account_balance

Investment manager · 13F filer · SEC CIK 1713697

FLC Capital Advisors

Reported value$611Mas of Sep 30, 2026
Positions216 7 new, 20 sold out
Top 10 weight47.7%VTV alone is 8%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTV Vanguard Index FDS 7.8% Held
SCHO Schwab Strategic Tr 7.4% Held
SCHR Schwab Strategic Tr 7.1% Added +2%
SCHG Schwab Strategic Tr 7.0% Held
SCHF Schwab Strategic Tr 4.2% Added +2%
AAPL Apple Inc. 4.0% Held
SPTL SPDR Series Trust 2.8% Held
EMXC iShares Inc 2.7% Held
VCIT Vanguard Scottsdale FDS 2.4% Added +4%
VMBS Vanguard Scottsdale FDS 2.3% Added +5%
MRK Merck & Co., Inc. 2.1% Held
IWF iShares Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VO −14%
  • PFE −13%
  • DFAS −9%
  • QCOM −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist