Institutional Fund
Fc Advisory LLC
West Chester, PACIK 16837545 filings on record
Portfolio Value
$342.47M
Q1 2026
Holdings
115
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.6%
from $348.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd10.0%
- Vanguard Intl Equity Index F8.7%
- Vanguard Index Fds8.1%
- Vanguard Index Fds5.0%
- Ishares Tr4.3%
- Ishares Tr4.1%
- Other59.7%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 93.3K | $34.27M | 10.0% | +635 | Added |
| 2 | Vanguard Intl Equity Index F | 396.4K | $29.77M | 8.7% | −5.1K | Reduced |
| 3 | Vanguard Index Fds | 134.9K | $27.77M | 8.1% | +2.9K | Added |
| 4 | Vanguard Index Fds | 39.4K | $17.20M | 5.0% | +729 | Added |
| 5 | Ishares Tr | 149.9K | $14.88M | 4.3% | +5.7K | Added |
| 6 | Ishares Tr | 199.3K | $13.99M | 4.1% | +5.7K | Added |
| 7 | Vanguard Bd Index Fds | 176.1K | $13.59M | 4.0% | +6.8K | Added |
| 8 | Vanguard Index Fds | 42.4K | $12.82M | 3.7% | +582 | Added |
| 9 | Vanguard Index Fds | 127.1K | $11.27M | 3.3% | +4.4K | Added |
| 10 | Ishares Tr | 295.4K | $10.88M | 3.2% | +9.4K | Added |
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