Secured Retirement Advisors, LLC Top Holdings and 13F Report (2026)

About Secured Retirement Advisors, LLC

Investment Activity

Secured Retirement Advisors, LLC has $176.69 million in total holdings as of March 31, 2026.
Secured Retirement Advisors, LLC owns shares of 130 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 13.09% of the portfolio was purchased this quarter.
About 15.13% of the portfolio was sold this quarter.
This quarter, Secured Retirement Advisors, LLC has purchased 125 new stocks and bought additional shares in 38 stocks.
Secured Retirement Advisors, LLC sold shares of 70 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Strive 500 ETF: $7,807,647
NVIDIA: $6,865,463
Apple: $6,272,769
PIMCO ETF TR: $5,416,582
Corning: $5,317,010

Largest New Holdings this Quarter

369604301 - GE Aerospace: $1,526,683 Holding
38141G104 - The Goldman Sachs Group: $1,387,424 Holding
189054109 - Clorox: $1,337,138 Holding
717081103 - Pfizer: $1,236,952 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $1,217,776 Holding

Largest Purchases this Quarter

GE Aerospace: 5,380 shares (about $1.53M)
The Goldman Sachs Group: 1,640 shares (about $1.39M)
Clorox: 12,903 shares (about $1.34M)
Tesla: 3,352 shares (about $1.25M)
Pfizer: 44,051 shares (about $1.24M)

