Secure Asset Management, LLC

Est. AUM

$631.8M

13F long equity, this entity only

Positions

327

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$37.0M	621539	5.86%	SOLE
2	NVIDIA CORPORATION	COM	$24.6M	140967	3.89%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.5M	29209	2.76%	SOLE
4	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$15.8M	66659	2.51%	SOLE
5	APPLE INC	COM	$15.5M	61040	2.45%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$15.0M	22987	2.38%	SOLE
7	SSGA ACTIVE ETF TR	STATE STREET BLA	$14.3M	356099	2.26%	SOLE
8	ISHARES TR	ISHS 1-5YR INVS	$14.0M	265755	2.21%	SOLE
9	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$13.8M	278055	2.19%	SOLE
10	JANUS DETROIT STR TR	HENDERSON MTG	$13.8M	305601	2.19%	SOLE
11	JANUS DETROIT STR TR	HENDRSON AAA CL	$11.4M	226357	1.80%	SOLE
12	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$8.9M	64515	1.41%	SOLE
13	MICROSOFT CORP	COM	$8.8M	23884	1.40%	SOLE
14	COSTCO WHOLESALE CORPORATION	COM	$8.7M	8754	1.38%	SOLE
15	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$8.1M	190235	1.28%	SOLE
16	TESLA INC	COM	$8.0M	21604	1.27%	SOLE
17	AMAZON COM INC	COM	$7.1M	34064	1.12%	SOLE
18	GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$6.9M	623443	1.09%	SOLE
19	VANGUARD MALVERN FDS	STRM INFPROIDX	$6.4M	128278	1.01%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.2M	211357	0.97%	SOLE
21	ELI LILLY & CO	COM	$6.2M	6691	0.97%	SOLE
22	ALPHABET INC	CAP STK CL A	$6.0M	20856	0.95%	SOLE
23	VANGUARD BD INDEX FDS	INTERMED TERM	$5.7M	74449	0.91%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.7M	8741	0.90%	SOLE
25	BROADCOM INC	COM	$5.6M	18088	0.89%	SOLE
26	LAM RESEARCH CORP	COM NEW	$5.4M	25117	0.85%	SOLE
27	VISA INC	COM CL A	$5.3M	17582	0.84%	SOLE
28	WALMART INC	COM	$5.2M	41522	0.82%	SOLE
29	PALANTIR TECHNOLOGIES INC	CL A	$5.0M	34074	0.79%	SOLE
30	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.0M	14699	0.79%	SOLE
31	CROWDSTRIKE HLDGS INC	CL A	$4.9M	12436	0.77%	SOLE
32	VANGUARD INDEX FDS	MID CAP ETF	$4.8M	16559	0.75%	SOLE
33	MCDONALDS CORP	COM	$4.6M	14745	0.73%	SOLE
34	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$4.4M	114338	0.70%	SOLE
35	UBER TECHNOLOGIES INC	COM	$4.3M	59660	0.68%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$4.3M	7371	0.67%	SOLE
37	EXXON MOBIL CORP	COM	$4.2M	24616	0.66%	SOLE
38	AST SPACEMOBILE INC	COM CL A	$4.0M	48844	0.64%	SOLE
39	GENERAC HLDGS INC	COM	$4.0M	20689	0.64%	SOLE
40	SCHWAB CHARLES CORP	COM	$4.0M	42986	0.64%	SOLE
41	MIRUM PHARMACEUTICALS INC	COM	$4.0M	43646	0.64%	SOLE
42	BIOMARIN PHARMACEUTICAL INC	COM	$4.0M	70420	0.63%	SOLE
43	FIRST SOLAR INC	COM	$4.0M	20141	0.63%	SOLE
44	ALPS ETF TR	OSHARES US SMLCP	$3.9M	89685	0.62%	SOLE
45	J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$3.9M	53633	0.61%	SOLE
46	ZSCALER INC	COM	$3.8M	27106	0.60%	SOLE
47	LEIDOS HOLDINGS INC	COM	$3.7M	23701	0.58%	SOLE
48	ORUKA THERAPEUTICS INC	COM	$3.6M	72422	0.56%	SOLE
49	COMFORT SYS USA INC	COM	$3.5M	2551	0.56%	SOLE
50	BARINGS CORPORATE INVS	COM	$3.5M	200848	0.55%	SOLE

1–50 of 327

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.