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

About Secured Retirement Advisors, LLC

Investment Activity

Secured Retirement Advisors, LLC has $194.88 million in total holdings as of June 30, 2026.
Secured Retirement Advisors, LLC owns shares of 134 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 24.40% of the portfolio was purchased this quarter.
About 27.03% of the portfolio was sold this quarter.
This quarter, Secured Retirement Advisors, LLC has purchased 130 new stocks and bought additional shares in 53 stocks.
Secured Retirement Advisors, LLC sold shares of 51 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Strive 500 ETF: $8,645,833
NVIDIA: $7,259,987
Apple: $7,140,538
PIMCO ETF TR: $5,291,841
Microsoft: $4,678,483

Largest New Holdings this Quarter

053015103 - Automatic Data Processing: $2,345,428 Holding
615369105 - Moody's: $2,215,274 Holding
134429109 - THE CAMPBELLS COMPANY: $2,181,324 Holding
863667101 - Stryker: $2,161,691 Holding
26441C204 - Duke Energy: $2,073,400 Holding

Largest Purchases this Quarter

Automatic Data Processing: 10,473 shares (about $2.35M)
Meta Platforms: 3,971 shares (about $2.24M)
Moody's: 4,891 shares (about $2.22M)
THE CAMPBELLS COMPANY: 97,949 shares (about $2.18M)
Stryker: 6,866 shares (about $2.16M)

Largest Sales this Quarter

Corning: 29,975 shares (about $7.66M)
Merck & Co., Inc.: 19,084 shares (about $2.45M)
Alphabet: 5,201 shares (about $1.86M)
Micron Technology: 1,447 shares (about $1.67M)
International Business Machines: 5,302 shares (about $1.49M)

