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SECURED RETIREMENT ADVISORS, LLC - Portfolio Stock Holdings

SECURED RETIREMENT ADVISORS, LLC disclosed 157 stock positions in a recent SEC 13F filing. $194,953,926 of stock holdings were filed, with the largest holdings including STXF, NVDA, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $255,083,132 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

157

Est. Stock Holding Value:

$194,953,926

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SECURED RETIREMENT ADVISORS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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