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.
FPC INVESTMENT ADVISORY, INC. (CIK 2021217) reported $211.9M across 36 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($36.5M, 17.20%), ISTB ($33.1M, 15.63%), BIV ($30.1M, 14.20%), VGK ($26.1M, 12.33%), AAPL ($10.9M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $36.5M | 17.20% | 1.2M | Added |
| 2 | ISTB | ISHARES TR | $33.1M | 15.63% | 688,511 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $30.1M | 14.20% | 395,163 | Added |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $26.1M | 12.33% | 294,912 | Added |
| 5 | AAPL | APPLE INC | $10.9M | 5.16% | 32,762 | Trimmed |
| 6 | TLT | ISHARES TR | $10.7M | 5.07% | 127,051 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $9.6M | 4.51% | 131,165 | Added |
| 8 | VGT | VANGUARD WORLD FD | $9.3M | 4.41% | 82,652 | Trimmed |
| 9 | EWJ | ISHARES INC | $8.7M | 4.09% | 95,871 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $6.5M | 3.06% | 135,332 | Trimmed |
| 11 | IEV | ISHARES TR | $6.0M | 2.84% | 82,675 | Trimmed |
| 12 | XLV | SELECT SECTOR SPDR TR | $4.2M | 1.98% | 26,010 | Added |
| 13 | GOOG | ALPHABET INC | $3.0M | 1.42% | 8,709 | Hold |
| 14 | IAGG | ISHARES TR | $3.0M | 1.40% | 59,388 | New |
| 15 | NVDA | NVIDIA CORPORATION | $2.8M | 1.33% | 13,896 | Hold |
| 16 | AAXJ | ISHARES TR | $1.9M | 0.88% | 17,048 | Trimmed |
| 17 | AVGO | BROADCOM INC | $1.7M | 0.82% | 4,661 | Trimmed |
| 18 | BLV | VANGUARD BD INDEX FDS | $1.6M | 0.78% | 24,333 | Added |
| 19 | IEFA | ISHARES TR | $675,964 | 0.32% | 7,023 | Hold |
| 20 | BSV | VANGUARD BD INDEX FDS | $565,817 | 0.27% | 7,283 | New |
| 21 | MSFT | MICROSOFT CORP | $526,932 | 0.25% | 1,338 | Hold |
| 22 | ABBV | ABBVIE INC | $486,076 | 0.23% | 1,910 | Hold |
| 23 | IYW | ISHARES TR | $479,198 | 0.23% | 2,003 | Trimmed |
| 24 | META | META PLATFORMS INC | $486,446 | 0.23% | 753 | Hold |
| 25 | AMZN | AMAZON COM INC | $407,188 | 0.19% | 1,647 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30