13F-HR filed by SECURED RETIREMENT ADVISORS, LLC
SECURED RETIREMENT ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-16, with 134 holding rows worth $194,880,498.
- Accession
- 0002012356-26-000004
- Filer
- CIK 2012356
- Filed
- 2026-07-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 134 entries on the cover page, a total value of $194,880,498 stated on the cover page (in dollars after the unit check, H1), rows summing to $194,880,498 with VALUE read as dollars as filed, 13F file number 028-23972. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EA SERIES TRUST | 02072L680 | STRIVE 500 ETF | 179,003 | $8,645,833 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 36,284 | $7,259,987 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,677 | $7,140,538 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 57,389 | $5,291,841 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,542 | $4,678,483 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 33,428 | $3,926,453 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 9,272 | $3,313,673 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,048 | $3,245,815 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,585 | $3,146,187 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 12,216 | $2,911,561 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 6,765 | $2,845,359 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 45,994 | $2,795,989 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 10,052 | $2,529,485 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,772 | $2,387,861 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 64,318 | $2,349,537 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 10,473 | $2,345,428 | dollars as filed | |
| CORNING INC | 219350105 | COM | 9,129 | $2,331,860 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 4,891 | $2,215,274 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 97,949 | $2,181,324 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 22,396 | $2,163,036 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 6,866 | $2,161,691 | dollars as filed | |
| VTI | 922908769 | COM | 5,732 | $2,121,099 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,522 | $2,085,833 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,731 | $2,076,446 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 16,380 | $2,073,400 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 14,774 | $2,021,221 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 23,624 | $1,919,927 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 8,645 | $1,906,136 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,632 | $1,883,801 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 19,805 | $1,849,787 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,790 | $1,810,410 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 7,871 | $1,786,374 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 6,043 | $1,769,451 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,363 | $1,755,585 | dollars as filed | |
| POPULAR INC | 733174700 | COM NEW | 10,679 | $1,753,278 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 9,863 | $1,739,044 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 5,033 | $1,714,944 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 8,176 | $1,709,111 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 63,799 | $1,691,949 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,872 | $1,671,604 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,512 | $1,653,930 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 4,166 | $1,643,362 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 13,774 | $1,638,968 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 3,175 | $1,617,639 | dollars as filed | |
| TEREX CORP NEW COM | 880779103 | Stock | 22,249 | $1,610,605 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 36,180 | $1,560,809 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 10,700 | $1,547,275 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 11,054 | $1,547,173 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 13,480 | $1,526,770 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 5,371 | $1,510,403 | dollars as filed | |
| Boeing Company | 097023105 | COM | 6,894 | $1,492,344 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 10,196 | $1,489,738 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 7,982 | $1,474,994 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,308 | $1,433,456 | dollars as filed | |
| Deere & Company | 244199105 | COM | 2,245 | $1,424,071 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 9,463 | $1,386,803 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 22,882 | $1,382,073 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 6,084 | $1,360,687 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 3,399 | $1,309,329 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F367 | FT VEST U.S | 33,093 | $1,307,236 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,317 | $1,288,184 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,445 | $1,287,500 | dollars as filed | |
| EA SERIES TRUST | 02072L698 | STRIVE EMERGING | 24,059 | $1,264,388 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y442 | U S EQ 10 BUFFER | 37,021 | $1,253,901 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 6,967 | $1,241,823 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 12,926 | $1,233,657 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 21,900 | $1,215,450 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 19,546 | $1,201,324 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F417 | FT VEST U.S | 42,587 | $1,182,854 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 1,655 | $1,180,390 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 26,080 | $1,176,469 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U687 | FT VEST U.S EQT | 27,906 | $1,166,332 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H505 | ALLIA US OCT ETF | 28,320 | $1,158,571 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 44,821 | $1,079,290 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 5,497 | $1,069,991 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 25,449 | $1,053,843 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y673 | QUITY MANAGD FLR | 27,137 | $1,046,945 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 39,074 | $1,013,592 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 6,659 | $1,008,864 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 5,289 | $1,003,545 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 11,101 | $961,902 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 12,299 | $958,242 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 4,853 | $943,520 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 18,475 | $932,803 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,761 | $904,245 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 9,991 | $860,125 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y533 | INNOVATOR INTER | 24,844 | $859,602 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U703 | FT VEST LADDERED | 28,591 | $849,725 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,620 | $840,705 | dollars as filed | |
| TEXTRON INC COM | 883203101 | Stock | 9,090 | $833,826 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q724 | HEDGED EQUITY LA | 11,964 | $808,524 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 3,993 | $805,029 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C615 | GRWT100 PWR BUF | 12,600 | $787,815 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 10,860 | $783,658 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 8,986 | $768,191 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N841 | GROWTH 100 PWR B | 25,136 | $755,085 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U869 | FT VEST INT JUNE | 27,791 | $744,799 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C623 | EMERGING MKT PWR | 21,003 | $717,358 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H539 | FUND | 22,308 | $688,202 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 2,296 | $684,243 | dollars as filed | |
| FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER | 33740F185 | UIT EXCHANGE TRADED | 28,097 | $650,446 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,813 | $618,512 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,731 | $610,590 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E690 | VEST LADDERED | 27,881 | $579,646 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,374 | $571,106 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,343 | $554,213 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E641 | VEST LAD AUT ETF | 26,753 | $549,507 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 7,592 | $546,243 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 4,020 | $544,316 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 12,408 | $525,373 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 8,833 | $508,943 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E849 | VEST GOLD STRTGY | 30,717 | $500,380 | dollars as filed | |
| Goldman Sachs Physical Gold ETF | 38150K103 | SHS | 12,502 | $494,704 | dollars as filed | |
| ABRDN ETFS | 003261203 | BBRG ALL COMMDY | 14,287 | $487,906 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,301 | $471,230 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 4,443 | $461,894 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,190 | $380,201 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 3,870 | $377,753 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 5,230 | $375,828 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 2,839 | $368,289 | dollars as filed | |
| ORION S.A. | L72967109 | COM | 51,818 | $343,553 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,171 | $340,904 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 2,570 | $335,668 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 13,275 | $325,901 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,038 | $298,852 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 6,130 | $294,434 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 3,336 | $290,074 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,325 | $289,323 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,429 | $266,631 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,259 | $265,817 | dollars as filed | |
| WISDOMTREE TR | 97717W588 | US LARGECAP FUND | 3,084 | $239,904 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 2,319 | $228,027 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 4,845 | $225,244 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 3,908 | $220,294 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002012356-26-000004 | this filing | 2026-07-16 | acceptance time not in the bulk data set |