FC Advisory LLC

CIK 0001683754 • 6 13F filings • Apr 7, 2025 – Jul 9, 2026

Import this data to Google Sheets with:

=jivedata("fc-advisory-llc-0001683754-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: FC Advisory LLC, Chief Compliance Officer
Address: 940 E BOOT ROAD, SUITE 101, WEST CHESTER, PA, 19380
Phone: 4848870452
AUM: $348.1M

AUM over time

$381.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareFinancialsOther

Holdings by filing

Portfolio value: $348.1M107 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$208K	0.1%	663 SH	New
ALPHABET INC	CAP STK CL C	$237K	0.1%	755 SH	New
APPLE INC	COM	$2.6M	0.8%Prev: 0.7%	9,623 SH	Decreased+1,156 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$683K	0.2%Prev: 0.2%	1,359 SH	Increased
CHUBB LIMITED	COM	$1.2M	0.4%Prev: 0.3%	3,964 SH	Increased+634 SH
CSX CORP	COM	$224K	0.1%Prev: 0.1%	6,191 SH	Decreased
ELI LILLY & CO	COM	$1.1M	0.3%Prev: 0.3%	1,037 SH	Increased+82 SH
EVERSOURCE ENERGY	COM	$212K	0.1%Prev: 0.1%	3,153 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$831K	0.2%Prev: 0.2%	30,949 SH	Increased+4,784 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$2.2M	0.6%	80,471 SH	New
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$432K	0.1%Prev: 0.1%	10,795 SH	Increased+4,734 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$220K	0.1%Prev: 0.1%	4,887 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$500K	0.1%Prev: 0.1%	12,661 SH	Increased+1,516 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$254K	0.1%	6,665 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.4M	0.4%Prev: 0.3%	64,578 SH	Increased+224 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$919K	0.3%	46,938 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$215K	0.1%Prev: 0.1%	10,903 SH	Decreased-433 SH
INVESCO QQQ TR	UNIT SER 1	$3.1M	0.9%Prev: 1.0%	5,103 SH	Decreased+21 SH
ISHARES TR	0-5 YR TIPS ETF	$551K	0.2%Prev: 0.1%	5,377 SH	Decreased-185 SH
ISHARES TR	0-5YR INVT GR CP	$1.0M	0.3%Prev: 0.3%	19,876 SH	Increased+36 SH
ISHARES TR	7-10 YR TRSY BD	$287K	0.1%Prev: 0.1%	2,987 SH	Decreased-419 SH
ISHARES TR	BROAD USD HIGH	$10.7M	3.1%Prev: 3.0%	285,972 SH	Decreased-30,765 SH
ISHARES TR	CORE 1 5 YR USD	$1.5M	0.4%Prev: 0.4%	30,347 SH	Decreased-3,960 SH
ISHARES TR	CORE DIV GRWTH	$13.4M	3.9%Prev: 4.1%	193,641 SH	Decreased-11,380 SH
ISHARES TR	CORE HIGH DV ETF	$2.6M	0.8%Prev: 0.8%	21,680 SH	Decreased-86,127 SH
ISHARES TR	CORE INTL AGGR	$2.5M	0.7%Prev: 0.9%	50,196 SH	Decreased-19,940 SH
ISHARES TR	CORE MSCI EAFE	$368K	0.1%Prev: 0.1%	4,110 SH	Decreased-779 SH
ISHARES TR	CORE MSCI INTL	$2.5M	0.7%Prev: 0.6%	30,016 SH	Increased+3,257 SH
ISHARES TR	CORE MSCI TOTAL	$7.9M	2.3%Prev: 2.2%	93,106 SH	Decreased+4,458 SH
ISHARES TR	CORE S&P MCP ETF	$5.3M	1.5%Prev: 1.5%	81,002 SH	Decreased-763 SH
ISHARES TR	CORE S&P SCP ETF	$527K	0.2%Prev: 0.2%	4,389 SH	Decreased+80 SH
ISHARES TR	CORE S&P TTL STK	$303K	0.1%Prev: 0.1%	2,035 SH	Increased+751 SH
ISHARES TR	CORE S&P US GWT	$838K	0.2%Prev: 0.3%	4,990 SH	Decreased
ISHARES TR	CORE UNIVRSL USD	$3.0M	0.9%Prev: 0.9%	64,545 SH	Decreased-10,132 SH
ISHARES TR	CORE US AGGBD ET	$14.4M	4.1%Prev: 4.0%	144,198 SH	Decreased-18,167 SH
ISHARES TR	ESG AWR MSCI USA	$691K	0.2%Prev: 0.2%	4,636 SH	Decreased-173 SH
ISHARES TR	ESG AWR US AGRGT	$259K	0.1%	5,403 SH	New
