Data as of Q4 2025 (Dec 31, 2025)

SECURED RETIREMENT ADVISORS, LLC

•CIK: 2012356•Filing: Q4 2025

**SECURED RETIREMENT ADVISORS, LLC** manages $179M across a diversified portfolio of 125 positions. The strategy exhibits a notable allocation to technology and stable income, highlighted by top holdings including STRV at $8.6M and NVDA at $7.4M. Significant exposure is maintained in mega-cap technology names such as MSFT ($7.0M), AAPL ($6.9M), and GOOGL ($4.4M). This structure suggests a focus on capital preservation combined with targeted growth within established market leaders.

Total AUM
$179.1M
QoQ Performance
+0.0%
Positions
104
Top 10 Concentration
30.2%
Latest Filing
Q4 2025

Top Holdings Allocation

STRV4.8%
NVDA4.1%
MSFT3.9%
AAPL3.8%
BOND3.1%
GOOGL2.5%
GLW2.3%
AMZN2.1%

📈 Biggest Buys

LMT
LOCKHEED MARTIN CORP
+288.6%
0.8% of portfolio
ZTS
ZOETIS INC
NEW
0.5% of portfolio
BA
BOEING CO
+19.8%
0.8% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
NEW
0.1% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
NEW
0.1% of portfolio

📉 Biggest Sells

STRV
EA SERIES TRUST
-9.5%
4.8% of portfolio
COHR
COHERENT CORP
-30.5%
0.9% of portfolio
CAT
CATERPILLAR INC
-32.7%
0.8% of portfolio
NEM
NEWMONT CORP
-33.9%
0.7% of portfolio
GLW
CORNING INC
-12.6%
2.3% of portfolio

Sector Breakdown

Other52.9%
Technology21.9%
Financial5.7%
Consumer5.0%
Industrial4.8%
Healthcare4.3%
Utilities1.9%
Energy1.7%

🚪 Exited Positionssold since Q3 2025

GM
GENERAL MTRS CO
SOLD
$1.2M

Changes from Q3 2025

NEW4 new positions
↑54 increased
↓66 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

STRV4.8%
EA SERIES TRUST
$8.6M
NVDA4.1%
NVIDIA CORPORATION
$7.4M
MSFT3.9%
MICROSOFT CORP
$7.0M
AAPL3.8%
APPLE INC
$6.9M
BOND3.1%
PIMCO ETF TR
$5.5M

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