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	$8,645,833	$339,355 â–¼	-3.8%	179,003	4.4%	ETF
NVDA NVIDIA	$7,259,987	$616,671 â–¼	-7.8%	36,284	3.7%	Computer and Technology
AAPL Apple	$7,140,538	$11,285 â–¼	-0.2%	24,677	3.7%	Computer and Technology
PIMCO ETF TR	$5,291,841	$120,611 â–¼	-2.2%	57,389	2.7%	ACTIVE BD ETF
MSFT Microsoft	$4,678,483	$442,781 â–²	10.5%	12,542	2.4%	Computer and Technology
CSCO Cisco Systems	$3,926,453	$122,276 â–²	3.2%	33,428	2.0%	Computer and Technology
GOOGL Alphabet	$3,313,673	$1,858,759 â–¼	-35.9%	9,272	1.7%	Computer and Technology
CAT Caterpillar	$3,245,815	$1,369,461 â–²	73.0%	3,048	1.7%	Industrials
META Meta Platforms	$3,146,187	$2,236,976 â–²	246.0%	5,585	1.6%	Computer and Technology
AMZN Amazon.com	$2,911,561	$875,184 â–¼	-23.1%	12,216	1.5%	Retail/Wholesale
TSLA Tesla	$2,845,359	$17,245 â–¼	-0.6%	6,765	1.5%	Auto/Tires/Trucks
SPYV SPDR Portfolio S&P 500 Value ETF	$2,795,989	$304 â–¼	0.0%	45,994	1.4%	ETF
ABBV AbbVie	$2,529,485	$2,082,824 â–²	466.3%	10,052	1.3%	Medical
BRK.B Berkshire Hathaway	$2,387,861	$1,507,175 â–²	171.1%	4,772	1.2%	Finance
BUFR FT Vest Laddered Buffer ETF	$2,349,537	$8,365 â–¼	-0.4%	64,318	1.2%	ETF
ADP Automatic Data Processing	$2,345,428	$2,345,428 â–²	New Holding	10,473	1.2%	Computer and Technology
GLW Corning	$2,331,860	$7,656,644 â–¼	-76.7%	9,129	1.2%	Computer and Technology
MCO Moody's	$2,215,274	$2,215,274 â–²	New Holding	4,891	1.1%	Finance
THE CAMPBELLS COMPANY	$2,181,324	$2,181,324 â–²	New Holding	97,949	1.1%	COM
IEFA iShares Core MSCI EAFE ETF	$2,163,036	$330,598 â–¼	-13.3%	22,396	1.1%	ETF
SYK Stryker	$2,161,691	$2,161,691 â–²	New Holding	6,866	1.1%	Medical
VTI Vanguard Total Stock Market ETF	$2,121,099	$87,701 â–¼	-4.0%	5,732	1.1%	ETF
AVGO Broadcom	$2,085,833	$541,289 â–¼	-20.6%	5,522	1.1%	Computer and Technology
LLY Eli Lilly and Company	$2,076,446	$213,522 â–¼	-9.3%	1,731	1.1%	Medical
DUK Duke Energy	$2,073,400	$2,073,400 â–²	New Holding	16,380	1.1%	Utilities
AEP American Electric Power	$2,021,221	$2,021,221 â–²	New Holding	14,774	1.0%	Utilities
KO CocaCola	$1,919,927	$1,410,363 â–²	276.8%	23,624	1.0%	Consumer Staples
LOW Lowe's Companies	$1,906,136	$1,906,136 â–²	New Holding	8,645	1.0%	Retail/Wholesale
MU Micron Technology	$1,883,801	$1,670,257 â–¼	-47.0%	1,632	1.0%	Computer and Technology
NEM Newmont	$1,849,787	$912,051 â–²	97.3%	19,805	0.9%	Basic Materials
GS The Goldman Sachs Group	$1,810,410	$151,710 â–²	9.1%	1,790	0.9%	Finance
IEX IDEX	$1,786,374	$1,786,374 â–²	New Holding	7,871	0.9%	Industrials
GNRC Generac	$1,769,451	$8,784 â–¼	-0.5%	6,043	0.9%	Industrials
JPM JPMorgan Chase & Co.	$1,755,585	$628,187 â–¼	-26.4%	5,363	0.9%	Finance
BPOP Popular	$1,753,278	$5,254 â–²	0.3%	10,679	0.9%	Finance
APH Amphenol	$1,739,044	$1,739,044 â–²	New Holding	9,863	0.9%	Computer and Technology
CB Chubb	$1,714,944	$1,714,944 â–²	New Holding	5,033	0.9%	Finance
MS Morgan Stanley	$1,709,111	$1,709,111 â–²	New Holding	8,176	0.9%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$1,691,949	$459,300 â–²	37.3%	63,799	0.9%	ETF
V Visa	$1,671,604	$1,003,580 â–²	150.2%	4,872	0.9%	Business Services
JNJ Johnson & Johnson	$1,653,930	$837,632 â–²	102.6%	6,512	0.8%	Medical
COHR Coherent	$1,643,362	$830,359 â–¼	-33.6%	4,166	0.8%	Business Services
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,638,968	$547,473 â–²	50.2%	13,774	0.8%	ETF
LMT Lockheed Martin	$1,617,639	$17,323 â–¼	-1.1%	3,175	0.8%	Aerospace
TEX Terex	$1,610,605	$9,483 â–²	0.6%	22,249	0.8%	Industrials
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$1,560,809	$56,039 â–¼	-3.5%	36,180	0.8%	ETF
BANK OF NY MELLON CORP	$1,547,275	$1,383,148 â–¼	-47.2%	10,700	0.8%	COM
C Citigroup	$1,547,173	$1,087,108 â–¼	-41.3%	11,054	0.8%	Financial Services
WALMART INC	$1,526,770	$637,778 â–¼	-29.5%	13,480	0.8%	COM
IBM International Business Machines	$1,510,403	$1,490,999 â–¼	-49.7%	5,371	0.8%	Computer and Technology
BA Boeing	$1,492,344	$13,854 â–²	0.9%	6,894	0.8%	Aerospace
