Secured Retirement Advisors, LLC
Secured Retirement Advisors, LLC reported 134 holdings worth US$195M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Secured Retirement Advisors, LLC reported 134 holdings worth US$195M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 134
- Value as reported
- US$195M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 36,284 | US$7.26M | 3.7% |
| Apple Inc | 24,677 | US$7.14M | 3.7% |
| Microsoft Corp. | 12,542 | US$4.68M | 2.4% |
| Cisco Systems, Inc. | 33,428 | US$3.93M | 2.0% |
| Alphabet Inc (google) Class C | 9,272 | US$3.31M | 1.7% |
| Caterpillar, Inc. | 3,048 | US$3.25M | 1.7% |
| Meta Platforms, Inc. | 5,585 | US$3.15M | 1.6% |
| Amazon.com, Inc. | 12,216 | US$2.91M | 1.5% |
| Tesla, Inc. | 6,765 | US$2.85M | 1.5% |
| Abbvie Inc. | 10,052 | US$2.53M | 1.3% |
| Berkshire Hathaway Inc. | 4,772 | US$2.39M | 1.2% |
| Automatic Data Processing, Inc. | 10,473 | US$2.35M | 1.2% |
| Corning Incorporated | 9,129 | US$2.33M | 1.2% |
| Moody's Corporation | 4,891 | US$2.22M | 1.1% |
| The Campbell's Company | 97,949 | US$2.18M | 1.1% |
| Stryker Corporation | 6,866 | US$2.16M | 1.1% |
| Broadcom Inc. | 5,522 | US$2.09M | 1.1% |
| Eli Lilly And Company | 1,731 | US$2.08M | 1.1% |
| Duke Energy Corporation (holding Company) | 16,380 | US$2.07M | 1.1% |
| American Electric Power Company, Inc. | 14,774 | US$2.02M | 1.0% |
| Coca-cola Company (the) | 23,624 | US$1.92M | 0.99% |
| Lowe's Companies, Inc. | 8,645 | US$1.91M | 0.98% |
| Micron Technology, Inc. | 1,632 | US$1.88M | 0.97% |
| Newmont Corporation | 19,805 | US$1.85M | 0.95% |
| Goldman Sachs Group, Inc. (the) | 1,790 | US$1.81M | 0.93% |
| Idex Corporation | 7,871 | US$1.79M | 0.92% |
| Generac Holdings Inc. | 6,043 | US$1.77M | 0.91% |
| Jp Morgan Chase & Co. | 5,363 | US$1.76M | 0.90% |
| Amphenol Corporation | 9,863 | US$1.74M | 0.89% |
| Morgan Stanley | 8,176 | US$1.71M | 0.88% |
| Visa Inc. | 4,872 | US$1.67M | 0.86% |
| Johnson & Johnson | 6,512 | US$1.65M | 0.85% |
| Coherent Corp. | 4,166 | US$1.64M | 0.84% |
| Lockheed Martin Corporation | 3,175 | US$1.62M | 0.83% |
| Terex Corporation | 22,249 | US$1.61M | 0.83% |
| The Bank Of New York Mellon Corporation | 10,700 | US$1.55M | 0.79% |
| Citigroup, Inc. | 11,054 | US$1.55M | 0.79% |
| Walmart Inc. | 13,480 | US$1.53M | 0.78% |
| International Business Machines Corporation | 5,371 | US$1.51M | 0.78% |
| Boeing Company (the) | 6,894 | US$1.49M | 0.77% |
| Qualcomm Incorporated | 7,982 | US$1.47M | 0.76% |
| Lam Research Corporation | 3,308 | US$1.43M | 0.74% |
| Deere & Company | 2,245 | US$1.42M | 0.73% |
| Oracle Corporation | 9,463 | US$1.39M | 0.71% |
| U.s. Bancorp | 22,882 | US$1.38M | 0.71% |
| Simon Property Group, Inc. | 6,084 | US$1.36M | 0.70% |
| S&p Global Inc. | 3,399 | US$1.31M | 0.67% |
| Parker-hannifin Corporation | 1,317 | US$1.29M | 0.66% |
| Ge Aerospace | 3,445 | US$1.29M | 0.66% |
| Booking Holdings Inc. Common Stock | 6,967 | US$1.24M | 0.64% |
| Clorox Company (the) | 12,926 | US$1.23M | 0.63% |
| Baker Hughes Company | 21,900 | US$1.22M | 0.62% |
| Cummins Inc. | 1,655 | US$1.18M | 0.61% |
| Hewlett Packard Enterprise Company | 26,080 | US$1.18M | 0.60% |
| Pfizer, Inc. | 44,821 | US$1.08M | 0.55% |
| Bwx Technologies, Inc. | 5,497 | US$1.07M | 0.55% |
| Tjx Companies, Inc. (the) | 6,659 | US$1.01M | 0.52% |
| Rtx Corporation | 5,289 | US$1M | 0.51% |
| Canadian Pacific Kansas City Limited | 11,101 | US$962K | 0.49% |
| Autodesk, Inc. | 4,853 | US$944K | 0.48% |
| Mastercard Incorporated | 1,761 | US$904K | 0.46% |
| Zimmer Biomet Holdings, Inc. | 9,991 | US$860K | 0.44% |
| Textron Inc. | 9,090 | US$834K | 0.43% |
| Uber Technologies, Inc. | 10,860 | US$784K | 0.40% |
| Texas Instruments Incorporated | 2,296 | US$684K | 0.35% |
| Merck & Company, Inc. | 4,813 | US$619K | 0.32% |
| Home Depot, Inc. (the) | 1,731 | US$611K | 0.31% |
| Unitedhealth Group Incorporated | 1,374 | US$571K | 0.29% |
| Chevron Corporation | 3,343 | US$554K | 0.28% |
| Altria Group, Inc. | 7,592 | US$546K | 0.28% |
| Pepsico, Inc. | 4,020 | US$544K | 0.28% |
| Verizon Communications Inc. | 12,408 | US$525K | 0.27% |
| Bristol-myers Squibb Company | 8,833 | US$509K | 0.26% |
| Amgen Inc. | 1,301 | US$471K | 0.24% |
| Conocophillips | 4,443 | US$462K | 0.24% |
| Abbott Laboratories | 4,190 | US$380K | 0.20% |
| Zoetis Inc. | 5,230 | US$376K | 0.19% |
| Eog Resources, Inc. | 2,839 | US$368K | 0.19% |
| United Parcel Service, Inc. | 3,171 | US$341K | 0.17% |
| Target Corporation | 2,570 | US$336K | 0.17% |
| Comcast Corporation | 13,275 | US$326K | 0.17% |
| Procter & Gamble Company (the) | 2,038 | US$299K | 0.15% |
| Fastenal Company | 6,130 | US$294K | 0.15% |
| Oneok, Inc. | 3,336 | US$290K | 0.15% |
| Kimberly-clark Corporation | 2,429 | US$267K | 0.14% |
| Blackstone Inc. | 2,259 | US$266K | 0.14% |
| Paychex, Inc. | 2,319 | US$228K | 0.12% |
| Fifth Third Bancorp | 3,908 | US$220K | 0.11% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Flowers Foods, Inc. | 0 | US$0 | 0.00% |
| Ford Mtr Co Del | 0 | US$0 | 0.00% |
| The Hershey Company | 0 | US$0 | 0.00% |
| Illinois Tool Works Inc. | 0 | US$0 | 0.00% |
| Lennar Corporation | 0 | US$0 | 0.00% |
| Masco Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Charles Schwab Corporation (the) | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
Every holding of Secured Retirement Advisors, LLC
Source
View original at SEC
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