Financial Security Advisor, Inc.

All 13F Filings

Location
Virginia Beach, VA
Most recent 13F
Q2 2026
Holdings value ($000)
614,785
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 161 614,785 13F-HR Financial Security Advisor, Inc.
Q1 2026 5/4/2026 160 544,451 13F-HR Financial Security Advisor, Inc.
Q4 2025 2/5/2026 157 516,735 13F-HR Financial Security Advisor, Inc.
Q3 2025 11/3/2025 144 470,284 13F-HR Financial Security Advisor, Inc.
Q2 2025 7/24/2025 132 434,265 13F-HR Financial Security Advisor, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 214 K 34.8% 17.91 K 0 17.91 K
ETFs 400.8 K 65.2% 52.43 K 0 52.43 K
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
614,785
Holdings
161
QoQ value change ($000)
70,334 (12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.