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Fpc Investment Advisory - Q3 2026 13F Filings

FP

Fpc Investment Advisory, Inc.

CIK: 0002021217
Address: California Petaluma 1465 N. Mcdowell Blvd Suite 170
$211.26 M
Portfolio Value
36
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/12/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. BSV Vanguard Short-Term Bond Etf
+$1.56 M
2. SCHX Schwab Us Large-Cap Etf
+$597,000
3. BNDX Vanguard Total International Bond Etf
+$479,808.26
4. VGK Vanguard Ftse Europe Etf
+$334,700.81
5. IAGG Ishares Core International Aggregate Bond Etf
+$332,149.22

Top Sells

Q3 2026
1. ISTB Ishares Core 1-5 Year Usd Bond Etf
−$1.75 M
2. IEV Ishares Europe Etf
−$541,014.78
3. BLV Vanguard Long-Term Bond Etf
−$526,493.31
4. AAPL Apple
−$200,810.63
5. BIV Vanguard Intermediate-Term Bond Etf
−$192,714.7

Asset Allocation

Stocks/ETFs
-0.32%
$211.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Fpc Investment Advisory Q3 2026 Filing Summary

Fpc Investment Advisory, Inc. filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 211.26 M reflecting a -0.32% change from the prior quarter, spanning 36 assets. The top 10 holdings comprised 85.0% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Fpc Investment Advisory’s Q3 2026 Filing

Fpc Investment Advisory submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Fpc Investment Advisory reported a managed portfolio value of 211.26 M, consisting of 36 individual positions.

This page displays the raw filing documents. To see which stocks Fpc Investment Advisory bought or sold during Q3 2026, please visit Fpc Investment Advisory's Portfolio Analysis page.