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: $194.9M133 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$380K	0.2%	4,190 SH	New
ABBVIE INC	COM	$2.5M	1.3%Prev: 0.1%	10,052 SH	Increased+8,917 SH
ABRDN ETFS	BBRG ALL COMMDY	$488K	0.3%Prev: 0.4%	14,287 SH	Decreased-4,477 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$289K	0.1%	2,325 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US OCT ETF	$1.2M	0.6%	28,320 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$688K	0.4%Prev: 0.4%	22,308 SH	Decreased-5,633 SH
ALPHABET INC	CAP STK CL A	$3.3M	1.7%Prev: 1.6%	9,272 SH	Increased-5,937 SH
ALTRIA GROUP INC	COM	$546K	0.3%Prev: 0.2%	7,592 SH	Increased+2,939 SH
AMAZON COM INC	COM	$2.9M	1.5%Prev: 2.2%	12,216 SH	Decreased-4,649 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.1M	0.5%	25,449 SH	New
AMERICAN ELEC PWR CO INC	COM	$2.0M	1.0%	14,774 SH	New
AMGEN INC	COM	$471K	0.2%Prev: 0.6%	1,301 SH	Decreased-2,349 SH
AMPHENOL CORP	CL A	$1.7M	0.9%	9,863 SH	New
APPLE INC	COM	$7.1M	3.7%Prev: 3.0%	24,677 SH	Increased+318 SH
AUTODESK INC	COM	$944K	0.5%	4,853 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$2.3M	1.2%	10,473 SH	New
BAKER HUGHES COMPANY	CL A	$1.2M	0.6%Prev: 0.6%	21,900 SH	Increased-2,475 SH
BANK OF NY MELLON CORP	COM	$1.5M	0.8%	10,700 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	1.2%Prev: 1.3%	4,772 SH	Increased+237 SH
BLACKSTONE INC	COM	$266K	0.1%	2,259 SH	New
BOEING CO	COM	$1.5M	0.8%Prev: 0.7%	6,894 SH	Increased+987 SH
BOOKING HOLDINGS INC	COM	$1.2M	0.6%	6,967 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$509K	0.3%Prev: 0.1%	8,833 SH	Increased+4,154 SH
BROADCOM INC	COM	$2.1M	1.1%Prev: 1.2%	5,522 SH	Increased-2,016 SH
BWX TECHNOLOGIES INC	COM	$1.1M	0.5%Prev: 0.8%	5,497 SH	Decreased-4,001 SH
CANADIAN PACIFIC KANSAS CITY	COM	$962K	0.5%Prev: 0.6%	11,101 SH	Increased-694 SH
CATERPILLAR INC	COM	$3.2M	1.7%Prev: 0.9%	3,048 SH	Increased-959 SH
CHEVRON CORPORATION	COM	$554K	0.3%	3,343 SH	New
CHUBB LIMITED	COM	$1.7M	0.9%	5,033 SH	New
CISCO SYS INC	COM	$3.9M	2.0%Prev: 1.1%	33,428 SH	Increased+6,278 SH
CITIGROUP INC	COM NEW	$1.5M	0.8%Prev: 0.8%	11,054 SH	Increased-4,268 SH
CLOROX CO DEL	COM	$1.2M	0.6%	12,926 SH	New
COCA COLA CO	COM	$1.9M	1.0%Prev: 0.1%	23,624 SH	Increased+20,349 SH
COHERENT CORP	COM	$1.6M	0.8%Prev: 0.7%	4,166 SH	Increased-9,608 SH
COMCAST CORP NEW	CL A	$326K	0.2%Prev: 0.8%	13,275 SH	Decreased-22,782 SH
CONOCOPHILLIPS	COM	$462K	0.2%Prev: 0.1%	4,443 SH	Increased+2,138 SH
CORNING INC	COM	$2.3M	1.2%Prev: 2.0%	9,129 SH	Decreased-54,147 SH
CUMMINS INC	COM	$1.2M	0.6%	1,655 SH	New
DEERE & CO	COM	$1.4M	0.7%Prev: 0.7%	2,245 SH	Increased-160 SH
DUKE ENERGY CORP NEW	COM NEW	$2.1M	1.1%	16,380 SH	New
EA SERIES TRUST	STRIVE 500 ETF	$8.6M	4.4%Prev: 5.6%	179,003 SH	Decreased-56,704 SH
EA SERIES TRUST	STRIVE EMERGING	$1.3M	0.6%Prev: 0.9%	24,059 SH	Decreased-26,505 SH
ELI LILLY & CO	COM	$2.1M	1.1%Prev: 0.7%	1,731 SH	Increased+316 SH
EOG RES INC	COM	$368K	0.2%Prev: 0.1%	2,839 SH	Increased+1,038 SH
FASTENAL CO	COM	$294K	0.2%	6,130 SH	New
FIFTH THIRD BANCORP	COM	$220K	0.1%	3,908 SH	New
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.6M	0.8%	36,180 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST GOLD STRTGY	$500K	0.3%Prev: 0.5%	30,717 SH	Decreased-4,760 SH
