Secure Asset Management, LLC has filed its latest Form 13F-HR, disclosing equity holdings as of September 30, 2026. The filing lists a total of 338 distinct positions held by the firm as of the reporting date.
The portfolio includes a mix of large-cap technology and healthcare companies, as well as various exchange-traded funds (ETFs). Major holdings include Apple Inc., with 66,699 shares; Microsoft Corporation, with 31,354 shares; and Amazon.com Inc., with 38,351 shares. In the healthcare sector, the firm holds Merck & Co. Inc. with 3,737 shares and Eli Lilly & Co. with 7,181 shares.
The filing also notes several positions in the financial sector, such as JPMorgan Chase & Co. with 3,775 shares and Bank of America Corp. with 57,942 shares. Additionally, the portfolio includes various ETFs tracking indices like the S&P 500, Nasdaq 100, and global markets, as well as specific sector funds focusing on technology, energy, and value investing.
The report was signed by Randall Eli Joseph, the Chief Compliance Officer for Secure Asset Management, LLC, and was filed on October 19, 2026.
