SECURED RETIREMENT ADVISORS, LLC: 13F holdings
CIK 20123562026Q2
| Positions | 134 |
|---|
| Reported value | $194.9m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 134 (+4 vs prior quarter) |
|---|
| Reported value | $194.9m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| STXF EA SERIES TRUST | 179,003 | $8.6m | 4.4% |
| NVDA NVIDIA CORPORATION | 36,284 | $7.3m | 3.7% |
| AAPL APPLE INC | 24,677 | $7.1m | 3.7% |
| BOND PIMCO ETF TR | 57,389 | $5.3m | 2.7% |
| MSFT MICROSOFT CORP | 12,542 | $4.7m | 2.4% |
| CSCO CISCO SYS INC | 33,428 | $3.9m | 2.0% |
| GOOGL ALPHABET INC | 9,272 | $3.3m | 1.7% |
| CAT CATERPILLAR INC | 3,048 | $3.2m | 1.7% |
| META META PLATFORMS INC | 5,585 | $3.1m | 1.6% |
| AMZN AMAZON COM INC | 12,216 | $2.9m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012356")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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