Secure Asset Management, LLC - Portfolio overview

Secure Asset Management, LLC has 374 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGIT - VANGUARD SCOTTSDALE FDS, 5.42%
2. NVDA - NVIDIA CORPORATION, 3.60%
3. VOO - VANGUARD INDEX FDS, 2.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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