SECURED RETIREMENT ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$197,931
Net value change ($000)
+3,051 (1.6%)
New positions
7
Sold out positions
5
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 2,393 NEW
MSFT 1,684 36.0%
XJUN 1,282 NEW
AAPL 1,279 17.9%
NVDA 1,089 15.0%
DKS 985 NEW
B 978 NEW
META 973 30.9%
NJUN 732 NEW
HPE 479 40.7%
Top Reduces (Value $000, Stocks/ETFs)
XOCT -1,307 -100.0%
GLW -937 -40.2%
TXT -834 -100.0%
CAT -819 -25.2%
NOCT -788 -100.0%
GNRC -523 -29.6%
CSCO -497 -12.7%
COHR -452 -27.5%
TEX -445 -27.6%
CLX -422 -34.2%
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