account_balance

Investment manager · 13F filer · SEC CIK 2021217

FPC Investment Advisory, Inc.

Reported value$211Mas of Sep 30, 2026
Positions36 0 new, 0 sold out
Top 10 weight85.0%SCHX alone is 18%
FiledNov 1243 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
SCHX Schwab Strategic Tr 17.9% Held
ISTB iShares Tr 14.6% Trimmed −5%
BIV Vanguard Bd Index FDS 13.5% Held
VGK Vanguard Intl Equity Index F 12.3% Held
AAPL Apple Inc. 5.1% Held
VGT Vanguard World Fd 4.9% Held
TLT iShares Tr 4.7% Held
EWJ iShares Inc 4.4% Held
BND Vanguard Bd Index FDS 4.4% Held
BNDX Vanguard Charlotte FDS 3.2% Added +8%
IEV iShares Tr 2.5% Trimmed −9%
XLV Select Sector SPDR Tr 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • BSV +281%
  • IAGG +11%
  • BNDX +8%
arrow_downwardTrimmed
  • BLV −34%
  • IYW −9%
  • IEV −9%
  • ISTB −5%
remove_circleSold out

None

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