Secure Asset Management, LLC Top Holdings and 13F Report (2026) About Secure Asset Management, LLCInvestment ActivitySecure Asset Management, LLC has $753.06 million in total holdings as of September 30, 2026.Secure Asset Management, LLC owns shares of 325 different stocks, but just 89 companies or ETFs make up 80% of its holdings.Approximately 12.25% of the portfolio was purchased this quarter.About 5.56% of the portfolio was sold this quarter.This quarter, Secure Asset Management, LLC has purchased 320 new stocks and bought additional shares in 179 stocks.Secure Asset Management, LLC sold shares of 101 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $32,985,435Vanguard Intermediate-Term Treasury ETF $31,158,998Vanguard S&P 500 ETF $22,450,606Apple $22,212,155Invesco NASDAQ 100 ETF $20,738,220 Largest New Holdings this Quarter 69344A834 - PGIM ETF TR $16,006,443 Holding26142V105 - DraftKings $4,223,605 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $3,982,274 Holding872540109 - TJX Companies $2,709,844 Holding74347R107 - ProShares Ultra S&P500 $1,494,964 Holding Largest Purchases this Quarter PGIM ETF TR 312,077 shares (about $16.01M)Micron Technology 5,120 shares (about $5.45M)CrowdStrike 17,876 shares (about $4.73M)DraftKings 222,295 shares (about $4.22M)EXXONMOBIL HOLDINGS CORP 24,469 shares (about $3.98M) Largest Sales this Quarter Vanguard Intermediate-Term Treasury ETF 114,355 shares (about $6.48M)Guggenheim Strategic Opportunities Fund 611,771 shares (about $5.21M)iShares 1-5 Year Investment Grade Corporate Bond ETF 79,011 shares (about $4.05M)SPDR S&P 500 ETF Trust 2,449 shares (about $1.87M)Vanguard Long-Term Bond ETF 23,428 shares (about $1.47M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecure Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$32,985,435$119,215 ▼-0.4%144,4324.4%TechnologyVGITVanguard Intermediate-Term Treasury ETF$31,158,998$6,479,359 ▼-17.2%549,9294.1%ETFVOOVanguard S&P 500 ETF$22,450,606$1,457,786 ▲6.9%32,0333.0%ETFAAPLApple$22,212,155$2,323,486 ▲11.7%66,6992.9%TechnologyQQQMInvesco NASDAQ 100 ETF$20,738,220$501,738 ▼-2.4%68,0752.8%ETFIVViShares Core S&P 500 ETF$19,523,771$716,834 ▲3.8%25,4932.6%ETFSRLNSPDR Blackstone Senior Loan ETF$16,984,422$1,643,104 ▲10.7%420,5112.3%ETFPGIM ETF TR$16,006,443$16,006,443 ▲New Holding312,0772.1%AAA CLO ETFLMBSFirst Trust Low Duration Opportunities ETF$15,481,231$1,093,064 ▲7.6%319,4642.1%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$15,222,414$1,393,606 ▲10.1%360,2092.0%ETFMSFTMicrosoft$11,121,334$636,003 ▼-5.4%21,6831.5%TechnologyPALANTIR TECHNOLOGIES INC$10,872,847$762,229 ▼-6.6%58,1281.4%CL AJAAAJanus Henderson AAA CLO ETF$10,556,830$221,665 ▲2.1%209,1701.