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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 10 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RNP COHEN & STEERS REIT & PFD & Financial Services 25,903.0 $526K 0.07% $20.30 -0.1%
182 DIS DISNEY WALT CO Communication Services 5,448.0 $524K 0.07% -878.0 -13.9% $96.24 +12.0%
183 BINC BLACKROCK ETF TRUST II 9,850.0 $516K 0.07% +986.0 +11.1% $52.34 -0.7%
184 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 10,084.0 $515K 0.07% +961.0 +10.5% $51.05 +31.3%
185 SHOP SHOPIFY INC Technology 4,486.0 $512K 0.07% -238.0 -5.0% $114.17 +30.7%
186 DVY ISHARES TR 3,254.0 $509K 0.07% $156.28 +5.0%
187 CBRE CBRE GROUP INC Real Estate 3,764.0 $507K 0.07% +36.0 +1.0% $134.69 +12.9%
188 NDAQ NASDAQ INC Financial Services 6,307.0 $497K 0.07% +82.0 +1.3% $78.81 +24.6%
189 DTE DTE ENERGY CO Utilities 3,262.0 $497K 0.07% -860.0 -20.9% $152.35 -11.2%
190 PFE PFIZER INC Healthcare 20,505.0 $494K 0.07% -2K -10.5% $24.08 +16.6%
191 QCOM QUALCOMM INC Technology 2,611.0 $482K 0.07% +75.0 +3.0% $184.79 -13.0%
192 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,353.0 $481K 0.07% -2K -16.4% $57.62 +16.3%
193 XLE SELECT SECTOR SPDR TR 9,042.0 $480K 0.07% +548.0 +6.5% $53.11 +19.8%
194 SNOW SNOWFLAKE INC Technology 1,874.0 $477K 0.07% -217.0 -10.4% $254.50 +30.8%
195 IXN ISHARES TR 3,271.0 $473K 0.07% NEW $144.49 -3.5%
196 CEG CONSTELLATION ENERGY CORP Utilities 1,889.0 $469K 0.07% +55.0 +3.0% $248.33 +9.9%
197 SHY ISHARES TR 5,675.0 $466K 0.07% +1K +28.4% $82.10 -0.1%
198 MO ALTRIA GROUP INC Consumer Defensive 6,375.0 $459K 0.06% -4K -38.4% $71.95 -8.1%
199 SOXX ISHARES TR 709.0 $454K 0.06% NEW $640.78 -18.8%
200 IWL ISHARES TR 2,456.0 $454K 0.06% -78.0 -3.1% $184.92 +2.4%
Page 10 of 17  ·  333 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%