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Financial Security Advisor, Inc.

Q2 2026 13F filing

Updated 31 days ago

161 disclosed positions worth $614.8M

Portfolio value
$614.8M
Total holdings
161
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

E

Invesco NASDAQ 100 ETF

Value
$116M
Shares
383.0K
% Port
18.87%
?
2.N/A

NEOS Enhanced Income Credit Select ETF

Value
$107.5M
Shares
2.18M
% Port
17.49%
I
3.IVZ

Invesco S&P 500 Pure Growth ETF

Value
$42.7M
Shares
669.1K
% Port
6.95%
Q

Pacer US Cash Cows 100 ETF

Value
$20.1M
Shares
323.6K
% Port
3.27%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value
$19M
Shares
38.0K
% Port
3.09%
G

Alphabet Inc Class A

Value
$18.8M
Shares
52.6K
% Port
3.06%
A

State Street SPDR Portfolio S&P 60 Small Cap ETF

Value
$17.3M
Shares
299.7K
% Port
2.81%
B

WisdomTree Floating Rate Treasury Fund

Value
$14.9M
Shares
295.6K
% Port
2.42%
A

Apple Inc

Value
$14.7M
Shares
50.9K
% Port
2.40%
N
10.NOC

Janus Henderson AAA CLO ETF

Value
$13.8M
Shares
272.9K
% Port
2.25%
C

Capital Group Growth ETF

Value
$12.3M
Shares
260.1K
% Port
2.00%
M
12.MSFT

Microsoft Corp

Value
$11.6M
Shares
31.1K
% Port
1.89%
J

JPMorgan Ultra-Short Income ETF

Value
$10.5M
Shares
208.1K
% Port
1.71%
N
14.NVDA

NVIDIA Corp

Value
$10.3M
Shares
51.6K
% Port
1.68%
T
15.TALO

T. Rowe Price Capital Appreciation Equity ETF

Value
$8.5M
Shares
207.4K
% Port
1.39%
M
16.MRK

Merck & Co Inc

Value
$8.4M
Shares
65.1K
% Port
1.37%
C
17.CSCO

Cisco Systems Inc

Value
$7.8M
Shares
66.1K
% Port
1.26%
S

State Street SPDR Portfolio S&P 500 ETF

Value
$7.7M
Shares
87.3K
% Port
1.25%
S

State Street SPDR S&P 600 Small Cap Growth ETF

Value
$6.8M
Shares
57.0K
% Port
1.10%
M
20.MO

Altria Group Inc

Value
$6.8M
Shares
92.6K
% Port
1.10%
A
21.AMZN

Amazon.com Inc

Value
$6.2M
Shares
26.2K
% Port
1.01%
X
22.XOM

Exxon Mobil Corp

Value
$5.4M
Shares
39.5K
% Port
0.88%
J
23.JNJ

Johnson & Johnson

Value
$5.4M
Shares
21.1K
% Port
0.87%
W
24.WMT

Walmart Inc

Value
$5M
Shares
44.5K
% Port
0.82%
P
25.PM

Philip Morris International Inc

Value
$4.7M
Shares
26.0K
% Port
0.77%
A
26.AMD

Advanced Micro Devices Inc

Value
$3.7M
Shares
6.4K
% Port
0.61%
B
27.BTC

Grayscale Bitcoin Mini Trust ETF

Value
$3.7M
Shares
142.9K
% Port
0.60%
M
28.MCD

McDonald's Corp

Value
$3.6M
Shares
13.4K
% Port
0.59%
?
29.N/A

American Beacon GLG Natural Resources ETF

Value
$3.6M
Shares
74.1K
% Port
0.59%
D
30.D

Dominion Energy Inc

Value
$2.9M
Shares
42.7K
% Port
0.47%
P
31.PH

Parker Hannifin Corp

Value
$2.8M
Shares
2.9K
% Port
0.46%
P
32.PG

Procter & Gamble Co

Value
$2.7M
Shares
18.1K
% Port
0.43%
H
33.HCA

HCA Healthcare Inc

Value
$2.5M
Shares
6.5K
% Port
0.41%
A
34.AXP

American Express Co

Value
$2.5M
Shares
7.5K
% Port
0.41%
G

Alphabet Inc Class C

Value
$2.4M
Shares
6.8K
% Port
0.39%
A
36.AVGO

Broadcom Inc

Value
$2.3M
Shares
6.1K
% Port
0.37%
L
37.LLY

Eli Lilly and Co

Value
$2M
Shares
1.6K
% Port
0.32%
T
38.TSLA

Tesla Inc

Value
$1.9M
Shares
4.4K
% Port
0.30%
K
39.KO

Coca-Cola Co

Value
$1.8M
Shares
22.1K
% Port
0.29%
R
40.RIG

Towne Bank

Value
$1.8M
Shares
48.3K
% Port
0.29%
V
41.VGES

Vanguard S&P 500 ETF

Value
$1.7M
Shares
2.5K
% Port
0.28%
T
42.TXN

Texas Instruments Inc

Value
$1.7M
Shares
5.7K
% Port
0.28%
G

The Goldman Sachs Group Inc

Value
$1.6M
Shares
1.6K
% Port
0.26%
M
44.META

Meta Platforms Inc Class A

Value
$1.4M
Shares
2.5K
% Port
0.23%
S
45.SPY

SPDR S&P 500 ETF

Value
$1.3M
Shares
1.8K
% Port
0.21%
M
46.MU

Micron Technology Inc

Value
$1.3M
Shares
1.1K
% Port
0.21%
F

First Ctzns Bancshares Inc N C Cl A

Value
$1.3M
Shares
615
% Port
0.21%
R
48.RPRX

SLB Ltd

Value
$1.2M
Shares
26.3K
% Port
0.20%
G
49.GEV

GE Vernova Inc

Value
$1.2M
Shares
1.0K
% Port
0.20%
S
50.SOMN

Southern Co

Value
$1.2M
Shares
12.3K
% Port
0.19%