Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Secure Asset Management, LLC (CIK 1800692) reported $713.7M across 320 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VGIT ($39.2M, 5.49%), NVDA ($29.0M, 4.06%), QQQM ($21.1M, 2.96%), VOO ($20.6M, 2.88%), IVV ($18.4M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $39.2M | 5.49% | 664,284 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $29.0M | 4.06% | 144,954 | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $21.1M | 2.96% | 69,722 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $20.6M | 2.88% | 29,953 | Added |
| 5 | IVV | ISHARES TR | $18.4M | 2.58% | 24,557 | Added |
| 6 | AAPL | APPLE INC | $17.3M | 2.42% | 59,722 | Trimmed |
| 7 | SRLN | SSGA ACTIVE ETF TR | $15.3M | 2.14% | 379,830 | Added |
| 8 | IGSB | ISHARES TR | $14.9M | 2.08% | 283,647 | Added |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | $14.8M | 2.07% | 296,908 | Added |
| 10 | JMBS | JANUS DETROIT STR TR | $14.7M | 2.06% | 327,232 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $10.4M | 1.46% | 24,063 | Trimmed |
| 12 | JAAA | JANUS DETROIT STR TR | $10.3M | 1.45% | 204,778 | Trimmed |
| 13 | TSLA | TESLA INC | $9.5M | 1.33% | 22,590 | Added |
| 14 | GOOGL | ALPHABET INC | $9.3M | 1.31% | 26,256 | Added |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | $9.2M | 1.29% | 12,062 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $9.0M | 1.25% | 37,563 | Added |
| 17 | MSFT | MICROSOFT CORP | $8.6M | 1.20% | 22,923 | Trimmed |
| 18 | GLDM | WORLD GOLD TR | $8.2M | 1.15% | 102,922 | New |
| 19 | LLY | ELI LILLY & CO | $8.1M | 1.14% | 6,792 | Added |
| 20 | AVGO | BROADCOM INC | $7.7M | 1.08% | 20,362 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $7.6M | 1.07% | 8,155 | Trimmed |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.4M | 1.04% | 15,586 | Added |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $7.3M | 1.02% | 62,203 | Added |
| 24 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $6.9M | 0.97% | 631,456 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 0.94% | 8,937 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30