Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FLC Capital Advisors (CIK 1713697) reported $560.2M across 207 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHO ($41.7M, 7.45%), VTV ($41.7M, 7.44%), SCHR ($40.5M, 7.23%), SCHG ($33.4M, 5.96%), AAPL ($22.5M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | $41.7M | 7.45% | 1.7M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $41.7M | 7.44% | 212,502 | Added |
| 3 | SCHR | SCHWAB STRATEGIC TR | $40.5M | 7.23% | 1.6M | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $33.4M | 5.96% | 1.1M | Added |
| 5 | AAPL | APPLE INC | $22.5M | 4.02% | 88,659 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $22.0M | 3.93% | 889,185 | Added |
| 7 | SPTL | SPDR SERIES TRUST | $16.7M | 2.99% | 636,658 | Added |
| 8 | EMXC | ISHARES INC | $13.7M | 2.45% | 174,343 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $13.6M | 2.43% | 164,754 | Added |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $13.4M | 2.39% | 285,094 | Added |
| 11 | GOOGL | ALPHABET INC | $10.6M | 1.89% | 36,896 | Added |
| 12 | MRK | MERCK & CO INC | $10.5M | 1.88% | 87,402 | Trimmed |
| 13 | IWF | ISHARES TR | $10.1M | 1.80% | 23,682 | Trimmed |
| 14 | BWX | SPDR SERIES TRUST | $9.5M | 1.69% | 431,181 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $9.3M | 1.67% | 45,120 | Trimmed |
| 16 | XAR | SPDR SERIES TRUST | $8.7M | 1.55% | 34,082 | Added |
| 17 | AMZN | AMAZON COM INC | $7.9M | 1.41% | 37,912 | Added |
| 18 | SMLF | ISHARES TR | $7.8M | 1.39% | 103,033 | Added |
| 19 | MSFT | MICROSOFT CORP | $7.7M | 1.38% | 20,912 | Added |
| 20 | XOM | EXXON MOBIL CORP | $7.0M | 1.26% | 41,550 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $6.8M | 1.21% | 27,856 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $6.5M | 1.17% | 37,472 | Added |
| 23 | GOOG | ALPHABET INC | $6.3M | 1.13% | 22,026 | Trimmed |
| 24 | IVV | ISHARES TR | $6.2M | 1.10% | 9,443 | Added |
| 25 | SCHD | SCHWAB STRATEGIC TR | $5.2M | 0.93% | 170,299 | Added |
Source: SEC Form 13F filings · as of 2026-03-31