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Portfolio (Quarterly) Guide ↗

Secure Asset Management, LLC

· CIK 0001800692
13F Portfolio $632M AUM 327 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 130 Added 120 Reduced 61 Exited
Page 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 2,251.0 $1.6M 0.25% +1K +148.2% $708.58 +39.1%
62 VB VANGUARD INDEX FDS 6,078.0 $1.6M 0.25% +2K +67.5% $261.91 +13.2%
63 VGT VANGUARD WORLD FD 2,275.0 $1.6M 0.25% +79.0 +3.6% $697.62 -82.8%
64 GVAL CAMBRIA ETF TR 47,287.0 $1.6M 0.25% +10K +27.5% $33.17 +11.7%
65 DFIV DIMENSIONAL ETF TRUST 28,920.0 $1.5M 0.24% +13K +79.9% $52.78 +4.8%
66 PFFA ETFIS SER TR I 73,070.0 $1.5M 0.23% +5K +7.3% $20.36 +4.8%
67 IRSA INVERSIONES Y REP S A 90,954.0 $1.5M 0.23% +29K +45.8% $16.21
68 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 90,072.0 $1.4M 0.23% +4K +4.5% $16.02 +0.6%
69 ZETA ZETA GLOBAL HOLDINGS CORP Technology 90,093.0 $1.4M 0.23% +25K +39.4% $15.92 +18.7%
70 AMD ADVANCED MICRO DEVICES INC Technology 6,881.0 $1.4M 0.22% +451.0 +7.0% $203.43 +164.2%
71 ABBV ABBVIE INC Healthcare 5,950.0 $1.3M 0.20% +490.0 +9.0% $217.47 -0.5%
72 JPM JPMORGAN CHASE & CO Financial Services 4,367.0 $1.3M 0.20% +340.0 +8.4% $294.13 +10.6%
73 RWL INVESCO EXCH TRADED FD TR II 10,738.0 $1.2M 0.20% +1K +13.6% $114.91 +10.8%
74 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 86,223.0 $1.2M 0.19% +13K +17.5% $13.66 +1.2%
75 PHO INVESCO EXCHANGE TRADED FD T 16,595.0 $1.1M 0.18% +3K +21.6% $66.86 +0.7%
76 PWB INVESCO EXCHANGE TRADED FD T 8,223.0 $1.0M 0.16% +2K +37.0% $125.93 +32.3%
77 ITA ISHARES TR 4,730.0 $1.0M 0.16% +402.0 +9.3% $218.74 +9.3%
78 RTX RTX CORPORATION Industrials 5,323.0 $1.0M 0.16% +4K +196.4% $192.90 -3.8%
79 INCM FRANKLIN TEMPLETON ETF TR 33,972.0 $977K 0.15% +14K +71.0% $28.75 +1.6%
80 SMH VANECK ETF TRUST 2,545.0 $976K 0.15% +536.0 +26.7% $383.42 +72.1%
Page 4 of 7  ·  130 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 31.5%
Financial Services 21.2%
Healthcare 9.1%
Consumer Cyclical 7.8%
Consumer Defensive 7.7%
Industrials 7.7%
Communication Services 5.1%
Energy 4.9%
Utilities 3.2%
Basic Materials 1.1%