Institutions / Secured Retirement Advisors, LLC
Secured Retirement Advisors, LLC
CIK 2012356 · Institution · as of Dec 31, 2025
Portfolio value
$179.07M
Positions
125
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| Ea Series Trust | $8.64M | 4.8% |
| NVIDIA Corp | $7.40M | 4.1% |
| Microsoft Corp | $7.01M | 3.9% |
| Apple Inc. | $6.86M | 3.8% |
| PIMCO ETF Tr | $5.53M | 3.1% |
| Alphabet Inc. | $4.39M | 2.5% |
| Corning Inc /Ny | $4.10M | 2.3% |
| Amazon.com Inc | $3.81M | 2.1% |
| Consolidated Edison Inc | $3.34M | 1.9% |
| Broadcom Inc. | $2.96M | 1.7% |
| Colgate Palmolive Co | $2.89M | 1.6% |
| SPDR Series Trust | $2.75M | 1.5% |
| JPMorgan Chase & Co | $2.70M | 1.5% |
| Merck & Co., Inc. | $2.54M | 1.4% |
| Warren E. Buffett | $2.54M | 1.4% |
| Meta Platforms Inc | $2.50M | 1.4% |
| Illinois Tool Works Inc | $2.50M | 1.4% |
| iShares Tr | $2.37M | 1.3% |
| Bank of New York Mellon Corp/The | $2.32M | 1.3% |
| Exxon Mobil Corp | $2.28M | 1.3% |
| First Tr Exchng Traded Fd VI | $2.25M | 1.3% |
| Vanguard Index Fds | $2.11M | 1.2% |
| Mastercard Inc | $2.11M | 1.2% |
| International Business Machines Corp | $2.05M | 1.1% |
| ELI LILLY & Co | $1.98M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.