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: $341.9M108 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.5M	0.7%Prev: 0.6%	9,777 SH	Increased+1,314 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$700K	0.2%Prev: 0.2%	1,392 SH	Increased+33 SH
CHUBB LIMITED	COM	$1.1M	0.3%Prev: 0.3%	3,964 SH	Decreased+634 SH
CSX CORP	COM	$220K	0.1%Prev: 0.1%	6,191 SH	Decreased
ELI LILLY & CO	COM	$791K	0.2%Prev: 0.3%	1,037 SH	Decreased+44 SH
EVERSOURCE ENERGY	COM	$224K	0.1%Prev: 0.1%	3,153 SH	Decreased
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$823K	0.2%Prev: 0.2%	30,949 SH	Increased+4,784 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$2.8M	0.8%	105,537 SH	New
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$222K	0.1%Prev: 0.1%	6,061 SH	Decreased-4,734 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$215K	0.1%Prev: 0.1%	4,887 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$488K	0.1%Prev: 0.1%	12,661 SH	Increased+1,516 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$244K	0.1%Prev: 0.1%	6,501 SH	Increased+1,266 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.3M	0.4%Prev: 0.4%	64,268 SH	Decreased-1,769 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$994K	0.3%Prev: 0.2%	50,814 SH	Increased+4,856 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$265K	0.1%Prev: 0.1%	13,468 SH	Increased+2,251 SH
INVESCO QQQ TR	UNIT SER 1	$3.1M	0.9%Prev: 1.0%	5,114 SH	Decreased+7 SH
ISHARES TR	0-5 YR TIPS ETF	$565K	0.2%Prev: 0.1%	5,467 SH	Increased-36 SH
ISHARES TR	0-5YR INVT GR CP	$1.0M	0.3%Prev: 0.3%	19,723 SH	Increased+134 SH
ISHARES TR	7-10 YR TRSY BD	$285K	0.1%Prev: 0.1%	2,957 SH	Decreased-302 SH
ISHARES TR	BROAD USD HIGH	$10.5M	3.1%Prev: 2.9%	277,260 SH	Decreased-22,903 SH
ISHARES TR	CORE 1 5 YR USD	$1.6M	0.5%Prev: 0.4%	33,255 SH	Increased+2,652 SH
ISHARES TR	CORE DIV GRWTH	$13.0M	3.8%Prev: 4.0%	190,990 SH	Decreased-8,383 SH
ISHARES TR	CORE HIGH DV ETF	$2.9M	0.9%Prev: 0.8%	23,797 SH	Decreased-83,984 SH
ISHARES TR	CORE INTL AGGR	$2.6M	0.7%Prev: 0.7%	49,810 SH	Decreased-2,575 SH
ISHARES TR	CORE MSCI EAFE	$357K	0.1%Prev: 0.1%	4,088 SH	Decreased-941 SH
ISHARES TR	CORE MSCI INTL	$2.4M	0.7%Prev: 0.6%	29,573 SH	Increased+3,233 SH
ISHARES TR	CORE MSCI TOTAL	$7.7M	2.2%Prev: 2.3%	93,021 SH	Decreased+3,714 SH
ISHARES TR	CORE S&P MCP ETF	$5.3M	1.6%Prev: 1.7%	81,497 SH	Decreased+166 SH
ISHARES TR	CORE S&P SCP ETF	$517K	0.2%Prev: 0.2%	4,348 SH	Decreased+64 SH
ISHARES TR	CORE S&P TTL STK	$295K	0.1%Prev: 0.1%	2,028 SH	Increased+747 SH
ISHARES TR	CORE S&P US GWT	$908K	0.3%Prev: 0.2%	5,520 SH	Decreased+530 SH
ISHARES TR	CORE TOTAL USD	$3.0M	0.9%	64,253 SH	New
ISHARES TR	CORE US AGGBD ET	$14.0M	4.1%Prev: 4.0%	139,927 SH	Decreased-12,220 SH
ISHARES TR	ESG AWR MSCI USA	$671K	0.2%Prev: 0.2%	4,610 SH	Decreased-176 SH
ISHARES TR	ESG AWR US AGRGT	$248K	0.1%Prev: 0.1%	5,172 SH	Decreased-463 SH
ISHARES TR	FLTG RATE NT ETF	$7.6M	2.2%Prev: 2.2%	148,423 SH	Decreased-17,001 SH
ISHARES TR	INTRM GOV CR ETF	$466K	0.1%Prev: 0.1%	4,338 SH	Increased+164 SH
ISHARES TR	ISHS 5-10YR INVT	$363K	0.1%Prev: 0.1%	6,717 SH	Increased+246 SH
ISHARES TR	LARGE CAP MAX BU	$7.1M	2.1%	263,491 SH	New
ISHARES TR	MBS ETF	$908K	0.3%Prev: 0.2%	9,540 SH	Increased+563 SH
