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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
Page 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WM WASTE MGMT INC DEL Industrials 12,601.0 $2.9M 0.46% -496.0 -3.8% $229.79 -6.6%
62 KO COCA COLA CO Consumer Defensive 37,896.0 $2.9M 0.46% -3K -6.5% $76.05 +4.4%
63 BAC BANK AMERICA CORP Financial Services 57,404.0 $2.8M 0.44% +4K +6.8% $48.75 +15.3%
64 SCHV SCHWAB STRATEGIC TR 91,401.0 $2.8M 0.44% +13K +15.9% $30.50 +13.3%
65 QVOY ULTIMUS MANAGERS TR 94,288.0 $2.6M 0.42% +86K +1009.3% $28.08 +11.1%
66 GLD SPDR GOLD TR Financial Services 6,043.0 $2.6M 0.41% +37.0 +0.6% $430.30 -10.0%
67 ORCL ORACLE CORP Technology 17,576.0 $2.6M 0.41% +5K +36.1% $147.11 +25.3%
68 IREN IREN LIMITED Financial Services 73,667.0 $2.5M 0.40% +38K +106.8% $34.28 +74.9%
69 MSTR STRATEGY INC Technology 20,020.0 $2.5M 0.40% -251.0 -1.2% $124.80 -9.8%
70 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 72,107.0 $2.4M 0.39% +26K +55.0% $33.95 -15.9%
71 IWD ISHARES TR 11,347.0 $2.4M 0.38% -1K -9.4% $213.67 +13.3%
72 HD HOME DEPOT INC Consumer Cyclical 7,086.0 $2.3M 0.37% +198.0 +2.9% $328.90 +1.6%
73 XLU SELECT SECTOR SPDR TR 50,406.0 $2.3M 0.37% +2K +4.6% $45.89 -2.5%
74 KR KROGER CO Consumer Defensive 31,958.0 $2.3M 0.37% +624.0 +2.0% $72.36 -21.8%
75 GS GOLDMAN SACHS GROUP INC Financial Services 2,658.0 $2.2M 0.36% +881.0 +49.6% $846.05 +29.6%
76 BERKSHIRE HATHAWAY INC DEL 4,599.0 $2.2M 0.35% -425.0 -8.5% $479.23
77 FITB FIFTH THIRD BANCORP Financial Services 47,040.0 $2.2M 0.35% +4K +9.7% $46.46 +13.5%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 13,040.0 $2.2M 0.34% +82.0 +0.6% $165.34 +7.9%
79 WTRG ESSENTIAL UTILS INC Utilities 53,138.0 $2.1M 0.34% +3K +5.7% $40.27 -8.9%
80 NEM NEWMONT CORP Basic Materials 19,604.0 $2.1M 0.34% -4K -18.2% $108.25 -4.1%
Page 4 of 17  ·  327 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 31.5%
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%