StockDriftsStockDriftsTop 50 Secure Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.4% | 144.4K | $33.0M | -0.36%(-522) | $78.01(+178.28%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.16% | 549.9K | $31.2M | -17.21%(-114.36K) | $59.23(-3.77%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3% | 32.0K | $22.5M | +6.94%(+2.08K) | $450.94(+56.25%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.96% | 66.7K | $22.2M | +11.68%(+6.98K) | $122.00(+181.10%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.77% | 68.1K | $20.7M | -2.36%(-1.65K) | $209.72(+41.03%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.61% | 25.5K | $19.5M | +3.81%(+936) | $534.60(+44.03%) | 2026-09-30 | |
| SRLN | SSGA ACTIVE ETF TR | 2.27% | 420.5K | $17.0M | +10.71%(+40.68K) | $41.38(-3.38%) | 2026-09-30 | |
| PAAA | PGIM ETF TR | 2.14% | 312.1K | $16.0M | new | $51.26(+0.34%) | 2026-09-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.07% | 319.5K | $15.5M | +7.60%(+22.56K) | $48.88(-0.28%) | 2026-09-30 | |
| JMBS | JANUS DETROIT STR TR | 2.03% | 360.2K | $15.2M | +10.08%(+32.98K) | $45.13(-5.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.76% | +51.15% | +9.37% | +56.49% |
| Top 20 Holdings Unweighted | +12.83% | +43.64% | +7.79% | +45.50% |
Secure Asset Management LLC reports $753.06M in US-listed equity holdings across 325 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.4%), VGIT (4.2%) and VOO (3.0%). The top 20 holdings account for 41.53% of reported assets. Its disclosed equity book has returned +51.15% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Secure Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800692). View Secure Asset Management LLC’s 13F filings on SEC