StockDriftsStockDriftsTop 36 Fpc Investment Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 17.2% | 1.24M | $36.5M | +2.49%(+30.21K) | $23.50(+30.66%) | 2026-06-30 | |
| ISTB | ISHARES TR | 15.63% | 688.5K | $33.1M | +5.36%(+35.03K) | $48.05(+0.09%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 14.2% | 395.2K | $30.1M | +1.74%(+6.76K) | $76.41(-0.86%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 12.33% | 294.9K | $26.1M | +5.51%(+15.39K) | $69.42(+33.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.16% | 32.8K | $10.9M | -2.10%(-703) | $182.61(+67.17%) | 2026-06-30 | |
| TLT | ISHARES TR | 5.07% | 127.1K | $10.7M | +3.09%(+3.81K) | $94.30(-12.42%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.51% | 131.2K | $9.6M | +25.99%(+27.06K) | $73.09(-0.84%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.41% | 82.7K | $9.3M | -88.63%(-644.07K) | $87.64(+40.34%) | 2026-06-30 | |
| EWJ | ISHARES INC | 4.09% | 95.9K | $8.7M | +1.38%(+1.30K) | $72.85(+35.17%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.06% | 135.3K | $6.5M | -21.61%(-37.30K) | $49.00(-2.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.84% |
Fpc Investment Advisory INC reports $211.95M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (17.2%), ISTB (15.6%) and BIV (14.2%). The top 20 holdings account for 97.7% of reported assets. Its disclosed equity book has returned +20.81% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fpc Investment Advisory INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021217). View Fpc Investment Advisory INC’s 13F filings on SEC