StockDriftsStockDriftsTop 50 Secure Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 5.51% | 664.3K | $39.2M | +6.88%(+42.74K) | $59.23(-1.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.08% | 145.0K | $29.0M | +2.83%(+3.99K) | $78.01(+189.78%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.97% | 69.7K | $21.1M | +4.60%(+3.06K) | $209.72(+43.73%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.89% | 30.0K | $20.6M | +2.55%(+744) | $434.07(+64.18%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.59% | 24.6K | $18.4M | +6.83%(+1.57K) | $533.42(+46.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.43% | 59.7K | $17.3M | -2.16%(-1.32K) | $99.90(+205.69%) | 2026-06-30 | |
| SRLN | SSGA ACTIVE ETF TR | 2.15% | 379.8K | $15.3M | +6.66%(+23.73K) | $41.49(-2.19%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.09% | 283.6K | $14.9M | +6.73%(+17.89K) | $52.42(-0.50%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.08% | 296.9K | $14.8M | +6.78%(+18.85K) | $48.86(+1.69%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 2.07% | 327.2K | $14.7M | +7.08%(+21.63K) | $45.28(-2.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.75% | +47.17% | +8.94% | +53.42% |
| Top 20 Holdings Unweighted | +11.11% | +37.18% | +7.05% | +40.57% |
Secure Asset Management, LLC reports $713.71M in US-listed equity holdings across 320 positions in its most recent 13F filing. Its largest disclosed positions are VGIT (5.5%), NVDA (4.1%) and QQQM (3.0%). The top 20 holdings account for 41.53% of reported assets. Its disclosed equity book has returned +47.17% on a three-year cumulative basis. Figures reflect the Q2 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