Secure Asset Management, LLC Top Holdings and 13F Report (2026) About Secure Asset Management, LLCInvestment ActivitySecure Asset Management, LLC has $631.81 million in total holdings as of March 31, 2026.Secure Asset Management, LLC owns shares of 317 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 14.22% of the portfolio was purchased this quarter.About 13.72% of the portfolio was sold this quarter.This quarter, Secure Asset Management, LLC has purchased 333 new stocks and bought additional shares in 138 stocks.Secure Asset Management, LLC sold shares of 120 stocks and completely divested from 58 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury ETF $37,012,669NVIDIA $24,584,609Vanguard S&P 500 ETF $17,453,589Invesco NASDAQ 100 ETF $15,839,429Apple $15,491,390 Largest New Holdings this Quarter 09061G101 - BioMarin Pharmaceutical $3,978,026 Holding03990B101 - Ares Management $1,832,545 HoldingG8994E103 - Trane Technologies $1,258,138 Holding595112103 - Micron Technology $1,071,328 Holding29084Q100 - EMCOR Group $782,184 Holding Largest Purchases this Quarter BioMarin Pharmaceutical 70,420 shares (about $3.98M)PALANTIR TECHNOLOGIES INC 26,932 shares (about $3.92M)Vanguard Intermediate-Term Treasury ETF 65,377 shares (about $3.89M)Broadcom 12,002 shares (about $3.71M)Zscaler 25,835 shares (about $3.62M) Largest Sales this Quarter Invesco S&P MidCap Momentum ETF 64,706 shares (about $9.38M)Salesforce 15,248 shares (about $2.85M)Vanguard S&P 500 ETF 4,701 shares (about $2.81M)Comfort Systems USA 1,824 shares (about $2.51M)Targa Resources 9,655 shares (about $2.42M) 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 PortfolioSectorVGITVanguard Intermediate-Term Treasury ETF$37,012,669$3,893,203 ▲11.8%621,5395.9%ETFNVDANVIDIA$24,584,609$933,736 ▲3.9%140,9673.9%Computer and TechnologyVOOVanguard S&P 500 ETF$17,453,589$2,809,042 ▼-13.9%29,2092.8%ETFQQQMInvesco NASDAQ 100 ETF$15,839,429$718,559 ▲4.8%66,6592.5%ETFAAPLApple$15,491,390$215,468 ▼-1.4%61,0402.5%Computer and TechnologyIVViShares Core S&P 500 ETF$15,015,174$979,151 ▲7.0%22,9872.4%ETFSRLNSPDR Blackstone Senior Loan ETF$14,293,830$1,652,606 ▲13.1%356,0992.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$13,968,064$1,402,141 ▲11.2%265,7552.2%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$13,849,939$1,266,919 ▲10.1%278,0552.2%ManufacturingJMBSJanus Henderson Mortgage-Backed Securities ETF$13,807,060$1,418,653 ▲11.5%305,6012.2%ETFJAAAJanus Henderson AAA CLO ETF$11,401,621$177,051 ▼-1.5%226,3571.8%ETFVTVanguard Total World Stock ETF$8,923,751$684,963 ▲8.3%64,5151.4%ETFMSFTMicrosoft$8,841,029$674,811 ▲8.3%23,8841.4%Computer and TechnologyCOSTCostco Wholesale$8,722,270$727,354 ▲9.1%8,7541.4%Retail/WholesaleCGDVCapital Group Dividend Value ETF$8,092,595$218,953 ▲2.8%190,2351.3%ETFTSLATesla$8,031,162$650,181 ▲8.8%21,6041.3%Auto/Tires/TrucksAMZNAmazon.com$7,094,525$780,598 ▲12.4%34,0641.1%Retail/WholesaleGOFGuggenheim