Arkolith/Funds/Financial Security Advisor, Inc.

Financial Security Advisor, Inc.

CIK 1997602
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Financial Security Advisor, Inc. holds a focused book of 161 stocks worth $614.8M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Invesco S&P 500 Pure Growth. Their largest long position is Invesco Nasdaq 100 ETF at 19% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
34
bought for the first time
Added to
70
already held, bought more
Trimmed
66
sold some, still holds it
Sold out
14
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+37.1%
+18.8%/yr · since Oct '24
Their reported book
+33.7%
held from quarter-end
S&P 500
+34.4%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Aug '26
Financial Security Advisor, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.4 points over this window.

Growth of $10,000 cloning Financial Security Advisor, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
63%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Information Technology
15%
Financials
6%
Health Care
4%
Consumer Discretionary
3%
Consumer Staples
2%
Industrials
2%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Financial Security Advisor, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$599.1B
LPL Financial LLC78 / 80$79.5B
ENVESTNET ASSET MANAGEMENT INC78 / 80$63.5B
FIFTH THIRD BANCORP78 / 80$23.4B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$17.1B
OSAIC HOLDINGS, INC.78 / 80$16.4B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 80$14.2B
CWM, LLC78 / 80$7.2B

Ranked by how many of Financial Security Advisor, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

