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CIK: 0002021217
Total reported value
$211.9M
$211.9M
34 檔
55.3%
During the Q4 2025 filing period, Fpc Investment Advisory, Inc. (CIK: 0002021217) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.9M across 34 reported positions.
In Q4 2025, Fpc Investment Advisory, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 11 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 | 16.17% | -0.19% | +7.37% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.76% | +0.17% | +5.58% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 15.02% | -0.79% | +7.97% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 11.60% | +0.20% | +2.51% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.63% | -0.26% | +6.20% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.25% | +0.64% | -0.71% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.65% | -0.31% | -0.18% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 4.50% | +0.68% | -0.25% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.35% | -1.09% | +12.71% | |
| 10 | IEV | Ishares Europe ETF | ETF-Other | 3.27% | -0.12% | -1.32% | |
| 11 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.99% | -0.03% | +1.58% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.67% | +0.26% | +3.94% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | -0.07% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | -0.11% | +594.45% | |
| 15 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.41% | -0.36% | -9.99% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | -0.21% | — | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.77% | +0.16% | -3.95% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | -0.07% | -10.46% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | -0.01% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.04% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | -0.03% | — | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.18% | — | +93.49% | |
| 25 | C | Citigroup Inc | Stock-Financials | 0.16% | -0.01% | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.15% | -0.04% | +2.23% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.14% | -0.01% | — | |
| 28 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.13% | -0.11% | EXIT | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | -0.13% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | -0.01% | — | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 32 | FLG | Flagstar Bank NA | Stock-Financials | 0.11% | — | — | |
| 33 | PTEN | Patterson-uti Energy Inc | Stock-Energy | 0.07% | -0.01% | — | |
| 34 | FATE | Fate Therapeutics Inc | Stock-Other | 0.01% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +594.45% | Add |
| 2 | XLV | Ss Health Care Select Sector | +0.1% | +3.94% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | 0% | +12.71% | Add |
| 4 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 5 | SCHA | Schwab US Small-cap ETF | 0% | +2.23% | Add |
| 6 | FATE | Fate Therapeutics Inc | 0% | — | Unchanged |
| 7 | SCHB | Schwab US Broad Market ETF | 0% | — | Unchanged |
| 8 | VOE | Vanguard Mid-cap Value ETF | 0% | — | Unchanged |
| 9 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 10 | EBAY | Ebay Inc | 0% | — | Unchanged |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +93.49% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 13 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 14 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 15 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 16 | IYW | Ishares Ustechnology ETF | -0.1% | -10.46% | Trim |
| 17 | BLV | Vanguard Long-term Bond ETF | -0.1% | -3.95% | Trim |
| 18 | AAPL | Apple Inc | -0.2% | -0.71% | Trim |
| 19 | IEV | Ishares Europe ETF | -0.2% | -1.32% | Trim |
| 20 | EWJ | Ishares Msci Japan ETF | -0.2% | +1.58% | Add |
| 21 | VGK | Vanguard Ftse Europe ETF | -0.2% | +2.51% | Add |
| 22 | SCHX | Schwab US Large-cap ETF | -0.3% | +5.58% | Add |
| 23 | BIV | Vanguard Intermediate-term B | -0.3% | +7.97% | Add |
| 24 | AAXJ | Ishares Msci All Country Asi | -0.3% | -9.99% | Trim |
| 25 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | +6.20% | Add |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.4% | +7.37% | Add |
| 27 | VGT | Vanguard Info Tech ETF | -0.4% | -0.18% | Trim |
| 28 | BND | Vanguard Total Bond Market | -0.5% | -0.25% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 30 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 31 | C | Citigroup Inc | — | NEW | New buy |
| 32 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 33 | FLG | Flagstar Bank NA | — | NEW | New buy |
| 34 | PTEN | Patterson-uti Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Fpc Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $211.9M across 34 disclosed positions in Q4 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 55.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOG
市值: $2.7M
Top Position Liquidated / Trimmed
AAPL
前期市值: $9.0M
During Q4 2025, Fpc Investment Advisory, Inc.'s top holdings by market value included ISTB (16.2%)、SCHX (15.8%)、BIV (15.0%). The largest single position, ISTB, represented 16.2% of total portfolio value.
In Q4 2025, Fpc Investment Advisory, Inc. made 24 total portfolio adjustments, initiating 6 new buys, adding to 11 positions, trimming 7 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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