Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FC Advisory LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

FC Advisory LLC (CIK 1683754) reported $342.5M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MGK ($34.3M, 10.01%), VEU ($29.8M, 8.69%), VXF ($27.8M, 8.11%), VUG ($17.2M, 5.02%), AGG ($14.9M, 4.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MGKVANGUARD WORLD FD$34.3M10.01%93,265Added
2VEUVANGUARD INTL EQUITY INDEX F$29.8M8.69%396,434Trimmed
3VXFVANGUARD INDEX FDS$27.8M8.11%134,920Added
4VUGVANGUARD INDEX FDS$17.2M5.02%39,388Added
5AGGISHARES TR$14.9M4.34%149,888Added
6DGROISHARES TR$14.0M4.08%199,306Added
7BIVVANGUARD BD INDEX FDS$13.6M3.97%176,092Added
8VBKVANGUARD INDEX FDS$12.8M3.74%42,420Added
9VNQVANGUARD INDEX FDS$11.3M3.29%127,103Added
10USHYISHARES TR$10.9M3.18%295,374Added
11BNDXVANGUARD CHARLOTTE FDS$10.1M2.96%211,042Added
12SCHPSCHWAB STRATEGIC TR$8.8M2.57%330,938Added
13FLOTISHARES TR$8.1M2.38%159,743Added
14IXUSISHARES TR$7.8M2.26%89,454Trimmed
15VTIVANGUARD INDEX FDS$7.4M2.15%22,944Trimmed
16VEAVANGUARD TAX-MANAGED FDS$5.8M1.69%90,269Trimmed
17IJHISHARES TR$5.4M1.58%80,366Trimmed
18IWDISHARES TR$4.4M1.28%20,462Trimmed
19DMAXISHARES TR$4.1M1.19%152,995Added
20VMBSVANGUARD SCOTTSDALE FDS$3.8M1.12%81,560Added
21VVVANGUARD INDEX FDS$3.2M0.94%10,751Trimmed
22SCHGSCHWAB STRATEGIC TR$3.1M0.90%105,836Trimmed
23IUSBISHARES TR$3.0M0.87%64,364Trimmed
24QQQINVESCO QQQ TR$2.9M0.86%5,107Added
25BSVVANGUARD BD INDEX FDS$2.9M0.84%36,904Added

Source: SEC Form 13F filings · as of 2026-03-31