Secured Retirement Advisors, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$176.7M
Holdings
130
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$STRV
EA SERIES TRUST
Q4 2025: Exited (was 216.4k shares)
4.4%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 39.2k shares)
3.9%
03
$AAPL
APPLE INC
Q4 2025: Exited (was 24.7k shares)
3.6%
04
$BOND
PIMCO ETF TR
Q4 2025: Exited (was 57.5k shares)
3.1%
05
$GLW
CORNING INC
Q4 2025: Exited (was 53.7k shares)
3.0%
06
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 14.1k shares)
2.4%
07
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 14.4k shares)
2.4%
08
$ED
CONSOLIDATED EDISON INC
Q4 2025: Exited (was 32.1k shares)
2.1%
09
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 16.7k shares)
1.9%
10
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 17.9k shares)
1.8%
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 15:03 UTC.