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Portfolio (Quarterly) Guide ↗

Secure Asset Management, LLC

· CIK 0001800692
13F Portfolio $639M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 343 New
Page 4 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER AND GAMBLE CO Consumer Defensive 19,235.0 $2.8M 0.43% NEW $143.31 +4.9%
62 CVX CHEVRON CORP NEW Energy 17,737.0 $2.7M 0.42% NEW $152.41 +13.9%
63 DIA SPDR DOW JONES INDL AVERAGE Financial Services 5,617.0 $2.7M 0.42% NEW $480.61 +7.3%
64 VV VANGUARD INDEX FDS 8,416.0 $2.6M 0.41% NEW $314.80 +9.6%
65 IWD ISHARES TR 12,525.0 $2.6M 0.41% NEW $210.34 +15.1%
66 VZ VERIZON COMMUNICATIONS INC Communication Services 64,651.0 $2.6M 0.41% NEW $40.73 +11.4%
67 BERKSHIRE HATHAWAY INC DEL 5,024.0 $2.5M 0.40% NEW $502.68
68 ORCL ORACLE CORP Technology 12,917.0 $2.5M 0.39% NEW $194.91 -5.4%
69 ORKA ORUKA THERAPEUTICS INC Healthcare 81,664.0 $2.5M 0.39% NEW $30.31 +138.7%
70 NEM NEWMONT CORP Basic Materials 23,962.0 $2.4M 0.37% NEW $99.85 +3.9%
71 GLD SPDR GOLD TR Financial Services 6,006.0 $2.4M 0.37% NEW $396.31 -2.3%
72 VTI VANGUARD INDEX FDS 7,098.0 $2.4M 0.37% NEW $335.25 +10.4%
73 TRGP TARGA RES CORP Energy 12,892.0 $2.4M 0.37% NEW $184.50 +40.1%
74 HD HOME DEPOT INC Consumer Cyclical 6,888.0 $2.4M 0.37% NEW $344.08 -2.8%
75 SCHV SCHWAB STRATEGIC TR 78,846.0 $2.3M 0.36% NEW $29.61 +16.7%
76 IJR ISHARES TR 19,063.0 $2.3M 0.36% NEW $120.18 +19.2%
77 PANW PALO ALTO NETWORKS INC Technology 12,308.0 $2.3M 0.35% NEW $184.20 +56.2%
78 MCI BARINGS CORPORATE INVS Financial Services 118,938.0 $2.2M 0.34% NEW $18.15 -2.2%
79 AVGO BROADCOM INC Technology 6,086.0 $2.1M 0.33% NEW $346.10 +18.9%
80 PM PHILIP MORRIS INTL INC Consumer Defensive 12,958.0 $2.1M 0.33% NEW $160.40 +11.2%
Page 4 of 18  ·  343 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 31.0%
Financial Services 21.8%
Consumer Cyclical 9.9%
Healthcare 7.8%
Consumer Defensive 7.5%
Communication Services 6.2%
Industrials 6.0%
Energy 4.7%
Utilities 3.1%
Basic Materials 1.3%