FC Advisory LLC

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

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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: $323.9M106 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.0M	0.6%Prev: 0.6%	9,772 SH	Decreased+1,312 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$676K	0.2%Prev: 0.2%	1,392 SH	Increased+33 SH
CHUBB LIMITED	COM	$1.1M	0.4%	3,964 SH	New
CSX CORP	COM	$404K	0.1%Prev: 0.1%	12,382 SH	Increased+6,191 SH
ELI LILLY & CO	COM	$808K	0.2%Prev: 0.3%	1,037 SH	Decreased+44 SH
EVERSOURCE ENERGY	COM	$227K	0.1%Prev: 0.1%	3,561 SH	Increased+408 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$804K	0.2%Prev: 0.2%	30,949 SH	Increased+4,784 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$2.6M	0.8%Prev: 0.6%	102,068 SH	Increased+31,003 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$206K	0.1%Prev: 0.1%	4,887 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$464K	0.1%Prev: 0.1%	12,661 SH	Increased+1,516 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$235K	0.1%Prev: 0.1%	6,501 SH	Decreased-344 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.4M	0.4%Prev: 0.4%	65,823 SH	Increased+259 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$1.0M	0.3%	49,755 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.1M	0.3%Prev: 0.3%	54,526 SH	Increased+8,708 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$318K	0.1%	16,195 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.0M	0.9%Prev: 0.9%	5,378 SH	Increased+271 SH
ISHARES TR	0-5 YR TIPS ETF	$559K	0.2%Prev: 0.2%	5,429 SH	Increased+154 SH
ISHARES TR	0-5YR INVT GR CP	$992K	0.3%Prev: 0.3%	19,612 SH	Increased+137 SH
ISHARES TR	7-10 YR TRSY BD	$281K	0.1%Prev: 0.1%	2,934 SH	Decreased-315 SH
ISHARES TR	BROAD USD HIGH	$10.3M	3.2%Prev: 3.2%	275,659 SH	Decreased-19,715 SH
ISHARES TR	CORE 1 5 YR USD	$1.6M	0.5%Prev: 0.4%	32,778 SH	Increased+2,331 SH
ISHARES TR	CORE DIV GRWTH	$12.1M	3.7%Prev: 4.1%	188,560 SH	Decreased-10,746 SH
ISHARES TR	CORE HIGH DV ETF	$2.8M	0.9%Prev: 0.8%	24,036 SH	Decreased+2,724 SH
ISHARES TR	CORE INTL AGGR	$2.6M	0.8%Prev: 0.7%	50,295 SH	Increased-701 SH
ISHARES TR	CORE MSCI EAFE	$354K	0.1%Prev: 0.1%	4,245 SH	Decreased-179 SH
ISHARES TR	CORE MSCI INTL	$2.3M	0.7%Prev: 0.7%	29,732 SH	Decreased+2,110 SH
ISHARES TR	CORE MSCI TOTAL	$7.4M	2.3%Prev: 2.3%	96,173 SH	Decreased+6,719 SH
ISHARES TR	CORE S&P MCP ETF	$5.1M	1.6%Prev: 1.6%	81,924 SH	Decreased+1,558 SH
ISHARES TR	CORE S&P SCP ETF	$474K	0.1%Prev: 0.2%	4,337 SH	Decreased+42 SH
ISHARES TR	CORE S&P TTL STK	$273K	0.1%Prev: 0.1%	2,022 SH	Decreased+104 SH
ISHARES TR	CORE S&P US GWT	$830K	0.3%Prev: 0.2%	5,520 SH	Increased+530 SH
ISHARES TR	CORE TOTAL USD	$3.0M	0.9%	63,821 SH	New
ISHARES TR	CORE US AGGBD ET	$13.7M	4.2%Prev: 4.3%	138,479 SH	Decreased-11,409 SH
ISHARES TR	ESG AWR MSCI USA	$623K	0.2%Prev: 0.2%	4,608 SH	Decreased-63 SH
ISHARES TR	ESG AWR US AGRGT	$242K	0.1%Prev: 0.1%	5,098 SH	Decreased-348 SH
ISHARES TR	FLTG RATE NT ETF	$7.4M	2.3%Prev: 2.4%	145,409 SH	Decreased-14,334 SH
ISHARES TR	INTRM GOV CR ETF	$543K	0.2%Prev: 0.1%	5,081 SH	Increased+1,159 SH
