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: $176.7M126 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$386K	0.2%Prev: 0.2%	1,775 SH	Increased+601 SH
ABRDN ETFS	BBRG ALL COMMDY	$532K	0.3%Prev: 0.5%	14,873 SH	Decreased-8,791 SH
ADVANCED MICRO DEVICES INC	COM	$693K	0.4%	3,408 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.7M	0.9%Prev: 0.4%	48,940 SH	Increased+21,538 SH
ALPHABET INC	CAP STK CL A	$4.2M	2.4%Prev: 1.4%	14,473 SH	Increased+295 SH
ALTRIA GROUP INC	COM	$498K	0.3%Prev: 0.2%	7,545 SH	Increased+3,508 SH
AMAZON COM INC	COM	$3.3M	1.9%Prev: 2.0%	15,888 SH	Increased-774 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$866K	0.5%	20,854 SH	New
AMGEN INC	COM	$429K	0.2%Prev: 0.7%	1,219 SH	Decreased-2,356 SH
APPLE INC	COM	$6.3M	3.6%Prev: 3.4%	24,716 SH	Increased+1,152 SH
BAKER HUGHES COMPANY	CL A	$1.3M	0.8%Prev: 0.7%	21,900 SH	Increased-2,665 SH
BANK NEW YORK MELLON CORP	COM	$2.4M	1.4%Prev: 0.9%	20,265 SH	Increased+3,675 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$843K	0.5%Prev: 1.0%	1,760 SH	Decreased-1,146 SH
BOEING CO	COM	$1.4M	0.8%Prev: 0.4%	6,830 SH	Increased+3,007 SH
BRISTOL-MYERS SQUIBB CO	COM	$557K	0.3%Prev: 0.2%	9,181 SH	Increased+5,234 SH
BROADCOM INC	COM	$2.2M	1.2%Prev: 1.0%	6,955 SH	Increased-2,196 SH
BROWN & BROWN INC	COM	$672K	0.4%	10,302 SH	New
BWX TECHNOLOGIES INC	COM	$1.1M	0.6%Prev: 0.6%	5,479 SH	Increased-4,044 SH
CANADIAN PACIFIC KANSAS CITY	COM	$871K	0.5%Prev: 0.5%	11,078 SH	Increased-770 SH
CATERPILLAR INC	COM	$1.2M	0.7%Prev: 0.9%	1,762 SH	Decreased-2,562 SH
CHEVRON CORPORATION	COM	$1.9M	1.1%	9,374 SH	New
CINCINNATI FINL CORP	COM	$256K	0.1%	1,627 SH	New
CISCO SYS INC	COM	$2.5M	1.4%Prev: 1.1%	32,387 SH	Increased+4,347 SH
CITIGROUP INC	COM NEW	$2.1M	1.2%Prev: 0.7%	18,821 SH	Increased+3,463 SH
CLOROX CO DEL	COM	$1.3M	0.8%	12,903 SH	New
COCA COLA CO	COM	$477K	0.3%	6,270 SH	New
COHERENT CORP	COM	$1.5M	0.8%Prev: 0.6%	6,271 SH	Increased-7,563 SH
COLGATE PALMOLIVE CO	COM	$3.1M	1.8%Prev: 1.2%	36,400 SH	Increased+15,994 SH
CONOCOPHILLIPS	COM	$495K	0.3%	3,750 SH	New
CONSOLIDATED EDISON INC	COM	$3.8M	2.1%Prev: 1.0%	33,161 SH	Increased+18,469 SH
CORNING INC	COM	$5.3M	3.0%Prev: 1.9%	39,104 SH	Increased-23,732 SH
DEERE & CO	COM	$1.3M	0.7%Prev: 0.7%	2,228 SH	Increased-247 SH
EA SERIES TRUST	STRIVE 500 ETF	$7.8M	4.4%Prev: 5.5%	186,029 SH	Decreased-52,339 SH
EA SERIES TRUST	STRIVE EMERGING	$1.3M	0.8%Prev: 0.9%	33,934 SH	Decreased-19,145 SH
ELI LILLY & CO	COM	$1.8M	1.0%	1,909 SH	New
EOG RES INC	COM	$396K	0.2%	2,739 SH	New
EXXON MOBIL CORP	COM	$3.2M	1.8%Prev: 0.6%	18,813 SH	Increased+10,395 SH
FASTENAL CO	COM	$301K	0.2%	6,478 SH	New
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.5M	0.8%	37,479 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST GOLD STRTGY	$504K	0.3%Prev: 0.5%	29,396 SH	Decreased-5,686 SH
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$223K	0.1%	10,965 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$803K	0.5%Prev: 0.6%	31,182 SH	Decreased-7,875 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.0M	1.7%Prev: 0.5%	94,194 SH	Increased+69,277 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.4M	1.4%Prev: 1.7%	78,645 SH	Decreased-15,734 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.1M	0.6%Prev: 0.8%	27,237 SH	Decreased-6,767 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$688K	0.4%Prev: 0.8%	31,973 SH	Decreased-27,799 SH
