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FPC Investment Advisory, Inc.
FPC Investment Advisory, Inc. is a registered investment adviser based in Petaluma, California. Founded in 1994, the firm focuses on serving individuals, families, small businesses, and foundations. With a small team of approximately 4–5 employees, FPC delivers tailored wealth management, tax planning, retirement plan creation, payroll, and bookkeeping services. They emphasize personal relationships, customized solutions, and active monitoring of client goals, delivering expertise with a high-touch service model.
Investment Strategy
FPC Investment Advisory pursues long-term wealth growth and preservation through comprehensive financial planning and active portfolio management. They begin by learning about clients’ goals, risk tolerance, and financial situations, then conduct detailed analysis to design strategies specific to each case. Implementation typically involves diversified holdings including equities, ETFs, and fixed income vehicles. The firm continuously monitors portfolios and adjusts plans as personal circumstances, market conditions, and economic factors change. Their philosophy centers around individualized advice, transparency in fee structure, and ongoing personal attention to each client’s evolving needs.
Latest 13F Filing Activity
FPC Investment Advisory, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $160M. The fund increased holdings in Schwab Strategic TR, Vanguard BD Index FDS, Ishares TR among other positions. FPC Investment Advisory, Inc. reduced exposure to Apple Inc., Ishares Bitcoin Trust Etf, Abbvie Inc. among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ISTB | ISHARES TR | 16.55% | $26.5M | 545,274 | $48.14 | $48.65 | +$2.1M |
S SCHX | SCHWAB STRATEGIC TR | 16.03% | $25.7M | 1,018,767 | $22.88 | $24.44 | +$4.3M |
B BIV | VANGUARD BD INDEX FDS | 14.75% | $23.6M | 306,303 | $75.39 | $77.34 | +$2.3M |
V VGK | VANGUARD INTL EQUITY INDEX F | 11.81% | $18.9M | 244,345 | $67.28 | $77.50 | +$1.2M |
T TLT | ISHARES TR | 6.02% | $9.6M | 110,236 | $92.21 | $88.25 | +$244.9K |
Industry Allocation
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