	0.00%	-9.3%	Q4 2024
SPGSimon Property Group Inc.	$1.16M	0.65%	78.41%	-7.2%	Q4 2024
DEDeere & Co	$1.05M	0.58%	0.00%	-3.3%	Q4 2024
BKRBaker Hughes Co	$1.01M	0.57%	0.00%	-6.5%	Q4 2024
EAElectronic Arts Inc.	$999K	0.56%	Not reported	-1.8%	Q1 2025
BWXTBWX Technologies, Inc.	$955K	0.53%	0.01%	-28.4%	Q4 2024

Q3 2025Reported Oct 15, 202586 positions
NVDANvidia Corp	$7.32M	4.09%	0.00%	+0.5%	Q4 2023
MSFTMicrosoft Corp	$7.31M	4.08%	0.00%	-0.1%	Q4 2023
AAPLApple Inc.	$6.3M	3.52%	0.00%	+1.6%	Q4 2023
GLWCorning Inc	$4.4M	2.46%	0.01%	-15.2%	Q4 2024
AMZNAmazon Com Inc	$3.66M	2.05%	0.00%	-1.1%	Q4 2023
GOOGLAlphabet Inc.	$3.5M	1.95%	0.00%	-5.4%	Q4 2023
EDConsolidated Edison Inc	$3.22M	1.80%	0.01%	+38.2%	Q1 2025
CLColgate Palmolive Co	$2.77M	1.55%	0.00%	+62.8%	Q4 2023
AVGOBroadcom Inc.	$2.76M	1.54%	0.00%	+10.8%	Q1 2025
METAMeta Platforms, Inc.	$2.59M	1.45%	Not reported	-22.0%	Q1 2025
JPMJPMorgan Chase & Co	$2.51M	1.40%	0.00%	+5.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.5M	1.40%	Not reported	+9.9%	Q3 2024
ITWIllinois Tool Works Inc	$2.49M	1.39%	0.00%	+10.3%	Q4 2023
ORCLOracle Corp	$2.27M	1.27%	0.00%	-3.3%	Q4 2024
IBMInternational Business Machines Corp	$2.26M	1.26%	0.00%	-0.3%	Q2 2024
BNYBank of New York Mellon Corp	$2.1M	1.17%	0.00%	+13.2%	Q1 2025
MRKMerck & Co., Inc.	$2.04M	1.14%	0.00%	+94.3%	Q4 2023
MAMastercard Inc	$2.02M	1.13%	0.00%	-23.8%	Q1 2025
XOMExxonMobil Holdings Corp	$2.01M	1.12%	0.00%	Not reported	Q4 2023
BSVNBank7 Corp.	$1.87M	1.04%	0.25%	-9.4%	Q4 2023
CATCaterpillar Inc	$1.81M	1.01%	0.00%	-5.2%	Q4 2023
QCOMQualcomm Inc	$1.79M	1.00%	0.00%	-1.0%	Q4 2023
WMTWalmart Inc.	$1.75M	0.98%	0.00%	+8.1%	Q1 2025
VVisa Inc.	$1.67M	0.93%	0.00%	+4.1%	Q1 2024
CCitigroup Inc	$1.59M	0.89%	0.00%	+2.3%	Q2 2024
YUMYum Brands Inc	$1.58M	0.88%	0.00%	+5.0%	Q1 2025
NEMNEWMONT Corp	$1.56M	0.87%	0.00%	-17.8%	Q4 2024
CSCOCisco Systems, Inc.	$1.56M	0.87%	0.00%	-16.1%	Q3 2024
UHSUniversal Health Services Inc	$1.56M	0.87%	Not reported	New	Q3 2025
TSLATesla, Inc.	$1.51M	0.84%	0.00%	-24.6%	Q4 2023
CVXChevron Corp	$1.49M	0.83%	0.00%	-22.8%	Q4 2023
BPOPPopular, Inc.	$1.48M	0.83%	0.02%	-19.3%	Q4 2024
SONYSony Group Corp	$1.48M	0.83%	0.00%	-15.8%	Q4 2024
BWXTBWX Technologies, Inc.	$1.42M	0.80%	0.01%	-18.7%	Q4 2024
COHRCoherent Corp.	$1.42M	0.79%	0.01%	-4.4%	Q4 2024
LENLennar Corp	$1.39M	0.78%	Not reported	+6.9%	Q1 2025
TTTrane Technologies plc	$1.38M	0.77%	0.00%	+10.4%	Q4 2023
ABTAbbott Laboratories	$1.38M	0.77%	0.00%	-1.7%	Q4 2023
LLYELI LILLY & Co	$1.29M	0.72%	0.00%	+19.9%	Q1 2024
RTXRTX Corp	$1.27M	0.71%	0.00%	+9.1%	Q2 2025
SPGSimon Property Group Inc.	$1.27M	0.71%	84.50%	-3.5%	Q4 2024
BABoeing Co	$1.24M	0.69%	0.00%	-2.5%	Q4 2024
TEXTerex Corp	$1.22M	0.68%	0.04%	+37.5%	Q4 2024
USBUS Bancorp \de\	$1.2M	0.67%	0.00%	+2.2%	Q4 2024
GMGeneral Motors Co	$1.19M	0.66%	0.00%	-4.4%	Q4 2024
BKRBaker Hughes Co	$1.16M	0.65%	0.00%	-2.5%	Q4 2024
PHParker-Hannifin Corp	$1.13M	0.63%	0.00%	-23.7%	Q4 2024
GNRCGenerac Holdings Inc.	$1.1M	0.62%	0.01%	-3.7%	Q4 2024
JCIJohnson Controls International plc	$1.1M	0.62%	0.00%	+1.8%	Q1 2025
DEDeere & Co	$1.06M	0.59%	0.00%	-3.3%	Q4 2024

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