Secured Retirement Advisors, LLC ETF holdings
St Louis Park, MN
Reported $52.7M in 38 ETFs in its Form 13F for June 30, 2026.
ETF value
$52.7M
ETFs held
38
Change from prior quarter
+5.7%
With price moves
ETFs as a share of its 13F
27.0%
of $194.9M
Top 10 of 38 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| STXF | Strive 500 ETF | $8.6M | 179,003 | −7,026 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $5.3M | 57,389 | −1,308 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $2.8M | 45,994 | −5 shares |
| BUFR | FT Vest Laddered Buffer ETF | $2.3M | 64,318 | −229 shares |
| IEFA | iShares Core MSCI EAFE ETF | $2.2M | 22,396 | −3,423 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $2.1M | 5,732 | −237 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $1.7M | 63,799 | +17,319 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $1.6M | 13,774 | +4,601 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $1.6M | 36,180 | −1,299 shares |
| XOCT | FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October | $1.3M | 33,093 | +661 shares |
28 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002012356. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Secured Retirement Advisors, LLC own?
Secured Retirement Advisors, LLC reported 38 ETF positions worth $52.7M in its Form 13F for June 30, 2026. The largest was STXF, at $8.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.