SECURED RETIREMENT ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$176,690
Net value change ($000)
-2,381 (-1.3%)
New positions
22
Sold out positions
16
Turnover %
16.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GE 1,527 NEW
GS 1,387 NEW
CLX 1,337 NEW
PFE 1,237 NEW
PYLD 1,218 NEW
GLW 1,213 29.6%
MU 1,040 NEW
CRM 1,004 NEW
TSLA 977 62.9%
NFLX 965 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,803 -40.0%
UHS -1,699 -100.0%
BRK-B -1,698 -66.8%
META -1,575 -63.0%
ABT -1,369 -100.0%
TT -1,353 -100.0%
MA -1,234 -58.4%
V -1,218 -67.4%
SONY -1,207 -100.0%
QCOM -1,038 -57.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type