Fpc Investment Advisory
Latest statistics and disclosures from Fpc Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ISTB, SCHX, BIV, VGK, TLT, and represent 64.17% of Fpc Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: GOOG, NVDA, ISTB, BIV, SCHX, BNDX, TLT, VGK, META, C.
- Started 6 new stock positions in GOOGL, GOOG, PTEN, META, C, FLG.
- Reduced shares in these 7 stocks: AAXJ, IYW, IEV, AAPL, BLV, BND, VGT.
- Fpc Investment Advisory was a net buyer of stock by $14M.
- Fpc Investment Advisory has $183M in assets under management (AUM), dropping by 9.52%.
- Central Index Key (CIK): 0002021217
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Portfolio Holdings for Fpc Investment Advisory
Fpc Investment Advisory holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 16.2 | $30M | +7% | 605k | 48.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 15.8 | $29M | +5% | 1.1M | 26.91 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 15.0 | $27M | +7% | 352k | 77.88 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 11.6 | $21M | +2% | 253k | 83.61 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.6 | $10M | +6% | 118k | 87.16 |
|
| Apple (AAPL) | 5.2 | $9.6M | 35k | 271.86 |
|
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| Vanguard World Inf Tech Etf (VGT) | 4.7 | $8.5M | 11k | 753.78 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.5 | $8.2M | 111k | 74.07 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.3 | $6.1M | +12% | 126k | 48.32 |
|
| Ishares Tr Europe Etf (IEV) | 3.3 | $6.0M | 87k | 68.60 |
|
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| Ishares Msci Japan Etf (EWJ) | 3.0 | $5.5M | 68k | 80.74 |
|
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| Select Sector Spdr Tr State Street Hea (XLV) | 2.7 | $4.9M | +3% | 32k | 154.80 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.7M | NEW | 8.7k | 313.80 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $2.6M | +594% | 14k | 186.50 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 1.4 | $2.6M | -9% | 28k | 93.12 |
|
| Broadcom (AVGO) | 0.9 | $1.7M | 4.9k | 346.10 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.8 | $1.4M | -3% | 20k | 69.52 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $696k | -10% | 3.5k | 199.68 |
|
| Microsoft Corporation (MSFT) | 0.4 | $647k | 1.3k | 483.62 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $628k | 7.0k | 89.46 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $497k | NEW | 753.00 | 660.09 |
|
| Abbvie (ABBV) | 0.2 | $436k | 1.9k | 228.49 |
|
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| Amazon (AMZN) | 0.2 | $397k | 1.7k | 230.82 |
|
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $330k | +93% | 7.7k | 42.69 |
|
| Citigroup Com New (C) | 0.2 | $292k | NEW | 2.5k | 116.69 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $281k | +2% | 9.9k | 28.48 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $259k | 9.9k | 26.23 |
|
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| eBay (EBAY) | 0.1 | $240k | 2.8k | 87.10 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $229k | 4.3k | 53.76 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $215k | NEW | 686.00 | 313.00 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $210k | 1.2k | 177.37 |
|
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| Flagstar Bank National Assoc Com New (FLG) | 0.1 | $198k | NEW | 16k | 12.59 |
|
| Patterson-UTI Energy (PTEN) | 0.1 | $123k | NEW | 20k | 6.11 |
|
| Fate Therapeutics (FATE) | 0.0 | $26k | 27k | 0.98 |
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Past Filings by Fpc Investment Advisory
SEC 13F filings are viewable for Fpc Investment Advisory going back to 2024
- Fpc Investment Advisory 2025 Q4 filed Feb. 10, 2026
- Fpc Investment Advisory 2025 Q3 filed Oct. 31, 2025
- Fpc Investment Advisory 2025 Q2 filed Aug. 13, 2025
- Fpc Investment Advisory 2025 Q1 filed May 6, 2025
- Fpc Investment Advisory 2024 Q4 filed Feb. 4, 2025
- Fpc Investment Advisory 2024 Q3 filed Oct. 31, 2024
- Fpc Investment Advisory 2024 Q2 filed July 18, 2024
- Fpc Investment Advisory 2024 Q1 filed May 8, 2024