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$10,483,526$4,047,743 ▼-27.9%204,6361.4%ETFGOOGLAlphabet$9,957,307$926,285 ▲10.3%28,9491.3%Communication ServicesAMZNAmazon.com$9,555,179$196,331 ▲2.1%38,3511.3%Consumer DiscretionaryMETAMeta Platforms$9,473,523$3,585,203 ▲60.9%13,0641.3%Communication ServicesGLDMSPDR Gold MiniShares Trust$9,208,844$750,714 ▲8.9%112,0571.2%ETFTSLATesla$9,089,848$1,074,716 ▲13.4%25,6191.2%Consumer DiscretionaryMUMicron Technology$8,986,162$5,453,259 ▲154.4%8,4371.2%TechnologyLLYEli Lilly and Company$8,308,794$450,093 ▲5.7%7,1811.1%HealthcareCRWDCrowdStrike$7,926,034$4,732,640 ▲148.2%29,9381.1%TechnologyLAM RESEARCH CORP$7,877,208$27,594 ▼-0.3%23,9791.0%COM NEWAVGOBroadcom$7,733,219$582,274 ▲8.1%22,0201.0%TechnologyCOSTCostco Wholesale$7,559,844$135,647 ▲1.8%8,3041.0%Consumer StaplesPVALPutnam Focused Large Cap Value ETF$7,541,308$985,470 ▲15.0%143,3161.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,919,643$634,446 ▲10.1%140,5860.9%ETFVVisa$6,822,900$23,356 ▼-0.3%18,9880.9%FinanceVTVanguard Total World Stock ETF$6,811,403$803,932 ▲13.4%43,1510.9%ETFTSMTaiwan Semiconductor Manufacturing$6,745,714$364,498 ▼-5.1%14,7870.9%TechnologyISHARES BITCOIN TRUST ETF$6,236,335$415,551 ▲7.1%131,7350.8%SHS BEN INTBIVVanguard Intermediate-Term Bond ETF$6,112,444$602,698 ▲10.9%83,8930.8%ETFWALMART INC$5,838,033$1,262,008 ▲27.6%56,1780.8%COMVOVanguard Mid-Cap ETF$5,792,075$493,965 ▲9.3%73,8600.8%ETFFIXComfort Systems USA$5,373,961$965,957 ▲21.9%3,2490.7%IndustrialsUBERUber Technologies$5,326,891$879,400 ▲19.8%77,7530.7%IndustrialsMCDMcDonald's$5,216,903$1,434,360 ▲37.9%22,5900.7%Consumer DiscretionaryORUKA THERAPEUTICS INC$5,201,640$287,101 ▼-5.2%62,4520.7%COMGNRCGenerac$5,179,866$686,027 ▲15.3%25,0300.7%IndustrialsSPYSPDR S&P 500 ETF Trust$4,947,881$1,867,657 ▼-27.4%6,4880.7%ETFFTECFidelity MSCI Information Technology Index ETF$4,903,683$284,463 ▲6.2%16,3420.7%ETFBMRNBioMarin Pharmaceutical$4,835,490$143,039 ▲3.0%80,5920.6%HealthcareBBEUJPMorgan BetaBuilders Europe ETF$4,717,945$293,150 ▲6.6%62,3320.6%ETFVEUVanguard FTSE All-World ex-US ETF$4,648,657$492,428 ▲11.8%56,0280.6%ETFMIRMMirum Pharmaceuticals$4,465,945$439,448 ▲10.9%52,2460.6%HealthcareQQQInvesco QQQ$4,413,467$392,078 ▼-8.2%5,9660.6%ETFNEARiShares Short Duration Bond Active ETF$4,399,684$907,749 ▲26.0%88,2410.6%ETFONEQFidelity NASDAQ Composite Index ETF$4,372,829$452,365 ▲11.5%41,3150.6%ETFSPLGSPDR Portfolio S&P 500 ETF$4,356,902$423,222 ▲10.8%48,5390.6%ETFFSLRFirst Solar$4,318,139$557,524 ▲14.8%24,6530.6%TechnologyDKNGDraftKings$4,223,605$4,223,605 ▲New Holding222,2950.6%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$3,982,274$3,982,274 ▲New Holding24,4690.5%COM SHSCVXChevron$3,859,371$532,785 ▲16.0%18,8990.5%EnergyORCLOracle$3,811,281$1,262,876 ▲49.6%27,7590.5%TechnologyGOOGAlphabet$3,728,544$546,571 ▲17.2%10,9420.5%Communication ServicesGE VERNOVA INC$3,584,091$49,423 ▲1.4%3,7710.5%COMMCIBarings Corporate Investors$3,546,008$146,396 ▼-4.0%200,6800.5%FinanceKOCoca-Cola$3,539,453$113,368 ▲3.3%41,1180.5%Consumer