Filer Snapshot

Secure Asset Management, LLC

CIK 0001800692. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

27

Latest Filing

09 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 09 Apr 2026 for CIK 0001800692.

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Business address
2565 West Maple Road, Troy, MI, 48084
Top securities (13F)
VGIT, NVDA, VOO, QQQM, AAPL, IVV, SRLN, IGSB, LMBS, JMBS, JAAA, VT, MSFT, COST, CGDV, TSLA, AMZN, GOF, VTIP, and SCHG
State of incorporation
MI
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Secure Asset Management, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $631.19M across 317 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VGIT at $37.01M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 317 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 09 Apr 2026

VGIT

5.9%

Vanguard Scottsdale Fds

$37.01M

NVDA

3.9%

Nvidia Corporation

$24.58M

VOO

2.8%

Vanguard Index Fds

$17.45M

QQQM

2.5%

Invesco Exch Traded Fd Tr II

$15.84M

AAPL

2.5%

Apple Inc

$15.49M

Latest update

What changed recently for Secure Asset Management, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 09 Apr 2026.

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Benchmark Context

Benchmark context for this company

Secure Asset Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Secure Asset Management, LLC has filed 27 SEC EDGAR filings since 06 Feb 2020. Common forms include 13F-HR, N-PX.

Secure Asset Management, LLC SEC filings Secure Asset Management, LLC 13F portfolio

Latest Filings

Recent SEC filings for Secure Asset Management, LLC with direct links to document and filing folders.

13F-HR File 028-19770

13F-HR filing

Filing date
09 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19770

13F-HR filing

Filing date
20 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-19770

13F-HR filing

Filing date
09 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-19770

N-PX filing

Filing date
25 Sep 2025
Reporting date
25 Sep 2025
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13F-HR File 028-19770

13F-HR filing

Filing date
10 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19770

13F-HR filing

Filing date
10 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-19770

13F-HR filing

Filing date
17 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-19770

13F-HR filing

Filing date
16 Oct 2024
Reporting date
30 Sep 2024
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13F-HR File 028-19770

13F-HR filing

Filing date
24 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-19770

13F-HR filing

Filing date
30 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-19770

13F-HR filing

Filing date
22 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-19770

13F-HR filing

Filing date
18 Oct 2023
Reporting date
30 Sep 2023
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13F-HR File 028-19770

13F-HR filing

Filing date
13 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-19770

13F-HR filing

Filing date
13 Apr 2023
Reporting date
31 Mar 2023
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13F-HR File 028-19770

13F-HR filing

Filing date
20 Jan 2023
Reporting date
31 Dec 2022
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13F-HR File 028-19770

13F-HR filing

Filing date
12 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-19770

13F-HR filing

Filing date
20 Jul 2022
Reporting date
30 Jun 2022
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13F-HR File 028-19770

13F-HR filing

Filing date
19 Apr 2022
Reporting date
31 Mar 2022
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13F-HR File 028-19770

13F-HR filing

Filing date
24 Jan 2022
Reporting date
31 Dec 2021
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13F-HR File 028-19770

13F-HR filing

Filing date
28 Oct 2021
Reporting date
30 Sep 2021
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13F-HR File 028-19770

13F-HR filing

Filing date
16 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-19770

13F-HR filing

Filing date
14 Apr 2021
Reporting date
31 Mar 2021
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13F-HR File 028-19770

13F-HR filing

Filing date
08 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19770

13F-HR filing

Filing date
20 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-19770

13F-HR filing

Filing date
14 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19770

13F-HR filing

Filing date
15 Apr 2020
Reporting date
31 Mar 2020
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13F-HR File 028-19770

13F-HR filing

Filing date
06 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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About this filer

Secure Asset Management, LLC files with the SEC under CIK 0001800692. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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