SECURED RETIREMENT ADVISORS, LLC
CIK: 0002012356SEC EDGAR →
Portfolio Value
$179.1M
Holdings
125
As of
Q4 2025
New Positions
10
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EA SERIES TRUST | 195,954 | $8.6M | 4.82% |
| 2 | NVIDIA CORPORATION | 39,664 | $7.4M | 4.13% |
| 3 | MICROSOFT CORP | 14,487 | $7.0M | 3.91% |
| 4 | APPLE INC | 25,239 | $6.9M | 3.83% |
| 5 | PIMCO ETF TR | 59,365 | $5.5M | 3.09% |
| 6 | ALPHABET INC | 14,028 | $4.4M | 2.45% |
| 7 | CORNING INC | 46,870 | $4.1M | 2.29% |
| 8 | AMAZON COM INC | 16,520 | $3.8M | 2.13% |
| 9 | CONSOLIDATED EDISON INC | 33,634 | $3.3M | 1.87% |
| 10 | BROADCOM INC | 8,562 | $3.0M | 1.65% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $56.5M | 31.6% |
| Technology | 17 | $42.2M | 23.6% |
| Industrials | 16 | $18.4M | 10.3% |
| Unknown | 12 | $13.4M | 7.5% |
| Healthcare | 10 | $11.1M | 6.2% |
| Communication Services | 5 | $9.7M | 5.4% |
| Consumer Cyclical | 7 | $9.1M | 5.1% |
| Consumer Defensive | 5 | $6.1M | 3.4% |
| Energy | 7 | $5.9M | 3.3% |
| Utilities | 1 | $3.3M | 1.9% |
| Basic Materials | 3 | $2.3M | 1.3% |
| Real Estate | 1 | $1.2M | 0.6% |