StaplesAMDAdvanced Micro Devices$3,472,083$143,141 ▼-4.0%5,6760.5%TechnologyPGProcter & Gamble$3,405,898$208,910 ▲6.5%23,4440.5%Consumer StaplesASTSAST SpaceMobile$3,313,265$255,451 ▲8.4%56,2910.4%Communication ServicesDELLDell Technologies$3,259,819$357,719 ▼-9.9%6,0600.4%TechnologyBACBank of America$3,153,784$105,485 ▼-3.2%57,9420.4%FinanceVZVerizon Communications$3,135,202$230,404 ▲7.9%68,3500.4%Communication ServicesWMWaste Management$2,992,767$459,234 ▲18.1%14,6760.4%IndustrialsMSTRStrategy$2,970,591$127,678 ▼-4.1%19,4040.4%TechnologyFIGURE TECHNOLOGY SOLUTIO$2,960,771$12,665 ▲0.4%102,6260.4%COM CL ARSPTInvesco S&P 500 Equal Weight Technology ETF$2,947,888$263 ▲0.0%44,7600.4%ETFPANWPalo Alto Networks$2,943,384$221,707 ▼-7.0%7,4080.4%TechnologyIUSBiShares Core Total USD Bond Market ETF$2,863,792$556,727 ▼-16.3%64,9530.4%ETFPMPhilip Morris International$2,825,271$152,274 ▲5.7%14,8060.4%Consumer StaplesIRENIREN$2,819,937$191,849 ▲7.3%68,9810.4%TechnologyTJXTJX Companies$2,709,844$2,709,844 ▲New Holding20,4810.4%Consumer DiscretionaryKRKroger$2,681,002$614,224 ▲29.7%45,7350.4%Consumer StaplesCBOECboe Global Markets$2,617,950$1,540,489 ▲143.0%9,5100.3%FinanceXLUUtilities Select Sector SPDR Fund$2,575,157$437,311 ▲20.5%65,2930.3%ETFNEMNewmont$2,516,113$67,588 ▲2.8%21,8150.3%MaterialsRACEFerrari$2,510,795$154,788 ▲6.6%6,3910.3%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2,507,415$40,792 ▲1.7%6,7000.3%ETFEWBCEast West Bancorp$2,495,793$92,451 ▼-3.6%20,1390.3%FinanceWTRGEssential Utilities$2,463,479$176,825 ▲7.7%62,8600.3%UtilitiesALPS ETF TR$2,456,991$167,416 ▲7.3%53,4940.3%OSHARES US SMLCPEIXEdison International$2,451,744$776,181 ▲46.3%45,6310.3%UtilitiesGDGeneral Dynamics$2,439,597$239,248 ▲10.9%7,3520.3%IndustrialsFITBFifth Third Bancorp$2,430,247$76,426 ▼-3.0%48,0480.3%FinanceBRK.BBerkshire Hathaway$2,412,147$34,858 ▲1.5%4,8440.3%FinanceVGTVanguard Information Technology ETF$2,410,972$98,902 ▲4.3%19,1850.3%ETFVICIVICI Properties$2,408,187$576,223 ▲31.5%104,8410.3%Real EstateIWDiShares Russell 1000 Value ETF$2,404,747$315,377 ▼-11.6%9,6990.3%ETFSMHVanEck Semiconductor ETF$2,403,930$332,543 ▲16.1%3,9470.3%ETFTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$2,330,115$22,520 ▲1.0%114,9540.3%ETFARESAres Management$2,127,625$19,516 ▲0.9%18,3150.3%FinanceGSThe Goldman Sachs Group$2,083,048$37,808 ▲1.8%2,3140.3%FinanceGLDSPDR Gold Shares$2,078,296$28,564 ▲1.4%5,4570.3%ETFVVVanguard Large-Cap ETF$2,004,158$5,630 ▲0.3%5,6960.3%ETFCATCaterpillar$1,945,073$96,483 ▲5.2%2,3990.3%IndustrialsMCKMcKesson$1,935,197$122,924 ▲6.8%2,2670.3%HealthcareVBVanguard Small-Cap ETF$1,934,515$137,976 ▲7.7%6,8000.3%ETFGEGE Aerospace$1,907,453$29,043 ▼-1.5%6,1080.3%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$1,904,807$331,536 ▼-14.8%3,7460.3%ETFShowing largest 100 holdings. 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