Secured Retirement Advisors, LLC holds a diversified book of 134 stocks worth $194.9M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-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.
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
Other tracked managers holding the same core names as Secured Retirement Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $64.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $79.3B |
| Cetera Investment Advisers | 79 / 80 | $16.2B |
| MORGAN STANLEY | 78 / 80 | $519.1B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $51.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $14.2B |
| MML INVESTORS SERVICES, LLC | 78 / 80 | $8.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Secured Retirement Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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.
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, filed up to 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.