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 $200.5M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($34.1M, 17.03%), ISTB ($31.7M, 15.82%), BIV ($30.1M, 14.99%), VGK ($24.3M, 12.13%), TLT ($10.7M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $34.1M | 17.03% | 1.2M | Added |
| 2 | ISTB | ISHARES TR | $31.7M | 15.82% | 653,483 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $30.1M | 14.99% | 388,406 | Added |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $24.3M | 12.13% | 279,524 | Added |
| 5 | TLT | ISHARES TR | $10.7M | 5.33% | 123,238 | Added |
| 6 | VGT | VANGUARD WORLD FD | $9.5M | 4.72% | 90,840 | Added |
| 7 | AAPL | APPLE INC | $9.1M | 4.52% | 33,465 | Trimmed |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $8.3M | 4.15% | 172,635 | Added |
| 9 | EWJ | ISHARES INC | $8.3M | 4.12% | 94,570 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $7.7M | 3.83% | 104,109 | Trimmed |
| 11 | IEV | ISHARES TR | $5.9M | 2.96% | 82,985 | Trimmed |
| 12 | XLV | SELECT SECTOR SPDR TR | $3.5M | 1.72% | 23,961 | Trimmed |
| 13 | GOOG | ALPHABET INC | $3.0M | 1.49% | 8,709 | Hold |
| 14 | NVDA | NVIDIA CORPORATION | $2.9M | 1.44% | 13,896 | Hold |
| 15 | AAXJ | ISHARES TR | $2.5M | 1.24% | 22,851 | Trimmed |
| 16 | AVGO | BROADCOM INC | $2.1M | 1.03% | 4,892 | Hold |
| 17 | BLV | VANGUARD BD INDEX FDS | $1.2M | 0.62% | 17,911 | Trimmed |
| 18 | IEFA | ISHARES TR | $666,624 | 0.33% | 7,023 | Hold |
| 19 | IYW | ISHARES TR | $597,870 | 0.30% | 2,753 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $568,142 | 0.28% | 1,338 | Hold |
| 21 | META | META PLATFORMS INC | $508,298 | 0.25% | 753 | Hold |
| 22 | AMZN | AMAZON COM INC | $434,792 | 0.22% | 1,647 | Trimmed |
| 23 | ABBV | ABBVIE INC | $379,537 | 0.19% | 1,910 | Added |
| 24 | SCHA | SCHWAB STRATEGIC TR | $314,340 | 0.16% | 9,753 | Trimmed |
| 25 | C | CITIGROUP INC | $319,950 | 0.16% | 2,500 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31