Secured Retirement Advisors, LLC reported 97 positions worth $142.72M for the quarter ended Jun 30, 2026, up 11.8% on the prior quarter. It opened 26 new positions, added to 37, trimmed 32 and exited 21. Its largest holding is Nvidia Corp at 5.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADP Automatic Data Processing Inc | +10.5K | – | $2.35M | 1.64% |
| META Meta Platforms, Inc. | +3,971 | +246.0% | $2.24M | 2.2% |
| MCO Moodys Corp | +4,891 | – | $2.22M | 1.55% |
| CPB CAMPBELL'S Co | +97.9K | – | $2.18M | 1.53% |
| SYK Stryker Corp | +6,866 | – | $2.16M | 1.51% |
| ABBV AbbVie Inc. | +8,277 | +466.3% | $2.08M | 1.77% |
| DUK Duke Energy CORP | +16.4K | – | $2.07M | 1.45% |
| AEP American Electric Power Co Inc | +14.8K | – | $2.02M | 1.42% |
| LOW Lowes Companies Inc | +8,645 | – | $1.91M | 1.34% |
| IEX Idex Corp | +7,871 | – | $1.79M | 1.25% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLW Corning Inc | -30.0K | -76.7% | $7.66M | 1.63% |
| ED Consolidated Edison Inc | -33.2K | -100.0% | $3.75M | Exited |
| XOM ExxonMobil Holdings Corp | -18.8K | -100.0% | $3.19M | Exited |
| CL Colgate Palmolive Co | -36.4K | -100.0% | $3.10M | Exited |
| ITW Illinois Tool Works Inc | -10.3K | -100.0% | $2.68M | Exited |
| MRK Merck & Co., Inc. | -19.1K | -79.9% | $2.45M | 0.433% |
| GOOGL Alphabet Inc. | -5,201 | -35.9% | $1.86M | 2.32% |
| YUM Yum Brands Inc | -11.6K | -100.0% | $1.80M | Exited |
| MU Micron Technology Inc | -1,447 | -47.0% | $1.67M | 1.32% |
| IBM International Business Machines Corp | -5,302 | -49.7% | $1.49M | 1.06% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ADP Automatic Data Processing Inc | +10.5K | $2.35M | 1.64% |
| MCO Moodys Corp | +4,891 | $2.22M | 1.55% |
| CPB CAMPBELL'S Co | +97.9K | $2.18M | 1.53% |
| SYK Stryker Corp | +6,866 | $2.16M | 1.51% |
| DUK Duke Energy CORP | +16.4K | $2.07M | 1.45% |
| AEP American Electric Power Co Inc | +14.8K | $2.02M | 1.42% |
| LOW Lowes Companies Inc | +8,645 | $1.91M | 1.34% |
| IEX Idex Corp | +7,871 | $1.79M | 1.25% |
| APH Amphenol Corp | +19.7K | $1.74M | 1.22% |
| CB Chubb Ltd | +5,033 | $1.71M | 1.2% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ED Consolidated Edison Inc | -33.2K | $3.75M | 2.94% |
| XOM ExxonMobil Holdings Corp | -18.8K | $3.19M | 2.5% |
| CL Colgate Palmolive Co | -36.4K | $3.10M | 2.43% |
| ITW Illinois Tool Works Inc | -10.3K | $2.68M | 2.1% |
| YUM Yum Brands Inc | -11.6K | $1.80M | 1.41% |
| CRM Salesforce, Inc. | -5,381 | $1.00M | 0.787% |
| NFLX Netflix Inc | -10.0K | $965.25K | 0.756% |
| VRSK Verisk Analytics, Inc. | -5,036 | $955.58K | 0.748% |
| LEN Lennar Corp | -10.7K | $927.02K | 0.726% |
| MAS Masco Corp | -15.2K | $915.87K | 0.717% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 36.3K | $7.26M | 5.09% | -3,082 | -7.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 24.7K | $7.14M | 5% | -39 | -0.2% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 12.5K | $4.68M | 3.28% | +1,187 | +10.5% | Added | 0% |
| 4 | CSCO Cisco Systems, Inc. | Technology | 33.4K | $3.93M | 2.75% | +1,041 | +3.2% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 9,272 | $3.31M | 2.32% | -5,201 | -35.9% | Reduced | 0% |
| 6 | CAT Caterpillar Inc | Industrials | 3,048 | $3.25M | 2.27% | +1,286 | +73.0% | Added | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 5,585 | $3.15M | 2.2% | +3,971 | +246.0% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 12.2K | $2.91M | 2.04% | -3,672 | -23.1% | Reduced | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 6,765 | $2.85M | 1.99% | -41 | -0.6% | Reduced | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 10.1K | $2.53M | 1.77% | +8,277 | +466.3% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,772 | $2.39M | 1.67% | +3,012 | +171.1% | Added | 0% |
| 12 | ADP Automatic Data Processing Inc | Technology | 10.5K | $2.35M | 1.64% | +10.5K | – | New | 0% |
| 13 | GLW Corning Inc | Basic Materials | 9,129 | $2.33M | 1.63% | -30.0K | -76.7% | Reduced | 0% |
| 14 | MCO Moodys Corp | Financial Services | 4,891 | $2.22M | 1.55% | +4,891 | – | New | 0% |
| 15 | CPB CAMPBELL'S Co | Consumer Staples | 97.9K | $2.18M | 1.53% | +97.9K | – | New | 0.03% |
Tip. Select a row to see that position’s full history at Secured Retirement Advisors.
As of its Q2 2026 13F filing, Secured Retirement Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 5.1%, Apple Inc. (AAPL) at 5.0%, Microsoft Corp (MSFT) at 3.3%, Cisco Systems, Inc. (CSCO) at 2.8%, Alphabet Inc. (GOOGL) at 2.3% of the reported portfolio.
Secured Retirement Advisors, LLC reported a 13F portfolio worth $142.72M across 97 positions for Q2 2026. That is up 11.8% from the previous quarter.
Its largest purchases by value were Automatic Data Processing Inc ($2.35M), Meta Platforms, Inc. ($2.24M), Moodys Corp ($2.22M). It opened 26 new positions.
Its largest sales by value were Corning Inc ($7.66M), Consolidated Edison Inc ($3.75M), ExxonMobil Holdings Corp ($3.19M). It exited 21 positions entirely.
From the Form 13F-HR reports Secured Retirement Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.