Financial Security Advisor, Inc.

All 13F Filings

Location
Virginia Beach, VA
Most recent 13F
Q2 2026
Holdings value ($000)
614,785
Description
Website
Founded
Chairman
CEO
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.