Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $179 Billion
  • Q3 2025

Secured Retirement Advisors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Strive 500 ETF with a value of $9.35B, Nvidia Corp with a value of $7.32B, Microsoft Corp with a value of $7.31B, Apple Inc. with a value of $6.3B, and Pimco Active Bond Exchange Tra with a value of $5.36B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $168B to 179B.

Secured Retirement Advisors, LLC is based out at St Louis Park, MN

Below you can find more details about Secured Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
Technology: $40.4 Billion
ETFs: $31.9 Billion
Industrials: $17.6 Billion
Financial Services: $15.9 Billion
Consumer Cyclical: $10.1 Billion
Communication Services: $9.42 Billion
Healthcare: $8.94 Billion
Consumer Defensive: $5.7 Billion
Other: $12.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$9.35 Billion 5.22% of portfolio
-
Q3 2025 Reduced 8.17%
$451B
$7.32 Billion 4.09% of portfolio
39,230
Q3 2025 Added 0.5%
$3.86T
$7.31 Billion 4.08% of portfolio
14,111
Q3 2025 Reduced 0.12%
$4.22T
$6.3 Billion 3.52% of portfolio
24,746
Q3 2025 Added 1.59%
$0
$5.36 Billion 3.0% of portfolio
57,464
Q3 2025 Reduced 4.2%
$72.8B
$4.4 Billion 2.46% of portfolio
53,656
Q3 2025 Reduced 15.2%
$2.26T
$3.66 Billion 2.05% of portfolio
16,683
Q3 2025 Reduced 1.08%
$1.5T
$3.5 Billion 1.95% of portfolio
14,394
Q3 2025 Reduced 5.36%
$36B
$3.22 Billion 1.8% of portfolio
32,083
Q3 2025 Added 38.16%
$0
$2.93 Billion 1.64% of portfolio
52,985
Q3 2025 Reduced 2.4%
$65.6B
$2.77 Billion 1.55% of portfolio
34,709
Q3 2025 Added 62.82%
$139B
$2.76 Billion 1.54% of portfolio
8,354
Q3 2025 Added 10.83%
$1.65T
$2.59 Billion 1.45% of portfolio
3,526
Q3 2025 Reduced 22.03%
$0
$2.54 Billion 1.42% of portfolio
29,101
Q3 2025 Reduced 0.54%
$646B
$2.5 Billion 1.4% of portfolio
4,982
Q3 2025 Added 9.86%
$871B
$2.51 Billion 1.4% of portfolio
7,946
Q3 2025 Added 5.19%
$0
$2.34 Billion 1.31% of portfolio
70,036
Q3 2025 Added 0.89%
$742B
$2.27 Billion 1.27% of portfolio
8,059
Q3 2025 Reduced 3.33%
$253B
$2.26 Billion 1.26% of portfolio
8,013
Q3 2025 Reduced 0.26%
$0
$2.17 Billion 1.21% of portfolio
6,624
Q3 2025 Reduced 6.97%
$86.5B
$2.1 Billion 1.17% of portfolio
19,233
Q3 2025 Added 13.22%
$222B
$2.04 Billion 1.14% of portfolio
24,291
Q3 2025 Added 94.27%
$546B
$2.02 Billion 1.13% of portfolio
3,547
Q3 2025 Reduced 23.84%
$470B
$2.01 Billion 1.12% of portfolio
17,850
Q3 2025 New
$0
$1.87 Billion 1.04% of portfolio
23,694
Q3 2025 Reduced 9.35%
$277B
$1.81 Billion 1.01% of portfolio
3,798
Q3 2025 Reduced 5.22%
$190B
$1.79 Billion 1.0% of portfolio
10,735
Q3 2025 Reduced 1.02%
$288B
$1.75 Billion 0.98% of portfolio
16,990
Q3 2025 Added 8.07%
$568B
$1.67 Billion 0.93% of portfolio
4,900
Q3 2025 Added 4.14%
$0
$1.64 Billion 0.92% of portfolio
43,203
Q3 2025 Reduced 4.71%
$190B
$1.59 Billion 0.89% of portfolio
15,671
Q3 2025 Added 2.28%
$42.3B
$1.58 Billion 0.88% of portfolio
10,425
Q3 2025 Added 4.95%
$68.5B
$1.56 Billion 0.87% of portfolio
18,521
Q3 2025 Reduced 17.76%
$290B
$1.56 Billion 0.87% of portfolio
22,777
Q3 2025 Reduced 16.11%
$13.6B
$1.56 Billion 0.87% of portfolio
7,614
Q3 2025 New
$0
$1.5 Billion 0.84% of portfolio
26,138
Q3 2025 Reduced 20.67%
$1.4T
$1.51 Billion 0.84% of portfolio
3,396
Q3 2025 Reduced 24.63%
$36.1B
$1.48 Billion 0.83% of portfolio
51,425
Q3 2025 Reduced 15.77%
$8.61B
$1.48 Billion 0.83% of portfolio
11,672
Q3 2025 Reduced 19.32%
$301B
$1.49 Billion 0.83% of portfolio
9,592
Q3 2025 Reduced 22.76%
$18.9B
$1.42 Billion 0.8% of portfolio
7,725
Q3 2025 Reduced 18.67%
Coherent Corp
-
$1.42 Billion 0.79% of portfolio
-
Q3 2025 Reduced 4.43%
$32.7B
$1.39 Billion 0.78% of portfolio
11,023
Q3 2025 Added 6.86%
$98.3B
$1.38 Billion 0.77% of portfolio
3,282
Q3 2025 Added 10.43%
$223B
$1.38 Billion 0.77% of portfolio
10,339
Q3 2025 Reduced 1.71%
First Tr Exchng Traded Fd Vi
-
$1.36 Billion 0.76% of portfolio
-
Q3 2025 Reduced 8.84%
First Tr Exchng Traded Fd Vi
-
$1.32 Billion 0.74% of portfolio
-
Q3 2025 Reduced 7.15%
Innovator Etfs Trust
-
$1.31 Billion 0.73% of portfolio
-
Q3 2025 Reduced 6.84%
$760B
$1.29 Billion 0.72% of portfolio
1,696
Q3 2025 Added 19.86%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $179 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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