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Data sourced from SEC EDGAR 13F filings. Updated quarterly.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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Financial Security Advisor, Inc. - Institutional Holdings | QW Research | QW Research

Financial Security Advisor, Inc.

CIK 0001997602 · Q1 2026

13F Equity AUM

$544.5M

+5.4% QoQ

Positions

160

+3 QoQ

AUM Rank

#4,108

Top 33%

Skill Alpha (FF)

+0.9%/yr^ns

No Clear Edge

Rank #1,635 · Top 20%

vs S&P -3.2%/yr (unadj.)

Quarters Tracked

11

~2 years

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Holdings

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