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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001800692

Secure Asset Management, LLC

Troy, MI · File #028-19770

Latest AUM
$638.9M
Positions
343
Top-10 Concentration
44.9%
Filings
12

Sector Allocation

Technology
16.1%$102.7M
Financials
9.2%$59.1M
Healthcare
3.8%$24.1M
Industrials
1.9%$12.2M
Energy
1.5%$9.5M
Materials
1.2%$7.4M
Utilities
0.4%$2.5M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SCOTTSDALE FDS92206C706556,162$33.3M8.40%
2NVIDIA CORPORATIONNVDA134,513$25.1M6.32%
3VANGUARD INDEX FDS92290836333,910$21.3M5.36%
4APPLE INCAAPL61,889$16.8M4.24%
5INVESCO EXCH TRADED FD TR IIIVZ63,635$16.1M4.06%
6ISHARES TR46428720021,488$14.7M3.71%
7SSGA ACTIVE ETF TR78467V608314,928$13.0M3.28%
8ISHARES TR464288646239,078$12.6M3.19%
9FIRST TR EXCHANGE-TRADED FD33739Q200252,620$12.6M3.18%
10JANUS DETROIT STR TR47103U852274,201$12.5M3.16%
11JANUS DETROIT STR TR47103U845229,872$11.6M2.93%
12MICROSOFT CORPMSFT22,061$10.7M2.69%
13INVESCO EXCHANGE TRADED FD TIVZ72,642$10.1M2.54%
14TESLA INCTSLA19,855$8.9M2.25%
15VANGUARD INTL EQUITY INDEX F92204274259,563$8.4M2.12%
16CAPITAL GROUP DIVIDEND VALUE14020W106185,088$8.1M2.04%
17SPDR S&P 500 ETF TRSPY10,989$7.5M1.89%
18ELI LILLY & COLLY6,766$7.3M1.83%
19GUGGENHEIM STRATEGIC OPPORTUGOF545,539$7.0M1.77%
20AMAZON COM INCAMZN30,316$7.0M1.76%