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 Market Cap. of $200 Billions or more
