Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Secure Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 59,722
Value: $17.3M
% of portfolio: 2.4%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	59,722	$17.3M	2.4%	−1,318−2.2%	Reduced	Holders
Q1 2026	61,040	$15.5M	2.5%	−849−1.4%	Reduced	Holders
Q4 2025	61,889	$16.8M	2.6%	−536−0.9%	Reduced	Holders
Q3 2025	62,425	$15.9M	2.6%	+2,553+4.3%	Added	Holders
Q2 2025	59,872	$12.3M	2.3%	−999−1.6%	Reduced	Holders
Q1 2025	60,871	$13.5M	2.7%	−157,296−72.1%	Reduced	Holders
Q4 2024	218,167	$54.6M	8.3%	+1,610+0.7%	Added	Holders
Q3 2024	216,557	$50.5M	8.5%	+7,112+3.4%	Added	Holders
Q2 2024	209,445	$44.1M	8.4%	−611−0.3%	Reduced	Holders
Q1 2024	210,056	$36.0M	8.5%	−3,817−1.8%	Reduced	Holders
Q4 2023	213,873	$41.2M	11.1%	+1,632+0.8%	Added	Holders
Q3 2023	212,241	$36.3M	10.9%	+24,448+13.0%	Added	Holders
Q2 2023	187,793	$36.4M	11.1%	−1,335−0.7%	Reduced	Holders
Q1 2023	189,128	$31.2M	10.4%	+2,126+1.1%	Added	Holders
Q4 2022	187,002	$24.3M	8.7%	+4,054+2.2%	Added	Holders
Q3 2022	182,948	$25.3M	14.2%	+4,118+2.3%	Added	Holders
Q2 2022	178,830	$24.4M	13.5%	−2,165−1.2%	Reduced	Holders
Q1 2022	180,995	$31.6M	14.2%	+665+0.4%	Added	Holders
Q4 2021	180,330	$32.0M	13.0%	−8,817−4.7%	Reduced	Holders
Q3 2021	189,147	$26.8M	13.2%	+3,955+2.1%	Added	Holders
Q2 2021	185,192	$25.4M	12.9%	+14,854+8.7%	Added	Holders
Q1 2021	170,338	$20.8M	11.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.