13F Filings History of Financial Security Advisor, Inc.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$516,735,228
Signature - Title
Kristy DeJarnette - COO
Location
Virginia Beach, VA
Summary
This page shows a list of all the recent 13F filings made by Financial Security Advisor, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Security Advisor, Inc. reported 157 stock holdings with total value $516,735,228 as of Q4 2025. Top holdings included HYBI, CGGR, RPG, BRKB, and USFR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 157 $516,735,228 +$57,046,707 -$17,976,331 +$39,070,376 HYBI, CGGR, RPG, BRKB, USFR 13F-HR 05 Feb 2026, 12:31
Q3 2025 144 $470,284,287 +$13,062,904 -$4,756,662 +$8,306,242 CGGR, HYBI, RPG, BRKB, USFR 13F-HR 03 Nov 2025, 13:12
Q2 2025 132 $434,265,293 +$11,723,740 -$2,426,037 +$9,297,703 CGGR, NEOS Enhanced Income Credit Select ETF, RPG, BRKB, USFR 13F-HR 24 Jul 2025, 12:31
Q1 2025 124 $394,289,841 +$17,301,419 -$4,962,289 +$12,339,130 CGGR, NEOS Enhanced Income Credit Select ETF, RPG, BRKB, USFR 13F-HR 01 May 2025, 12:15
Q4 2024 120 $393,612,163 +$5,701,681 -$319,854,034 -$314,152,353 CGGR, HYBI, RPG, BRKB, SPSM 13F-HR 05 Feb 2025, 10:38
Q3 2024 116 $401,314,376 +$88,658,807 -$4,300,891 +$84,357,916 NEOS Enhanced Income Credit Select ETF, CGGR, RPG, SPSM, BRKB 13F-HR 30 Oct 2024, 15:32
Q2 2024 113 $298,491,401 +$14,429,223 -$4,833,570 +$9,595,653 CGGR, RPG, SPSM, BRKB, USFR 13F-HR 05 Aug 2024, 10:15
Q1 2024 112 $286,098,002 +$12,917,892 -$2,453,289 +$10,464,603 CGGR, RPG, SPSM, BRKB, USFR 13F-HR 18 Apr 2024, 14:23
Q4 2023 103 $254,531,886 +$24,748,986 -$8,256,495 +$16,492,491 CGGR, RPG, SPSM, BRKB, AAPL 13F-HR 24 Jan 2024, 14:18
Q3 2023 95 $217,548,960 $0 $0 $0 CGGR, RPG, SPSM, BRKB, AAPL 13F-HR 08 Nov 2023, 14:39