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Randall Eli Joseph

Secure Asset Management, Llc

Assets Managed
$631.81M
Holdings
317
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-1.11%(2Q avg: 2.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Secure Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Secure Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 631.81M in assets, with a quarterly growth rate of -1.11% and a 2-quarter average growth rate of 2.08%. The portfolio is managed by Randall Eli Joseph, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 11.76%
5.86%
$37.013M
621,539 shares@ $59.56 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.95%
3.9%
$24.585M
140,967 shares@ $174.4 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -13.86%
2.77%
$17.454M
29,209 shares@ $597.55 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 4.76%
2.51%
$15.839M
66,659 shares@ $237.62 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.37%
2.46%
$15.491M
61,040 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.98%
2.38%
$15.015M
22,987 shares@ $653.21 avg price
SRLN
Spdr Blackstone Senior Loan
Recent Activity
Increased 13.08%
2.27%
$14.294M
356,099 shares@ $40.15 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 11.16%
2.22%
$13.968M
265,755 shares@ $52.56 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 10.07%
2.2%
$13.85M
278,055 shares@ $49.82 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 11.46%
2.19%
$13.807M
305,601 shares@ $45.19 avg price

1-10 of 317