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Financial Security Advisor, Inc.
Financial Security Advisor, Inc. is a California-based registered investment advisory firm headquartered in Simi Valley, CA. It was founded in 1987 and provides financial planning and investment advisory services mainly to individuals and families. The firm specializes in retirement planning, investment management, and personalized financial strategies, serving clients both locally and nationally. As a boutique advisory practice, it maintains a small team focused on delivering tailored service.
Investment Strategy
Financial Security Advisor, Inc. utilizes a client-focused, long-term investment strategy, blending diversified portfolio construction with periodic rebalancing to meet individual client objectives. Their investment philosophy emphasizes risk management, retirement planning, and personal goals alignment, leveraging a mix of equities, fixed income, and alternative assets where appropriate. The firm seeks to provide steady growth and capital preservation, adapting strategies to changing market conditions while maintaining transparency and fiduciary responsibility.
Latest 13F Filing Activity
Financial Security Advisor, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 130 equity positions with a total 13F market value of $434M. The fund increased holdings in Capital Group Growth Etf, Invesco S&P 500 Pure Growth Etf, Microsoft Corp. among other positions. Financial Security Advisor, Inc. reduced exposure to Berkshire Hathaway Inc. Class B, Apple Inc., Johnson & Johnson among others.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGR | Capital Group Growth ETF | 19.81% | $86.0M | 2,116,092 | $25.50 | $40.65 | +$15.8M |
R RPG | Invesco S&P 500 Pure Growth ETF | 7.42% | $32.2M | 704,460 | $30.15 | $45.77 | +$4.9M |
| Berkshire Hathaway Inc Class B | 4.80% | $20.8M | 42,875 | $354.21 | $485.77 | -$2.1M | |
U USFR | WisdomTree Floating Rate Treasury Fund | 3.82% | $16.6M | 329,928 | $50.27 | $50.31 | +$696.4K |
M MSFT | Microsoft Corp | 3.51% | $15.2M | 30,653 | $329.65 | $497.41 | +$3.8M |
Industry Allocation
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