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Randall Eli Joseph

Secure Asset Management, Llc

Assets Managed
$713.713M
Holdings
320
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.97%(2Q avg: 5.93%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Secure Asset Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 320 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 713.713M in assets, with a quarterly growth rate of 12.97% and a 2-quarter average growth rate of 5.93%. The portfolio is managed by Randall Eli Joseph, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 6.88%
5.49%
$39.179M
664,284 shares@ $58.98 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.83%
4.07%
$29.004M
144,954 shares@ $200.1 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 4.6%
2.96%
$21.124M
69,722 shares@ $302.97 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.55%
2.89%
$20.572M
29,953 shares@ $686.81 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.83%
2.58%
$18.39M
24,557 shares@ $748.88 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.15%
2.43%
$17.281M
59,722 shares@ $289.37 avg price
SRLN
Spdr Blackstone Senior Loan
Recent Activity
Increased 6.67%
2.15%
$15.303M
379,830 shares@ $40.3 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 6.74%
2.09%
$14.866M
283,647 shares@ $52.42 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 6.79%
2.08%
$14.78M
296,908 shares@ $49.78 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 7.08%
2.07%
$14.722M
327,232 shares@ $45.0 avg price

1-10 of 320