Flc Capital Advisors has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $476 Million distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $35.5M, Schwab Intermediate Term Us Tr with a value of $35.3M, Vanguard Value ETF with a value of $32.5M, Schwab Strategic Tr Us Large C with a value of $32.2M, and Schwab Strategic Tr Intl Eqty with a value of $17.8M.
Examining the 13F form we can see an increase of $34.6M in the current position value, from $441M to 476M.
Below you can find more details about Flc Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$476 Million
ETFs: $301 Million
Technology: $53.3 Million
Financial Services: $22.1 Million
Energy: $20.7 Million
Communication Services: $20.6 Million
Healthcare: $15.3 Million
Consumer Defensive: $14 Million
Industrials: $12.1 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
