Secure Asset Management, LLC: 13F holdings
CIK 18006922026Q2
| Positions | 320 |
|---|
| Reported value | $712.2m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 320 (+3 vs prior quarter) |
|---|
| Reported value | $712.2m (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGIT VANGUARD SCOTTSDALE FDS | 664,284 | $39.2m | 5.5% |
| NVDA NVIDIA CORPORATION | 144,954 | $29.0m | 4.1% |
| QQQM INVESCO EXCH TRADED FD TR II | 69,722 | $21.1m | 3.0% |
| VOO VANGUARD INDEX FDS | 29,953 | $20.6m | 2.9% |
| IVV ISHARES TR | 24,557 | $18.4m | 2.6% |
| AAPL APPLE INC | 59,722 | $17.3m | 2.4% |
| SRLN SSGA ACTIVE ETF TR | 379,830 | $15.3m | 2.1% |
| IGSB ISHARES TR | 283,647 | $14.9m | 2.1% |
| LMBS FIRST TR EXCHANGE-TRADED FD | 296,908 | $14.8m | 2.1% |
| JMBS JANUS DETROIT STR TR | 327,232 | $14.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800692")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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