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Secure Asset Management, Llc

Portfolio Manager
Secure Asset Management, LLC
Performance
-5.03% (2026 Q1)
AUM (13F)
$631.81M
# of Holdings
317
Performance Rank
Allocation (Top 20)
41.47%

Secure Asset Management, Llc Holdings Map

Top 50 Secure Asset Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGIT
VANGUARD SCOTTSDALE FDS
5.86%621.5K$37.0M
+11.76%(+65.38K)
2025-Q1: 385.3K shares2025-Q2: 433.2K shares2025-Q3: 530.1K shares2025-Q4: 556.2K shares2026-Q1: 621.5K shares
$59.23(-0.31%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.89%141.0K$24.6M
+4.80%(+6.45K)
2025-Q1: 133.7K shares2025-Q2: 130.7K shares2025-Q3: 133.0K shares2025-Q4: 134.5K shares2026-Q1: 141.0K shares
$75.05(+161.81%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.77%29.2K$17.5M
-13.86%(-4.70K)
2025-Q1: 36.4K shares2025-Q2: 42.2K shares2025-Q3: 38.5K shares2025-Q4: 33.9K shares2026-Q1: 29.2K shares
$430.16(+54.66%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
2.51%66.7K$15.8M
+4.75%(+3.02K)
2025-Q1: 41.0K shares2025-Q2: 45.1K shares2025-Q3: 61.7K shares2025-Q4: 63.6K shares2026-Q1: 66.7K shares
$207.68(+35.12%)
2026-03-31
AAPL
APPLE INC
2.45%61.0K$15.5M
-1.37%(-849)
2025-Q1: 60.9K shares2025-Q2: 59.9K shares2025-Q3: 62.4K shares2025-Q4: 61.9K shares2026-Q1: 61.0K shares
$101.77(+179.23%)
2026-03-31
IVV
ISHARES TR
2.38%23.0K$15.0M
+6.98%(+1.50K)
2025-Q1: 12.5K shares2025-Q2: 17.5K shares2025-Q3: 21.2K shares2025-Q4: 21.5K shares2026-Q1: 23.0K shares
$488.67(+48.77%)
2026-03-31
SRLN
SSGA ACTIVE ETF TR
2.26%356.1K$14.3M
+13.07%(+41.17K)
2025-Q1: 315.4K shares2025-Q2: 258.3K shares2025-Q3: 296.8K shares2025-Q4: 314.9K shares2026-Q1: 356.1K shares
$41.58(-2.67%)
2026-03-31
IGSB
ISHARES TR
2.21%265.8K$14.0M
+11.16%(+26.68K)
2025-Q1: 147.0K shares2025-Q2: 183.5K shares2025-Q3: 228.5K shares2025-Q4: 239.1K shares2026-Q1: 265.8K shares
$52.42(-0.11%)
2026-03-31
LMBS
FIRST TR EXCHANGE-TRADED FD
2.19%278.1K$13.8M
+10.07%(+25.43K)
2025-Q1: 203.1K shares2025-Q2: 194.8K shares2025-Q3: 240.7K shares2025-Q4: 252.6K shares2026-Q1: 278.1K shares
$48.93(+1.89%)
2026-03-31
JMBS
JANUS DETROIT STR TR
2.19%305.6K$13.8M
+11.45%(+31.40K)
2025-Q1: 221.1K shares2025-Q2: 213.6K shares2025-Q3: 260.2K shares2025-Q4: 274.2K shares2026-Q1: 305.6K shares
$45.29(-0.36%)
2026-03-31

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