Secure Asset Management, LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 631,810
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 327 | 631,810 | 13F-HR | Secure Asset Management, LLC |
| Q4 2025 | 1/20/2026 | 343 | 638,948 | 13F-HR | Secure Asset Management, LLC |
| Q3 2025 | 10/9/2025 | 312 | 606,978 | 13F-HR | Secure Asset Management, LLC |
| Q2 2025 | 7/10/2025 | 311 | 542,697 | 13F-HR | Secure Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
619
(0.1% of total reported value)
· QoQ Δ:
-3.346 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 387.3 K | 61.5% | 0 | 132.7 K | -132.7 K |
| ETFs | 239 K | 38.0% | 132.2 K | 0 | 132.2 K |
| Debt | 3.259 K | 0.5% | 0 | 436 | -436 |
| Other | 0 | 0.0% | 0 | 2.816 K | -2.816 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
631,810
Holdings
327
QoQ value change ($000)
-7,138
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.