Largest Sales this Quarter

Berkshire Hathaway: 3,295 shares (about $1.58M)
Meta Platforms: 2,172 shares (about $1.24M)
Microsoft: 3,132 shares (about $1.16M)
Corning: 7,766 shares (about $1.06M)
Mastercard: 1,942 shares (about $970.07K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
STRV Strive 500 ETF	$7,807,647	$416,553 â–¼	-5.1%	186,029	4.4%	ETF
NVDA NVIDIA	$6,865,463	$51,971 â–¼	-0.8%	39,366	3.9%	Computer and Technology
AAPL Apple	$6,272,769	$132,734 â–¼	-2.1%	24,716	3.6%	Computer and Technology
PIMCO ETF TR	$5,416,582	$61,643 â–¼	-1.1%	58,697	3.1%	ACTIVE BD ETF
GLW Corning	$5,317,010	$1,055,951 â–¼	-16.6%	39,104	3.0%	Computer and Technology
MSFT Microsoft	$4,203,414	$1,159,409 â–¼	-21.6%	11,355	2.4%	Computer and Technology
GOOGL Alphabet	$4,161,924	$127,966 â–²	3.2%	14,473	2.4%	Computer and Technology
ED Consolidated Edison	$3,753,123	$53,534 â–¼	-1.4%	33,161	2.1%	Utilities
AMZN Amazon.com	$3,308,994	$131,627 â–¼	-3.8%	15,888	1.9%	Retail/Wholesale
XOM ExxonMobil	$3,191,795	$19,171 â–¼	-0.6%	18,813	1.8%	Energy
CL Colgate-Palmolive	$3,102,402	$19,518 â–¼	-0.6%	36,400	1.8%	Consumer Staples
MRK Merck & Co., Inc.	$2,874,567	$29,351 â–¼	-1.0%	23,897	1.6%	Medical
ITW Illinois Tool Works	$2,677,651	$38,003 â–²	1.4%	10,287	1.5%	Industrials
SPYV SPDR Portfolio S&P 500 Value ETF	$2,602,618	$131,435 â–¼	-4.8%	45,999	1.5%	ETF
IBM International Business Machines	$2,587,094	$908,016 â–²	54.1%	10,673	1.5%	Computer and Technology
TSLA Tesla	$2,530,131	$1,246,106 â–²	97.0%	6,806	1.4%	Auto/Tires/Trucks
CSCO Cisco Systems	$2,512,896	$843,477 â–²	50.5%	32,387	1.4%	Computer and Technology
BK BNY	$2,404,079	$32,505 â–²	1.4%	20,265	1.4%	Finance
WALMART INC	$2,375,165	$174,741 â–²	7.9%	19,111	1.3%	COM
IEFA iShares Core MSCI EAFE ETF	$2,337,371	$64,457 â–¼	-2.7%	25,819	1.3%	ETF
BUFR FT Vest Laddered Buffer ETF	$2,179,752	$34,682 â–¼	-1.6%	64,547	1.2%	ETF
AVGO Broadcom	$2,152,784	$497,415 â–¼	-18.8%	6,955	1.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,142,187	$323,593 â–¼	-13.1%	7,282	1.2%	Finance
C Citigroup	$2,134,526	$291,128 â–²	15.8%	18,821	1.2%	Financial Services
LMT Lockheed Martin	$1,939,589	$48,958 â–²	2.6%	3,209	1.1%	Aerospace
CVX Chevron	$1,939,564	$135,318 â–¼	-6.5%	9,374	1.1%	Energy
VTI Vanguard Total Stock Market ETF	$1,914,873	$106,827 â–¼	-5.3%	5,969	1.1%	ETF
YUM Yum! Brands	$1,801,638	$70,430 â–²	4.1%	11,588	1.0%	Retail/Wholesale
LLY Eli Lilly and Company	$1,755,959	$57,949 â–²	3.4%	1,909	1.0%	Medical
ORCL Oracle	$1,570,718	$427,803 â–²	37.4%	10,677	0.9%	Computer and Technology
GE GE Aerospace	$1,526,683	$1,526,683 â–²	New Holding	5,380	0.9%	Aerospace
COHR Coherent	$1,493,815	$685,092 â–¼	-31.4%	6,271	0.8%	Business Services
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$1,477,802	$81,147 â–¼	-5.2%	37,479	0.8%	ETF
BPOP Popular	$1,428,508	$14,625 â–¼	-1.0%	10,647	0.8%	Finance
RTX RTX	$1,399,469	$124,226 â–¼	-8.2%	7,255	0.8%	Aerospace
GS The Goldman Sachs Group	$1,387,424	$1,387,424 â–²	New Holding	1,640	0.8%	Finance
BA Boeing	$1,359,375	$14,131 â–¼	-1.0%	6,830	0.8%	Aerospace
CLX Clorox	$1,337,138	$1,337,138 â–²	New Holding	12,903	0.8%	Consumer Staples
BKR Baker Hughes	$1,336,995	$19,841 â–¼	-1.5%	21,900	0.8%	Energy
STXE Strive Emerging Markets Ex-China ETF	$1,326,149	$75,933 â–¼	-5.4%	33,934	0.8%	ETF
TEX Terex	$1,307,174	$26,772 â–¼	-2.0%	22,118	0.7%	Industrials
JCI Johnson Controls International	$1,303,214	$33,130 â–¼	-2.5%	9,952	0.7%	Construction
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,287,003	$55,187 â–¼	-4.1%	23,181	0.7%	ETF
DE Deere & Company	$1,255,032	$12,393 â–¼	-1.0%	2,228	0.7%	Industrials
CAT Caterpillar	$1,248,307	$561,809 â–¼	-31.0%	1,762	0.7%	Industrials
PFE Pfizer	$1,236,952	$1,236,952 â–²	New Holding	44,051	0.7%	Medical
INNOVATOR ETFS TRUST	$1,221,892	$5,778 â–¼	-0.5%	37,643	0.7%	U S EQ 10 BUFFER
PYLD PIMCO Multi Sector Bond Active ETF	$1,217,776	$1,217,776 â–²	New Holding	46,480	0.7%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,208,676	$1,379 â–¼	-0.1%	32,432	0.7%	FT VEST U.S
FIRST TR EXCHNG TRADED FD VI	$1,189,758	$13,696 â–¼	-1.1%	46,213	0.7%	FT VEST U.S
GNRC Generac	$1,186,239	$19,338 â–¼	-1.6%	6,073	0.7%	Industrials
USB U.S. Bancorp	$1,184,372	$16,643 â–¼	-1.4%	22,772	0.7%	Finance
