SECURED RETIREMENT ADVISORS, LLC
All 13F Filings
- Location
- St Louis Park, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 194,880
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 134 | 194,880 | 13F-HR | SECURED RETIREMENT ADVISORS, LLC |
| Q1 2026 | 4/24/2026 | 130 | 176,690 | 13F-HR | SECURED RETIREMENT ADVISORS, LLC |
| 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 | 157.2 K | 80.7% | 12.98 K | 0 | 12.98 K |
| ETFs | 36.73 K | 18.8% | 5.371 K | 0 | 5.371 K |
| Debt | 958 | 0.5% | 0 | 162 | -162 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
194,880
Holdings
134
QoQ value change ($000)
18,190
(10.3%)
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.