161 positions
#SecurityValueShares% PortLast moveHistory
1Invesco NASDAQ 100 ETF
Exchange Traded Fund
$116.0M383.0K
18.9%
+1.5%
Added · +6K sh
2NEOS Enhanced Income Credit Select ETF
Exchange Traded Fund
$107.5M2.18M
17.5%
+3.7%
Added · +78K sh
3Invesco S&P 500 Pure Growth ETF
Exchange Traded Fund
$42.7M669.1K
6.9%
−1.6%
Reduced · −11K sh
4Pacer US Cash Cows 100 ETF
Exchange Traded Fund
$20.1M323.6K
3.3%
+6.2%
Added · +19K sh
5Berkshire Hathaway Inc Del CL B New
Common Stock
$19.0M38.0K
3.1%
−2.9%
Reduced · −1K sh
6Alphabet Inc Class A
Common Stock
$18.8M52.6K
3.1%
+2.2%
Added · +1K sh
7State Street SPDR Portfolio S&P 60 Small Cap ETF
Exchange Traded Fund
$17.3M299.7K
2.8%
−2.0%
Reduced · −6K sh
8WisdomTree Floating Rate Treasury Fund
Exchange Traded Fund
$14.9M295.6K
2.4%
−2.9%
Reduced · −9K sh
9Apple Inc
Common Stock
$14.7M50.9K
2.4%
−3.0%
Reduced · −2K sh
10Janus Henderson AAA CLO ETF
Exchange Traded Fund
$13.8M272.9K
2.3%
+3.7%
Added · +10K sh
11Capital Group Growth ETF
Exchange Traded Fund
$12.3M260.1K
2.0%
−1.9%
Reduced · −5K sh
12Microsoft Corp
Common Stock
$11.6M31.1K
1.9%
−0.8%
Reduced · −254 sh
13JPMorgan Ultra-Short Income ETF
Exchange Traded Fund
$10.5M208.1K
1.7%
−4.1%
Reduced · −9K sh
14Nvidia Corp
Common Stock
$10.3M51.6K
1.7%
+3.5%
Added · +2K sh
15T. Rowe Price Capital Appreciation Equity ETF
Exchange Traded Fund
$8.5M207.4K
1.4%
+3.3%
Added · +7K sh
16Merck & Co Inc
Common Stock
$8.4M65.1K
1.4%
−1.3%
Reduced · −869 sh
17Cisco Systems Inc
Common Stock
$7.8M66.1K
1.3%
−3.0%
Reduced · −2K sh
18State Street SPDR Portfolio S&P 500 ETF
Exchange Traded Fund
$7.7M87.3K
1.2%
+35%
Added · +22K sh
19State Street SPDR S&P 600 Small Cap Growth ETF
Exchange Traded Fund
$6.8M57.0K
1.1%
−2.3%
Reduced · −1K sh
20Altria Group Inc
Common Stock
$6.8M92.6K
1.1%
−2.8%
Reduced · −3K sh
21Amazon.com Inc
Common Stock
$6.2M26.2K
1.0%
+10%
Added · +2K sh
22Exxon Mobil Corp
Common Stock
$5.4M39.5K
0.9%
New
New position
23Johnson & Johnson
Common Stock
$5.4M21.1K
0.9%
−1.0%
Reduced · −219 sh
24Walmart Inc
Common Stock
$5.0M44.5K
0.8%
−3.3%
Reduced · −2K sh
25Philip Morris International Inc
Common Stock
$4.7M26.0K
0.8%
−0.5%
Reduced · −140 sh
26Advanced Micro Devices Inc
Common Stock
$3.7M6.4K
0.6%
+9.0%
Added · +531 sh
27Grayscale Bitcoin Mini Trust ETF
Exchange Traded Fund
$3.7M142.9K
0.6%
+9.9%
Added · +13K sh
28McDonald's Corp
Common Stock
$3.6M13.4K
0.6%
−2.5%
Reduced · −344 sh
29American Beacon GLG Natural Resources ETF
Exchange Traded Fund
$3.6M74.1K
0.6%
+18%
Added · +11K sh
30Dominion Energy Inc
Common Stock
$2.9M42.7K
0.5%
−3.1%
Reduced · −1K sh
31Parker Hannifin Corp
Common Stock
$2.8M2.9K
0.5%
−1.0%
Reduced · −29 sh
32Procter & Gamble Co
Common Stock
$2.7M18.1K
0.4%
−2.9%
Reduced · −532 sh
33HCA Healthcare Inc
Common Stock
$2.5M6.5K
0.4%
−1.4%
Reduced · −93 sh
34American Express Co
Common Stock
$2.5M7.5K
0.4%
−4.2%
Reduced · −329 sh
35Alphabet Inc Class C
Common Stock
$2.4M6.8K
0.4%
+1.1%
Added · +71 sh
36Broadcom Inc
Common Stock
$2.3M6.1K
0.4%
+7.0%
Added · +399 sh
37Eli Lilly and Co
Common Stock
$2.0M1.6K
0.3%
−67%
Reduced · −3K sh
38Tesla Inc
Common Stock
$1.9M4.4K
0.3%
+2.8%
Added · +119 sh
39Coca-Cola Co
Common Stock
$1.8M22.1K
0.3%
−2.2%
Reduced · −498 sh
40Towne Bank
Common Stock
$1.8M48.3K
0.3%
+0.4%
Added · +181 sh
41Vanguard S&P 500 ETF
Exchange Traded Fund
$1.7M2.5K
0.3%
+2.7%
Added · +67 sh
42Texas Instruments Inc
Common Stock
$1.7M5.7K
0.3%
−1.6%
Reduced · −96 sh
43The Goldman Sachs Group Inc
Common Stock
$1.6M1.6K
0.3%
−0.2%
Reduced · −3 sh
44Meta Platforms Inc Class A
Common Stock
$1.4M2.5K
0.2%
+4.4%
Added · +104 sh
45SPDR S&P 500 ETF
Exchange Traded Fund
$1.3M1.8K
0.2%
−0.1%
Reduced · −2 sh
46Micron Technology Inc
Common Stock
$1.3M1.1K
0.2%
−60%
Reduced · −2K sh
47First Ctzns Bancshares Inc N C Cl A
Common Stock
$1.3M615
0.2%
Held
48SLB Ltd
Common Stock
$1.2M26.3K
0.2%
+5.7%
Added · +1K sh
49GE Vernova Inc
Common Stock
$1.2M1.0K
0.2%
+108%
Added · +542 sh
50Southern Co
Common Stock
$1.2M12.3K
0.2%
−4.5%
Reduced · −580 sh
Showing 50 of 161 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026161$614.8M13F-HR
Q1 2026Mar 31, 2026May 4, 2026160$544.5M13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026157$516.7M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025144$470.3M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025132$434.3M13F-HR
Q1 2025Mar 31, 2025May 1, 2025124$394.3M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025120$393.6M13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024116$401.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.