Fund Holdings

SECURED RETIREMENT ADVISORS, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500VAL
045,994+45,99402,795,9891.43%+2,795,989
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
064,318+64,31802,349,5371.21%+2,349,537
AUTOMATIC DATA PROCESSING IN010,473+10,47302,345,4281.20%+2,345,428
META PLATFORMS INC(META)1,6145,585+3,971923,5513,146,1871.61%+2,222,636
MOODYS CORP(MCO)04,891+4,89102,215,2741.14%+2,215,274
THE CAMPBELLS COMPANY(CPB)097,949+97,94902,181,3241.12%+2,181,324
STRYKER CORPORATION(SYK)06,866+6,86602,161,6911.11%+2,161,691
ABBVIE INC(ABBV)1,77510,052+8,277386,1262,529,4851.30%+2,143,359
DUKE ENERGY CORP NEW(DUK)016,380+16,38002,073,4001.06%+2,073,400
AMERICAN ELEC PWR CO INC014,774+14,77402,021,2211.04%+2,021,221
CATERPILLAR INC(CAT)1,7623,048+1,2861,248,3073,245,8151.67%+1,997,508
LOWES COS INC(LOW)08,645+8,64501,906,1360.98%+1,906,136
IDEX CORP(IEX)07,871+7,87101,786,3740.92%+1,786,374
AMPHENOL CORP09,863+9,86301,739,0440.89%+1,739,044
CHUBB LIMITED
COM
05,033+5,03301,714,9440.88%+1,714,944
MORGAN STANLEY(MS)08,176+8,17601,709,1110.88%+1,709,111
SPDR SERIES TRUST
ST STR P500GRW
013,774+13,77401,638,9680.84%+1,638,968
BERKSHIRE HATHAWAY INC DEL1,7604,772+3,012843,3922,387,8611.23%+1,544,469
COCA COLA CO(KO)6,27023,624+17,354476,8121,919,9270.99%+1,443,115
LAM RESEARCH CORP(LRCX)03,308+3,30801,433,4560.74%+1,433,456
CISCO SYS INC(CSCO)32,38733,428+1,0412,512,8963,926,4532.01%+1,413,557
S&P GLOBAL INC(SPGI)03,399+3,39901,309,3290.67%+1,309,329
BOOKING HOLDINGS INC(BKNG)06,967+6,96701,241,8230.64%+1,241,823
CUMMINS INC(CMI)01,655+1,65501,180,3900.61%+1,180,390
AIM ETF PRODUCTS TRUST
ALLIA US OCT ETF
028,320+28,32001,158,5710.59%+1,158,571
VISA INC(V)1,9474,872+2,925588,4391,671,6040.86%+1,083,165
TJX COS INC NEW(TJX)06,659+6,65901,008,8640.52%+1,008,864
AUTODESK INC04,853+4,8530943,5200.48%+943,520
JOHNSON & JOHNSON(JNJ)3,2146,512+3,298785,6301,653,9300.85%+868,300
APPLE INC(AAPL)24,71624,677-396,272,7697,140,5383.66%+867,769
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
028,591+28,5910849,7250.44%+849,725
MICRON TECHNOLOGY INC(MU)3,0791,632-1,4471,040,2091,883,8010.97%+843,592
LINDE PLC(LIN)01,620+1,6200840,7050.43%+840,705
EA SERIES TRUST
STRIVE 500 ETF
186,029179,003-7,0267,807,6478,645,8334.44%+838,186
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
011,964+11,9640808,5240.41%+808,524
NEWMONT CORP(NEM)10,04019,805+9,7651,086,8301,849,7870.95%+762,957
QUALCOMM INC(QCOM)5,9447,982+2,038765,4681,474,9940.76%+709,526
GENERAC HLDGS INC(GNRC)6,0736,043-301,186,2391,769,4510.91%+583,212
HEWLETT PACKARD ENTERPRISE C(HPE)26,05026,080+30620,2501,176,4690.60%+556,219
FIRST TR EXCHANGE-TRADED FD026,753+26,7530549,5070.28%+549,507
MICROSOFT CORP(MSFT)11,35512,542+1,1874,203,4144,678,4832.40%+475,069
PIMCO ETF TR
MULTISECTOR BD
46,48063,799+17,3191,217,7761,691,9490.87%+474,173
GOLDMAN SACHS GROUP INC(GS)1,6401,790+1501,387,4241,810,4100.93%+422,986
NVIDIA CORPORATION(NVDA)39,36636,284-3,0826,865,4637,259,9873.73%+394,524
ABBOTT LABORATORIES04,190+4,1900380,2010.20%+380,201
ISHARES TR03,870+3,8700377,7530.19%+377,753
FIRST TR EXCHANGE-TRADED FD10,96527,881+16,916223,467579,6460.30%+356,179
COMCAST CORP NEW(CCZ)013,275+13,2750325,9010.17%+325,901
POPULAR INC(BPOP)10,64710,679+321,428,5081,753,2780.90%+324,770
ELI LILLY & CO(LLY)1,9091,731-1781,755,9592,076,4461.07%+320,487
TESLA INC(TSLA)6,8066,765-412,530,1312,845,3591.46%+315,228
