Fpc Investment Advisory, Inc. Portfolio Holdings

Fpc Investment Advisory, Inc.

  • $160 Billion
  • Q2 2025

Fpc Investment Advisory, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ihares Core 1 5 Years Usd Bond with a value of $26.5B, Schwab Strategic Tr Us Large C with a value of $25.7B, Vanguard Bd Index Fd Inc Inter with a value of $23.6B, Vanguard Ftse Europe ETF Ftse with a value of $18.9B, and Ishares Barclays 20+ Year Trea with a value of $9.63B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $146B to 160B.

Fpc Investment Advisory, Inc. is based out at Petaluma, CA

Below you can find more details about Fpc Investment Advisory, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $149 Billion
Technology: $10.1 Billion
Consumer Cyclical: $632 Million
Healthcare: $396 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $160 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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