ISHARES TR	MRGSTR MD CP GRW	$280K	0.1%Prev: 0.1%	3,385 SH	Increased+748 SH
ISHARES TR	MSCI EAFE ETF	$285K	0.1%Prev: 0.1%	3,048 SH	Decreased-37 SH
ISHARES TR	NATIONAL MUN ETF	$1.7M	0.5%Prev: 0.5%	15,686 SH	Decreased-1,323 SH
ISHARES TR	PFD AND INCM SEC	$1.5M	0.4%Prev: 0.4%	46,088 SH	Increased+1,749 SH
ISHARES TR	RUS 1000 VAL ETF	$4.5M	1.3%Prev: 1.2%	21,922 SH	Decreased+2,466 SH
ISHARES TR	RUS 2000 GRW ETF	$799K	0.2%Prev: 0.2%	2,497 SH	Decreased+148 SH
ISHARES TR	RUS TP200 GR ETF	$333K	0.1%	1,218 SH	New
ISHARES TR	RUSSELL 2000 ETF	$296K	0.1%Prev: 0.1%	1,224 SH	Decreased+15 SH
ISHARES TR	S&P MC 400GR ETF	$211K	0.1%Prev: 0.1%	2,196 SH	Decreased+270 SH
ISHARES TR	S&P MC 400VL ETF	$685K	0.2%Prev: 0.2%	5,279 SH	Increased+643 SH
ISHARES TR	S&P SML 600 GWT	$792K	0.2%Prev: 0.2%	5,597 SH	Decreased+667 SH
ISHARES TR	SELECT DIVID ETF	$412K	0.1%Prev: 0.1%	2,902 SH	Decreased-49 SH
ISHARES TR	SHRT NAT MUN ETF	$2.5M	0.7%Prev: 0.6%	23,332 SH	Increased+1,723 SH
ISHARES TR	TIPS BD ETF	$590K	0.2%Prev: 0.2%	5,305 SH	Decreased-140 SH
JOHNSON & JOHNSON	COM	$442K	0.1%Prev: 0.2%	2,385 SH	Decreased-40 SH
MICROSOFT CORP	COM	$237K	0.1%	457 SH	New
NORFOLK SOUTHN CORP	COM	$210K	0.1%Prev: 0.1%	698 SH	Decreased
NVIDIA CORPORATION	COM	$385K	0.1%Prev: 0.1%	2,066 SH	Decreased
SCHWAB STRATEGIC TR	5 10YR CORP BD	$408K	0.1%Prev: 0.1%	17,697 SH	Increased-109 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$743K	0.2%Prev: 0.2%	22,272 SH	Decreased+1,132 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$379K	0.1%Prev: 0.1%	15,089 SH	Decreased-325 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$567K	0.2%Prev: 0.2%	20,771 SH	Decreased+1,873 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.5M	1.0%Prev: 1.0%	110,041 SH	Decreased+1,617 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$366K	0.1%Prev: 0.1%	13,887 SH	Decreased+302 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.0M	0.6%Prev: 0.6%	93,122 SH	Decreased-4,091 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$8.4M	2.5%Prev: 2.4%	312,168 SH	Decreased-27,734 SH
SEMPRA	COM	$260K	0.1%Prev: 0.1%	2,893 SH	Increased+328 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$325K	0.1%	7,101 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$249K	0.1%	5,311 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$757K	0.2%	1,136 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.3M	0.4%	51,103 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.6M	0.5%	33,928 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$1.0M	0.3%	9,772 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$465K	0.1%Prev: 0.1%	9,130 SH	Decreased-189 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$264K	0.1%Prev: 0.1%	11,536 SH	Increased+1,159 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$12.8M	3.7%Prev: 3.7%	163,533 SH	Decreased-17,028 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	0.8%Prev: 0.8%	36,654 SH	Decreased-731 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.7%Prev: 0.7%	31,070 SH	Decreased-2,419 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.7M	2.8%Prev: 2.8%	196,560 SH	Decreased-18,046 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$27.3M	8.0%Prev: 8.8%	130,619 SH	Decreased-3,623 SH
