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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NDAQ NASDAQ INC Financial Services 6,307.0 $497K 0.07% +82.0 +1.3% $78.81 +24.6%
102 QCOM QUALCOMM INC Technology 2,611.0 $482K 0.07% +75.0 +3.0% $184.79 -13.0%
103 XLE SELECT SECTOR SPDR TR 9,042.0 $480K 0.07% +548.0 +6.5% $53.11 +19.8%
104 CEG CONSTELLATION ENERGY CORP Utilities 1,889.0 $469K 0.07% +55.0 +3.0% $248.33 +9.9%
105 SHY ISHARES TR 5,675.0 $466K 0.07% +1K +28.4% $82.10 -0.1%
106 VUG VANGUARD INDEX FDS 5,262.0 $453K 0.06% +4K +537.0% $86.14 +1.6%
107 FDUS FIDUS INVT CORP Financial Services 23,728.0 $452K 0.06% +3K +15.4% $19.07 +3.3%
108 RKLB ROCKET LAB CORP Industrials 4,440.0 $451K 0.06% +23.0 +0.5% $101.65 -28.6%
109 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 42,190.0 $446K 0.06% +20K +86.8% $10.57 -4.9%
110 TSLR GRANITESHARES ETF TR 17,304.0 $421K 0.06% +872.0 +5.3% $24.34 -30.8%
111 PEP PEPSICO INC Consumer Defensive 2,951.0 $400K 0.06% +342.0 +13.1% $135.40 +6.0%
112 VCSH VANGUARD SCOTTSDALE FDS 4,907.0 $388K 0.05% +279.0 +6.0% $79.02 -0.5%
113 LNG CHENIERE ENERGY INC Energy 1,612.0 $385K 0.05% +214.0 +15.3% $239.02 +16.1%
114 TGT TARGET CORP Consumer Defensive 2,895.0 $378K 0.05% +128.0 +4.6% $130.62 +26.6%
115 JEPQ J P MORGAN EXCHANGE TRADED F 5,997.0 $369K 0.05% +124.0 +2.1% $61.46 -2.6%
116 ANET ARISTA NETWORKS INC Technology 2,160.0 $367K 0.05% +462.0 +27.2% $169.90 +11.0%
117 LMT LOCKHEED MARTIN CORP Industrials 719.0 $366K 0.05% +237.0 +49.2% $509.62 +10.6%
118 VEA VANGUARD TAX-MANAGED FDS 4,796.0 $342K 0.05% +70.0 +1.5% $71.26 +3.0%
119 RSP INVESCO EXCHANGE TRADED FD T 1,551.0 $330K 0.05% +173.0 +12.6% $212.71 +4.2%
120 BLK BLACKROCK INC Financial Services 343.0 $330K 0.05% +81.0 +30.9% $961.57 +20.3%
Page 6 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%