Filer Snapshot

Financial Security Advisor, Inc.

CIK 0001997602. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

13

Latest Filing

04 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0001997602.

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Business address
477 Viking Drive, Suite 305, Virginia Beach, VA, 23452
Top securities (13F)
NEOS Enhanced Income Credit Select ETF, Invesco NASDAQ 100 ETF, Invesco S&P 500 Pure Growth ETF, Pacer US Cash Cows 100 ETF, Berkshire Hathaway Inc Class B, WisdomTree Floating Rate Treasury Fund, Alphabet Inc Class A, State Street SPDR Portfolio S&P 600 Small Cap ETF, Apple Inc, Janus Henderson AAA CLO ETF, Microsoft Corp, JPMorgan Ultra-Short Income ETF, Capital Group Growth ETF, NVIDIA Corp, Merck & Co Inc, T. Rowe Price Capital Appreciation Equity ETF, Exxon Mobil Corp, Altria Group Inc, Walmart Inc, and State Street SPDR S&P 600 Small Cap Growth ETF
State of incorporation
VA
Fiscal year end
30 June

Filer intelligence

What SEC filings say about Financial Security Advisor, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $544.45M across 160 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NEOS Enhanced Income Credit Select ETF at $104.16M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 160 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

Latest update

What changed recently for Financial Security Advisor, Inc.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

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Benchmark Context

Benchmark context for this company

Financial Security Advisor, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Financial Security Advisor, Inc. has filed 13 SEC EDGAR filings since 08 Nov 2023. Common forms include 13F-HR, N-PX.

Financial Security Advisor, Inc. SEC filings Financial Security Advisor, Inc. 13F portfolio

Latest Filings

Recent SEC filings for Financial Security Advisor, Inc. with direct links to document and filing folders.

13F-HR File 028-23426

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
05 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
03 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-23426

N-PX filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
24 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
01 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
05 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
30 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-23426

N-PX filing

Filing date
03 Oct 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
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13F-HR File 028-23426

13F-HR filing

Filing date
05 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
18 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
24 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-23426

13F-HR filing

Filing date
08 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
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About this filer

Financial Security Advisor, Inc. files with the SEC under CIK 0001997602. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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