Terminal · Institutions

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

FLC Capital Advisors 13F Holdings -- Portfolio & Top Positions (2026-06-30)

FLC Capital Advisors (CIK 1713697) reported $621.7M across 229 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($47.1M, 7.58%), SCHO ($45.0M, 7.23%), SCHR ($44.1M, 7.09%), SCHG ($39.5M, 6.36%), SCHF ($25.2M, 4.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTVVANGUARD INDEX FDS$47.1M7.58%216,102Added
2SCHOSCHWAB STRATEGIC TR$45.0M7.23%1.9MAdded
3SCHRSCHWAB STRATEGIC TR$44.1M7.09%1.8MAdded
4SCHGSCHWAB STRATEGIC TR$39.5M6.36%1.2MAdded
5SCHFSCHWAB STRATEGIC TR$25.2M4.05%908,606Added
6AAPLAPPLE INC$23.1M3.71%79,746Trimmed
7SPTLSPDR SERIES TRUST$18.9M3.04%720,387Added
8EMXCISHARES INC$17.0M2.74%166,465Trimmed
9VCITVANGUARD SCOTTSDALE FDS$15.0M2.42%181,924Added
10VMBSVANGUARD SCOTTSDALE FDS$14.4M2.32%307,701Added
11GOOGLALPHABET INC$13.2M2.12%36,858Trimmed
12IWFISHARES TR$11.7M1.88%93,932Added
13MRKMERCK & CO INC$11.1M1.79%86,579Trimmed
14STIPISHARES TR$10.7M1.72%104,401New
15XARSPDR SERIES TRUST$9.5M1.54%33,637Trimmed
16AMZNAMAZON COM INC$9.1M1.47%38,226Added
17SMLFISHARES TR$9.1M1.46%102,093Trimmed
18MSFTMICROSOFT CORP$8.1M1.31%21,751Added
19IBMINTERNATIONAL BUSINESS MACHS$7.9M1.26%27,920Added
20GOOGALPHABET INC$7.6M1.22%21,382Trimmed
21NVDANVIDIA CORPORATION$7.4M1.19%37,032Trimmed
22CATCATERPILLAR INC$7.3M1.17%6,838Trimmed
23CVXCHEVRON CORPORATION$7.2M1.15%43,313Trimmed
24IVVISHARES TR$6.7M1.07%8,890Trimmed
25TSMTAIWAN SEMICONDUCTOR MANUFAC$5.9M0.95%12,409Trimmed

Source: SEC Form 13F filings · as of 2026-06-30