Secured Retirement Advisors, LLC holds a diversified book of 134 stocks worth $194.9M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Automatic Data Processing and trimmed Strive 500 ETF. Their largest long position is Strive 500 ETF at 4% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2012356/holdings"
Use Arkolith to show SECURED RETIREMENT ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust STRIVE 500 ETF | $8.6M | 179.0K | 4.4% | ▼−3.8% Reduced · −7K sh | |
| 2 | Nvidia Corporation COM | $7.3M | 36.3K | 3.7% | ▼−7.8% Reduced · −3K sh | |
| 3 | Apple Inc COM | $7.1M | 24.7K | 3.7% | ▼−0.1% Reduced · −39 sh | |
| 4 | Pimco ETF TR ACTIVE BD ETF | $5.3M | 57.4K | 2.7% | ▼−2.2% Reduced · −1K sh | |
| 5 | Microsoft Corp COM | $4.7M | 12.5K | 2.4% | ▲+10% Added · +1K sh | |
| 6 | Cisco Sys Inc COM | $3.9M | 33.4K | 2.0% | ▲+3.2% Added · +1K sh | |
| 7 | Alphabet Inc CAP STK CL A | $3.3M | 9.3K | 1.7% | ▼−36% Reduced · −5K sh | |
| 8 | Caterpillar Inc COM | $3.2M | 3.0K | 1.7% | ▲+73% Added · +1K sh | |
| 9 | Meta Platforms Inc CL A | $3.1M | 5.6K | 1.6% | ▲+246% Added · +4K sh | |
| 10 | Amazon Com Inc COM | $2.9M | 12.2K | 1.5% | ▼−23% Reduced · −4K sh | |
| 11 | Tesla Inc COM | $2.8M | 6.8K | 1.5% | ▼−0.6% Reduced · −41 sh | |
| 12 | SPDR Series Trust ST STR P500VAL | $2.8M | 46.0K | 1.4% | ▼~0% Reduced · −5 sh | |
| 13 | Abbvie Inc COM | $2.5M | 10.1K | 1.3% | ▲+466% Added · +8K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $2.4M | 4.8K | 1.2% | ▲+171% Added · +3K sh | |
| 15 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $2.3M | 64.3K | 1.2% | ▼−0.3% Reduced · −229 sh | |
| 16 | Automatic Data Processing In COM | $2.3M | 10.5K | 1.2% | ▲New New position | |
| 17 | Corning Inc COM | $2.3M | 9.1K | 1.2% | ▼−77% Reduced · −30K sh | |
| 18 | Moodys Corp COM | $2.2M | 4.9K | 1.1% | ▲New New position | |
| 19 | The Campbells Company COM | $2.2M | 97.9K | 1.1% | ▲New New position | |
| 20 | Ishares TR CORE MSCI EAFE | $2.2M | 22.4K | 1.1% | ▼−13% Reduced · −3K sh | |
| 21 | Stryker Corporation COM | $2.2M | 6.9K | 1.1% | ▲New New position | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 5.7K | 1.1% | ▼−4.0% Reduced · −237 sh | |
| 23 | Broadcom Inc COM | $2.1M | 5.5K | 1.1% | ▼−21% Reduced · −1K sh | |
| 24 | Eli Lilly & Co COM | $2.1M | 1.7K | 1.1% | ▼−9.3% Reduced · −178 sh | |
| 25 | Duke Energy Corp New COM NEW | $2.1M | 16.4K | 1.1% | ▲New New position | |
| 26 | American Elec PWR Co Inc COM | $2.0M | 14.8K | 1.0% | ▲New New position | |
| 27 | Coca Cola Co COM | $1.9M | 23.6K | 1.0% | ▲+277% Added · +17K sh | |
| 28 | Lowes Cos Inc COM | $1.9M | 8.6K | 1.0% | ▲New New position | |
| 29 | Micron Technology Inc COM | $1.9M | 1.6K | 1.0% | ▼−47% Reduced · −1K sh | |
| 30 | Newmont Corp COM | $1.8M | 19.8K | 0.9% | ▲+97% Added · +10K sh | |
| 31 | Goldman Sachs Group Inc COM | $1.8M | 1.8K | 0.9% | ▲+9.1% Added · +150 sh | |
| 32 | Idex Corp COM | $1.8M | 7.9K | 0.9% | ▲New New position | |
| 33 | Generac Hldgs Inc COM | $1.8M | 6.0K | 0.9% | ▼−0.5% Reduced · −30 sh | |
| 34 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 0.9% | ▼−26% Reduced · −2K sh | |
| 35 | Popular Inc COM NEW | $1.8M | 10.7K | 0.9% | ▲+0.3% Added · +32 sh | |
| 36 | Amphenol Corp CL A | $1.7M | 9.9K | 0.9% | ▲New New position | |
| 37 | Chubb Limited COM | $1.7M | 5.0K | 0.9% | ▲New New position | |
| 38 | Morgan Stanley COM NEW | $1.7M | 8.2K | 0.9% | ▲New New position | |
| 39 | Pimco ETF TR MULTISECTOR BD | $1.7M | 63.8K | 0.9% | ▲+37% Added · +17K sh | |
| 40 | Visa Inc COM CL A | $1.7M | 4.9K | 0.9% | ▲+150% Added · +3K sh | |
| 41 | Johnson & Johnson COM | $1.7M | 6.5K | 0.8% | ▲+103% Added · +3K sh | |
| 42 | Coherent Corp COM | $1.6M | 4.2K | 0.8% | ▼−34% Reduced · −2K sh | |
| 43 | SPDR Series Trust ST STR P500GRW | $1.6M | 13.8K | 0.8% | ▲+50% Added · +5K sh | |
| 44 | Lockheed Martin Corp COM | $1.6M | 3.2K | 0.8% | ▼−1.1% Reduced · −34 sh | |
| 45 | Terex Corp New COM | $1.6M | 22.2K | 0.8% | ▲+0.6% Added · +131 sh | |
| 46 | First TR Exchange Traded FD SMID RISNG ETF | $1.6M | 36.2K | 0.8% | ▼−3.5% Reduced · −1K sh | |
| 47 | Bank Of NY Mellon Corp COM | $1.5M | 10.7K | 0.8% | ▼−47% Reduced · −10K sh | |
| 48 | Citigroup Inc COM NEW | $1.5M | 11.1K | 0.8% | ▼−41% Reduced · −8K sh | |
| 49 | Walmart Inc COM | $1.5M | 13.5K | 0.8% | ▼−29% Reduced · −6K sh | |
| 50 | International Business Machs COM | $1.5M | 5.4K | 0.8% | ▼−50% Reduced · −5K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 134 | $194.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 130 | $176.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 125 | $179.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 122 | $179.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 115 | $167.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 116 | $155.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 140 | $174.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 119 | $138.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.