1y return+17.4%S&P 500 +20.9%
3y return+51.9%S&P 500 +68.5%
5y return+55.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $201 against $232 in the S&P 500.2
Secure Asset Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGITVanguard Scottsdale Fds | $39.2M | 5.5% | +6.9% |
| NVDANvidia Corporation | $29.0M | 4.1% | +2.8% |
| QQQMInvesco Exch Traded Fd Tr II | $21.1M | 3.0% | +4.6% |
| VOOVanguard Index Fds | $20.6M | 2.9% | +2.5% |
| IVVIshares Tr | $18.4M | 2.6% | +6.8% |
| AAPLApple Inc | $17.3M | 2.4% | −2.2% |
| SRLNSsga Active Etf Tr | $15.3M | 2.2% | +6.7% |
| IGSBIshares Tr | $14.9M | 2.1% | +6.7% |
| LMBSFirst Tr Exchange-traded Fd | $14.8M | 2.1% | +6.8% |
| JMBSJanus Detroit Str Tr | $14.7M | 2.1% | +7.1% |
| LRCXLam Research Corp | $10.4M | 1.5% | −4.2% |
| JAAAJanus Detroit Str Tr | $10.3M | 1.5% | −9.5% |
| TSLATesla Inc | $9.5M | 1.3% | +4.6% |
| CRWDCrowdstrike Hldgs Inc | $9.2M | 1.3% | −3.0% |
| GOOGLAlphabet Inc | $9.0M | 1.3% | +21.1% |
| AMZNAmazon Com Inc | $9.0M | 1.3% | +10.3% |
| MSFTMicrosoft Corp | $8.6M | 1.2% | −4.0% |
| GLDMWorld Gold Tr | $8.2M | 1.2% | New |
| LLYEli Lilly & Co | $8.1M | 1.1% | +1.5% |
| AVGOBroadcom Inc | $7.7M | 1.1% | +12.6% |
| COSTCostco Wholesale Corporation | $7.6M | 1.1% | −6.8% |
| TSMTaiwan Semiconductor Manufac | $7.4M | 1.0% | +6.0% |
| GOFGuggenheim Strategic Opportu | $6.9M | 1.0% | +1.3% |
| VVisa Inc | $6.5M | 0.9% | +8.4% |
| VTIPVanguard Malvern Fds | $6.4M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $29.0M |
| FIXComfort Sys Usa Inc | March 31, 2025 | +514.9% | $5.3M |
| MIRMMirum Pharmaceuticals Inc | December 31, 2022 | +500.4% | $5.5M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $7.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $9.0M |
| LLYEli Lilly & Co | March 31, 2022 | +318.8% | $8.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $17.3M |
| ORKAOruka Therapeutics Inc | December 31, 2025 | +214.0% | $6.3M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $5.0M |
| TSMTaiwan Semiconductor Manufac | September 30, 2024 | +175.0% | $7.4M |
Sold off last quarter
- ZSZscaler Inc was $3.8M
- LDOSLeidos Holdings Inc was $3.7M
- SCHVSchwab Strategic Tr was $2.8M
- ICEIntercontinental Exchange In was $2.0M
- ABTAbbott Laboratories was $2.0M
- SDYSpdr Series Trust was $457K
- PAAPlains All Amern Pipeline L was $412K
- ZTSZoetis Inc was $386K
- SPEMSpdr Index Shs Fds was $343K
- MPLXMplx LP was $327K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +10.0% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Secure Asset Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1800692&type=13F-HR&dateb=&owner=include&count=40CIK 1800692
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1800692/000208585326000733/Filed July 15, 2026 · accession 0002085853-26-000733