You're signed outSign in or to get full access.
FC Advisory LLC
FC Advisory LLC is an SEC-registered investment adviser headquartered in West Chester, Pennsylvania. Founded in 2011, the firm manages assets primarily for individuals and high net worth individuals, with a total of 7 employees. Their services focus on investment management, financial planning, and wealth advisory.
Investment Strategy
FC Advisory LLC primarily provides discretionary investment management services, focusing on building diversified portfolios for individuals and high net worth clients. The firm aims to implement personalized asset allocation strategies based on rigorous analysis and clients' financial goals, blending active portfolio management with a client-focused approach. They emphasize risk management, asset diversification, and long-term wealth preservation.
Latest 13F Filing Activity
FC Advisory LLC filed their most recent 13F report on Sep 30, 2025 disclosing 106 equity positions with a total 13F market value of $342M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard World FD among other positions. FC Advisory LLC reduced exposure to Invesco Exch TRD SLF Idx FD, CSX Corp., Vaneck Etf Trust among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 11.06% | $37.8M | 93,928 | $101.41 | $402.42 | +$1.8M |
V VEU | VANGUARD INTL EQUITY INDEX F | 8.37% | $28.6M | 400,901 | $50.10 | $71.37 | +$1.6M |
V VXF | VANGUARD INDEX FDS | 8.00% | $27.3M | 130,619 | $105.56 | $209.34 | +$2.1M |
V VUG | VANGUARD INDEX FDS | 5.54% | $18.9M | 39,491 | $210.86 | $479.61 | +$1.8M |
A AGG | ISHARES TR | 4.10% | $14.0M | 139,927 | $109.44 | $100.25 | +$290.5K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more