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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 3 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BBEU J P MORGAN EXCHANGE TRADED F 58,459.0 $4.5M 0.64% +5K +9.0% $77.77 +4.1%
42 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 78,208.0 $4.5M 0.63% +8K +11.1% $57.22 +16.6%
43 MCD MCDONALDS CORP Consumer Cyclical 16,379.0 $4.4M 0.62% +2K +11.1% $270.31 +0.2%
44 QQQ INVESCO QQQ TR Financial Services 5,996.0 $4.4M 0.62% -1K -18.6% $736.42 -3.1%
45 FTEC FIDELITY COVINGTON TRUST 15,394.0 $4.4M 0.62% +680.0 +4.6% $285.59 -1.0%
46 SCHW SCHWAB CHARLES CORP Financial Services 47,530.0 $4.4M 0.61% +5K +10.6% $92.27 +21.7%
47 GEV GE VERNOVA INC Utilities 3,719.0 $4.4M 0.61% -105.0 -2.8% $1174.78 -18.6%
48 VEU VANGUARD INTL EQUITY INDEX F 50,093.0 $4.2M 0.59% NEW $83.75 +2.3%
49 IBIT ISHARES BITCOIN TRUST ETF Financial Services 122,957.0 $4.1M 0.57% +9K +7.5% $33.29 +31.2%
50 SPYM SPDR SERIES TRUST 43,824.0 $3.9M 0.54% +23K +108.4% $87.88 +2.6%
51 MU MICRON TECHNOLOGY INC Technology 3,317.0 $3.8M 0.54% +146.0 +4.6% $1154.32 -16.2%
52 ONEQ FIDELITY COMWLTH TR 37,041.0 $3.8M 0.54% NEW $103.22 -0.1%
53 MCI BARINGS CORPORATE INVS Financial Services 208,965.0 $3.7M 0.51% +8K +4.0% $17.56 +4.6%
54 IUSB ISHARES TR 77,580.0 $3.6M 0.50% +7K +10.3% $46.15 -1.6%
55 NEAR ISHARES U S ETF TR 70,035.0 $3.5M 0.50% +6K +9.7% $50.66 -0.2%
56 AMD ADVANCED MICRO DEVICES INC Technology 5,910.0 $3.4M 0.48% -971.0 -14.1% $580.94 -18.5%
57 BAC BANK OF AMER CORP Financial Services 59,880.0 $3.4M 0.48% +2K +4.3% $56.98 +8.3%
58 GOOG ALPHABET INC 9,338.0 $3.3M 0.46% +3K +42.3% $353.32
59 KO COCA COLA CO Consumer Defensive 39,801.0 $3.2M 0.45% +2K +5.0% $81.27 +12.1%
60 PG PROCTER & GAMBLE CO Consumer Defensive 22,006.0 $3.2M 0.45% +1K +6.0% $146.64 -1.3%
Page 3 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%