FLOWERS FOODS INC	COM	$133K	0.1%	16,325 SH	New
FORD MTR CO	COM	$252K	0.1%Prev: 0.1%	21,804 SH	Increased+8,581 SH
GE AEROSPACE	COM NEW	$1.5M	0.9%	5,380 SH	New
GENERAC HLDGS INC	COM	$1.2M	0.7%Prev: 0.6%	6,073 SH	Increased-825 SH
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.8%	1,640 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$588K	0.3%Prev: 0.6%	12,734 SH	Decreased-16,089 SH
HERSHEY CO	COM	$279K	0.2%	1,344 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$620K	0.4%Prev: 0.3%	26,050 SH	Increased-3,888 SH
HOME DEPOT INC	COM	$388K	0.2%Prev: 0.2%	1,180 SH	Increased+406 SH
ILLINOIS TOOL WKS INC	COM	$2.7M	1.5%Prev: 1.4%	10,287 SH	Increased+1,827 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$666K	0.4%Prev: 0.5%	20,850 SH	Decreased-6,080 SH
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$665K	0.4%Prev: 0.5%	24,675 SH	Decreased-9,104 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$696K	0.4%Prev: 0.5%	12,340 SH	Decreased-3,907 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$813K	0.5%Prev: 0.6%	24,797 SH	Decreased-5,385 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$941K	0.5%Prev: 0.6%	26,579 SH	Decreased-3,810 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.2M	0.7%Prev: 0.8%	37,643 SH	Increased-3,373 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	1.5%Prev: 0.9%	10,673 SH	Increased+5,170 SH
ISHARES TR	CORE 80/20 AGGRE	$333K	0.2%Prev: 0.2%	3,763 SH	Decreased-838 SH
ISHARES TR	CORE MSCI EAFE	$2.3M	1.3%	25,819 SH	New
ISHARES TR	CORE S&P500 ETF	$400K	0.2%	613 SH	New
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$793K	0.4%Prev: 2.0%	12,414 SH	Decreased-38,576 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.3M	0.7%Prev: 1.1%	23,181 SH	Decreased-10,499 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$253K	0.1%Prev: 0.5%	5,003 SH	Decreased-11,335 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$969K	0.5%Prev: 0.8%	19,240 SH	Decreased-4,484 SH
JOHNSON & JOHNSON	COM	$786K	0.4%	3,214 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$1.3M	0.7%	9,952 SH	New
JPMORGAN CHASE & CO	COM	$2.1M	1.2%	7,282 SH	New
LENNAR CORP	CL A	$927K	0.5%Prev: 0.6%	10,675 SH	Increased+2,607 SH
LOCKHEED MARTIN CORP	COM	$1.9M	1.1%Prev: 0.2%	3,209 SH	Increased+2,603 SH
MASCO CORP	COM	$916K	0.5%	15,171 SH	New
MASTERCARD INCORPORATED	CL A	$878K	0.5%Prev: 1.5%	1,757 SH	Decreased-2,372 SH
MERCK & CO INC	COM	$2.9M	1.6%	23,897 SH	New
META PLATFORMS INC	CL A	$924K	0.5%Prev: 1.6%	1,614 SH	Decreased-2,729 SH
MICRON TECHNOLOGY INC	COM	$1.0M	0.6%	3,079 SH	New
MICROSOFT CORP	COM	$4.2M	2.4%Prev: 3.5%	11,355 SH	Decreased-3,220 SH
NETFLIX INC.	COM	$965K	0.5%	10,039 SH	New
NEWMONT CORP	COM	$1.1M	0.6%Prev: 0.8%	10,040 SH	Decreased-17,139 SH
NVIDIA CORPORATION	COM	$6.9M	3.9%Prev: 3.6%	39,366 SH	Increased-11,880 SH
ONEOK INC NEW	COM	$294K	0.2%	3,254 SH	New
ORACLE CORP	COM	$1.6M	0.9%Prev: 0.8%	10,677 SH	Increased+2,258 SH
