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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 4 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 23,155.0 $3.2M 0.44% -1K -5.9% $136.72 +20.8%
62 BLV VANGUARD BD INDEX FDS 43,802.0 $3.0M 0.42% +791.0 +1.8% $68.93 -4.5%
63 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 96,887.0 $3.0M 0.42% +25K +34.4% $30.71 +27.3%
64 IREN IREN LIMITED Financial Services 63,988.0 $2.9M 0.41% -10K -13.1% $45.73 -8.4%
65 DELL DELL TECHNOLOGIES INC Technology 6,725.0 $2.9M 0.41% -3K -29.3% $431.45 +2.4%
66 RSPT INVESCO EXCHANGE TRADED FD T 44,756.0 $2.9M 0.40% $64.50 -0.7%
67 FITB FIFTH THIRD BANCORP Financial Services 49,559.0 $2.8M 0.39% +3K +5.4% $56.37 -2.7%
68 WM WASTE MGMT INC DEL Industrials 12,424.0 $2.8M 0.39% -177.0 -1.4% $222.88 +0.5%
69 ORCL ORACLE CORP Technology 18,561.0 $2.7M 0.38% +985.0 +5.6% $146.55 -0.1%
70 PANW PALO ALTO NETWORKS INC Technology 7,966.0 $2.7M 0.38% -2K -23.1% $341.03 +4.9%
71 CVX CHEVRON CORPORATION Energy 16,290.0 $2.7M 0.38% +494.0 +3.1% $165.76 +23.8%
72 EWBC EAST WEST BANCORP INC Financial Services 20,885.0 $2.7M 0.38% +1K +5.2% $129.09 +0.7%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 63,327.0 $2.7M 0.38% +524.0 +0.8% $42.34 +16.8%
74 IWD ISHARES TR 10,971.0 $2.7M 0.37% -376.0 -3.3% $242.43 +6.1%
75 TLTW ISHARES TR 113,843.0 $2.5M 0.36% +26K +29.7% $22.34 -5.1%
76 PM PHILIP MORRIS INTL INC Consumer Defensive 14,008.0 $2.5M 0.35% +968.0 +7.4% $180.92 +4.0%
77 XLU SELECT SECTOR SPDR TR 54,205.0 $2.5M 0.34% +4K +7.5% $45.34 -5.7%
78 VTI VANGUARD INDEX FDS 6,591.0 $2.4M 0.34% $370.05 +2.2%
79 CAT CATERPILLAR INC Industrials 2,280.0 $2.4M 0.34% +29.0 +1.3% $1065.10 -22.3%
80 BERKSHIRE HATHAWAY INC DEL 4,774.0 $2.4M 0.34% +175.0 +3.8% $500.42
Page 4 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%