FIRST TR EXCHANGE-TRADED FD	VEST LAD AUT ETF	$550K	0.3%	26,753 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$580K	0.3%	27,881 SH	New
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$2.3M	1.2%	64,318 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST DEEP ETF	$850K	0.4%	28,591 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$745K	0.4%Prev: 0.6%	27,791 SH	Decreased-12,552 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.5M	1.3%Prev: 1.7%	75,680 SH	Decreased-21,639 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.2M	0.6%Prev: 0.8%	27,906 SH	Decreased-7,421 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$650K	0.3%Prev: 0.7%	28,097 SH	Decreased-25,775 SH
GE AEROSPACE	COM NEW	$1.3M	0.7%	3,445 SH	New
GENERAC HLDGS INC	COM	$1.8M	0.9%Prev: 0.6%	6,043 SH	Increased-805 SH
GOLDMAN SACHS GROUP INC	COM	$1.8M	0.9%	1,790 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$495K	0.3%Prev: 0.5%	12,502 SH	Decreased-11,194 SH
HEWLETT PACKARD ENTERPRISE C	COM	$1.2M	0.6%Prev: 0.3%	26,080 SH	Increased-2,148 SH
HOME DEPOT INC	COM	$611K	0.3%Prev: 0.1%	1,731 SH	Increased+1,046 SH
IDEX CORP	COM	$1.8M	0.9%	7,871 SH	New
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$717K	0.4%Prev: 0.5%	21,003 SH	Decreased-6,386 SH
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$755K	0.4%Prev: 0.5%	25,136 SH	Decreased-9,334 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$788K	0.4%Prev: 0.5%	12,600 SH	Decreased-3,994 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$860K	0.4%Prev: 0.6%	24,844 SH	Decreased-6,142 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.0M	0.5%Prev: 0.7%	27,137 SH	Decreased-5,861 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.3M	0.6%Prev: 0.8%	37,021 SH	Decreased-7,158 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.5M	0.8%Prev: 1.4%	5,371 SH	Decreased-2,663 SH
ISHARES TR	CORE 80 20 ETF	$378K	0.2%	3,870 SH	New
ISHARES TR	CORE MSCI EAFE	$2.2M	1.1%Prev: 1.5%	22,396 SH	Decreased-6,862 SH
J P MORGAN EXCHANGE TRADED F	HEDG EQU LAD ETF	$809K	0.4%	11,964 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.2M	0.6%Prev: 1.1%	19,546 SH	Decreased-13,404 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$933K	0.5%Prev: 0.8%	18,475 SH	Decreased-7,214 SH
JOHNSON & JOHNSON	COM	$1.7M	0.8%	6,512 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$1.5M	0.8%	10,196 SH	New
JPMORGAN CHASE & CO	COM	$1.8M	0.9%	5,363 SH	New
KIMBERLY-CLARK CORP	COM	$267K	0.1%	2,429 SH	New
LAM RESEARCH CORP	COM NEW	$1.4M	0.7%	3,308 SH	New
LINDE PLC	SHS	$841K	0.4%	1,620 SH	New
LOCKHEED MARTIN CORP	COM	$1.6M	0.8%Prev: 0.2%	3,175 SH	Increased+2,605 SH
LOWES COS INC	COM	$1.9M	1.0%	8,645 SH	New
MASTERCARD INCORPORATED	CL A	$904K	0.5%Prev: 1.6%	1,761 SH	Decreased-2,896 SH
MERCK & CO INC	COM	$619K	0.3%Prev: 0.6%	4,813 SH	Decreased-7,691 SH
META PLATFORMS INC	CL A	$3.1M	1.6%Prev: 2.0%	5,585 SH	Decreased+1,063 SH
MICRON TECHNOLOGY INC	COM	$1.9M	1.0%	1,632 SH	New
MICROSOFT CORP	COM	$4.7M	2.4%Prev: 4.2%	12,542 SH	Decreased-1,586 SH
MOODYS CORP	COM	$2.2M	1.1%	4,891 SH	New
MORGAN STANLEY	COM NEW	$1.7M	0.9%	8,176 SH	New
NEWMONT CORP	COM	$1.8M	0.9%Prev: 0.8%	19,805 SH	Increased-2,716 SH
NVIDIA CORPORATION	COM	$7.3M	3.7%Prev: 3.7%	36,284 SH	Increased-2,752 SH
