Flc Capital Advisors has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $507 Million distributed in 211 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 $37.2M, Schwab Intermediate Term Us Tr with a value of $36.8M, Schwab Strategic Tr Us Large C with a value of $34.2M, Vanguard Value ETF with a value of $33.8M, and Apple Inc. with a value of $20.5M.
Examining the 13F form we can see an increase of $31.5M in the current position value, from $476M to 507M.
Below you can find more details about Flc Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$507 Million
ETFs: $317 Million
Technology: $59.7 Million
Communication Services: $23.6 Million
Financial Services: $23.5 Million
Energy: $21.7 Million
Healthcare: $17 Million
Consumer Defensive: $14.3 Million
Industrials: $12.6 Million
Other: $17.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
