SECURED RETIREMENT ADVISORS, LLC
All 13F Filings
- Location
- St Louis Park, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 179,071
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 125 | 179,071 | 13F-HR | SECURED RETIREMENT ADVISORS, LLC |
| Q3 2025 | 10/15/2025 | 122 | 179,080 | 13F-HR | SECURED RETIREMENT ADVISORS, LLC |
| Q2 2025 | 7/23/2025 | 115 | 167,799 | 13F-HR | SECURED RETIREMENT ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.1 K | 89.4% | 483 | 0 | 483 |
| ETFs | 16.38 K | 9.1% | 0 | 503 | -503 |
| Debt | 2.548 K | 1.4% | 9 | 0 | 9 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
179,071
Holdings
125
QoQ value change ($000)
-9
(-0.0%)
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.