FC Advisory LLC
CIK: 0001683754SEC EDGAR →
Portfolio Value
$348.1M
Holdings
117
As of
Q4 2025
New Positions
5
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 92,630 | $38.2M | 10.99% |
| 2 | VANGUARD INTL EQUITY INDEX F | 401,551 | $29.5M | 8.49% |
| 3 | VANGUARD INDEX FDS | 132,051 | $27.6M | 7.93% |
| 4 | VANGUARD INDEX FDS | 38,659 | $18.9M | 5.42% |
| 5 | ISHARES TR | 144,198 | $14.4M | 4.14% |
| 6 | ISHARES TR | 193,641 | $13.4M | 3.86% |
| 7 | VANGUARD BD INDEX FDS | 169,245 | $13.2M | 3.79% |
| 8 | VANGUARD INDEX FDS | 41,838 | $12.6M | 3.63% |
| 9 | VANGUARD INDEX FDS | 122,655 | $10.9M | 3.12% |
| 10 | ISHARES TR | 285,972 | $10.7M | 3.07% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $326.5M | 93.8% |
| Unknown | 12 | $15.4M | 4.4% |
| Technology | 3 | $3.2M | 0.9% |
| Healthcare | 2 | $1.6M | 0.5% |
| Communication Services | 2 | $443K | 0.1% |
| Utilities | 2 | $438K | 0.1% |
| Industrials | 2 | $425K | 0.1% |