Secure Asset Management, LLC

Position in XYZ — Block, Inc.

CIK 1800692 Troy, MI

Position in XYZ

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$279,300

+$58,139 QoQ

Shares Held

3,675

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#103

of 227 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Secure Asset Management, LLC holds $23,974,484 across 9 Software - Infrastructure names. XYZ ranks #8 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	22,923	$8,550,737
2	PLTR	Palantir Technologies Inc.	51,303	$5,985,521
3	ORCL	Oracle Corp	18,561	$2,720,114
4	PANW	Palo Alto Networks Inc	7,966	$2,716,565
5	CRWD	CrowdStrike Holdings, Inc.	12,062	$2,301,248
6	INFQ	Infleqtion, Inc.	63,601	$847,165
7	ZETA	Zeta Global Holdings Corp.	17,773	$349,772
8	XYZ	Block, Inc. This page	3,675	$279,300

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,300	3,675	0.0%	Shares	Sole	2026-07-15
2026-03-31	$221,161	3,675	-3.3%	Shares	Sole	2026-04-09
2025-12-31	$247,342	3,800	-1.3%	Shares	Sole	2026-01-20
2025-09-30	$278,239	3,850	+0.1%	Shares	Sole	2025-10-09
2025-06-30	$261,190	3,845	-71.0%	Shares	Sole	2025-07-10
2025-03-31	$719,329	13,240	+7.7%	Shares	Sole	2025-04-10
2024-12-31	$1,045,037	12,296	+0.9%	Shares	Sole	2025-01-17
2024-09-30	$818,180	12,188	-2.1%	Shares	Sole	2024-10-16
2024-06-30	$802,771	12,448	+254.8%	Shares	Sole	2024-07-24
2024-03-31	$296,706	3,508	+3.7%	Shares	Sole	2024-04-30
2023-12-31	$261,675	3,383	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.