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Portfolio (Quarterly) Guide ↗

Secure Asset Management, LLC

· CIK 0001800692
13F Portfolio $714M AUM 333 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 135 Added 121 Reduced 37 Exited
Page 1 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 664,284.0 $39.2M 5.49% +43K +6.9% $58.98 -1.1%
2 NVDA NVIDIA CORPORATION Technology 144,954.0 $29.0M 4.06% +4K +2.8% $200.09 +7.3%
3 QQQM INVESCO EXCH TRADED FD TR II 69,722.0 $21.1M 2.96% +3K +4.6% $302.97 -3.0%
4 VOO VANGUARD INDEX FDS 29,953.0 $20.6M 2.88% +744.0 +2.5% $686.81 +2.5%
5 IVV ISHARES TR 24,557.0 $18.4M 2.58% +2K +6.8% $748.88 +2.7%
6 SRLN SSGA ACTIVE ETF TR 379,830.0 $15.3M 2.14% +24K +6.7% $40.29 +0.8%
7 IGSB ISHARES TR 283,647.0 $14.9M 2.08% +18K +6.7% $52.41 -0.6%
8 LMBS FIRST TR EXCHANGE-TRADED FD 296,908.0 $14.8M 2.07% +19K +6.8% $49.78 -0.5%
9 JMBS JANUS DETROIT STR TR 327,232.0 $14.7M 2.06% +22K +7.1% $44.99 -1.4%
10 TSLA TESLA INC Consumer Cyclical 22,590.0 $9.5M 1.33% +986.0 +4.6% $420.60 -13.7%
11 GOOGL ALPHABET INC Communication Services 25,256.0 $9.0M 1.26% +4K +21.1% $357.37 -3.5%
12 AMZN AMAZON COM INC Consumer Cyclical 37,563.0 $9.0M 1.25% +3K +10.3% $238.34 +8.5%
13 LLY ELI LILLY & CO Healthcare 6,792.0 $8.1M 1.14% +101.0 +1.5% $1199.40 +4.7%
14 AVGO BROADCOM INC Technology 20,362.0 $7.7M 1.08% +2K +12.6% $377.75 -2.5%
15 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 15,586.0 $7.4M 1.04% +887.0 +6.0% $477.57 -12.3%
16 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 631,456.0 $6.9M 0.97% +8K +1.3% $10.92 -11.3%
17 V VISA INC Financial Services 19,053.0 $6.5M 0.92% +1K +8.4% $343.08 +8.1%
18 GNRC GENERAC HLDGS INC Industrials 21,715.0 $6.4M 0.89% +1K +5.0% $292.81 -29.7%
19 PVAL PUTNAM ETF TRUST 124,588.0 $6.3M 0.89% +105K +524.4% $50.95 +6.5%
20 PLTR PALANTIR TECHNOLOGIES INC Technology 51,303.0 $6.0M 0.84% +17K +50.6% $116.67 +54.2%
Page 1 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 21.4%
Healthcare 8.6%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 6.4%
Communication Services 4.6%
Energy 3.5%
Utilities 3.0%
Real Estate 0.8%