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CIK: 0002021217
Total reported value
$211.9M
$211.9M
28 檔
49.2%
In Q2 2025, Fpc Investment Advisory, Inc.'s U.S. equity holdings reached a combined market value of $211.9M, distributed across 28 disclosed stock positions.
During Q2 2025, Fpc Investment Advisory, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 16.55% | -0.19% | +7.88% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 16.03% | +0.17% | +6.30% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.75% | -0.79% | +9.11% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 11.81% | +0.20% | +2.47% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.02% | -0.26% | +2.52% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.42% | +0.68% | -0.73% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.06% | -0.31% | +0.25% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.76% | +0.64% | -9.01% | |
| 9 | IEV | Ishares Europe ETF | ETF-Other | 3.95% | -0.12% | -2.93% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.30% | -1.09% | +15.32% | |
| 11 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.09% | -0.03% | +3.76% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.54% | +0.26% | +8.41% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.73% | -0.36% | -7.98% | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.94% | +0.16% | +46.43% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | -0.21% | -3.17% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | -0.07% | -2.86% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.03% | +3.72% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.01% | — | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.27% | — | -0.23% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | -0.03% | +5.85% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.04% | -13.86% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.11% | +10.13% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.16% | -0.04% | +2.75% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | -0.01% | — | |
| 25 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.15% | -0.11% | EXIT | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | -0.13% | EXIT | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.13% | — | — | |
| 28 | FATE | Fate Therapeutics Inc | Stock-Other | 0.02% | +0.01% | — |
According to official SEC Form 13F filings, Fpc Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $211.9M across 28 disclosed positions in Q2 2025.
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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 ISTB, SCHX, BIV) accounted for 49.2% of total reported equity market value during Q2 2025.
During Q2 2025, Fpc Investment Advisory, Inc.'s top holdings by market value included ISTB (16.6%)、SCHX (16.0%)、BIV (14.8%). The largest single position, ISTB, represented 16.6% of total portfolio value.
In Q2 2025, Fpc Investment Advisory, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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