13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001683754
Total reported value
$377.6M
$377.6M
112 檔
31.5%
According to the latest 13F quarterly dataset, FC Advisory LLC managed an equity portfolio of $377.6M at the end of Q2 2025, spanning 112 distinct U.S. exchange-listed positions.
In Q2 2025, FC Advisory LLC displayed an active expansion posture, initiating 10 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.12% | +0.68% | -1.66% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.34% | -0.02% | -1.08% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.79% | +0.64% | -0.47% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.29% | +0.38% | -0.60% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.24% | -0.35% | -0.01% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.86% | -0.30% | +0.89% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.72% | -0.08% | +0.24% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.52% | +0.37% | +0.07% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.20% | -0.02% | -0.24% | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.19% | -0.24% | +1.51% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.97% | -0.21% | +0.45% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.55% | -0.18% | +0.29% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.30% | — | +4.03% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.29% | -0.14% | +22.47% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.24% | +0.08% | -5.32% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | +0.02% | +1.12% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.57% | +0.08% | +7.72% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.36% | +0.09% | -6.78% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.32% | -0.03% | -0.21% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.15% | -0.13% | +0.22% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.99% | +0.07% | +25.87% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +0.14% | +0.09% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.91% | -0.07% | +0.27% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.89% | -0.07% | +0.47% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-Other | 0.87% | -0.06% | -0.00% | |
| 26 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.80% | -0.08% | — | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.79% | -0.05% | +1.64% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.75% | -0.06% | +32.35% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.02% | +5.82% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | -0.03% | +2.05% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.70% | -0.05% | -7.83% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.02% | +0.06% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.60% | -0.02% | +22.39% | |
| 34 | MMAX | Ishares Larg Cm Buff Mar ETF | ETF-Other | 0.54% | +0.14% | — | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.50% | -0.04% | +0.53% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.49% | -0.04% | +1.46% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.44% | +0.01% | +1.62% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.03% | -27.71% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 0.43% | -0.05% | +0.65% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.43% | -0.03% | -11.59% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | +0.01% | -4.84% | |
| 42 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.36% | -0.01% | — | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.08% | — | |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.35% | -0.02% | +54.53% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | -0.04% | +5.50% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.34% | -0.03% | +0.12% | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.33% | -0.02% | +46.04% | |
| 48 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.32% | — | +11.18% | |
| 49 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.31% | -0.03% | +0.55% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.03% | +0.10% |
According to official SEC Form 13F filings, FC Advisory LLC reported a total U.S. public equity portfolio value of $377.6M across 112 disclosed positions in Q2 2025.
During Q2 2025, FC Advisory LLC's top holdings by market value included MGK (11.1%)、VEU (8.3%)、VXF (7.8%). The largest single position, MGK, represented 11.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, VEU, VXF) accounted for 31.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
DMAX
市值: $2.6M
Top Position Liquidated / Trimmed
SRLN
前期市值: $1.1M
In Q2 2025, FC Advisory LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.