Secure Asset Management, LLC

Q1 2026 13F-HR Holdings

Location
Troy, MI
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
327
Total value ($000)
$631,810
Net value change ($000)
-7,138 (-1.1%)
New positions
41
Sold out positions
58
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 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)
BMRN 3,978 NEW
VGIT 3,682 11.0%
PLTR 3,679 281.9%
ZS 3,517 1229.7%
AVGO 3,492 165.8%
VO 2,934 161.1%
VTIP 2,586 67.7%
QVOY 2,419 1056.3%
BIV 2,021 54.3%
ARES 1,833 NEW
Top Reduces (Value $000, Stocks/ETFs)
XMMO -8,907 -88.6%
CHDN -4,330 -100.0%
CRM -4,149 -94.1%
IYW -3,820 -100.0%
VOO -3,812 -17.9%
PYPL -3,431 -100.0%
SPOT -3,184 -100.0%
VGK -3,162 -100.0%
MSFT -1,828 -17.1%
SPY -1,809 -24.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 619 (0.1% of total reported value)
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