SECURED RETIREMENT ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$194,880
Net value change ($000)
+18,190 (10.3%)
New positions
27
Sold out positions
23
Turnover %
29.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ADP 2,345 NEW
META 2,222 240.5%
MCO 2,215 NEW
CPB 2,181 NEW
SYK 2,162 NEW
ABBV 2,143 555.2%
DUK 2,073 NEW
AEP 2,021 NEW
CAT 1,998 160.1%
LOW 1,906 NEW
Top Reduces (Value $000, Stocks/ETFs)
ED -3,753 -100.0%
XOM -3,192 -100.0%
CL -3,102 -100.0%
GLW -2,985 -56.1%
ITW -2,678 -100.0%
MRK -2,256 -78.5%
YUM -1,802 -100.0%
CVX -1,386 -71.4%
IBM -1,077 -41.6%
CRM -1,004 -100.0%
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