JCI Johnson Controls International	$1,489,738	$35,651 â–²	2.5%	10,196	0.8%	Construction
QCOM Qualcomm	$1,474,994	$376,602 â–²	34.3%	7,982	0.8%	Computer and Technology
LAM RESEARCH CORP	$1,433,456	$1,433,456 â–²	New Holding	3,308	0.7%	COM NEW
DE Deere & Company	$1,424,071	$10,784 â–²	0.8%	2,245	0.7%	Industrials
ORCL Oracle	$1,386,803	$177,912 â–¼	-11.4%	9,463	0.7%	Computer and Technology
USB U.S. Bancorp	$1,382,073	$6,644 â–²	0.5%	22,882	0.7%	Finance
SPG Simon Property Group	$1,360,687	$8,499 â–¼	-0.6%	6,084	0.7%	Finance
SPGI S&P Global	$1,309,329	$1,309,329 â–²	New Holding	3,399	0.7%	Finance
FIRST TR EXCHNG TRADED FD VI	$1,307,236	$26,111 â–²	2.0%	33,093	0.7%	FT VEST U.S
PH Parker-Hannifin	$1,288,184		0.0%	1,317	0.7%	Industrials
GE GE Aerospace	$1,287,500	$723,168 â–¼	-36.0%	3,445	0.7%	Aerospace
STXE Strive Emerging Markets Ex-China ETF	$1,264,388	$518,967 â–¼	-29.1%	24,059	0.6%	ETF
INNOVATOR ETFS TRUST	$1,253,901	$21,067 â–¼	-1.7%	37,021	0.6%	U S EQ 10 BUFFER
BKNG Booking	$1,241,823	$1,241,823 â–²	New Holding	6,967	0.6%	Retail/Wholesale
CLX Clorox	$1,233,657	$2,195 â–²	0.2%	12,926	0.6%	Consumer Staples
BKR Baker Hughes	$1,215,450		0.0%	21,900	0.6%	Energy
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,201,324	$223,412 â–¼	-15.7%	19,546	0.6%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,182,854	$100,712 â–¼	-7.8%	42,587	0.6%	FT VEST U.S
CMI Cummins	$1,180,390	$1,180,390 â–²	New Holding	1,655	0.6%	Auto/Tires/Trucks
HPE Hewlett Packard Enterprise	$1,176,469	$1,353 â–²	0.1%	26,080	0.6%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$1,166,332	$27,961 â–²	2.5%	27,906	0.6%	FT VEST U.S EQT
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF	$1,158,571	$35,878 â–²	3.2%	28,320	0.6%	ETF
PFE Pfizer	$1,079,290	$18,542 â–²	1.7%	44,821	0.6%	Medical
BWXT BWX Technologies	$1,069,991	$3,504 â–²	0.3%	5,497	0.5%	Aerospace
AVIG Avantis Core Fixed Income ETF	$1,053,843	$190,279 â–²	22.0%	25,449	0.5%	ETF
SFLR Innovator Equity Managed Floor ETF	$1,046,945	$21,528 â–²	2.1%	27,137	0.5%	ETF
CTA Simplify Managed Futures Strategy ETF	$1,013,592	$9,650 â–²	1.0%	39,074	0.5%	ETF
TJX TJX Companies	$1,008,864	$1,008,864 â–²	New Holding	6,659	0.5%	Retail/Wholesale
RTX RTX	$1,003,545	$373,033 â–¼	-27.1%	5,289	0.5%	Aerospace
CP Canadian Pacific Kansas City	$961,902	$1,993 â–²	0.2%	11,101	0.5%	Transportation
BSV Vanguard Short-Term Bond ETF	$958,242	$155,045 â–¼	-13.9%	12,299	0.5%	ETF
ADSK Autodesk	$943,520	$943,520 â–²	New Holding	4,853	0.5%	Computer and Technology
JAAA Janus Henderson AAA CLO ETF	$932,803	$38,625 â–¼	-4.0%	18,475	0.5%	ETF
MA Mastercard	$904,245	$2,054 â–²	0.2%	1,761	0.5%	Business Services
ZBH Zimmer Biomet	$860,125	$20,576 â–²	2.5%	9,991	0.4%	Medical
INNOVATOR ETFS TRUST	$859,602	$1,626 â–²	0.2%	24,844	0.4%	INNOVATOR INTER
BUFD FT Vest Laddered Deep Buffer ETF	$849,725	$31,384 â–¼	-3.6%	28,591	0.4%	ETF
LINDE PLC	$840,705	$840,705 â–²	New Holding	1,620	0.4%	SHS
TXT Textron	$833,826	$13,484 â–²	1.6%	9,090	0.4%	Aerospace
J P MORGAN EXCHANGE TRADED F	$808,524	$30,411 â–¼	-3.6%	11,964	0.4%	HEDG EQU LAD ETF
TE CONNECTIVITY PLC	$805,029	$2,016 â–²	0.3%	3,993	0.4%	ORD SHS
NOCT Innovator Growth-100 Power Buffer ETF - October	$787,815	$16,257 â–²	2.1%	12,600	0.4%	ETF
UBER Uber Technologies	$783,658	$16,597 â–²	2.2%	10,860	0.4%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$768,191	$19,235 â–¼	-2.4%	8,986	0.4%	ETF
INNOVATOR ETFS TRUST	$755,085	$13,848 â–²	1.9%	25,136	0.4%	GROWTH 100 PWR B
YJUN FT Vest International Equity Moderate Buffer ETF - June	$744,799	$90,879 â–¼	-10.9%	27,791	0.4%	ETF
EOCT Innovator Emerging Markets Power Buffer ETF - October	$717,358	$5,226 â–²	0.7%	21,003	0.4%	ETF
AIM ETF PRODUCTS TRUST	$688,202	$25,019 â–²	3.8%	22,308	0.4%	ALLIANZIM US EQU
TXN Texas Instruments	$684,243	$894 â–¼	-0.1%	2,296	0.4%	Computer and Technology

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

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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