Universe · entity
Secure Asset Management, LLC
Institutional manager (13F) · CIK 1800692
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $398M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $37M | 621,539 |
| 2 | NVIDIA CORPORATION | $25M | 140,967 |
| 3 | VANGUARD INDEX FDS | $17M | 29,209 |
| 4 | INVESCO EXCH TRADED FD TR II | $16M | 66,659 |
| 5 | APPLE INC | $15M | 61,040 |
| 6 | ISHARES TR | $15M | 22,987 |
| 7 | SSGA ACTIVE ETF TR | $14M | 356,099 |
| 8 | ISHARES TR | $14M | 265,755 |
| 9 | FIRST TR EXCHANGE-TRADED FD | $14M | 278,055 |
| 10 | JANUS DETROIT STR TR | $14M | 305,601 |
| 11 | JANUS DETROIT STR TR | $11M | 226,357 |
| 12 | VANGUARD INTL EQUITY INDEX F | $9M | 64,515 |
| 13 | MICROSOFT CORP | $9M | 23,884 |
| 14 | COSTCO WHOLESALE CORPORATION | $9M | 8,754 |
| 15 | CAPITAL GROUP DIVIDEND VALUE | $8M | 190,235 |
| 16 | TESLA INC | $8M | 21,604 |
| 17 | AMAZON COM INC | $7M | 34,064 |
| 18 | GUGGENHEIM STRATEGIC OPPORTU | $7M | 623,443 |
| 19 | VANGUARD MALVERN FDS | $6M | 128,278 |
| 20 | SCHWAB STRATEGIC TR | $6M | 211,357 |
| 21 | ELI LILLY & CO | $6M | 6,691 |
| 22 | ALPHABET INC | $6M | 20,856 |
| 23 | VANGUARD BD INDEX FDS | $6M | 74,449 |
| 24 | STATE STR SPDR S&P 500 ETF T | $6M | 8,741 |
| 25 | BROADCOM INC | $6M | 18,088 |
| 26 | LAM RESEARCH CORP | $5M | 25,117 |
| 27 | VISA INC | $5M | 17,582 |
| 28 | WALMART INC | $5M | 41,522 |
| 29 | PALANTIR TECHNOLOGIES INC | $5M | 34,074 |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | $5M | 14,699 |
| 31 | CROWDSTRIKE HLDGS INC | $5M | 12,436 |
| 32 | VANGUARD INDEX FDS | $5M | 16,559 |
| 33 | MCDONALDS CORP | $5M | 14,745 |
| 34 | ISHARES BITCOIN TRUST ETF | $4M | 114,338 |
| 35 | UBER TECHNOLOGIES INC | $4M | 59,660 |
| 36 | INVESCO QQQ TR | $4M | 7,371 |
| 37 | EXXON MOBIL CORP | $4M | 24,616 |
| 38 | AST SPACEMOBILE INC | $4M | 48,844 |
| 39 | GENERAC HLDGS INC | $4M | 20,689 |
| 40 | SCHWAB CHARLES CORP | $4M | 42,986 |
| 41 | MIRUM PHARMACEUTICALS INC | $4M | 43,646 |
| 42 | BIOMARIN PHARMACEUTICAL INC | $4M | 70,420 |
| 43 | FIRST SOLAR INC | $4M | 20,141 |
| 44 | ALPS ETF TR | $4M | 89,685 |
| 45 | J P MORGAN EXCHANGE TRADED F | $4M | 53,633 |
| 46 | ZSCALER INC | $4M | 27,106 |
| 47 | LEIDOS HOLDINGS INC | $4M | 23,701 |
| 48 | ORUKA THERAPEUTICS INC | $4M | 72,422 |
| 49 | COMFORT SYS USA INC | $4M | 2,551 |
| 50 | BARINGS CORPORATE INVS | $3M | 200,848 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.