ORION S.A.	COM	$341K	0.2%Prev: 0.6%	52,452 SH	Decreased-23,928 SH
PALANTIR TECHNOLOGIES INC	CL A	$765K	0.4%	5,229 SH	New
PARKER-HANNIFIN CORP	COM	$1.2M	0.7%Prev: 0.8%	1,317 SH	Decreased-649 SH
PEPSICO INC	COM	$509K	0.3%Prev: 0.2%	3,275 SH	Increased+1,322 SH
PFIZER INC	COM	$1.2M	0.7%Prev: 0.1%	44,051 SH	Increased+35,763 SH
PIMCO ETF TR	ACTIVE BD ETF	$5.4M	3.1%Prev: 3.2%	58,697 SH	Increased+4,227 SH
PIMCO ETF TR	MULTISECTOR BD	$1.2M	0.7%	46,480 SH	New
POPULAR INC	COM NEW	$1.4M	0.8%Prev: 0.9%	10,647 SH	Increased-4,240 SH
QUALCOMM INC	COM	$765K	0.4%Prev: 1.1%	5,944 SH	Decreased-5,226 SH
RTX CORPORATION	COM	$1.4M	0.8%	7,255 SH	New
SALESFORCE INC	COM	$1.0M	0.6%Prev: 0.8%	5,381 SH	Decreased+915 SH
SCHWAB CHARLES CORP	COM	$632K	0.4%Prev: 0.6%	6,729 SH	Decreased-5,064 SH
SERVICENOW INC	COM	$540K	0.3%	5,168 SH	New
SIMON PPTY GROUP INC NEW	COM	$1.1M	0.6%Prev: 0.8%	6,122 SH	Decreased-893 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.2M	0.7%Prev: 0.8%	38,702 SH	Decreased-2,139 SH
SLB LIMITED	COM STK	$273K	0.2%	5,308 SH	New
SPDR GOLD TR	GOLD SHS	$213K	0.1%Prev: 0.2%	495 SH	Decreased-663 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.5M	2.0%	55,172 SH	New
TARGET CORP	COM	$271K	0.2%	2,238 SH	New
TE CONNECTIVITY PLC	ORD SHS	$833K	0.5%Prev: 0.4%	3,983 SH	Increased-544 SH
TEREX CORP NEW	COM	$1.3M	0.7%Prev: 0.4%	22,118 SH	Increased+4,775 SH
TESLA INC	COM	$2.5M	1.4%Prev: 0.9%	6,806 SH	Increased+1,594 SH
TEXAS INSTRS INC	COM	$446K	0.3%Prev: 0.2%	2,299 SH	Increased+1,003 SH
TEXTRON INC	COM	$783K	0.4%	8,943 SH	New
UBER TECHNOLOGIES INC	COM	$765K	0.4%	10,630 SH	New
UNITED PARCEL SVCS INC	CL B	$395K	0.2%	4,019 SH	New
UNITEDHEALTH GROUP INC	COM	$1.1M	0.6%Prev: 1.0%	4,026 SH	Decreased+1,064 SH
US BANCORP	COM NEW	$1.2M	0.7%	22,772 SH	New
VALERO ENERGY CORP	COM	$354K	0.2%	1,431 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	0.6%Prev: 1.4%	14,289 SH	Decreased-13,041 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	1.1%Prev: 1.3%	5,969 SH	Decreased-1,324 SH
VANGUARD STAR FDS	VG TL INTL STK F	$710K	0.4%Prev: 0.5%	9,211 SH	Decreased-2,739 SH
VERISK ANALYTICS INC	COM	$956K	0.5%	5,036 SH	New
VERIZON COMMUNICATIONS INC	COM	$537K	0.3%Prev: 0.2%	10,695 SH	Increased+4,875 SH
VISA INC	COM CL A	$588K	0.3%Prev: 1.0%	1,947 SH	Decreased-2,394 SH
WALMART INC	COM	$2.4M	1.3%Prev: 0.9%	19,111 SH	Increased+3,785 SH
WISDOMTREE TR	US LARGECAP FUND	$210K	0.1%Prev: 0.2%	3,084 SH	Decreased-1,905 SH
YUM BRANDS INC	COM	$1.8M	1.0%Prev: 0.9%	11,588 SH	Increased+2,418 SH
ZIMMER BIOMET HOLDINGS INC	COM	$882K	0.5%	9,752 SH	New
ZOETIS INC	CL A	$796K	0.5%	6,730 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.4M
AIM ETF PRODUCTS TRUST — $1.1M
AON PLC — $1.0M
ARISTA NETWORKS INC — $736K
BLACKROCK INC — $201K
CHEVRON CORP NEW — $1.8M
COMCAST CORP NEW — $1.3M
COSTCO WHSL CORP NEW — $233K
CUMMINS INC — $895K
ELECTRONIC ARTS INC — $1.2M
FIRST TR EXCHANGE-TRADED FD — $1.6M
GENERAL MTRS CO — $986K
JOHNSON CTLS INTL PLC — $806K
JPMORGAN CHASE & CO. — $1.9M
KIMBERLY-CLARK CORP — $836K
LOWES COS INC — $702K
MATCH GROUP INC NEW — $908K
NETFLIX INC — $1.3M
NUTRIEN LTD — $725K
PALO ALTO NETWORKS INC — $883K
… and 11 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