Fpc Investment Advisory, Inc. Portfolio Holdings

Fpc Investment Advisory, Inc.

  • $167 Billion
  • Q3 2025

Fpc Investment Advisory, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $167 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 $27.5B, Schwab Strategic Tr Us Large C with a value of $26.7B, Vanguard Bd Index Fd Inc Inter with a value of $25.5B, Vanguard Ftse Europe ETF Ftse with a value of $19.7B, and Ishares Barclays 20+ Year Trea with a value of $9.92B.

Examining the 13F form we can see an increase of $6.67B in the current position value, from $160B to 167B.

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 $167 Billion
ETFs: $154 Billion
Technology: $11.7 Billion
Consumer Cyclical: $627 Million
Healthcare: $475 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.34T
$9.03 Billion 5.42% of portfolio
35,474
Q3 2025 Reduced 1.68%
$3.83T
$693 Million 0.42% of portfolio
1,338
Q2 2025 Added 3.72%
$382B
$442 Million 0.27% of portfolio
1,908
Q2 2025 Reduced 13.86%
$2.54T
$377 Million 0.23% of portfolio
1,718
Q2 2025 Added 5.85%
$495B
$373 Million 0.22% of portfolio
2,001
Q2 2025 Added 10.13%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $167 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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