ONEOK INC NEW	COM	$290K	0.1%	3,336 SH	New
ORACLE CORP	COM	$1.4M	0.7%Prev: 1.1%	9,463 SH	Decreased+1,126 SH
ORION S.A.	COM	$344K	0.2%Prev: 0.5%	51,818 SH	Decreased-25,322 SH
PARKER-HANNIFIN CORP	COM	$1.3M	0.7%Prev: 0.8%	1,317 SH	Decreased-632 SH
PAYCHEX INC	COM	$228K	0.1%	2,319 SH	New
PEPSICO INC	COM	$544K	0.3%Prev: 0.2%	4,020 SH	Increased+1,250 SH
PFIZER INC	COM	$1.1M	0.6%	44,821 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$5.3M	2.7%Prev: 3.3%	57,389 SH	Decreased-2,597 SH
PIMCO ETF TR	MULTISECTOR BD	$1.7M	0.9%	63,799 SH	New
POPULAR INC	COM NEW	$1.8M	0.9%Prev: 1.0%	10,679 SH	Increased-3,788 SH
PROCTER & GAMBLE CO	COM	$299K	0.2%	2,038 SH	New
QUALCOMM INC	COM	$1.5M	0.8%Prev: 1.0%	7,982 SH	Decreased-2,864 SH
RTX CORPORATION	COM	$1.0M	0.5%Prev: 0.6%	5,289 SH	Decreased-1,673 SH
S&P GLOBAL INC	COM	$1.3M	0.7%	3,399 SH	New
SIMON PPTY GROUP INC NEW	COM	$1.4M	0.7%Prev: 0.7%	6,084 SH	Increased-921 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.0M	0.5%Prev: 0.7%	39,074 SH	Decreased-6,462 SH
SLB LIMITED	COM STK	$225K	0.1%	4,845 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$1.6M	0.8%	13,774 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$2.8M	1.4%	45,994 SH	New
STRYKER CORPORATION	COM	$2.2M	1.1%	6,866 SH	New
TARGET CORP	COM	$336K	0.2%	2,570 SH	New
TE CONNECTIVITY PLC	ORD SHS	$805K	0.4%Prev: 0.4%	3,993 SH	Increased-474 SH
TEREX CORP NEW	COM	$1.6M	0.8%Prev: 0.5%	22,249 SH	Increased+4,979 SH
TESLA INC	COM	$2.8M	1.5%Prev: 0.9%	6,765 SH	Increased+2,259 SH
TEXAS INSTRS INC	COM	$684K	0.4%Prev: 0.2%	2,296 SH	Increased+907 SH
TEXTRON INC	COM	$834K	0.4%	9,090 SH	New
THE CAMPBELLS COMPANY	COM	$2.2M	1.1%	97,949 SH	New
TJX COS INC NEW	COM	$1.0M	0.5%	6,659 SH	New
UBER TECHNOLOGIES INC	COM	$784K	0.4%	10,860 SH	New
UNITED PARCEL SVCS INC	CL B	$341K	0.2%	3,171 SH	New
UNITEDHEALTH GROUP INC	COM	$571K	0.3%Prev: 1.3%	1,374 SH	Decreased-5,732 SH
US BANCORP	COM NEW	$1.4M	0.7%	22,882 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$958K	0.5%Prev: 1.2%	12,299 SH	Decreased-13,838 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	1.1%Prev: 1.3%	5,732 SH	Decreased-1,388 SH
VANGUARD STAR FDS	VG TL INTL STK F	$768K	0.4%Prev: 0.5%	8,986 SH	Decreased-2,603 SH
VERIZON COMMUNICATIONS INC	COM	$525K	0.3%Prev: 0.2%	12,408 SH	Increased+5,722 SH
VISA INC	COM CL A	$1.7M	0.9%Prev: 1.0%	4,872 SH	Increased+167 SH
WALMART INC	COM	$1.5M	0.8%Prev: 0.9%	13,480 SH	Decreased-2,242 SH
WISDOMTREE TR	US LARGECAP FUND	$240K	0.1%Prev: 0.1%	3,084 SH	Decreased-675 SH
ZIMMER BIOMET HOLDINGS INC	COM	$860K	0.4%Prev: 0.2%	9,991 SH	Increased+5,466 SH
ZOETIS INC	CL A	$376K	0.2%	5,230 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.4M
AIM ETF PRODUCTS TRUST — $245K
AIM ETF PRODUCTS TRUST — $1.2M
AMCOR PLC — $111K
AT&T INC — $657K
BANK NEW YORK MELLON CORP — $1.5M
CHEVRON CORP NEW — $1.8M
COLGATE PALMOLIVE CO — $1.9M
CONSOLIDATED EDISON INC — $2.3M
ELECTRONIC ARTS INC — $1.2M
FIRST TR EXCHANGE-TRADED FD — $1.6M
FIRST TR EXCHNG TRADED FD VI — $2.2M
FORD MTR CO — $164K
GENERAL MTRS CO — $1.0M
ILLINOIS TOOL WKS INC — $2.1M
ISHARES TR — $366K
J P MORGAN EXCHANGE TRADED F — $1.9M
J P MORGAN EXCHANGE TRADED F — $415K
JOHNSON CTLS INTL PLC — $1.0M
JPMORGAN CHASE & CO. — $2.2M
… and 17 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