Secure Asset Management, LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 713,713
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 333 | 713,713 | 13F-HR | Secure Asset Management, LLC |
| 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):
2.982 K
(0.4% of total reported value)
· QoQ Δ:
+2.363 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 429.5 K | 60.6% | 42.2 K | 0 | 42.2 K |
| ETFs | 276.4 K | 39.0% | 37.34 K | 0 | 37.34 K |
| Debt | 3.019 K | 0.4% | 0 | 240 | -240 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
713,713
Holdings
333
QoQ value change ($000)
81,903
(13.0%)
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.