SECURED RETIREMENT ADVISORS, LLC

CIK 0002012356 • 6 13F filings • May 1, 2025 – Jul 16, 2026

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Filer information

Filed by: SECURED RETIREMENT ADVISORS, LLC, CEO
Address: 6121 EXCELSIOR BLVD, ST LOUIS PARK, MN, 55416
Phone: 952-460-3260
AUM: $179.1M

AUM over time

$194.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $179.1M121 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.8%Prev: 0.8%	10,925 SH	Decreased+586 SH
ABBVIE INC	COM	$385K	0.2%Prev: 0.2%	1,685 SH	Increased+62 SH
ABRDN ETFS	BBRG ALL COMMDY	$487K	0.3%Prev: 0.3%	15,729 SH	Decreased-909 SH
ADVANCED MICRO DEVICES INC	COM	$647K	0.4%Prev: 0.3%	3,020 SH	Increased-81 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQ	$203K	0.1%	5,908 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.7M	0.9%Prev: 0.4%	48,627 SH	Increased+22,962 SH
ALPHABET INC	CAP STK CL A	$4.4M	2.5%Prev: 2.0%	14,028 SH	Increased-366 SH
ALTRIA GROUP INC	COM	$427K	0.2%Prev: 0.2%	7,404 SH	Decreased+643 SH
AMAZON COM INC	COM	$3.8M	2.1%Prev: 2.0%	16,520 SH	Increased-163 SH
AMCOR PLC	ORD	$133K	0.1%Prev: 0.1%	15,920 SH	Increased+1,492 SH
AMGEN INC	COM	$384K	0.2%Prev: 0.2%	1,174 SH	Increased-17 SH
APPLE INC	COM	$6.9M	3.8%Prev: 3.5%	25,239 SH	Increased+493 SH
BAKER HUGHES COMPANY	CL A	$1.0M	0.6%Prev: 0.6%	22,225 SH	Decreased-1,540 SH
BANK NEW YORK MELLON CORP	COM	$2.3M	1.3%Prev: 1.2%	19,991 SH	Increased+758 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	1.4%Prev: 1.4%	5,055 SH	Increased+73 SH
BOEING CO	COM	$1.5M	0.8%Prev: 0.7%	6,901 SH	Increased+1,139 SH
BRISTOL-MYERS SQUIBB CO	COM	$410K	0.2%Prev: 0.2%	7,602 SH	Increased+437 SH
BROADCOM INC	COM	$3.0M	1.7%Prev: 1.5%	8,562 SH	Increased+208 SH
BWX TECHNOLOGIES INC	COM	$955K	0.5%Prev: 0.8%	5,528 SH	Decreased-2,197 SH
CANADIAN PACIFIC KANSAS CITY	COM	$808K	0.5%Prev: 0.5%	10,968 SH	Decreased-435 SH
CATERPILLAR INC	COM	$1.5M	0.8%Prev: 1.0%	2,555 SH	Decreased-1,243 SH
CHEVRON CORP NEW	COM	$1.5M	0.9%Prev: 0.8%	10,028 SH	Increased+436 SH
CINTAS CORP	COM	$617K	0.3%Prev: 0.3%	3,280 SH	Increased+287 SH
CISCO SYS INC	COM	$1.7M	0.9%Prev: 0.9%	21,516 SH	Increased-1,261 SH
CITIGROUP INC	COM NEW	$1.9M	1.1%Prev: 0.9%	16,254 SH	Increased+583 SH
COCA COLA CO	COM	$269K	0.2%Prev: 0.1%	3,843 SH	Increased+195 SH
COHERENT CORP	COM	$1.7M	0.9%Prev: 0.8%	9,147 SH	Increased-4,017 SH
COLGATE PALMOLIVE CO	COM	$2.9M	1.6%Prev: 1.5%	36,629 SH	Increased+1,920 SH
COMCAST CORP NEW	CL A	$942K	0.5%Prev: 0.5%	31,525 SH	Increased+1,749 SH
CONOCOPHILLIPS	COM	$293K	0.2%Prev: 0.1%	3,130 SH	Increased+377 SH
CONSOLIDATED EDISON INC	COM	$3.3M	1.9%Prev: 1.8%	33,634 SH	Increased+1,551 SH
CORNING INC	COM	$4.1M	2.3%Prev: 2.5%	46,870 SH	Decreased-6,786 SH
DEERE & CO	COM	$1.0M	0.6%Prev: 0.6%	2,250 SH	Decreased-76 SH
EA SERIES TRUST	STRIVE 500 ETF	$8.6M	4.8%Prev: 5.2%	195,954 SH	Decreased-20,492 SH
EA SERIES TRUST	STRIVE EMERGING	$1.3M	0.7%Prev: 0.7%	35,877 SH	Decreased-3,418 SH
ELECTRONIC ARTS INC	COM	$999K	0.6%Prev: 0.6%	4,891 SH	Decreased-87 SH
ELI LILLY & CO	COM	$2.0M	1.1%Prev: 0.7%	1,846 SH	Increased+150 SH
EOG RES INC	COM	$265K	0.1%Prev: 0.1%	2,527 SH	Increased+211 SH
EXXON MOBIL CORP	COM	$2.3M	1.3%Prev: 1.1%	18,926 SH	Increased+1,076 SH
FASTENAL CO	COM	$221K	0.1%Prev: 0.1%	5,509 SH	Decreased+515 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.5M	0.8%Prev: 0.9%	39,537 SH	Decreased-3,666 SH
FIRST TR EXCHANGE-TRADED FD	VEST GOLD STRTGY	$490K	0.3%Prev: 0.4%	28,629 SH	Decreased-3,763 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$838K	0.5%Prev: 0.5%	32,688 SH	Decreased-4,525 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.1M	1.7%Prev: 1.8%	96,879 SH	Decreased-8,249 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.4M	1.4%Prev: 1.5%	79,214 SH	Decreased-10,461 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.1M	0.6%Prev: 0.7%	27,301 SH	Decreased-4,742 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$743K	0.4%Prev: 0.5%	34,697 SH	Decreased-10,759 SH
FORD MTR CO	COM	$289K	0.2%Prev: 0.1%	22,004 SH	Increased+1,248 SH
GENERAC HLDGS INC	COM	$842K	0.5%Prev: 0.6%	6,172 SH	Decreased-423 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$855K	0.5%Prev: 0.4%	20,083 SH	Increased-791 SH
HEWLETT PACKARD ENTERPRISE C	COM	$640K	0.4%Prev: 0.4%	26,657 SH	Decreased-1,151 SH
HOME DEPOT INC	COM	$363K	0.2%Prev: 0.2%	1,054 SH	Decreased+50 SH
ILLINOIS TOOL WKS INC	COM	$2.5M	1.4%Prev: 1.4%	10,141 SH	Increased+583 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$674K	0.4%Prev: 0.4%	21,278 SH	Decreased-3,733 SH
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$690K	0.4%Prev: 0.5%	24,880 SH	Decreased-6,385 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$712K	0.4%Prev: 0.5%	12,292 SH	Decreased-2,151 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$819K	0.5%Prev: 0.5%	25,124 SH	Decreased-3,501 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.0M	0.6%Prev: 0.6%	27,472 SH	Decreased-3,271 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.2M	0.7%Prev: 0.7%	37,821 SH	Decreased-3,335 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	1.1%Prev: 1.3%	6,927 SH	Decreased-1,086 SH
ISHARES TR	CORE 80/20 AGGRE	$319K	0.2%Prev: 0.2%	3,557 SH	Decreased-726 SH
ISHARES TR	CORE MSCI EAFE	$2.4M	1.3%Prev: 1.4%	26,531 SH	Decreased-2,570 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$720K	0.4%Prev: 0.4%	10,833 SH	Increased-203 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.4M	0.8%Prev: 0.8%	24,175 SH	Decreased-1,963 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$241K	0.1%Prev: 0.2%	4,760 SH	Decreased-965 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.3M	0.7%Prev: 0.7%	25,304 SH	Increased+626 SH
JOHNSON CTLS INTL PLC	SHS	$1.2M	0.7%Prev: 0.6%	10,205 SH	Increased+169 SH
JPMORGAN CHASE & CO.	COM	$2.7M	1.5%Prev: 1.4%	8,382 SH	Increased+436 SH
LENNAR CORP	CL A	$1.2M	0.7%Prev: 0.8%	11,854 SH	Decreased+831 SH
LOCKHEED MARTIN CORP	COM	$1.5M	0.8%Prev: 0.2%	3,128 SH	Increased+2,323 SH
MASTERCARD INCORPORATED	CL A	$2.1M	1.2%Prev: 1.1%	3,699 SH	Increased+152 SH
MATCH GROUP INC NEW	COM	$851K	0.5%Prev: 0.5%	26,362 SH	Decreased-1,350 SH
MERCK & CO INC	COM	$2.5M	1.4%Prev: 1.1%	24,141 SH	Increased-150 SH
META PLATFORMS INC	CL A	$2.5M	1.4%Prev: 1.4%	3,786 SH	Decreased+260 SH
MICROSOFT CORP	COM	$7.0M	3.9%Prev: 4.1%	14,487 SH	Decreased+376 SH
NEWMONT CORP	COM	$1.2M	0.7%Prev: 0.9%	12,246 SH	Decreased-6,275 SH
NUTRIEN LTD	COM	$809K	0.5%Prev: 0.5%	13,112 SH	Decreased-918 SH
NVIDIA CORPORATION	COM	$7.4M	4.1%Prev: 4.1%	39,664 SH	Increased+434 SH
ONEOK INC NEW	COM	$208K	0.1%	2,831 SH	New
ORACLE CORP	COM	$1.5M	0.8%Prev: 1.3%	7,769 SH	Decreased-290 SH
ORION S.A.	COM	$279K	0.2%Prev: 0.2%	52,797 SH	Decreased-5,435 SH
PALANTIR TECHNOLOGIES INC	CL A	$587K	0.3%Prev: 0.3%	3,304 SH	Increased+160 SH
PALO ALTO NETWORKS INC	COM	$754K	0.4%Prev: 0.5%	4,096 SH	Decreased+70 SH
PARKER-HANNIFIN CORP	COM	$1.2M	0.7%Prev: 0.6%	1,349 SH	Increased-139 SH
PEPSICO INC	COM	$532K	0.3%Prev: 0.3%	3,704 SH	Increased+240 SH
PIMCO ETF TR	ACTIVE BD ETF	$5.5M	3.1%Prev: 3.0%	59,365 SH	Increased+1,901 SH
POPULAR INC	COM NEW	$1.3M	0.7%Prev: 0.8%	10,756 SH	Decreased-916 SH
QUALCOMM INC	COM	$1.8M	1.0%Prev: 1.0%	10,543 SH	Increased-192 SH
REGIONS FINANCIAL CORP NEW	COM	$254K	0.1%Prev: 0.1%	9,366 SH	Increased+1,286 SH
RTX CORPORATION	COM	$1.4M	0.8%Prev: 0.7%	7,899 SH	Increased+301 SH
SCHWAB CHARLES CORP	COM	$684K	0.4%Prev: 0.4%	6,849 SH	Increased+91 SH
SIMON PPTY GROUP INC NEW	COM	$1.2M	0.6%Prev: 0.7%	6,273 SH	Decreased-487 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.3M	0.7%Prev: 0.7%	46,616 SH	Increased+2,044 SH
SONY GROUP CORP	SPONSORED ADR	$1.2M	0.7%Prev: 0.8%	47,162 SH	Decreased-4,263 SH
SPDR GOLD TR	GOLD SHS	$239K	0.1%Prev: 0.2%	602 SH	Decreased-178 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.7M	2.1%	57,512 SH	New
TE CONNECTIVITY PLC	ORD SHS	$913K	0.5%Prev: 0.5%	4,014 SH	Decreased-298 SH
TEREX CORP NEW	COM	$1.2M	0.7%Prev: 0.7%	22,571 SH	Decreased-1,180 SH
TESLA INC	COM	$1.6M	0.9%Prev: 0.8%	3,454 SH	Increased+58 SH
TEXAS INSTRS INC	COM	$371K	0.2%Prev: 0.2%	2,139 SH	Increased+183 SH
TEXTRON INC	COM	$772K	0.4%Prev: 0.4%	8,853 SH	Decreased-562 SH
TRANE TECHNOLOGIES PLC	SHS	$1.4M	0.8%Prev: 0.8%	3,477 SH	Decreased+195 SH
UNITED PARCEL SERVICE INC	CL B	$354K	0.2%Prev: 0.2%	3,565 SH	Increased-230 SH
UNITEDHEALTH GROUP INC	COM	$607K	0.3%Prev: 0.3%	1,839 SH	Decreased+47 SH
UNIVERSAL HLTH SVCS INC	CL B	$1.7M	0.9%Prev: 0.9%	7,795 SH	Increased+181 SH
US BANCORP DEL	COM NEW	$1.2M	0.7%Prev: 0.7%	23,092 SH	Increased-1,780 SH
VALERO ENERGY CORP	COM	$282K	0.2%Prev: 0.2%	1,729 SH	Increased+148 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$656K	0.4%Prev: 0.4%	9,440 SH	Decreased+1 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.9M	1.1%Prev: 1.0%	24,007 SH	Increased+313 SH
VANGUARD INDEX FDS	GROWTH ETF	$234K	0.1%Prev: 0.1%	479 SH	Decreased-18 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	1.2%Prev: 1.2%	6,302 SH	Decreased-322 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$229K	0.1%	2,872 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$227K	0.1%	1,034 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$785K	0.4%Prev: 0.4%	10,401 SH	Increased-156 SH
VERIZON COMMUNICATIONS INC	COM	$412K	0.2%Prev: 0.2%	10,113 SH	Increased+832 SH
VISA INC	COM CL A	$1.8M	1.0%Prev: 0.9%	5,149 SH	Increased+249 SH
WALMART INC	COM	$2.0M	1.1%Prev: 1.0%	17,705 SH	Increased+715 SH
WISDOMTREE TR	US LARGECAP FUND	$266K	0.1%Prev: 0.1%	3,759 SH	Increased
YUM BRANDS INC	COM	$1.7M	0.9%Prev: 0.9%	11,135 SH	Increased+710 SH
ZIMMER BIOMET HOLDINGS INC	COM	$859K	0.5%Prev: 0.6%	9,557 SH	Decreased-728 SH
ZOETIS INC	CL A	$844K	0.5%	6,710 SH	New

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $239K
AIM ETF PRODUCTS TRUST — $1.2M
GENERAL MTRS CO — $1.2M
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $2.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0002012356-26-000001	$179.1M	View
Oct 15, 2025	Q3 2025	13F-HR	0002012356-25-000003	$179.1M	View
Jul 16, 2026	Q2 2026