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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 5 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OUSM ALPS ETF TR 49,849.0 $2.4M 0.33% -40K -44.4% $47.52 +5.1%
82 GD GENERAL DYNAMICS CORP Industrials 6,631.0 $2.3M 0.33% +531.0 +8.7% $354.22 +8.5%
83 EIX EDISON INTL Utilities 31,185.0 $2.3M 0.33% +3K +9.4% $74.45 -3.8%
84 GE GE AEROSPACE Industrials 6,201.0 $2.3M 0.33% +84.0 +1.4% $373.75 -6.8%
85 DIA STATE STR SPDR DOW JONES IND Financial Services 4,398.0 $2.3M 0.32% -33.0 -0.7% $522.43 +1.9%
86 GS GOLDMAN SACHS GROUP INC Financial Services 2,272.0 $2.3M 0.32% -386.0 -14.5% $1011.15 +2.8%
87 WTRG ESSENTIAL UTILS INC Utilities 58,348.0 $2.2M 0.31% +5K +9.8% $38.31 +4.9%
88 RACE FERRARI N V Consumer Cyclical 5,997.0 $2.2M 0.31% NEW $372.31 +17.3%
89 VGT VANGUARD WORLD FD 18,398.0 $2.2M 0.31% +16K +708.7% $119.52 -0.9%
90 HD HOME DEPOT INC Consumer Cyclical 6,149.0 $2.2M 0.30% -937.0 -13.2% $352.65 -4.8%
91 SMH VANECK ETF TRUST 3,301.0 $2.2M 0.30% +756.0 +29.7% $655.81 -14.5%
92 IWF ISHARES TR 17,317.0 $2.2M 0.30% +17K +2163.7% $124.17 -1.4%
93 VICI VICI PPTYS INC Real Estate 79,755.0 $2.1M 0.30% +7K +9.9% $26.55 -0.2%
94 IJR ISHARES TR 13,423.0 $2.0M 0.28% -2K -14.7% $148.30 -0.7%
95 NEM NEWMONT CORP Basic Materials 21,229.0 $2.0M 0.28% +2K +8.3% $93.40 +40.9%
96 GLD SPDR GOLD TR Financial Services 5,382.0 $2.0M 0.28% -661.0 -10.9% $368.39 +14.9%
97 KR KROGER CO Consumer Defensive 35,257.0 $2.0M 0.27% +3K +10.3% $55.53 +4.3%
98 VV VANGUARD INDEX FDS 5,680.0 $2.0M 0.27% -533.0 -8.6% $343.89 +2.5%
99 VB VANGUARD INDEX FDS 6,315.0 $1.9M 0.27% +237.0 +3.9% $303.13 +0.5%
100 ARES ARES MANAGEMENT CORPORATION Financial Services 16,647.0 $1.9M 0.26% -150.0 -0.9% $111.31 +26.9%
Page 5 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%