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 $631.8M across 306 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGIT ($37.0M, 5.86%), NVDA ($24.6M, 3.89%), VOO ($17.5M, 2.76%), QQQM ($15.8M, 2.51%), AAPL ($15.5M, 2.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $37.0M | 5.86% | 621,539 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $24.6M | 3.89% | 140,967 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $17.5M | 2.76% | 29,209 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $15.8M | 2.51% | 66,659 | Added |
| 5 | AAPL | APPLE INC | $15.5M | 2.45% | 61,040 | Trimmed |
| 6 | IVV | ISHARES TR | $15.0M | 2.38% | 22,987 | Added |
| 7 | SRLN | SSGA ACTIVE ETF TR | $14.3M | 2.26% | 356,099 | Added |
| 8 | IGSB | ISHARES TR | $14.0M | 2.21% | 265,755 | Added |
| 9 | JMBS | JANUS DETROIT STR TR | $13.8M | 2.19% | 305,601 | Added |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | $13.8M | 2.19% | 278,055 | Added |
| 11 | JAAA | JANUS DETROIT STR TR | $11.4M | 1.80% | 226,357 | Trimmed |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | $8.9M | 1.41% | 64,515 | Added |
| 13 | MSFT | MICROSOFT CORP | $8.8M | 1.40% | 23,884 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $8.7M | 1.38% | 8,754 | Added |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.1M | 1.28% | 190,235 | Added |
| 16 | TSLA | TESLA INC | $8.0M | 1.27% | 21,604 | Added |
| 17 | AMZN | AMAZON COM INC | $7.1M | 1.12% | 34,064 | Added |
| 18 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $6.9M | 1.09% | 623,443 | Added |
| 19 | VTIP | VANGUARD MALVERN FDS | $6.4M | 1.01% | 128,278 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $6.2M | 0.97% | 211,357 | Added |
| 21 | LLY | ELI LILLY & CO | $6.2M | 0.97% | 6,691 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $6.1M | 0.96% | 21,856 | Added |
| 23 | BIV | VANGUARD BD INDEX FDS | $5.7M | 0.91% | 74,449 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $5.7M | 0.90% | 9,241 | Trimmed |
| 25 | AVGO | BROADCOM INC | $5.6M | 0.89% | 18,088 | Added |
Source: SEC Form 13F filings · as of 2026-03-31