ISHARES TR	FLTG RATE NT ETF	$7.9M	2.3%Prev: 2.4%	154,349 SH	Decreased-22,529 SH
ISHARES TR	INTRM GOV CR ETF	$448K	0.1%Prev: 0.1%	4,175 SH	Increased-65 SH
ISHARES TR	ISHS 5-10YR INVT	$366K	0.1%Prev: 0.1%	6,796 SH	Increased-431 SH
ISHARES TR	LARGE CAP MAX BU	$8.6M	2.5%	318,541 SH	New
ISHARES TR	MBS ETF	$871K	0.3%Prev: 0.2%	9,147 SH	Increased-31 SH
ISHARES TR	MRGSTR MD CP GRW	$211K	0.1%Prev: 0.1%	2,637 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$295K	0.1%Prev: 0.1%	3,067 SH	Decreased-18 SH
ISHARES TR	NATIONAL MUN ETF	$1.7M	0.5%Prev: 0.4%	15,968 SH	Increased+995 SH
ISHARES TR	PFD AND INCM SEC	$1.4M	0.4%Prev: 0.4%	46,756 SH	Increased+1,108 SH
ISHARES TR	RUS 1000 VAL ETF	$4.4M	1.3%Prev: 1.2%	21,120 SH	Decreased+2,014 SH
ISHARES TR	RUS 2000 GRW ETF	$772K	0.2%Prev: 0.2%	2,390 SH	Decreased+134 SH
ISHARES TR	RUS TP200 GR ETF	$336K	0.1%	1,215 SH	New
ISHARES TR	RUSSELL 2000 ETF	$302K	0.1%Prev: 0.1%	1,225 SH	Decreased+7 SH
ISHARES TR	S&P MC 400VL ETF	$698K	0.2%Prev: 0.2%	5,302 SH	Increased+651 SH
ISHARES TR	S&P SML 600 GWT	$787K	0.2%Prev: 0.2%	5,577 SH	Increased+670 SH
ISHARES TR	SELECT DIVID ETF	$412K	0.1%Prev: 0.1%	2,922 SH	Decreased-45 SH
ISHARES TR	SHRT NAT MUN ETF	$2.5M	0.7%Prev: 0.6%	23,639 SH	Increased+1,785 SH
ISHARES TR	TIPS BD ETF	$587K	0.2%Prev: 0.2%	5,343 SH	Increased-209 SH
JOHNSON & JOHNSON	COM	$497K	0.1%Prev: 0.2%	2,400 SH	Decreased-36 SH
MICROSOFT CORP	COM	$221K	0.1%	457 SH	New
NORFOLK SOUTHN CORP	COM	$201K	0.1%Prev: 0.1%	698 SH	Decreased
NVIDIA CORPORATION	COM	$385K	0.1%Prev: 0.1%	2,066 SH	Decreased-106 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$408K	0.1%Prev: 0.1%	17,744 SH	Increased-101 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$714K	0.2%Prev: 0.2%	21,813 SH	Decreased-139 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$382K	0.1%Prev: 0.1%	15,230 SH	Increased+5,884 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$509K	0.1%Prev: 0.2%	18,540 SH	Decreased-694 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.5M	1.0%Prev: 1.0%	107,434 SH	Decreased-5 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$356K	0.1%Prev: 0.1%	13,241 SH	Decreased-421 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.9M	0.6%Prev: 0.5%	93,172 SH	Decreased+4,160 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$8.6M	2.5%Prev: 2.3%	323,255 SH	Decreased-25,214 SH
SEMPRA	COM	$226K	0.1%	2,565 SH	New
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$322K	0.1%	7,150 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$248K	0.1%	5,302 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$633K	0.2%	929 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.9M	1.1%	96,359 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$471K	0.1%Prev: 0.3%	9,213 SH	Decreased-14,341 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$236K	0.1%Prev: 0.1%	10,311 SH	Increased-112 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$13.2M	3.8%Prev: 3.7%	169,245 SH	Decreased-22,062 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	0.8%Prev: 0.8%	36,797 SH	Increased-698 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.7%Prev: 0.6%	31,186 SH	Increased+856 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.8M	2.8%Prev: 2.6%	203,643 SH	Decreased-6,438 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$27.6M	7.9%Prev: 8.2%	132,051 SH	Decreased-3,207 SH
VANGUARD INDEX FDS	GROWTH ETF	$18.9M	5.4%Prev: 5.9%	38,659 SH	Decreased-210,480 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.7M	1.4%Prev: 1.1%	15,087 SH	Increased+3,608 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.5M	0.4%Prev: 0.4%	5,333 SH	Decreased+68 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$984K	0.3%Prev: 0.3%	5,545 SH	Decreased-193 SH
VANGUARD INDEX FDS	MID CAP ETF	$595K	0.2%Prev: 0.3%	2,051 SH	Decreased-11,626 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$10.9M	3.1%Prev: 3.2%	122,655 SH	Decreased-12,215 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	0.3%Prev: 0.3%	1,660 SH	Decreased-35 SH
VANGUARD INDEX FDS	SMALL CP ETF	$959K	0.3%Prev: 0.3%	3,718 SH	Decreased-265 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$12.6M	3.6%Prev: 3.9%	41,838 SH	Decreased-2,227 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.8M	2.2%Prev: 2.2%	23,125 SH	Decreased+803 SH
VANGUARD INDEX FDS	VALUE ETF	$995K	0.3%Prev: 0.3%	5,211 SH	Decreased+61 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$29.5M	8.5%Prev: 8.6%	401,551 SH	Decreased+5,879 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	0.4%Prev: 0.4%	27,358 SH	Decreased+543 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$515K	0.1%Prev: 0.1%	11,228 SH	Increased+220 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$969K	0.3%Prev: 0.3%	6,868 SH	Decreased+2 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.3%Prev: 0.4%	21,907 SH	Decreased-7,973 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	0.4%Prev: 0.3%	30,604 SH	Increased+3,245 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$948K	0.3%Prev: 0.2%	11,317 SH	Increased+634 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$525K	0.2%Prev: 0.2%	8,768 SH	Decreased-1,799 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$3.8M	1.1%Prev: 0.9%	80,922 SH	Increased-549 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$662K	0.2%Prev: 0.2%	8,299 SH	Decreased-346 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	0.7%Prev: 0.7%	11,372 SH	Decreased+67 SH
VANGUARD STAR FDS	VG TL INTL STK F	$948K	0.3%Prev: 0.4%	12,560 SH	Decreased-3,491 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	1.6%Prev: 1.7%	90,792 SH	Decreased-2,407 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$637K	0.2%Prev: 0.2%	9,444 SH	Decreased-2,058 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$256K	0.1%Prev: 0.1%	3,573 SH	Decreased-72 SH
VANGUARD WORLD FD	ESG US STK ETF	$292K	0.1%Prev: 0.1%	2,414 SH	Decreased-45 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$38.2M	11.0%Prev: 11.3%	92,630 SH	Decreased-372,740 SH

Sold (vs prior filing)

INNOVATOR ETFS TRUST — $236K
INNOVATOR ETFS TRUST — $414K
INNOVATOR ETFS TRUST — $807K
INNOVATOR ETFS TRUST — $541K
INNOVATOR ETFS TRUST — $591K
ISHARES TR — $204K
ISHARES TR — $4.3M
ISHARES TR — $2.9M
ISHARES TR — $2.5M
ISHARES TR — $2.3M
ISHARES TR — $211K
SPDR INDEX SHS FDS — $350K
SPDR INDEX SHS FDS — $261K
SPDR SERIES TRUST — $704K
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $1.2M
STATE STR SPDR S&P 500 ETF T — $611K
VANGUARD MUN BD FDS — $473K
VANGUARD WORLD FD — $203K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 13, 2026	Q4 2025	13F-HR	0001683754-26-000001	$348.1M	View
Oct 5, 2026	Q3 2026	13F-HR	0001683754-26-000005	$381.6M	View
Oct 10, 2025	Q3 2025