VANGUARD INDEX FDS	GROWTH ETF	$18.9M	5.5%Prev: 5.4%	39,491 SH	Decreased-197,024 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.7M	1.4%Prev: 1.0%	15,366 SH	Increased+4,012 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.5M	0.5%Prev: 0.4%	5,261 SH	Increased+288 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$982K	0.3%Prev: 0.3%	5,628 SH	Decreased+248 SH
VANGUARD INDEX FDS	MID CAP ETF	$584K	0.2%Prev: 0.2%	1,990 SH	Decreased-6,290 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$10.9M	3.2%Prev: 3.3%	118,747 SH	Decreased-9,407 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	0.3%Prev: 0.3%	1,659 SH	Decreased-2 SH
VANGUARD INDEX FDS	SMALL CP ETF	$960K	0.3%Prev: 0.3%	3,774 SH	Decreased-176 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$12.3M	3.6%Prev: 4.1%	41,359 SH	Decreased-1,050 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.7M	2.3%Prev: 2.2%	23,449 SH	Decreased+660 SH
VANGUARD INDEX FDS	VALUE ETF	$946K	0.3%Prev: 0.3%	5,070 SH	Decreased-42 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$28.6M	8.4%Prev: 8.7%	400,901 SH	Decreased+10,155 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	0.4%Prev: 0.4%	26,990 SH	Decreased+993 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$504K	0.1%Prev: 0.1%	10,561 SH	Increased-627 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$940K	0.3%Prev: 0.3%	6,818 SH	Decreased-30 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.3%Prev: 0.3%	21,547 SH	Increased+27 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.3%Prev: 0.4%	21,214 SH	Decreased-10,131 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$904K	0.3%Prev: 0.2%	10,745 SH	Increased+47 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$474K	0.1%Prev: 0.1%	7,892 SH	Increased+49 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$3.8M	1.1%Prev: 1.0%	80,633 SH	Increased+703 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$701K	0.2%Prev: 0.2%	8,772 SH	Increased+189 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	0.7%Prev: 0.7%	11,293 SH	Decreased+892 SH
VANGUARD STAR FDS	VG TL INTL STK F	$917K	0.3%Prev: 0.3%	12,477 SH	Decreased+788 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.5M	1.6%Prev: 1.7%	92,576 SH	Decreased+1,897 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$609K	0.2%Prev: 0.2%	9,099 SH	Decreased-1,492 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$245K	0.1%Prev: 0.1%	3,531 SH	Decreased-94 SH
VANGUARD WORLD FD	ESG US STK ETF	$285K	0.1%Prev: 0.1%	2,409 SH	Decreased-45 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$37.8M	11.1%Prev: 10.7%	93,928 SH	Decreased-365,112 SH

Sold (vs prior filing)

ALPHABET INC — $205K
ALPHABET INC — $206K
GE AEROSPACE — $228K
INNOVATOR ETFS TRUST — $212K
INNOVATOR ETFS TRUST — $409K
INNOVATOR ETFS TRUST — $794K
INNOVATOR ETFS TRUST — $521K
INNOVATOR ETFS TRUST — $219K
ISHARES TR — $3.0M
ISHARES TR — $4.2M
ISHARES TR — $1.8M
ISHARES TR — $2.5M
ISHARES TR — $2.2M
SPDR INDEX SHS FDS — $372K
SPDR INDEX SHS FDS — $260K
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $1.2M
STATE STR SPDR S&P 500 ETF T — $696K

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