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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 18,398.0 $2.2M 0.31% +16K +708.7% $119.52 -0.9%
62 SMH VANECK ETF TRUST 3,301.0 $2.2M 0.30% +756.0 +29.7% $655.81 -14.5%
63 IWF ISHARES TR 17,317.0 $2.2M 0.30% +17K +2163.7% $124.17 -1.4%
64 VICI VICI PPTYS INC Real Estate 79,755.0 $2.1M 0.30% +7K +9.9% $26.55 -0.2%
65 NEM NEWMONT CORP Basic Materials 21,229.0 $2.0M 0.28% +2K +8.3% $93.40 +40.9%
66 KR KROGER CO Consumer Defensive 35,257.0 $2.0M 0.27% +3K +10.3% $55.53 +4.3%
67 VB VANGUARD INDEX FDS 6,315.0 $1.9M 0.27% +237.0 +3.9% $303.13 +0.5%
68 GLW CORNING INC Technology 6,939.0 $1.8M 0.25% +125.0 +1.8% $255.42 -41.4%
69 MSTR STRATEGY INC Technology 20,238.0 $1.8M 0.25% +218.0 +1.1% $86.93 +37.2%
70 PFFA ETFIS SER TR I 80,972.0 $1.7M 0.23% +8K +10.8% $20.57 +1.6%
71 PSI INVESCO EXCHANGE TRADED FD T 8,672.0 $1.6M 0.23% +3K +58.9% $187.82 -26.0%
72 MCK MCKESSON CORP Healthcare 2,123.0 $1.6M 0.23% +2K +484.9% $755.70 +13.7%
73 TFLO ISHARES TR 28,332.0 $1.4M 0.20% +4K +18.8% $50.63 -0.0%
74 IRSA INVERSIONES Y REP S A 92,154.0 $1.4M 0.20% +1K +1.3% $15.44
75 XMMO INVESCO EXCHANGE TRADED FD T 8,170.0 $1.4M 0.20% +234.0 +3.0% $170.14 -7.7%
76 HTGC HERCULES CAPITAL INC Financial Services 77,837.0 $1.2M 0.17% +12K +18.8% $15.77 +8.6%
77 INCM FRANKLIN TEMPLETON ETF TR 41,563.0 $1.2M 0.17% +8K +22.3% $28.86 +2.5%
78 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 9,500.0 $1.1M 0.15% +9K +4650.0% $116.67 +54.2%
79 JNJ JOHNSON & JOHNSON Healthcare 4,348.0 $1.1M 0.15% +616.0 +16.5% $253.95 +6.4%
80 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 79,697.0 $1.1M 0.15% +827.0 +1.1% $13.83 +5.6%
Page 4 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%