account_balance
Investment manager · 13F filer · SEC CIK 2012356
Secured Retirement Advisors, LLC
Reported value$198Mas of Sep 30, 2026
Positions136 6 new, 4 sold out
Top 10 weight27.1%STXF alone is 4%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
STXFEa Series Trust
4.3%Trimmed −3%
AAPLApple Inc.
4.3%Added +2%
NVDANVIDIA Corp
4.2%
MSFTMicrosoft Corp
3.2%
BONDPimco ETF Tr
2.7%Added +5%
METAMeta Platforms, Inc.
2.1%
CSCOCisco Systems, Inc.
1.7%Trimmed −5%
GOOGLAlphabet Inc.
1.6%
AMZNAmazon.com Inc
1.6%
ADPAutomatic Data Processing Inc
1.4%+3%
SPYVSPDR Series Trust
1.4%Trimmed −3%
ABBVAbbVie Inc.
1.3%−3%
STXFEa Series Trust
4.3%Trimmed −3%
AAPLApple Inc.
4.3%Added +2%
NVDANVIDIA Corp
4.2%
MSFTMicrosoft Corp
3.2%
BONDPimco ETF Tr
2.7%+5%
METAMeta Platforms, Inc.
2.1%
CSCO1.7%GOOGL1.6%AMZN1.6%ADP1.4%SPYV1.4%
ABBVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
STXF Ea Series Trust 4.3% Trimmed −3%
AAPL Apple Inc. 4.3% Added +2%NVDA NVIDIA Corp 4.2% HeldMSFT Microsoft Corp 3.2% HeldBOND Pimco ETF Tr 2.7% Added +5%
META Meta Platforms, Inc. 2.1% HeldCSCO Cisco Systems, Inc. 1.7% Trimmed −5%GOOGL Alphabet Inc. 1.6% HeldAMZN Amazon.com Inc 1.6% HeldADP Automatic Data Processing Inc 1.4% Added +3%SPYV SPDR Series Trust 1.4% Trimmed −3%
ABBV AbbVie Inc. 1.3% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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