Strategic Opportunities Fund$6,870,343$858,502 ▲14.3%623,4431.1%Financial ServicesVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,407,486$2,548,249 ▲66.0%128,2781.0%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$6,156,822$942,180 ▲18.1%211,3571.0%ETFLLYEli Lilly and Company$6,153,822$68,979 ▼-1.1%6,6911.0%MedicalGOOGLAlphabet$6,059,693$162,749 ▲2.8%21,8561.0%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$5,745,974$2,054,840 ▲55.7%74,4490.9%ETFSPYSPDR S&P 500 ETF Trust$5,690,542$2,061,675 ▼-26.6%9,2410.9%FinanceAVGOBroadcom$5,598,432$3,714,749 ▲197.2%18,0880.9%Computer and TechnologyLAM RESEARCH CORP$5,366,586$1,471,500 ▼-21.5%25,1170.8%COM NEWVVisa$5,313,953$630,469 ▲13.5%17,5820.8%Business ServicesWALMART INC$5,160,312$861,005 ▼-14.3%41,5220.8%COMPALANTIR TECHNOLOGIES INC$4,984,845$3,917,017 ▲366.8%34,2740.8%CL ATSMTaiwan Semiconductor Manufacturing$4,967,465$719,487 ▼-12.7%14,6990.8%Computer and TechnologyCRWDCrowdStrike$4,855,147$951,821 ▲24.4%12,4360.8%Computer and TechnologyVOVanguard Mid-Cap ETF$4,755,358$2,953,325 ▲163.9%16,5590.8%ETFMCDMcDonald's$4,582,722$46,620 ▲1.0%14,7450.7%Retail/WholesaleASTSAST SpaceMobile$4,482,049$1,048,100 ▼-19.0%60,8440.7%Computer and TechnologyISHARES BITCOIN TRUST ETF$4,392,866$1,634,886 ▲59.3%114,3380.7%SHS BEN INTUBERUber Technologies$4,291,352$988,464 ▲29.9%59,6600.7%Computer and TechnologyQQQInvesco QQQ$4,261,796$915,060 ▼-17.7%7,8710.7%FinanceXOMExxonMobil$4,176,308$657,595 ▼-13.6%24,6160.7%EnergyGNRCGenerac$4,041,193$23,244 ▼-0.6%20,6890.6%IndustrialsSCHWCharles Schwab$4,039,802$309,474 ▲8.3%42,9860.6%FinanceMIRMMirum Pharmaceuticals$4,031,971$622,449 ▼-13.4%43,6460.6%MedicalBMRNBioMarin Pharmaceutical$3,978,026$3,978,026 ▲New Holding70,4200.6%MedicalFSLRFirst Solar$3,973,022$585,074 ▲17.3%20,1410.6%EnergyOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$3,922,830$392,655 ▲11.1%89,6850.6%ETFBBEUJPMorgan BetaBuilders Europe ETF$3,883,530$236,344 ▲6.5%53,6330.6%ETFZSZscaler$3,802,701$3,624,392 ▲2,032.7%27,1060.6%Computer and TechnologyLDOSLeidos$3,686,045$546,507 ▲17.4%23,7010.6%Computer and TechnologyORUKA THERAPEUTICS INC$3,552,316$453,322 ▼-11.3%72,4220.6%COMFIXComfort Systems USA$3,517,209$2,514,853 ▼-41.7%2,5510.6%ConstructionMCIBarings Corporate Investors$3,462,627$1,412,131 ▲68.9%200,8480.5%FinanceGE VERNOVA INC$3,337,664$703,493 ▲26.7%3,8240.5%COMCVXChevron$3,268,266$401,602 ▼-10.9%15,7960.5%EnergyIUSBiShares Core Total USD Bond Market ETF$3,249,056$454,603 ▲16.3%70,3410.5%ManufacturingNEARiShares Short Duration Bond Active ETF$3,245,997$478,354 ▲17.3%63,8540.5%ETFMRKMerck & Co., Inc.