Secure Asset Management, LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 638,948
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 343 | 638,948 | 13F-HR | Secure Asset Management, LLC |
| Q3 2025 | 10/9/2025 | 312 | 606,978 | 13F-HR | Secure Asset Management, LLC |
| Q2 2025 | 7/10/2025 | 311 | 542,697 | 13F-HR | Secure Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.965 K
(0.6% of total reported value)
· QoQ Δ:
+3.294 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 519.9 K | 82.1% | 22.29 K | 0 | 22.29 K |
| ETFs | 106.9 K | 16.9% | 4.347 K | 0 | 4.347 K |
| Debt | 3.695 K | 0.6% | 152 | 0 | 152 |
| Other | 2.816 K | 0.4% | 1.104 K | 0 | 1.104 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
638,948
Holdings
343
QoQ value change ($000)
31,970
(5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.