SECURED RETIREMENT ADVISORS, LLC

Est. AUM

$176.7M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EA SERIES TRUST	STRIVE 500 ETF	$7.8M	186029	4.42%	SOLE
2	NVIDIA CORPORATION	COM	$6.9M	39366	3.89%	SOLE
3	APPLE INC	COM	$6.3M	24716	3.55%	SOLE
4	PIMCO ETF TR	ACTIVE BD ETF	$5.4M	58697	3.07%	SOLE
5	CORNING INC	COM	$5.3M	39104	3.01%	SOLE
6	MICROSOFT CORP	COM	$4.2M	11355	2.38%	SOLE
7	ALPHABET INC	CAP STK CL A	$4.2M	14473	2.36%	SOLE
8	CONSOLIDATED EDISON INC	COM	$3.8M	33161	2.12%	SOLE
9	AMAZON COM INC	COM	$3.3M	15888	1.87%	SOLE
10	EXXON MOBIL CORP	COM	$3.2M	18813	1.81%	SOLE
11	COLGATE PALMOLIVE CO	COM	$3.1M	36400	1.76%	SOLE
12	MERCK & CO INC	COM	$2.9M	23897	1.63%	SOLE
13	ILLINOIS TOOL WKS INC	COM	$2.7M	10287	1.52%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	45999	1.47%	SOLE
15	INTERNATIONAL BUSINESS MACHS	COM	$2.6M	10673	1.46%	SOLE
16	TESLA INC	COM	$2.5M	6806	1.43%	SOLE
17	CISCO SYS INC	COM	$2.5M	32387	1.42%	SOLE
18	BANK NEW YORK MELLON CORP	COM	$2.4M	20265	1.36%	SOLE
19	WALMART INC	COM	$2.4M	19111	1.34%	SOLE
20	ISHARES TR	CORE MSCI EAFE	$2.3M	25819	1.32%	SOLE
21	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.2M	64547	1.23%	SOLE
22	BROADCOM INC	COM	$2.2M	6955	1.22%	SOLE
23	JPMORGAN CHASE & CO	COM	$2.1M	7282	1.21%	SOLE
24	CITIGROUP INC	COM NEW	$2.1M	18821	1.21%	SOLE
25	LOCKHEED MARTIN CORP	COM	$1.9M	3209	1.10%	SOLE
26	CHEVRON CORPORATION	COM	$1.9M	9374	1.10%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5969	1.08%	SOLE
28	YUM BRANDS INC	COM	$1.8M	11588	1.02%	SOLE
29	ELI LILLY & CO	COM	$1.8M	1909	0.99%	SOLE
30	ORACLE CORP	COM	$1.6M	10677	0.89%	SOLE
31	GE AEROSPACE	COM NEW	$1.5M	5380	0.86%	SOLE
32	COHERENT CORP	COM	$1.5M	6271	0.85%	SOLE
33	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.5M	37479	0.84%	SOLE
34	POPULAR INC	COM NEW	$1.4M	10647	0.81%	SOLE
35	RTX CORPORATION	COM	$1.4M	7255	0.79%	SOLE
36	GOLDMAN SACHS GROUP INC	COM	$1.4M	1640	0.78%	SOLE
37	BOEING CO	COM	$1.4M	6830	0.77%	SOLE
38	BAKER HUGHES COMPANY	CL A	$1.3M	21900	0.76%	SOLE
39	CLOROX CO DEL	COM	$1.3M	12903	0.76%	SOLE
40	EA SERIES TRUST	STRIVE EMERGING	$1.3M	33934	0.75%	SOLE
41	TEREX CORP NEW	COM	$1.3M	22118	0.74%	SOLE
42	JOHNSON CONTROLS INTERNATION	SHS	$1.3M	9952	0.74%	SOLE
43	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.3M	23181	0.73%	SOLE
44	DEERE & CO	COM	$1.3M	2228	0.71%	SOLE
45	CATERPILLAR INC	COM	$1.2M	1762	0.71%	SOLE
46	PFIZER INC	COM	$1.2M	44051	0.70%	SOLE
47	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.2M	37643	0.69%	SOLE
48	PIMCO ETF TR	MULTISECTOR BD	$1.2M	46480	0.69%	SOLE
49	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$1.2M	32432	0.68%	SOLE
50	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$1.2M	46213	0.67%	SOLE

1–50 of 130

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