$3,164,288$191,626 ▼-5.7%26,3050.5%MedicalVZVerizon Communications$3,152,693$92,769 ▼-2.9%62,8030.5%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$3,061,210$214,289 ▼-6.5%14,7140.5%ETFMETAMeta Platforms$3,015,699$320,965 ▼-9.6%5,2710.5%Computer and TechnologyPGProcter & Gamble$2,998,066$219,698 ▲7.9%20,7560.5%Consumer StaplesBLVVanguard Long-Term Bond ETF$2,958,297$697,704 ▼-19.1%43,0110.5%ETFWMWaste Management$2,895,573$113,975 ▼-3.8%12,6010.5%Business ServicesKOCocaCola$2,881,966$199,934 ▼-6.5%37,8960.5%Consumer StaplesBACBank of America$2,798,465$177,549 ▲6.8%57,4040.4%FinanceSCHVSchwab U.S. Large-Cap Value ETF$2,787,722$382,926 ▲15.9%91,4010.4%ETFQVOYQ3 All-Season Active Rotation ETF$2,647,759$2,409,065 ▲1,009.3%94,2880.4%ETFGLDSPDR Gold Shares$2,600,301$15,921 ▲0.6%6,0430.4%FinanceORCLOracle$2,585,589$685,381 ▲36.1%17,5760.4%Computer and TechnologyIRENIREN$2,530,376$1,277,349 ▲101.9%73,9670.4%FinanceMSTRStrategy$2,498,483$31,325 ▼-1.2%20,0200.4%Computer and TechnologyFIGURE TECHNOLOGY SOLUTIO$2,496,509$836,948 ▲50.4%75,4070.4%COM CL AIWDiShares Russell 1000 Value ETF$2,424,467$251,698 ▼-9.4%11,3470.4%ETFHDHome Depot$2,330,609$65,123 ▲2.9%7,0860.4%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$2,313,147$102,565 ▲4.6%50,4060.4%ETFKRKroger$2,312,471$45,152 ▲2.0%31,9580.4%Retail/WholesaleGSThe Goldman Sachs Group$2,248,811$745,373 ▲49.6%2,6580.4%FinanceBRK.BBerkshire Hathaway$2,204,000$203,675 ▼-8.5%4,5990.3%FinanceFITBFifth Third Bancorp$2,185,491$192,996 ▲9.7%47,0400.3%FinancePMPhilip Morris International$2,155,986$13,558 ▲0.6%13,0400.3%Consumer StaplesWTRGEssential Utilities$2,139,884$114,931 ▲5.7%53,1380.3%UtilitiesNEMNewmont$2,122,154$471,758 ▼-18.2%19,6040.3%Basic MaterialsEWBCEast West Bancorp$2,120,007$210,421 ▲11.0%19,8580.3%FinanceVTIVanguard Total Stock Market ETF$2,117,007$160,083 ▼-7.0%6,5990.3%ETFGDGeneral Dynamics$2,093,718$55,260 ▲2.7%6,1000.3%AerospaceEIXEdison International$2,085,787$406,883 ▼-16.3%28,5020.3%UtilitiesDIASPDR Dow Jones Industrial Average ETF Trust$2,052,446$549,357 ▼-21.1%4,4310.3%FinanceICEIntercontinental Exchange$2,046,139$259,031 ▲14.5%13,0100.3%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$2,028,451$272 ▼0.0%44,8180.3%ETFABTAbbott Laboratories$2,026,834$460,378 ▲29.4%19,7410.3%MedicalTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$1,984,964$1,179,356 ▲146.4%87,7530.3%ETFVICIVICI Properties$1,982,807$385,103 ▲24.1%72,5770.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,955,146$414,573 ▼-17.5%15,7280.3%ETFGOOGAlphabet$1,881,967$639,657 ▲51.5%6,5610.3%Computer and TechnologyVVVanguard Large-Cap ETF$1,856,704$658,348 ▼-26.2%6,2130.3%ETFARESAres Management$1,832,545$1,832,545 ▲New Holding16,7970.3%FinanceGEGE Aerospace$1,735,781$558,163 ▲47.4%6,1170.3%AerospaceIDMOInvesco S&P International Developed Momentum ETF$1,714,122$439,485 ▲34.5%31,2570.3%ETFIWSiShares Russell Mid-Cap Value ETF$1,685,080$192,672 ▼-10.3%11,5620.3%ETFPANWPalo Alto Networks$1,661,596$311,669 ▼-15.8%10,3640.3%Computer and TechnologyTAT&T$1,645,571$28,990 ▼-1.7%56,7630.3%Computer and TechnologyDELLDell Technologies$1,614,028$595,280 ▼-26.9%10,9160.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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