Secure Asset Management, LLC - Q42025 Holdings

Secure Asset Management, LLC holds 333 stocks with a total portfolio value of $ 638.95M as of Q42025. In Q42025, Secure Asset Management, LLC added 44 new positions, increased stakes in 178 stocks, reduced 90 holdings, and fully exited 16 positions. The largest holding is Vanguard Scottsdale Fds (VGIT), representing 5.22% of the total portfolio.