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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	— CALL	FORWARD INDS INC N Y	—	10,000	$66K	0.01%	SOLD

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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%