TEREX CORP NEW(TEX)22,11822,249+1311,307,1741,610,6050.83%+303,431
PROCTER & GAMBLE CO(PG)02,038+2,0380298,8520.15%+298,852
ACCENTURE PLC IRELAND
SHS CLASS A
02,325+2,3250289,3230.15%+289,323
KIMBERLY-CLARK CORP(KMB)02,429+2,4290266,6310.14%+266,631
BLACKSTONE INC(BX)02,259+2,2590265,8170.14%+265,817
TEXAS INSTRS INC(TXN)2,2992,296-3446,232684,2430.35%+238,011
PAYCHEX INC(PAYX)02,319+2,3190228,0270.12%+228,027
HOME DEPOT INC(HD)1,1801,731+551388,158610,5900.31%+222,432
FIFTH THIRD BANCORP(FITB)03,908+3,9080220,2940.11%+220,294
SIMON PPTY GROUP INC NEW(SPG)6,1226,084-381,141,9371,360,6870.70%+218,750
VANGUARD INDEX FDS5,9695,732-2371,914,8732,121,0991.09%+206,226
US BANCORP(USB)22,77222,882+1101,184,3721,382,0730.71%+197,701
AMERICAN CENTY ETF TR20,85425,449+4,595866,2751,053,8430.54%+187,568
JOHNSON CONTROLS INTERNATION
SHS
9,95210,196+2441,303,2141,489,7380.76%+186,524
DEERE & CO(DE)2,2282,245+171,255,0321,424,0710.73%+169,039
COHERENT CORP(COHR)6,2714,166-2,1051,493,8151,643,3620.84%+149,547
BOEING CO(BA)6,8306,894+641,359,3751,492,3440.77%+132,969
PARKER-HANNIFIN CORP(PH)1,3171,31701,179,0311,288,1840.66%+109,153
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
26,57927,137+558941,1621,046,9450.54%+105,783
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
27,23727,906+6691,060,5541,166,3320.60%+105,778
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
32,43233,093+6611,208,6761,307,2360.67%+98,560
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
12,34012,600+260695,544787,8150.40%+92,271
CANADIAN PACIFIC KANSAS CITY(CP)11,07811,101+23871,395961,9020.49%+90,507
INNOVATOR ETFS TRUST
GROWTH 100 PWR B
24,67525,136+461664,910755,0850.39%+90,175
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
37,47936,180-1,2991,477,8021,560,8090.80%+83,007
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQU
21,49722,308+811605,332688,2020.35%+82,870
TARGET CORP(TGT)2,2382,570+332271,246335,6680.17%+64,422
VANGUARD STAR FDS9,2118,986-225710,259768,1910.39%+57,932
INNOVATOR ETFS TRUST
EMERGING MKT PWR
20,85021,003+153666,151717,3580.37%+51,207
TEXTRON INC(TXT)8,9439,090+147783,049833,8260.43%+50,777
ALTRIA GROUP INC(MO)7,5457,592+47497,907546,2430.28%+48,336
INNOVATOR ETFS TRUST
INNOVATOR INTER
24,79724,844+47813,094859,6020.44%+46,508
AMGEN INC(AMGN)1,2191,301+82428,993471,2300.24%+42,237
PEPSICO INC(PEP)3,2754,020+745508,553544,3160.28%+35,763
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
37,64337,021-6221,221,8921,253,9010.64%+32,009
WISDOMTREE TR(WT)3,0843,0840210,051239,9040.12%+29,853
MASTERCARD INCORPORATED(MA)1,7571,761+4877,660904,2450.46%+26,585
UBER TECHNOLOGIES INC(UBER)10,63010,860+230764,616783,6580.40%+19,042
ORION S.A.52,45251,818-634340,938343,5530.18%+2,615
FIRST TR EXCHANGE-TRADED FD29,39630,717+1,321503,847500,3800.26%-3,467
ONEOK INC NEW(OKE)3,2543,336+82294,151290,0740.15%-4,077
FASTENAL CO(FAST)6,4786,130-348300,576294,4340.15%-6,142
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
46,21342,587-3,6261,189,7581,182,8540.61%-6,904
VERIZON COMMUNICATIONS INC(VZ)10,69512,408+1,713536,897525,3730.27%-11,524
ZIMMER BIOMET HOLDINGS INC(ZBH)9,7529,991+239881,776860,1250.44%-21,651
TE CONNECTIVITY PLC(TEL)3,9833,993+10832,527805,0290.41%-27,498
EOG RES INC(EOG)2,7392,839+100395,940368,2890.19%-27,651
CONOCOPHILLIPS(COP)3,7504,443+693495,000461,8940.24%-33,106
JANUS DETROIT STR TR
HENDRSON AAA CL
19,24018,475-765969,119932,8030.48%-36,316
Page 1 of 2