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 $194.9M across 134 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: STRV ($8.6M, 4.44%), NVDA ($7.3M, 3.73%), AAPL ($7.1M, 3.66%), BOND ($5.3M, 2.72%), MSFT ($4.7M, 2.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STRV | EA SERIES TRUST | $8.6M | 4.44% | 179,003 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $7.3M | 3.73% | 36,284 | Trimmed |
| 3 | AAPL | APPLE INC | $7.1M | 3.66% | 24,677 | Trimmed |
| 4 | BOND | PIMCO ETF TR | $5.3M | 2.72% | 57,389 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $4.7M | 2.40% | 12,542 | Added |
| 6 | CSCO | CISCO SYS INC | $3.9M | 2.01% | 33,428 | Added |
| 7 | GOOGL | ALPHABET INC | $3.3M | 1.70% | 9,272 | Trimmed |
| 8 | CAT | CATERPILLAR INC | $3.2M | 1.67% | 3,048 | Added |
| 9 | META | META PLATFORMS INC | $3.1M | 1.61% | 5,585 | Added |
| 10 | AMZN | AMAZON COM INC | $2.9M | 1.49% | 12,216 | Trimmed |
| 11 | TSLA | TESLA INC | $2.8M | 1.46% | 6,765 | Trimmed |
| 12 | SPYV | SPDR SERIES TRUST | $2.8M | 1.43% | 45,994 | Trimmed |
| 13 | ABBV | ABBVIE INC | $2.5M | 1.30% | 10,052 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.23% | 4,772 | Added |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.3M | 1.21% | 64,318 | Trimmed |
| 16 | GLW | CORNING INC | $2.3M | 1.20% | 9,129 | Trimmed |
| 17 | ADP | AUTOMATIC DATA PROCESSING IN | $2.3M | 1.20% | 10,473 | New |
| 18 | MCO | MOODYS CORP | $2.2M | 1.14% | 4,891 | New |
| 19 | CPB | THE CAMPBELLS COMPANY | $2.2M | 1.12% | 97,949 | New |
| 20 | IEFA | ISHARES TR | $2.2M | 1.11% | 22,396 | Trimmed |
| 21 | SYK | STRYKER CORPORATION | $2.2M | 1.11% | 6,866 | New |
| 22 | VTI | VANGUARD INDEX FDS | $2.1M | 1.09% | 5,732 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $2.1M | 1.07% | 1,731 | Trimmed |
| 24 | AVGO | BROADCOM INC | $2.1M | 1.07% | 5,522 | Trimmed |
| 25 | DUK | DUKE ENERGY CORP NEW | $2.1M | 1.06% | 16,380 | New |
Source: SEC Form 13F filings · as of 2026-06-30