Secured Retirement Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Secured Retirement Advisors, Llc disclosed 134 stock positions valued at approximately $194.88M as of quarter-end June 30, 2026. The largest holdings include EA SERIES TRUST, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 134
- Portfolio Value
- $194.88M
Holdings by Sector
Secured Retirement Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| EA SERIES TRUST | STRV | Other | 4.44% | 179,003 | -7,026 | -3.78% | $8,645,833 |
| NVIDIA CORPORATION | NVDA | Technology | 3.73% | 36,284 | -3,082 | -7.83% | $7,259,987 |
| APPLE INC | AAPL | Technology | 3.66% | 24,677 | -39 | -0.16% | $7,140,538 |
| PIMCO ETF TR | BOND | Other | 2.72% | 57,389 | -1,308 | -2.23% | $5,291,841 |
| MICROSOFT CORP | MSFT | Technology | 2.40% | 12,542 | +1,187 | +10.45% | $4,678,483 |
| CISCO SYS INC | CSCO | Technology | 2.01% | 33,428 | +1,041 | +3.21% | $3,926,453 |
| ALPHABET INC | GOOGL | Communication Services | 1.70% | 9,272 | -5,201 | -35.94% | $3,313,673 |
| CATERPILLAR INC | CAT | Industrials | 1.67% | 3,048 | +1,286 | +72.99% | $3,245,815 |
| META PLATFORMS INC | META | Communication Services | 1.61% | 5,585 | +3,971 | +246.03% | $3,146,187 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.49% | 12,216 | -3,672 | -23.11% | $2,911,561 |
| TESLA INC | TSLA | Consumer Cyclical | 1.46% | 6,765 | -41 | -0.60% | $2,845,359 |
| SPDR SERIES TRUST | SPYV | Other | 1.43% | 45,994 | -5 | -0.01% | $2,795,989 |
| ABBVIE INC | ABBV | Healthcare | 1.30% | 10,052 | +8,277 | +466.31% | $2,529,485 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.23% | 4,772 | +3,012 | +171.14% | $2,387,861 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.21% | 64,318 | -229 | -0.35% | $2,349,537 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 1.20% | 10,473 | +10,473 | +100.00% | $2,345,428 |
| CORNING INC | GLW | Technology | 1.20% | 9,129 | -29,975 | -76.65% | $2,331,860 |
| MOODYS CORP | MCO | Financial Services | 1.14% | 4,891 | +4,891 | +100.00% | $2,215,274 |
| THE CAMPBELLS COMPANY | CPB | Consumer Defensive | 1.12% | 97,949 | +97,949 | +100.00% | $2,181,324 |
| ISHARES TR | IEFA | Other | 1.11% | 22,396 | -3,423 | -13.26% | $2,163,036 |
| STRYKER CORPORATION | SYK | Healthcare | 1.11% | 6,866 | +6,866 | +100.00% | $2,161,691 |
| VANGUARD INDEX FDS | VTI | Other | 1.09% | 5,732 | -237 | -3.97% | $2,121,099 |
| BROADCOM INC | AVGO | Technology | 1.07% | 5,522 | -1,433 | -20.60% | $2,085,833 |
| ELI LILLY & CO | LLY | Healthcare | 1.07% | 1,731 | -178 | -9.32% | $2,076,446 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.06% | 16,380 | +16,380 | +100.00% | $2,073,400 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 1.04% | 14,774 | +14,774 | +100.00% | $2,021,221 |
| COCA COLA CO | KO | Consumer Defensive | 0.99% | 23,624 | +17,354 | +276.78% | $1,919,927 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.98% | 8,645 | +8,645 | +100.00% | $1,906,136 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.97% | 1,632 | -1,447 | -47.00% | $1,883,801 |
| NEWMONT CORP | NEM | Basic Materials | 0.95% | 19,805 | +9,765 | +97.26% | $1,849,787 |
Showing 30 of 134 holdings in the latest reporting period.