PH Parker-Hannifin	$1,179,031	$28,648 â–¼	-2.4%	1,317	0.7%	Industrials
CTA Simplify Managed Futures Strategy ETF	$1,169,579	$239,162 â–¼	-17.0%	38,702	0.7%	ETF
SPG Simon Property Group	$1,141,937	$28,166 â–¼	-2.4%	6,122	0.6%	Finance
BSV Vanguard Short-Term Bond ETF	$1,120,429	$762,008 â–¼	-40.5%	14,289	0.6%	ETF
BWXT BWX Technologies	$1,120,401	$10,020 â–¼	-0.9%	5,479	0.6%	Aerospace
UNH UnitedHealth Group	$1,089,276	$591,716 â–²	118.9%	4,026	0.6%	Medical
NEM Newmont	$1,086,830	$238,800 â–¼	-18.0%	10,040	0.6%	Basic Materials
FIRST TR EXCHNG TRADED FD VI	$1,060,554	$2,492 â–¼	-0.2%	27,237	0.6%	FT VEST U.S EQT
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF	$1,055,732	$14,272 â–²	1.4%	27,443	0.6%	ETF
MU Micron Technology	$1,040,209	$1,040,209 â–²	New Holding	3,079	0.6%	Computer and Technology
CRM Salesforce	$1,004,471	$1,004,471 â–²	New Holding	5,381	0.6%	Computer and Technology
JAAA Janus Henderson AAA CLO ETF	$969,119	$305,444 â–¼	-24.0%	19,240	0.5%	ETF
NFLX Netflix	$965,250	$965,250 â–²	New Holding	10,039	0.5%	Consumer Discretionary
VRSK Verisk Analytics	$955,581	$955,581 â–²	New Holding	5,036	0.5%	Business Services
SFLR Innovator Equity Managed Floor ETF	$941,162	$31,621 â–¼	-3.3%	26,579	0.5%	ETF
LEN Lennar	$927,017	$102,384 â–¼	-9.9%	10,675	0.5%	Construction
META Meta Platforms	$923,551	$1,242,846 â–¼	-57.4%	1,614	0.5%	Computer and Technology
MAS Masco	$915,873	$915,873 â–²	New Holding	15,171	0.5%	Construction
SPYG SPDR Portfolio S&P 500 Growth ETF	$898,128	$1,664 â–¼	-0.2%	9,173	0.5%	ETF
ZBH Zimmer Biomet	$881,776	$17,632 â–²	2.0%	9,752	0.5%	Medical
MA Mastercard	$877,660	$970,072 â–¼	-52.5%	1,757	0.5%	Business Services
CP Canadian Pacific Kansas City	$871,395	$8,653 â–²	1.0%	11,078	0.5%	Transportation
AVIG Avantis Core Fixed Income ETF	$866,275	$866,275 â–²	New Holding	20,854	0.5%	ETF
BRK.B Berkshire Hathaway	$843,392	$1,578,964 â–¼	-65.2%	1,760	0.5%	Finance
TE CONNECTIVITY PLC	$832,527	$6,480 â–¼	-0.8%	3,983	0.5%	ORD SHS
BUFD FT Vest Laddered Deep Buffer ETF	$830,116	$46,424 â–¼	-5.3%	29,647	0.5%	ETF
INNOVATOR ETFS TRUST	$813,094	$10,722 â–¼	-1.3%	24,797	0.5%	INNOVATOR INTER
YJUN FT Vest International Equity Moderate Buffer ETF - June	$802,937	$38,780 â–¼	-4.6%	31,182	0.5%	ETF
ZTS Zoetis	$795,553	$2,364 â–²	0.3%	6,730	0.5%	Medical
J P MORGAN EXCHANGE TRADED F	$793,365	$101,040 â–²	14.6%	12,414	0.4%	HEDGED EQUITY LA
JNJ Johnson & Johnson	$785,630	$785,630 â–²	New Holding	3,214	0.4%	Medical
TXT Textron	$783,049	$7,880 â–²	1.0%	8,943	0.4%	Aerospace
QCOM Qualcomm	$765,468	$592,259 â–¼	-43.6%	5,944	0.4%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$764,898	$281,589 â–²	58.3%	5,229	0.4%	CL A
UBER Uber Technologies	$764,616	$764,616 â–²	New Holding	10,630	0.4%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$710,259	$91,761 â–¼	-11.4%	9,211	0.4%	ETF
NOCT Innovator Growth-100 Power Buffer ETF - October	$695,544	$2,706 â–²	0.4%	12,340	0.4%	ETF
AMD Advanced Micro Devices	$693,289	$78,931 â–²	12.8%	3,408	0.4%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$688,094	$58,623 â–¼	-7.9%	31,973	0.4%	FT VEST US EQT
BRO Brown & Brown	$671,793	$671,793 â–²	New Holding	10,302	0.4%	Finance
EOCT Innovator Emerging Markets Power Buffer ETF - October	$666,151	$13,674 â–¼	-2.0%	20,850	0.4%	ETF
INNOVATOR ETFS TRUST	$664,910	$5,524 â–¼	-0.8%	24,675	0.4%	GROWTH 100 PWR B
SCHW Charles Schwab	$632,393	$11,278 â–¼	-1.8%	6,729	0.4%	Finance
HPE Hewlett Packard Enterprise	$620,250	$14,453 â–¼	-2.3%	26,050	0.4%	Computer and Technology
AIM ETF PRODUCTS TRUST	$605,332	$1,633 â–¼	-0.3%	21,497	0.3%	ALLIANZIM US EQU
V Visa	$588,439	$967,736 â–¼	-62.2%	1,947	0.3%	Business Services
AAAU Goldman Sachs Physical Gold ETF	$588,183	$339,450 â–¼	-36.6%	12,734	0.3%	Finance
BMY Bristol Myers Squibb	$556,831	$95,767 â–²	20.8%	9,181	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Secured Retirement Advisors, LLC Top Holdings and 13F Report (2026)

About Secured Retirement Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Secured Retirement Advisors, LLC Top Holdings and 13F Report (2026)

About Secured Retirement Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSecured Retirement Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools