Institutions / FLC Capital Advisors
FLC Capital Advisors
CIK 1713697 · Institution · as of Dec 31, 2025
Portfolio value
$541.70M
Positions
209
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 209 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $39.70M | 7.3% |
| Schwab Strategic Tr | $38.75M | 7.2% |
| Vanguard Index Fds | $38.75M | 7.2% |
| Schwab Strategic Tr | $35.74M | 6.6% |
| Apple Inc. | $21.81M | 4.0% |
| Schwab Strategic Tr | $20.73M | 3.8% |
| SPDR Series Trust | $16.19M | 3.0% |
| Vanguard Scottsdale Fds | $13.16M | 2.4% |
| Vanguard Scottsdale Fds | $12.97M | 2.4% |
| iShares Inc | $12.25M | 2.3% |
| iShares Tr | $11.30M | 2.1% |
| Microsoft Corp | $9.90M | 1.8% |
| SPDR Series Trust | $9.78M | 1.8% |
| Merck & Co., Inc. | $9.39M | 1.7% |
| Alphabet Inc. | $8.89M | 1.6% |
| International Business Machines Corp | $8.31M | 1.5% |
| SPDR Series Trust | $8.17M | 1.5% |
| iShares Tr | $7.43M | 1.4% |
| Chevron Corp | $7.10M | 1.3% |
| Alphabet Inc. | $6.98M | 1.3% |
| Amazon.com Inc | $6.69M | 1.2% |
| iShares Tr | $6.42M | 1.2% |
| NVIDIA Corp | $6.33M | 1.2% |
| Meta Platforms Inc | $5.27M | 1.0% |
| JPMorgan Chase & Co | $5.13M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.