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CIK: 0002021217
Total reported value
$211.9M
$211.9M
28 檔
51.6%
The Q3 2025 SEC filing reveals that Fpc Investment Advisory, Inc. held a total portfolio value of $211.9M, covering 28 public equity positions.
In Q3 2025, Fpc Investment Advisory, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 16.52% | -0.19% | +3.38% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 16.01% | +0.17% | -0.59% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 15.27% | -0.79% | +6.42% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 11.83% | +0.20% | +1.09% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.95% | -0.26% | +0.67% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.42% | +0.64% | -1.68% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.06% | -0.31% | -3.41% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 4.97% | +0.68% | -5.86% | |
| 9 | IEV | Ishares Europe ETF | ETF-Other | 3.46% | -0.12% | -11.96% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.33% | -1.09% | +4.79% | |
| 11 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.20% | -0.03% | -0.68% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.53% | +0.26% | +0.22% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.68% | -0.36% | -5.70% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.21% | — | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.90% | +0.16% | -3.03% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | -0.07% | -30.17% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.03% | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.01% | — | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | +0.04% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.03% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.11% | — | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.21% | — | -22.50% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.16% | -0.04% | — | |
| 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 | 0.14% | -0.13% | EXIT | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.12% | — | — | |
| 28 | FATE | Fate Therapeutics Inc | Stock-Other | 0.02% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +1.4% | -0.59% | Add |
| 2 | BIV | Vanguard Intermediate-term B | +0.6% | +6.42% | Add |
| 3 | VGT | Vanguard Info Tech ETF | +0.6% | -3.41% | Trim |
| 4 | AVGO | Broadcom Inc | +0.3% | — | Trim |
| 5 | BLV | Vanguard Long-term Bond ETF | +0.2% | -3.03% | Add |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +4.79% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | — | Add |
| 8 | MSFT | Microsoft CORP | 0% | — | Add |
| 9 | AMZN | Amazon.com Inc | 0% | — | Add |
| 10 | AAPL | Apple Inc | 0% | -1.68% | Trim |
| 11 | SCHA | Schwab US Small-cap ETF | 0% | — | Add |
| 12 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 13 | FATE | Fate Therapeutics Inc | — | — | Unchanged |
| 14 | EWJ | Ishares Msci Japan ETF | 0% | -0.68% | Add |
| 15 | EBAY | Ebay Inc | 0% | -8.33% | Trim |
| 16 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 17 | ABBV | Abbvie Inc | 0% | — | Trim |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -22.50% | Trim |
| 19 | XLV | Ss Health Care Select Sector | -0.1% | +0.22% | Add |
| 20 | IYW | Ishares Ustechnology ETF | -0.1% | -30.17% | Trim |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.2% | +3.38% | Add |
| 22 | AAXJ | Ishares Msci All Country Asi | -0.2% | -5.70% | Trim |
| 23 | VGK | Vanguard Ftse Europe ETF | -0.3% | +1.09% | Add |
| 24 | TLT | Ishares 20+ Year Treasury Bd | -0.5% | +0.67% | Add |
| 25 | IEV | Ishares Europe ETF | -0.9% | -11.96% | Trim |
| 26 | BND | Vanguard Total Bond Market | -1% | -5.86% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 28 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 29 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
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 Q3 2025.
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 ISTB, SCHX, BIV) accounted for 51.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VWO
市值: $230.6K
Top Position Liquidated / Trimmed
IBIT
前期市值: $205.0K
During Q3 2025, Fpc Investment Advisory, Inc.'s top holdings by market value included ISTB (16.5%)、SCHX (16.0%)、BIV (15.3%). The largest single position, ISTB, represented 16.5% of total portfolio value.
In Q3 2025, Fpc Investment Advisory, Inc. made 26 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 10 holdings, and fully liquidating 1 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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