Secured Retirement Advisors
Secured Retirement Advisors reported 134 stocks worth $195M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are STXF (4.4%), NVDA (3.7%) and AAPL (3.7%). Compared with Q1 2026, the fund opened new positions in ADP, MCO and CPB, added to MSFT, CSCO and CAT, trimmed STXF, NVDA and AAPL and sold out of ED, XOM and CL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  STXF EA Series Trust | $8.6M | 4.4% | 179K | −7,026 (−4%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $7.3M | 3.7% | 36K | −3,082 (−8%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $7.1M | 3.7% | 25K | −39 (−0%) | 8 of 8 | |
| 4 |  BOND Pimco ETF TR | $5.3M | 2.7% | 57K | −1,308 (−2%) | 6 of 8 | |
| 5 |  MSFT Microsoft Corp | $4.7M | 2.4% | 13K | +1,187 (+10%) | 8 of 8 | |
| 6 |  CSCO Cisco Sys Inc | $3.9M | 2.0% | 33K | +1,041 (+3%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $3.3M | 1.7% | 9,272 | −5,201 (−36%) | 8 of 8 | |
| 8 |  CAT Caterpillar Inc | $3.2M | 1.7% | 3,048 | +1,286 (+73%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $3.1M | 1.6% | 5,585 | +3,971 (+246%) | 6 of 8 | |
| 10 |  AMZN Amazon Com Inc | $2.9M | 1.5% | 12K | −3,672 (−23%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ED Consolidated Edison Inc | $3.8M | 33K |
 XOM Exxon Mobil Corp | $3.2M | 19K |
 CL Colgate Palmolive Co | $3.1M | 36K |
 ITW Illinois Tool Wks Inc | $2.7M | 10K |
 YUM Yum Brands Inc | $1.8M | 12K |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 16, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Secured Retirement Advisors 13F FAQ
What does Secured Retirement Advisors own?
Secured Retirement Advisors reported 134 stocks worth $195M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are STXF (4.4%), NVDA (3.7%) and AAPL (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Secured Retirement Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 27 new positions, 53 added to, 50 trimmed and 23 sold out. New positions include ADP, MCO and CPB. It sold all of ED, XOM and CL.
When will Secured Retirement Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Secured Retirement Advisors's portfolio worth?
The Q2 2026 filing reports $195M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.