Secure Asset Management, LLC
CIK 1800692
13F filing for Q2 2026・No. 3,175
- Holdings
- US$713.71M
- Quarter change
- +US$81.9M
- Entries
- 333
- Net bought (estimate)
- +US$5.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 34
- Cut 126
- Added 141
- Corporate actions 0
- Unchanged 16
Largest holdings
320 stocks worth US$710.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 664,284 | US$39.18M | 5.51% |
| NVDANvidiaCOM | Added | 144,954 | US$29M | 4.08% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 69,722 | US$21.12M | 2.97% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 29,953 | US$20.57M | 2.89% |
| IVVISHARES TRCORE S&P500 ETF | Added | 24,557 | US$18.39M | 2.59% |
| AAPLAppleCOM | Cut | 59,722 | US$17.28M | 2.43% |
| SSGA ACTIVE ETF TRST STR BL LN ETF | Added | 379,830 | US$15.3M | 2.15% |
| ISHARES TRISHS 1-5YR INVS | Added | 283,647 | US$14.87M | 2.09% |
| FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT | Added | 296,908 | US$14.78M | 2.08% |
| JANUS DETROIT STR TRHENDERSON MTG | Added | 327,232 | US$14.72M | 2.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.