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SECURED RETIREMENT ADVISORS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2012356
Institutional-grade research for retail investors

Sector Allocation

  • Technology27.0%$52.6M
  • Other26.1%$51.0M
  • Financials11.8%$22.9M
  • Industrials10.7%$20.9M
  • Healthcare6.8%$13.3M
  • Consumer Discretionary5.4%$10.5M
  • Consumer Staples4.4%$8.6M
  • Materials2.9%$5.6M
  • Utilities2.1%$4.1M
  • Energy1.6%$3.1M

AUM History

13fpro.ai/research/fund/secured-retirement-advisors-llc-2012356

Conviction and streaks

Diversifying · top 10 = 25.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/secured-retirement-advisors-llc-2012356

SECURED RETIREMENT ADVISORS, LLC 13F holdings — Q2 2026

$194.9M portfolio (+10.3% QoQ) · 134 holdings · Q2 2026 13F · top 10 are 25% of the stock portfolio

All holdings — SECURED RETIREMENT ADVISORS, LLC (Q2 2026)

134 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
TSLA$TSLATesla, Inc.$2.8M-0.6%
— SPDR SERIES TRUST - ST STR P500VALetf/fund$2.8M-0.0%
ABBV$ABBVAbbVie Inc.$2.5M+466%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$2.4M+171%
— FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund$2.3M-0.4%
ADP$ADPAUTOMATIC DATA PROCESSING INC$2.3MNew
GLW$GLWCORNING INC /NY$2.3M-77%
MCO$MCOMOODYS CORP /DE/$2.2MNew
CPB$CPBCAMPBELL'S Co$2.2MNew
— ISHARES TR - CORE MSCI EAFEetf/fund$2.2M-13%
SYK$SYKSTRYKER CORP$2.2MNew
— VANGUARD INDEX FDS - TOTAL STK MKTetf/fund$2.1M-4%
AVGO$AVGOBroadcom Inc.$2.1M-21%
LLY$LLYELI LILLY & Co$2.1M-9%
DUK$DUKDuke Energy CORP$2.1MNew

What changed in Q2 2026

Against the previous quarter's 13F: 27 new, 53 added to, 51 trimmed, 23 sold out. Share-count changes; largest moves by dollar size first.

New positions (27)

  • ADP$ADPAUTOMATIC DATA PROCESSING INC$2.3M

    first bought this quarter

  • MCO$MCOMOODYS CORP /DE/$2.2M

    first bought this quarter

  • CPB$CPBCAMPBELL'S Co$2.2M

    first bought this quarter

  • SYK$SYKSTRYKER CORP$2.2M

    first bought this quarter

  • DUK$DUKDuke Energy CORP$2.1M

    first bought this quarter

  • AEP$AEPAMERICAN ELECTRIC POWER CO INC$2.0M

    first bought this quarter

+21 more in the Excel export

Added to (53)

  • META$METAMeta Platforms, Inc.+246%

    now $3.1M · held 7+ qtrs

  • ABBV$ABBVAbbVie Inc.+466%

    now $2.5M · held 7+ qtrs, 4 adds in a row

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+171%

    now $2.4M · held 7+ qtrs

  • KO$KOCOCA COLA CO+277%

    now $1.9M · held 5 qtrs, 5 adds in a row

  • CAT$CATCATERPILLAR INC+73%

    now $3.2M · held 7+ qtrs

  • V$VVISA INC.+150%

    now $1.7M · held 7+ qtrs

+47 more in the Excel export

Trimmed (51)

  • GLW$GLWCORNING INC /NY-77%

    now $2.3M · held 7+ qtrs, 4 trims in a row

  • MRK$MRKMerck & Co., Inc.-80%

    now $619K · held 5 qtrs, 2 trims in a row

  • GOOGL$GOOGLAlphabet Inc.-36%

    now $3.3M · held 7+ qtrs

  • MU$MUMICRON TECHNOLOGY INC-47%

    now $1.9M · held 2 qtrs

  • IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP-50%

    now $1.5M · held 7+ qtrs

  • BNY$BNYBank of New York Mellon Corp-47%

    now $1.5M · held 6 qtrs

+45 more in the Excel export

Sold out (23)

  • ED$EDCONSOLIDATED EDISON INCwas $3.8M

    held 5 qtrs

  • XOM.R34088$XOM.R34088EXXON MOBIL CORPwas $3.2M

    held 3 qtrs

  • CL$CLCOLGATE PALMOLIVE COwas $3.1M

    held 6+ qtrs

  • ITW$ITWILLINOIS TOOL WORKS INCwas $2.7M

    held 5 qtrs

  • YUM$YUMYUM BRANDS INCwas $1.8M

    held 5 qtrs

  • CRM$CRMSalesforce, Inc.was $1.0M

+17 more in the Excel export

Firm AUM (Form ADV): $255.1M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F SECURED RETIREMENT ADVISORS, LLC has filed, 10 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 16, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of SECURED RETIREMENT ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

+3.6%

Value-weighted move of the 10 largest stock positions

Turnover

25%

Last quarter; 50% over the last 4

Top 10 weight

25%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

70%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

SECURED RETIREMENT ADVISORS, LLC disclosed 134 positions worth $194.9M in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 27 new positions and exited 23 — including a new stake in $ADP and a full exit from $ED. The portfolio is most concentrated in Technology (27.0% of disclosed assets). All figures are sourced directly from SECURED RETIREMENT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 2012356.

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AI-Powered Hedge Fund Analysis: SECURED RETIREMENT ADVISORS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For SECURED RETIREMENT ADVISORS, LLC (SEC CIK: 2012356), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in SECURED RETIREMENT ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.