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.
SECURED RETIREMENT ADVISORS, LLC (CIK 2012356) reported $176.7M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: STRV ($7.8M, 4.42%), NVDA ($6.9M, 3.89%), AAPL ($6.3M, 3.55%), BOND ($5.4M, 3.07%), GLW ($5.3M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STRV | EA SERIES TRUST | $7.8M | 4.42% | 186,029 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $6.9M | 3.89% | 39,366 | Trimmed |
| 3 | AAPL | APPLE INC | $6.3M | 3.55% | 24,716 | Trimmed |
| 4 | BOND | PIMCO ETF TR | $5.4M | 3.07% | 58,697 | Trimmed |
| 5 | GLW | CORNING INC | $5.3M | 3.01% | 39,104 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $4.2M | 2.38% | 11,355 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $4.2M | 2.36% | 14,473 | Added |
| 8 | ED | CONSOLIDATED EDISON INC | $3.8M | 2.12% | 33,161 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $3.3M | 1.87% | 15,888 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $3.2M | 1.81% | 18,813 | Trimmed |
| 11 | CL | COLGATE PALMOLIVE CO | $3.1M | 1.76% | 36,400 | Trimmed |
| 12 | MRK | MERCK & CO INC | $2.9M | 1.63% | 23,897 | Trimmed |
| 13 | ITW | ILLINOIS TOOL WKS INC | $2.7M | 1.52% | 10,287 | Added |
| 14 | SPYV | SPDR SERIES TRUST | $2.6M | 1.47% | 45,999 | Trimmed |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $2.6M | 1.46% | 10,673 | Added |
| 16 | TSLA | TESLA INC | $2.5M | 1.43% | 6,806 | Added |
| 17 | CSCO | CISCO SYS INC | $2.5M | 1.42% | 32,387 | Added |
| 18 | BK | BANK NEW YORK MELLON CORP | $2.4M | 1.36% | 20,265 | Added |
| 19 | WMT | WALMART INC | $2.4M | 1.34% | 19,111 | Added |
| 20 | IEFA | ISHARES TR | $2.3M | 1.32% | 25,819 | Trimmed |
| 21 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.2M | 1.23% | 64,547 | Trimmed |
| 22 | AVGO | BROADCOM INC | $2.2M | 1.22% | 6,955 | Trimmed |
| 23 | C | CITIGROUP INC | $2.1M | 1.21% | 18,821 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $2.1M | 1.21% | 7,282 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $1.9M | 1.10% | 9,374 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31