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: $179.1M120 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.8%	10,339 SH	New
ABBVIE INC	COM	$376K	0.2%Prev: 1.3%	1,623 SH	Decreased-8,429 SH
ABRDN ETFS	BBRG ALL COMMDY	$572K	0.3%Prev: 0.3%	16,638 SH	Increased+2,351 SH
ADVANCED MICRO DEVICES INC	COM	$502K	0.3%	3,101 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$727K	0.4%Prev: 0.4%	25,665 SH	Increased+3,357 SH
AIM ETF PRODUCTS TRUST	U S LRGCP 6M JAN	$239K	0.1%	7,169 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 OCT	$1.2M	0.7%	30,859 SH	New
ALPHABET INC	CAP STK CL A	$3.5M	2.0%Prev: 1.7%	14,394 SH	Increased+5,122 SH
ALTRIA GROUP INC	COM	$447K	0.2%Prev: 0.3%	6,761 SH	Decreased-831 SH
AMAZON COM INC	COM	$3.7M	2.0%Prev: 1.5%	16,683 SH	Increased+4,467 SH
AMCOR PLC	ORD	$118K	0.1%	14,428 SH	New
AMGEN INC	COM	$336K	0.2%Prev: 0.2%	1,191 SH	Decreased-110 SH
APPLE INC	COM	$6.3M	3.5%Prev: 3.7%	24,746 SH	Decreased+69 SH
BAKER HUGHES COMPANY	CL A	$1.2M	0.6%Prev: 0.6%	23,765 SH	Decreased+1,865 SH
BANK NEW YORK MELLON CORP	COM	$2.1M	1.2%	19,233 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	1.4%Prev: 1.2%	4,982 SH	Increased+210 SH
BOEING CO	COM	$1.2M	0.7%Prev: 0.8%	5,762 SH	Decreased-1,132 SH
BRISTOL-MYERS SQUIBB CO	COM	$323K	0.2%Prev: 0.3%	7,165 SH	Decreased-1,668 SH
BROADCOM INC	COM	$2.8M	1.5%Prev: 1.1%	8,354 SH	Increased+2,832 SH
BWX TECHNOLOGIES INC	COM	$1.4M	0.8%Prev: 0.5%	7,725 SH	Increased+2,228 SH
CANADIAN PACIFIC KANSAS CITY	COM	$849K	0.5%Prev: 0.5%	11,403 SH	Decreased+302 SH
CATERPILLAR INC	COM	$1.8M	1.0%Prev: 1.7%	3,798 SH	Decreased+750 SH
CHEVRON CORP NEW	COM	$1.5M	0.8%	9,592 SH	New
CINTAS CORP	COM	$614K	0.3%	2,993 SH	New
CISCO SYS INC	COM	$1.6M	0.9%Prev: 2.0%	22,777 SH	Decreased-10,651 SH
CITIGROUP INC	COM NEW	$1.6M	0.9%Prev: 0.8%	15,671 SH	Increased+4,617 SH
COCA COLA CO	COM	$242K	0.1%Prev: 1.0%	3,648 SH	Decreased-19,976 SH
COHERENT CORP	COM	$1.4M	0.8%Prev: 0.8%	13,164 SH	Decreased+8,998 SH
COLGATE PALMOLIVE CO	COM	$2.8M	1.5%	34,709 SH	New
COMCAST CORP NEW	CL A	$936K	0.5%Prev: 0.2%	29,776 SH	Increased+16,501 SH
CONOCOPHILLIPS	COM	$260K	0.1%Prev: 0.2%	2,753 SH	Decreased-1,690 SH
CONSOLIDATED EDISON INC	COM	$3.2M	1.8%	32,083 SH	New
CORNING INC	COM	$4.4M	2.5%Prev: 1.2%	53,656 SH	Increased+44,527 SH
DEERE & CO	COM	$1.1M	0.6%Prev: 0.7%	2,326 SH	Decreased+81 SH
EA SERIES TRUST	STRIVE 500 ETF	$9.4M	5.2%Prev: 4.4%	216,446 SH	Increased+37,443 SH
EA SERIES TRUST	STRIVE EMERGING	$1.3M	0.7%Prev: 0.6%	39,295 SH	Increased+15,236 SH
ELECTRONIC ARTS INC	COM	$1.0M	0.6%	4,978 SH	New
ELI LILLY & CO	COM	$1.3M	0.7%Prev: 1.1%	1,696 SH	Decreased-35 SH
EOG RES INC	COM	$260K	0.1%Prev: 0.2%	2,316 SH	Decreased-523 SH
EXXON MOBIL CORP	COM	$2.0M	1.1%	17,850 SH	New
FASTENAL CO	COM	$245K	0.1%Prev: 0.2%	4,994 SH	Decreased-1,136 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.6M	0.9%	43,203 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST GOLD STRTGY	$772K	0.4%Prev: 0.3%	32,392 SH	Increased+1,675 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$933K	0.5%Prev: 0.4%	37,213 SH	Increased+9,422 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.3M	1.8%	105,128 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.7M	1.5%Prev: 1.3%	89,675 SH	Increased+13,995 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.2M	0.7%Prev: 0.6%	32,043 SH	Increased+4,137 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$961K	0.5%Prev: 0.3%	45,456 SH	Increased+17,359 SH
FORD MTR CO	COM	$248K	0.1%	20,756 SH	New
GENERAC HLDGS INC	COM	$1.1M	0.6%Prev: 0.9%	6,595 SH	Decreased+552 SH
GENERAL MTRS CO	COM	$1.2M	0.7%	19,513 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$796K	0.4%Prev: 0.3%	20,874 SH	Increased+8,372 SH
HEWLETT PACKARD ENTERPRISE C	COM	$683K	0.4%Prev: 0.6%	27,808 SH	Decreased+1,728 SH
HOME DEPOT INC	COM	$407K	0.2%Prev: 0.3%	1,004 SH	Decreased-727 SH
ILLINOIS TOOL WKS INC	COM	$2.5M	1.4%	9,558 SH	New
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$778K	0.4%Prev: 0.4%	25,011 SH	Increased+4,008 SH
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$846K	0.5%Prev: 0.4%	31,265 SH	Increased+6,129 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$821K	0.5%Prev: 0.4%	14,443 SH	Increased+1,843 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$912K	0.5%Prev: 0.4%	28,625 SH	Increased+3,781 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.1M	0.6%Prev: 0.5%	30,743 SH	Increased+3,606 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.3M	0.7%Prev: 0.6%	41,156 SH	Increased+4,135 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.3M	1.3%Prev: 0.8%	8,013 SH	Increased+2,642 SH
ISHARES TR	CORE 80/20 AGGRE	$378K	0.2%	4,283 SH	New
ISHARES TR	CORE MSCI EAFE	$2.5M	1.4%Prev: 1.1%	29,101 SH	Increased+6,705 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$717K	0.4%	11,036 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.5M	0.8%Prev: 0.6%	26,138 SH	Increased+6,592 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$290K	0.2%	5,725 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.3M	0.7%Prev: 0.5%	24,678 SH	Increased+6,203 SH
JOHNSON CTLS INTL PLC	SHS	$1.1M	0.6%	10,036 SH	New
JPMORGAN CHASE & CO.	COM	$2.5M	1.4%	7,946 SH	New
LENNAR CORP	CL A	$1.4M	0.8%	11,023 SH	New
LOCKHEED MARTIN CORP	COM	$402K	0.2%Prev: 0.8%	805 SH	Decreased-2,370 SH
MASTERCARD INCORPORATED	CL A	$2.0M	1.1%Prev: 0.5%	3,547 SH	Increased+1,786 SH
MATCH GROUP INC NEW	COM	$979K	0.5%	27,712 SH	New
MERCK & CO INC	COM	$2.0M	1.1%Prev: 0.3%	24,291 SH	Increased+19,478 SH
META PLATFORMS INC	CL A	$2.6M	1.4%Prev: 1.6%	3,526 SH	Decreased-2,059 SH
MICROSOFT CORP	COM	$7.3M	4.1%Prev: 2.4%	14,111 SH	Increased+1,569 SH
NEWMONT CORP	COM	$1.6M	0.9%Prev: 0.9%	18,521 SH	Decreased-1,284 SH
NUTRIEN LTD	COM	$824K	0.5%	14,030 SH	New
NVIDIA CORPORATION	COM	$7.3M	4.1%Prev: 3.7%	39,230 SH	Increased+2,946 SH
ORACLE CORP	COM	$2.3M	1.3%Prev: 0.7%	8,059 SH	Increased-1,404 SH
ORION S.A.	COM	$441K	0.2%Prev: 0.2%	58,232 SH	Increased+6,414 SH
PALANTIR TECHNOLOGIES INC	CL A	$574K	0.3%	3,144 SH	New
PALO ALTO NETWORKS INC	COM	$820K	0.5%	4,026 SH	New
PARKER-HANNIFIN CORP	COM	$1.1M	0.6%Prev: 0.7%	1,488 SH	Decreased+171 SH
PEPSICO INC	COM	$486K	0.3%Prev: 0.3%	3,464 SH	Decreased-556 SH
PIMCO ETF TR	ACTIVE BD ETF	$5.4M	3.0%Prev: 2.7%	57,464 SH	Increased+75 SH
POPULAR INC	COM NEW	$1.5M	0.8%Prev: 0.9%	11,672 SH	Decreased+993 SH
QUALCOMM INC	COM	$1.8M	1.0%Prev: 0.8%	10,735 SH	Increased+2,753 SH
REGIONS FINANCIAL CORP NEW	COM	$213K	0.1%	8,080 SH	New
RTX CORPORATION	COM	$1.3M	0.7%Prev: 0.5%	7,598 SH	Increased+2,309 SH
SCHWAB CHARLES CORP	COM	$645K	0.4%	6,758 SH	New
SIMON PPTY GROUP INC NEW	COM	$1.3M	0.7%Prev: 0.7%	6,760 SH	Decreased+676 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.2M	0.7%Prev: 0.5%	44,572 SH	Increased+5,498 SH
SONY GROUP CORP	SPONSORED ADR	$1.5M	0.8%	51,425 SH	New
SPDR GOLD TR	GOLD SHS	$277K	0.2%	780 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$1.1M	0.6%	10,127 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$2.9M	1.6%	52,985 SH	New
TE CONNECTIVITY PLC	ORD SHS	$947K	0.5%Prev: 0.4%	4,312 SH	Increased+319 SH
TEREX CORP NEW	COM	$1.2M	0.7%Prev: 0.8%	23,751 SH	Decreased+1,502 SH
TESLA INC	COM	$1.5M	0.8%Prev: 1.5%	3,396 SH	Decreased-3,369 SH
TEXAS INSTRS INC	COM	$359K	0.2%Prev: 0.4%	1,956 SH	Decreased-340 SH
TEXTRON INC	COM	$795K	0.4%Prev: 0.4%	9,415 SH	Decreased+325 SH
TRANE TECHNOLOGIES PLC	SHS	$1.4M	0.8%	3,282 SH	New
UNITED PARCEL SERVICE INC	CL B	$317K	0.2%	3,795 SH	New
UNITEDHEALTH GROUP INC	COM	$619K	0.3%Prev: 0.3%	1,792 SH	Increased+418 SH
UNIVERSAL HLTH SVCS INC	CL B	$1.6M	0.9%	7,614 SH	New
US BANCORP DEL	COM NEW	$1.2M	0.7%	24,872 SH	New
VALERO ENERGY CORP	COM	$269K	0.2%	1,581 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$669K	0.4%	9,439 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.9M	1.0%Prev: 0.5%	23,694 SH	Increased+11,395 SH
VANGUARD INDEX FDS	GROWTH ETF	$238K	0.1%	497 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	1.2%Prev: 1.1%	6,624 SH	Increased+892 SH
VANGUARD STAR FDS	VG TL INTL STK F	$776K	0.4%Prev: 0.4%	10,557 SH	Increased+1,571 SH
VERIZON COMMUNICATIONS INC	COM	$408K	0.2%Prev: 0.3%	9,281 SH	Decreased-3,127 SH
VISA INC	COM CL A	$1.7M	0.9%Prev: 0.9%	4,900 SH	Increased+28 SH
WALMART INC	COM	$1.8M	1.0%Prev: 0.8%	16,990 SH	Increased+3,510 SH
WISDOMTREE TR	US LARGECAP FUND	$259K	0.1%Prev: 0.1%	3,759 SH	Increased+675 SH
YUM BRANDS INC	COM	$1.6M	0.9%	10,425 SH	New
ZIMMER BIOMET HOLDINGS INC	COM	$1.0M	0.6%Prev: 0.4%	10,285 SH	Increased+294 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $380K
ACCENTURE PLC IRELAND — $289K
AIM ETF PRODUCTS TRUST — $1.2M
AMERICAN CENTY ETF TR — $1.1M
AMERICAN ELEC PWR CO INC — $2.0M
AMPHENOL CORP — $1.7M
AUTODESK INC — $944K
AUTOMATIC DATA PROCESSING IN — $2.3M
BANK OF NY MELLON CORP — $1.5M
BLACKSTONE INC — $266K
BOOKING HOLDINGS INC — $1.2M
CHEVRON CORPORATION — $554K
CHUBB LIMITED — $1.7M
CLOROX CO DEL — $1.2M
CUMMINS INC — $1.2M
DUKE ENERGY CORP NEW — $2.1M
FIFTH THIRD BANCORP — $220K
FIRST TR EXCHANGE TRADED FD — $1.6M
FIRST TR EXCHANGE-TRADED FD — $550K
FIRST TR EXCHANGE-TRADED FD — $580K
… and 34 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