SECURED RETIREMENT ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0002012356
13F-HR · 86 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
34.0%
SECURED RETIREMENT ADVISORS, LLC — $127M AUM allocation strategy
SECURED RETIREMENT ADVISORS, LLC files SEC Form 13F and reports $127M of long US equity value across 86 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.5%, followed by Financials 5.3% and Consumer Discretionary 4.6%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SECURED RETIREMENT ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$127M
total across 86 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSCO +10.9K sh · +$856K+$IBM +3.75K sh · +$535K+$TSLA +3.35K sh · +$977K
Biggest trims (shares)
−$GLW −7.77K sh · +$1.21M−$GS −5.71K sh · +$1.12M−$QCOM −4.6K sh · −$1.04M
Exited to nil (held last quarter, gone now)
$UHS ($1.7M last qtr)$ABT ($1.37M last qtr)$TT ($1.35M last qtr)$CMCSA ($942K last qtr)$PANW ($754K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.1%—
- Technology Hardware, Storage & Peripherals4.9%—
- Electronic Components4.2%—
- Diversified Banks3.3%—
- Systems Software3.3%—
- Interactive Media & Services3.3%—
- Multi-Utilities2.9%—
- Broadline Retail2.6%—
- Other holdings68.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 39.4K | $6.87M | -298 | 5.4% |
| $AAPL | Apple Inc | 24.7K | $6.27M | -523 | 4.9% |
| $GLW | Corning Incorporated | 39.1K | $5.32M | -7.77K | 4.2% |
| $MSFT | Microsoft Corporation | 11.4K | $4.2M | -3.13K | 3.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 14.5K | $4.16M | +445 | 3.3% |
| $ED | Consolidated Edison Inc | 33.2K | $3.75M | -473 | 2.9% |
| $AMZN | Amazon.com Inc | 15.9K | $3.31M | -632 | 2.6% |
| $XOM | ExxonMobil Holdings Corporation | 18.8K | $3.19M | -113 | 2.5% |
| $CL | Colgate-Palmolive Company | 36.4K | $3.1M | -229 | 2.4% |
…and 77 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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