Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $179 Billion
  • Q4 2025

Secured Retirement Advisors, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Strive 500 ETF with a value of $8.64B, Nvidia Corp with a value of $7.4B, Microsoft Corp with a value of $7.01B, Apple Inc. with a value of $6.86B, and Pimco Active Bond Exchange Tra with a value of $5.53B.

Examining the 13F form we can see an decrease of $8.67M in the current position value, from $179B to 179B.

Secured Retirement Advisors, LLC is based out at St Louis Park, MN

Below you can find more details about Secured Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
Technology: $39.6 Billion
ETFs: $31 Billion
Industrials: $18.2 Billion
Financial Services: $16.9 Billion
Healthcare: $11.1 Billion
Communication Services: $10.1 Billion
Consumer Cyclical: $9.05 Billion
Consumer Defensive: $6.09 Billion
Other: $12.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$8.64 Billion 4.82% of portfolio
-
Q4 2025 Reduced 9.47%
$465B
$7.4 Billion 4.13% of portfolio
39,664
Q4 2025 Added 1.11%
$3.78T
$7.01 Billion 3.91% of portfolio
14,487
Q4 2025 Added 2.66%
$4.3T
$6.86 Billion 3.83% of portfolio
25,239
Q4 2025 Added 1.99%
$1.65T
$4.39 Billion 2.45% of portfolio
14,028
Q4 2025 Reduced 2.54%
$69.4B
$4.1 Billion 2.29% of portfolio
46,870
Q4 2025 Reduced 12.65%
$2.39T
$3.81 Billion 2.13% of portfolio
16,520
Q4 2025 Reduced 0.98%
$36B
$3.34 Billion 1.87% of portfolio
33,634
Q4 2025 Added 4.83%
$139B
$2.96 Billion 1.65% of portfolio
8,562
Q4 2025 Added 2.49%
$65.7B
$2.89 Billion 1.62% of portfolio
36,629
Q4 2025 Added 5.53%
$881B
$2.7 Billion 1.51% of portfolio
8,382
Q4 2025 Added 5.49%
$235B
$2.54 Billion 1.42% of portfolio
24,141
Q4 2025 Reduced 0.62%
$662B
$2.54 Billion 1.42% of portfolio
5,055
Q4 2025 Added 1.47%
$1.37T
$2.5 Billion 1.4% of portfolio
3,786
Q4 2025 Added 7.37%
$74.9B
$2.5 Billion 1.39% of portfolio
10,141
Q4 2025 Added 6.1%
$89.3B
$2.32 Billion 1.3% of portfolio
19,991
Q4 2025 Added 3.94%
$512B
$2.11 Billion 1.18% of portfolio
3,699
Q4 2025 Added 4.29%
$266B
$2.05 Billion 1.15% of portfolio
6,927
Q4 2025 Reduced 13.55%
$971B
$1.98 Billion 1.11% of portfolio
1,846
Q4 2025 Added 8.84%
$279B
$1.97 Billion 1.1% of portfolio
17,705
Q4 2025 Added 4.21%
$190B
$1.9 Billion 1.06% of portfolio
16,254
Q4 2025 Added 3.72%
$533B
$1.81 Billion 1.01% of portfolio
5,149
Q4 2025 Added 5.08%
$187B
$1.8 Billion 1.01% of portfolio
10,543
Q4 2025 Reduced 1.79%
$14.8B
$1.7 Billion 0.95% of portfolio
7,795
Q4 2025 Added 2.38%
$42.4B
$1.68 Billion 0.94% of portfolio
11,135
Q4 2025 Added 6.81%
$319B
$1.66 Billion 0.93% of portfolio
21,516
Q4 2025 Reduced 5.54%
$1.29T
$1.55 Billion 0.87% of portfolio
3,454
Q4 2025 Added 1.71%
$593B
$1.51 Billion 0.85% of portfolio
7,769
Q4 2025 Reduced 3.6%
$303B
$1.53 Billion 0.85% of portfolio
10,028
Q4 2025 Added 4.55%
$123B
$1.51 Billion 0.84% of portfolio
3,128
Q4 2025 Added 288.57%
$114B
$1.5 Billion 0.84% of portfolio
6,901
Q4 2025 Added 19.77%
$291B
$1.46 Billion 0.82% of portfolio
2,555
Q4 2025 Reduced 32.73%
$258B
$1.45 Billion 0.81% of portfolio
7,899
Q4 2025 Added 3.96%
$228B
$1.37 Billion 0.76% of portfolio
10,925
Q4 2025 Added 5.67%
$96.9B
$1.35 Billion 0.76% of portfolio
3,477
Q4 2025 Added 5.94%
$8.39B
$1.34 Billion 0.75% of portfolio
10,756
Q4 2025 Reduced 7.85%
$67.6B
$1.23 Billion 0.69% of portfolio
23,092
Q4 2025 Reduced 7.16%
$30.9B
$1.22 Billion 0.68% of portfolio
11,854
Q4 2025 Added 7.54%
$81.8B
$1.22 Billion 0.68% of portfolio
10,205
Q4 2025 Added 1.68%
$69.1B
$1.22 Billion 0.68% of portfolio
12,246
Q4 2025 Reduced 33.88%
$3.1B
$1.2 Billion 0.67% of portfolio
22,571
Q4 2025 Reduced 4.97%
$36B
$1.21 Billion 0.67% of portfolio
47,162
Q4 2025 Reduced 8.29%
$107B
$1.19 Billion 0.66% of portfolio
1,349
Q4 2025 Reduced 9.34%
$59.8B
$1.16 Billion 0.65% of portfolio
6,273
Q4 2025 Reduced 7.2%
$144B
$1.05 Billion 0.58% of portfolio
2,250
Q4 2025 Reduced 3.27%
-
$1.01 Billion 0.57% of portfolio
-
Q4 2025 Reduced 10.64%
$48.8B
$1.01 Billion 0.57% of portfolio
22,225
Q4 2025 Reduced 6.48%
$55.8B
$999 Million 0.56% of portfolio
4,891
Q4 2025 Reduced 1.75%
$120B
$942 Million 0.53% of portfolio
31,525
Q4 2025 Added 5.87%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $179 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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