Secure Asset Management, LLC
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$631.8M
Holdings
308
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Sold 0.5% (95.4k → 94.9k shares)
5.9%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +35.7% (103.6k → 140.5k shares)
3.9%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +27.7% (64.1k → 81.8k shares)
2.8%
04
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Sold 98.6% (61.7k → 871 shares)
2.5%
05
$AAPL
APPLE INC
Q1 2026: Sold 96.9% (254.5k → 8.0k shares)
2.5%
06
$IVV
ISHARES TR
Q1 2026: Increased +55.5% (5.4k → 8.4k shares)
2.4%
07
$SRLN
SSGA ACTIVE ETF TR
Q1 2026: New position (54.8k shares)
2.3%
08
$IGSB
ISHARES TR
Q1 2026: Increased +31.6% (67.3k → 88.5k shares)
2.2%
09
$LMBS
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 240.7k shares)
2.2%
10
$JMBS
JANUS DETROIT STR TR
Q4 2025: Exited (was 260.2k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:18 UTC.