SEC 13F Intelligence

Secured Retirement Advisors, LLC / MSFT

Secured Retirement Advisors, LLC’s Microsoft Corp Position

Does Secured Retirement Advisors, LLC own Microsoft Corp (MSFT)? Yes — 11.4K shares worth $4M (+2.38% of its 13F portfolio) as of Q1 2026, down from 14.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
11.4K
% of Portfolio
+2.38%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $5MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.4K$4M+2.38%
Q4 202514.5K$7M+3.91%
Q3 202514.1K$7M+4.08%
Q2 202514.1K$7M+4.19%
Q1 202514.6K$5M+3.53%
Q4 20247.9K$3M+1.91%
Q3 20247.7K$3M+2.37%
Q2 20247.4K$3M+2.59%
Q1 20246.8K$3M+2.41%
Q4 20237.9K$3M+2.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Secured Retirement Advisors, LLC’s full portfolio or all institutional holders of MSFT.