ISHARES TR	ISHS 5-10YR INVT	$355K	0.1%Prev: 0.1%	6,659 SH	Decreased-177 SH
ISHARES TR	LARGE CAP MAX BU	$4.7M	1.5%Prev: 2.9%	182,797 SH	Decreased-182,568 SH
ISHARES TR	MBS ETF	$894K	0.3%Prev: 0.2%	9,517 SH	Increased+691 SH
ISHARES TR	MRGSTR MD CP GRW	$272K	0.1%Prev: 0.1%	3,385 SH	Increased+748 SH
ISHARES TR	MSCI EAFE ETF	$272K	0.1%Prev: 0.1%	3,048 SH	Decreased-19 SH
ISHARES TR	NATIONAL MUN ETF	$1.4M	0.4%Prev: 0.5%	13,620 SH	Decreased-2,960 SH
ISHARES TR	PFD AND INCM SEC	$1.4M	0.4%Prev: 0.4%	45,923 SH	Increased-290 SH
ISHARES TR	RUS 1000 VAL ETF	$4.3M	1.3%Prev: 1.3%	21,989 SH	Decreased+1,527 SH
ISHARES TR	RUS 2000 GRW ETF	$713K	0.2%Prev: 0.2%	2,494 SH	Decreased+147 SH
ISHARES TR	RUS TP200 GR ETF	$392K	0.1%Prev: 0.1%	1,589 SH	Increased+373 SH
ISHARES TR	RUSSELL 2000 ETF	$264K	0.1%Prev: 0.1%	1,223 SH	Decreased-3 SH
ISHARES TR	S&P MC 400VL ETF	$650K	0.2%Prev: 0.2%	5,263 SH	Increased+546 SH
ISHARES TR	S&P SML 600 GWT	$743K	0.2%Prev: 0.2%	5,588 SH	Increased+585 SH
ISHARES TR	SELECT DIVID ETF	$383K	0.1%Prev: 0.1%	2,886 SH	Decreased-50 SH
ISHARES TR	SHRT NAT MUN ETF	$2.4M	0.7%Prev: 0.7%	22,785 SH	Increased+1,284 SH
ISHARES TR	TIPS BD ETF	$615K	0.2%Prev: 0.2%	5,590 SH	Increased+247 SH
JOHNSON & JOHNSON	COM	$362K	0.1%Prev: 0.2%	2,369 SH	Decreased-43 SH
MICROSOFT CORP	COM	$240K	0.1%	482 SH	New
NVIDIA CORPORATION	COM	$326K	0.1%Prev: 0.1%	2,066 SH	Decreased
SCHWAB STRATEGIC TR	5 10YR CORP BD	$402K	0.1%Prev: 0.1%	17,661 SH	Decreased-108 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$626K	0.2%Prev: 0.2%	20,756 SH	Decreased-1,070 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$375K	0.1%Prev: 0.1%	14,981 SH	Decreased-322 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$544K	0.2%Prev: 0.2%	20,517 SH	Decreased+1,661 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.2M	1.0%Prev: 0.9%	109,516 SH	Increased+3,680 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$347K	0.1%Prev: 0.1%	14,195 SH	Increased+819 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.9M	0.6%Prev: 0.6%	91,680 SH	Decreased-9,408 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$8.3M	2.5%Prev: 2.6%	309,565 SH	Decreased-21,373 SH
SEMPRA	COM	$217K	0.1%Prev: 0.1%	2,868 SH	Decreased+303 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$315K	0.1%	7,137 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$226K	0.1%	5,297 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$727K	0.2%	1,177 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.1M	0.4%	46,213 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.6M	0.5%	33,978 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$929K	0.3%	9,748 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$587K	0.2%Prev: 0.1%	11,696 SH	Increased+2,441 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$260K	0.1%Prev: 0.1%	11,496 SH	Increased+1,159 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$12.5M	3.9%Prev: 4.0%	161,767 SH	Decreased-14,325 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	0.9%Prev: 0.8%	36,647 SH	Decreased-257 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.4M	0.7%Prev: 0.7%	32,171 SH	Increased+427 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.6M	3.0%Prev: 3.0%	194,103 SH	Decreased-16,939 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$25.2M	7.8%Prev: 8.1%	130,937 SH	Decreased-3,983 SH
VANGUARD INDEX FDS	GROWTH ETF	$17.1M	5.3%Prev: 5.0%	39,047 SH	Decreased-341 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.4M	1.4%Prev: 0.9%	15,473 SH	Increased+4,722 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.4M	0.4%Prev: 0.4%	5,021 SH	Increased-105 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$853K	0.3%Prev: 0.3%	5,189 SH	Decreased-406 SH
VANGUARD INDEX FDS	MID CAP ETF	$561K	0.2%Prev: 0.2%	2,004 SH	Decreased-47 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$10.4M	3.2%Prev: 3.3%	116,358 SH	Decreased-10,745 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$874K	0.3%Prev: 0.3%	1,538 SH	Decreased-125 SH
VANGUARD INDEX FDS	SMALL CP ETF	$886K	0.3%Prev: 0.3%	3,740 SH	Decreased-57 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$11.4M	3.5%Prev: 3.7%	41,185 SH	Decreased-1,235 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.3M	2.2%Prev: 2.1%	23,866 SH	Decreased+922 SH
VANGUARD INDEX FDS	VALUE ETF	$889K	0.3%Prev: 0.3%	5,029 SH	Decreased-79 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$27.0M	8.3%Prev: 8.7%	401,641 SH	Decreased+5,207 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	0.4%Prev: 0.4%	25,533 SH	Decreased+68 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$466K	0.1%Prev: 0.1%	10,087 SH	Decreased-1,404 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$883K	0.3%Prev: 0.3%	6,871 SH	Decreased+48 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.3%Prev: 0.3%	21,612 SH	Increased-119 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.3%Prev: 0.5%	22,322 SH	Decreased-9,488 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$841K	0.3%Prev: 0.3%	10,146 SH	Decreased-1,361 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$420K	0.1%Prev: 0.2%	7,018 SH	Decreased-1,844 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$3.7M	1.1%Prev: 1.1%	80,377 SH	Decreased-1,183 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$693K	0.2%Prev: 0.2%	8,717 SH	Increased+194 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	0.7%Prev: 0.7%	11,685 SH	Increased+953 SH
VANGUARD STAR FDS	VG TL INTL STK F	$890K	0.3%Prev: 0.3%	12,877 SH	Increased+1,444 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.2M	1.6%Prev: 1.7%	90,443 SH	Decreased+174 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$578K	0.2%Prev: 0.2%	8,838 SH	Decreased-2,021 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$230K	0.1%Prev: 0.1%	3,509 SH	Decreased-86 SH
VANGUARD WORLD FD	ESG US STK ETF	$263K	0.1%Prev: 0.1%	2,397 SH	Decreased-20 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$36.0M	11.1%Prev: 10.0%	98,336 SH	Increased+5,071 SH

Sold (vs prior filing)

ALPHABET INC — $204K
CHUBB LTD SWITZ — $1.3M
INNOVATOR ETFS TRUST — $267K
INNOVATOR ETFS TRUST — $427K
ISHARES TR — $3.0M
NORFOLK SOUTHN CORP — $200K
SPDR INDEX SHS FDS — $580K
SPDR SERIES TRUST — $3.8M
STATE STR SPDR S&P 500 ETF T — $605K

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