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CIK: 0001683754
Total reported value
$377.6M
$377.6M
115 檔
32.8%
As reported in its official Q1 2026 Form 13F filing, FC Advisory LLC's tracked investment portfolio stood at $377.6M with 115 total positions.
FC Advisory LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 3 holdings and trimming 41 positions.
In terms of portfolio concentration, the top 5 core holdings (including MGK, VEU, VXF) accounted for 32.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 10.01% | +0.68% | +0.69% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.69% | -0.02% | -1.27% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.11% | +0.64% | +2.17% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.02% | +0.38% | +1.89% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.34% | -0.35% | +3.95% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.08% | -0.08% | +2.93% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.97% | -0.30% | +4.05% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.74% | +0.37% | +1.39% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.29% | -0.02% | +3.63% | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.18% | -0.24% | +3.29% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.96% | -0.21% | +3.63% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.57% | -0.18% | +2.38% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.38% | -0.14% | +3.49% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.26% | — | -3.92% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.15% | +0.08% | -0.78% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.69% | +0.02% | -0.58% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.58% | +0.08% | -0.79% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.28% | -0.03% | -3.12% | |
| 19 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 1.19% | -0.08% | +57.30% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.12% | -0.13% | +0.79% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.94% | +0.09% | -28.74% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.07% | -1.49% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | -0.07% | -0.28% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.14% | +0.08% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.84% | -0.07% | +0.29% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-Other | 0.84% | -0.06% | -1.70% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.75% | -0.05% | +1.59% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.68% | -0.03% | +1.79% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.67% | -0.05% | -7.98% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.02% | -5.63% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.06% | -9.04% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-Other | 0.63% | -0.02% | +8.50% | |
| 33 | SMAX | Ishares L Cap Mb Sep ETF | ETF-Other | 0.63% | -0.04% | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.02% | -12.09% | |
| 35 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 0.53% | -0.04% | -15.44% | |
| 36 | MMAX | Ishares Larg Cm Buff Mar ETF | ETF-Other | 0.52% | +0.14% | +4.49% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.03% | +3.83% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.46% | -0.04% | +3.94% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.45% | -0.04% | +0.37% | |
| 40 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.43% | -0.04% | +0.33% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-Other | 0.41% | -0.05% | -1.16% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | +0.01% | -6.92% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.39% | -0.03% | +1.53% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.39% | +0.01% | -3.88% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.38% | -0.02% | -3.48% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.38% | -0.08% | — | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | -0.03% | -0.80% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.30% | -0.02% | +0.90% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | +0.01% | -1.98% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.03% | +2.12% |
According to official SEC Form 13F filings, FC Advisory LLC reported a total U.S. public equity portfolio value of $377.6M across 115 disclosed positions in Q1 2026.
During Q1 2026, FC Advisory LLC's top holdings by market value included MGK (10.0%)、VEU (8.7%)、VXF (8.1%). The largest single position, MGK, represented 10.0% of total portfolio value.
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Top New Position Initiated
BALT
市值: $267.0K
Top Position Liquidated / Trimmed
MSFT
前期市值: $221.1K
In Q1 2026, FC Advisory LLC made 101 total portfolio adjustments, initiating 1 new buys, adding to 56 positions, trimming 41 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.
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