Secure Asset Management, LLC Portfolio Holdings
Secure Asset Management, LLC
- $609 Million
- Q4 2025
Secure Asset Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $609 Million distributed in 343 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $33.4M, Nvidia Corp with a value of $25.1M, Vanguard Index Fds S&P 500 ETF with a value of $21M, Apple Inc. with a value of $16.6M, and Invesco Exchange Traded Fd Tr with a value of $16M.
Examining the 13F form we can see an increase of $24.4M in the current position value, from $585M to 609M.
Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$609 Million
ETFs: $302 Million
Technology: $109 Million
Financial Services: $48.1 Million
Consumer Cyclical: $32.1 Million
Consumer Defensive: $25.1 Million
Communication Services: $24.9 Million
Healthcare: $23.1 Million
Industrials: $19.7 Million
Other: $25.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 343
- Current Value $609 Million
- Prior Value $585 Million
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 44 stocks
- Additional Purchases 178 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks