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: $167.8M114 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.9%	10,519 SH	New
ABBVIE INC	COM	$211K	0.1%Prev: 0.2%	1,135 SH	Decreased-640 SH
ABRDN ETFS	BBRG ALL COMMDY	$622K	0.4%Prev: 0.3%	18,764 SH	Increased+3,891 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$743K	0.4%Prev: 0.9%	27,941 SH	Decreased-20,999 SH
AIM ETF PRODUCTS TRUST	U S LRGCP 6M JAN	$245K	0.1%	7,639 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 OCT	$1.2M	0.7%	33,395 SH	New
ALPHABET INC	CAP STK CL A	$2.7M	1.6%Prev: 2.4%	15,209 SH	Decreased+736 SH
ALTRIA GROUP INC	COM	$273K	0.2%Prev: 0.3%	4,653 SH	Decreased-2,892 SH
AMAZON COM INC	COM	$3.7M	2.2%Prev: 1.9%	16,865 SH	Increased+977 SH
AMCOR PLC	ORD	$111K	0.1%	12,115 SH	New
AMGEN INC	COM	$1.0M	0.6%Prev: 0.2%	3,650 SH	Increased+2,431 SH
APPLE INC	COM	$5.0M	3.0%Prev: 3.6%	24,359 SH	Decreased-357 SH
AT&T INC	COM	$657K	0.4%	22,690 SH	New
BAKER HUGHES COMPANY	CL A	$935K	0.6%Prev: 0.8%	24,375 SH	Decreased+2,475 SH
BANK NEW YORK MELLON CORP	COM	$1.5M	0.9%Prev: 1.4%	16,987 SH	Decreased-3,278 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	1.3%Prev: 0.5%	4,535 SH	Increased+2,775 SH
BOEING CO	COM	$1.2M	0.7%Prev: 0.8%	5,907 SH	Decreased-923 SH
BRISTOL-MYERS SQUIBB CO	COM	$217K	0.1%Prev: 0.3%	4,679 SH	Decreased-4,502 SH
BROADCOM INC	COM	$2.1M	1.2%Prev: 1.2%	7,538 SH	Decreased+583 SH
BWX TECHNOLOGIES INC	COM	$1.4M	0.8%Prev: 0.6%	9,498 SH	Increased+4,019 SH
CANADIAN PACIFIC KANSAS CITY	COM	$935K	0.6%Prev: 0.5%	11,795 SH	Increased+717 SH
CATERPILLAR INC	COM	$1.6M	0.9%Prev: 0.7%	4,007 SH	Increased+2,245 SH
CHEVRON CORP NEW	COM	$1.8M	1.1%	12,418 SH	New
CISCO SYS INC	COM	$1.9M	1.1%Prev: 1.4%	27,150 SH	Decreased-5,237 SH
CITIGROUP INC	COM NEW	$1.3M	0.8%Prev: 1.2%	15,322 SH	Decreased-3,499 SH
COCA COLA CO	COM	$232K	0.1%Prev: 0.3%	3,275 SH	Decreased-2,995 SH
COHERENT CORP	COM	$1.2M	0.7%Prev: 0.8%	13,774 SH	Decreased+7,503 SH
COLGATE PALMOLIVE CO	COM	$1.9M	1.2%Prev: 1.8%	21,318 SH	Decreased-15,082 SH
COMCAST CORP NEW	CL A	$1.3M	0.8%	36,057 SH	New
CONOCOPHILLIPS	COM	$207K	0.1%Prev: 0.3%	2,305 SH	Decreased-1,445 SH
CONSOLIDATED EDISON INC	COM	$2.3M	1.4%Prev: 2.1%	23,221 SH	Decreased-9,940 SH
CORNING INC	COM	$3.3M	2.0%Prev: 3.0%	63,276 SH	Decreased+24,172 SH
DEERE & CO	COM	$1.2M	0.7%Prev: 0.7%	2,405 SH	Decreased+177 SH
EA SERIES TRUST	STRIVE 500 ETF	$9.4M	5.6%Prev: 4.4%	235,707 SH	Increased+49,678 SH
EA SERIES TRUST	STRIVE EMERGING	$1.6M	0.9%Prev: 0.8%	50,564 SH	Increased+16,630 SH
ELECTRONIC ARTS INC	COM	$1.2M	0.7%	7,395 SH	New
ELI LILLY & CO	COM	$1.1M	0.7%Prev: 1.0%	1,415 SH	Decreased-494 SH
EOG RES INC	COM	$215K	0.1%Prev: 0.2%	1,801 SH	Decreased-938 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.6M	1.0%	45,340 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST GOLD STRTGY	$762K	0.5%Prev: 0.3%	35,477 SH	Increased+6,081 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$988K	0.6%Prev: 0.5%	40,343 SH	Increased+9,161 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.2M	1.3%Prev: 1.7%	69,416 SH	Decreased-24,778 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.8M	1.7%Prev: 1.4%	97,319 SH	Increased+18,674 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.3M	0.8%Prev: 0.6%	35,327 SH	Increased+8,090 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.1M	0.7%Prev: 0.4%	53,872 SH	Increased+21,899 SH
FORD MTR CO	COM	$164K	0.1%Prev: 0.1%	15,118 SH	Decreased-6,686 SH
GENERAC HLDGS INC	COM	$981K	0.6%Prev: 0.7%	6,848 SH	Decreased+775 SH
GENERAL MTRS CO	COM	$1.0M	0.6%	20,404 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$774K	0.5%Prev: 0.3%	23,696 SH	Increased+10,962 SH
HEWLETT PACKARD ENTERPRISE C	COM	$577K	0.3%Prev: 0.4%	28,228 SH	Decreased+2,178 SH
HOME DEPOT INC	COM	$251K	0.1%Prev: 0.2%	685 SH	Decreased-495 SH
ILLINOIS TOOL WKS INC	COM	$2.1M	1.3%Prev: 1.5%	8,669 SH	Decreased-1,618 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$774K	0.5%Prev: 0.4%	27,389 SH	Increased+6,539 SH
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$890K	0.5%Prev: 0.4%	34,470 SH	Increased+9,795 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$904K	0.5%Prev: 0.4%	16,594 SH	Increased+4,254 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$958K	0.6%Prev: 0.5%	30,986 SH	Increased+6,189 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.1M	0.7%Prev: 0.5%	32,998 SH	Increased+6,419 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.4M	0.8%Prev: 0.7%	44,179 SH	Increased+6,536 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	1.4%Prev: 1.5%	8,034 SH	Decreased-2,639 SH
ISHARES TR	CORE 80/20 AGGRE	$366K	0.2%Prev: 0.2%	4,394 SH	Increased+631 SH
ISHARES TR	CORE MSCI EAFE	$2.4M	1.5%Prev: 1.3%	29,258 SH	Increased+3,439 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.9M	1.1%Prev: 0.4%	29,759 SH	Increased+17,345 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.8M	1.1%Prev: 0.7%	32,950 SH	Increased+9,769 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$415K	0.2%Prev: 0.1%	8,179 SH	Increased+3,176 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.3M	0.8%Prev: 0.5%	25,689 SH	Increased+6,449 SH
JOHNSON CTLS INTL PLC	SHS	$1.0M	0.6%	9,859 SH	New
JPMORGAN CHASE & CO.	COM	$2.2M	1.3%	7,554 SH	New
LENNAR CORP	CL A	$1.1M	0.7%Prev: 0.5%	10,315 SH	Increased-360 SH
LOCKHEED MARTIN CORP	COM	$264K	0.2%Prev: 1.1%	570 SH	Decreased-2,639 SH
MASTERCARD INCORPORATED	CL A	$2.6M	1.6%Prev: 0.5%	4,657 SH	Increased+2,900 SH
MATCH GROUP INC NEW	COM	$886K	0.5%	28,677 SH	New
MERCK & CO INC	COM	$990K	0.6%Prev: 1.6%	12,504 SH	Decreased-11,393 SH
META PLATFORMS INC	CL A	$3.3M	2.0%Prev: 0.5%	4,522 SH	Increased+2,908 SH
MICROSOFT CORP	COM	$7.0M	4.2%Prev: 2.4%	14,128 SH	Increased+2,773 SH
NETFLIX INC	COM	$1.9M	1.1%	1,409 SH	New
NEWMONT CORP	COM	$1.3M	0.8%Prev: 0.6%	22,521 SH	Increased+12,481 SH
NUTRIEN LTD	COM	$843K	0.5%	14,470 SH	New
NVIDIA CORPORATION	COM	$6.2M	3.7%Prev: 3.9%	39,036 SH	Decreased-330 SH
ORACLE CORP	COM	$1.8M	1.1%Prev: 0.9%	8,337 SH	Increased-2,340 SH
ORION S.A.	COM	$809K	0.5%Prev: 0.2%	77,140 SH	Increased+24,688 SH
PALANTIR TECHNOLOGIES INC	CL A	$521K	0.3%Prev: 0.4%	3,820 SH	Decreased-1,409 SH
PALO ALTO NETWORKS INC	COM	$954K	0.6%	4,663 SH	New
PARKER-HANNIFIN CORP	COM	$1.4M	0.8%Prev: 0.7%	1,949 SH	Increased+632 SH
PEPSICO INC	COM	$366K	0.2%Prev: 0.3%	2,770 SH	Decreased-505 SH
PIMCO ETF TR	ACTIVE BD ETF	$5.5M	3.3%Prev: 3.1%	59,986 SH	Increased+1,289 SH
POPULAR INC	COM NEW	$1.6M	1.0%Prev: 0.8%	14,467 SH	Increased+3,820 SH
QUALCOMM INC	COM	$1.7M	1.0%Prev: 0.4%	10,846 SH	Increased+4,902 SH
RTX CORPORATION	COM	$1.0M	0.6%Prev: 0.8%	6,962 SH	Decreased-293 SH
SCHWAB CHARLES CORP	COM	$1.0M	0.6%Prev: 0.4%	10,981 SH	Increased+4,252 SH
SIMON PPTY GROUP INC NEW	COM	$1.1M	0.7%Prev: 0.6%	7,005 SH	Decreased+883 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.2M	0.7%Prev: 0.7%	45,536 SH	Increased+6,834 SH
SONY GROUP CORP	SPONSORED ADR	$1.6M	0.9%	61,050 SH	New
SPDR GOLD TR	GOLD SHS	$259K	0.2%Prev: 0.1%	850 SH	Increased+355 SH
SPDR SERIES TRUST	PRTFLO S&P500 VL	$2.8M	1.7%	54,289 SH	New
TE CONNECTIVITY PLC	ORD SHS	$753K	0.4%Prev: 0.5%	4,467 SH	Decreased+484 SH
TEREX CORP NEW	COM	$806K	0.5%Prev: 0.7%	17,270 SH	Decreased-4,848 SH
TESLA INC	COM	$1.4M	0.9%Prev: 1.4%	4,506 SH	Decreased-2,300 SH
TEXAS INSTRS INC	COM	$288K	0.2%Prev: 0.3%	1,389 SH	Decreased-910 SH
TRANE TECHNOLOGIES PLC	SHS	$1.3M	0.8%	2,972 SH	New
UNITED PARCEL SERVICE INC	CL B	$1.3M	0.8%	12,512 SH	New
UNITEDHEALTH GROUP INC	COM	$2.2M	1.3%Prev: 0.6%	7,106 SH	Increased+3,080 SH
US BANCORP DEL	COM NEW	$1.1M	0.7%	24,336 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$696K	0.4%	10,004 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.1M	1.2%Prev: 0.6%	26,137 SH	Increased+11,848 SH
VANGUARD INDEX FDS	GROWTH ETF	$218K	0.1%	497 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	1.3%Prev: 1.1%	7,120 SH	Increased+1,151 SH
VANGUARD STAR FDS	VG TL INTL STK F	$801K	0.5%Prev: 0.4%	11,589 SH	Increased+2,378 SH
VERIZON COMMUNICATIONS INC	COM	$289K	0.2%Prev: 0.3%	6,686 SH	Decreased-4,009 SH
VISA INC	COM CL A	$1.7M	1.0%Prev: 0.3%	4,705 SH	Increased+2,758 SH
WALMART INC	COM	$1.5M	0.9%Prev: 1.3%	15,722 SH	Decreased-3,389 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$225K	0.1%	4,994 SH	New
WISDOMTREE TR	US LARGECAP FUND	$241K	0.1%Prev: 0.1%	3,759 SH	Increased+675 SH
YUM BRANDS INC	COM	$1.5M	0.9%Prev: 1.0%	9,933 SH	Decreased-1,655 SH
ZIMMER BIOMET HOLDINGS INC	COM	$413K	0.2%Prev: 0.5%	4,525 SH	Decreased-5,227 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $693K
AMERICAN CENTY ETF TR — $866K
BROWN & BROWN INC — $672K
CHEVRON CORPORATION — $1.9M
CINCINNATI FINL CORP — $256K
CLOROX CO DEL — $1.3M
EXXON MOBIL CORP — $3.2M
FASTENAL CO — $301K
FIRST TR EXCHANGE TRADED FD — $1.5M
FIRST TR EXCHANGE-TRADED FD — $223K
FLOWERS FOODS INC — $133K
GE AEROSPACE — $1.5M
GOLDMAN SACHS GROUP INC — $1.4M
HERSHEY CO — $279K
ISHARES TR — $400K
JOHNSON & JOHNSON — $786K
JOHNSON CONTROLS INTERNATION — $1.3M
JPMORGAN CHASE & CO — $2.1M
MASCO CORP — $916K
MICRON TECHNOLOGY INC — $1.0M
… and 16 more

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