StockDriftsStockDriftsTop 50 Secured Retirement Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STRV | EA SERIES TRUST | 4.44% | 179.0K | $8.6M | -3.78%(-7.03K) | $31.72(+51.28%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.73% | 36.3K | $7.3M | -7.83%(-3.08K) | $106.22(+107.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.66% | 24.7K | $7.1M | -0.16%(-39) | $215.38(+42.39%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 2.72% | 57.4K | $5.3M | -2.23%(-1.31K) | $91.57(-1.09%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.4% | 12.5K | $4.7M | +10.45%(+1.19K) | $378.64(+32.78%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.01% | 33.4K | $3.9M | +3.21%(+1.04K) | $63.82(+89.70%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.7% | 9.3K | $3.3M | -35.94%(-5.20K) | $154.06(+128.13%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.67% | 3.0K | $3.2M | +72.99%(+1.29K) | $549.15(+55.84%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.61% | 5.6K | $3.1M | +246.03%(+3.97K) | $561.95(+6.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.49% | 12.2K | $2.9M | -23.11%(-3.67K) | $174.70(+57.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +52.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.15% |
Secured Retirement Advisors LLC reports $194.88M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are STRV (4.4%), NVDA (3.7%) and AAPL (3.7%). The top 20 holdings account for 37.83% of reported assets. Its disclosed equity book has returned +52.10% cumulatively over 10 quarters. 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 Secured Retirement Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012356). View Secured Retirement Advisors LLC’s 13F filings on SEC