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: $342.5M104 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$204K	0.1%	711 SH	New
APPLE INC	COM	$2.1M	0.6%Prev: 0.7%	8,460 SH	Decreased-1,306 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$651K	0.2%Prev: 0.3%	1,359 SH	Decreased-33 SH
CHUBB LTD SWITZ	COM	$1.3M	0.4%	3,964 SH	New
CSX CORP	COM	$254K	0.1%Prev: 0.1%	6,191 SH	Decreased-6,191 SH
ELI LILLY & CO	COM	$913K	0.3%Prev: 0.3%	993 SH	Increased-74 SH
EVERSOURCE ENERGY	COM	$218K	0.1%Prev: 0.1%	3,153 SH	Decreased-367 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$267K	0.1%	7,977 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$700K	0.2%Prev: 0.3%	26,165 SH	Decreased-4,784 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.9M	0.6%Prev: 0.8%	71,065 SH	Decreased-29,599 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$427K	0.1%Prev: 0.1%	10,795 SH	Increased+4,960 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$218K	0.1%	4,887 SH	New
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$432K	0.1%Prev: 0.1%	11,145 SH	Increased+3,287 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$255K	0.1%Prev: 0.1%	6,845 SH	Increased+344 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.3M	0.4%Prev: 0.5%	65,564 SH	Decreased-8,890 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$895K	0.3%Prev: 0.2%	45,818 SH	Increased+8,482 SH
INVESCO QQQ TR	UNIT SER 1	$2.9M	0.9%Prev: 0.9%	5,107 SH	Increased-266 SH
ISHARES TR	0-5 YR TIPS ETF	$546K	0.2%Prev: 0.2%	5,275 SH	Increased+342 SH
ISHARES TR	0-5YR INVT GR CP	$983K	0.3%Prev: 0.3%	19,475 SH	Increased-29 SH
ISHARES TR	7-10 YR TRSY BD	$310K	0.1%Prev: 0.1%	3,249 SH	Increased+338 SH
ISHARES TR	BROAD USD HIGH	$10.9M	3.2%Prev: 3.4%	295,374 SH	Increased+23,829 SH
ISHARES TR	CORE 1 5 YR USD	$1.5M	0.4%Prev: 0.5%	30,447 SH	Decreased-1,858 SH
ISHARES TR	CORE DIV GRWTH	$14.0M	4.1%Prev: 3.9%	199,306 SH	Increased+11,206 SH
ISHARES TR	CORE HIGH DV ETF	$2.9M	0.8%Prev: 1.0%	21,312 SH	Decreased-2,725 SH
ISHARES TR	CORE INTL AGGR	$2.6M	0.7%Prev: 0.8%	50,996 SH	Increased+1,514 SH
ISHARES TR	CORE MSCI EAFE	$401K	0.1%	4,424 SH	New
ISHARES TR	CORE MSCI INTL	$2.3M	0.7%Prev: 0.8%	27,622 SH	Increased-4,635 SH
ISHARES TR	CORE MSCI TOTAL	$7.8M	2.3%Prev: 2.2%	89,454 SH	Increased-2,993 SH
ISHARES TR	CORE S&P MCP ETF	$5.4M	1.6%Prev: 1.5%	80,366 SH	Increased+4,316 SH
ISHARES TR	CORE S&P SCP ETF	$534K	0.2%Prev: 0.2%	4,295 SH	Increased-31 SH
ISHARES TR	CORE S&P TTL STK	$273K	0.1%Prev: 0.1%	1,918 SH	Increased-102 SH
ISHARES TR	CORE S&P US GWT	$774K	0.2%Prev: 0.2%	4,990 SH	Increased-530 SH
ISHARES TR	CORE UNIVRSL USD	$3.0M	0.9%	64,364 SH	New
ISHARES TR	CORE US AGGBD ET	$14.9M	4.3%Prev: 4.6%	149,888 SH	Increased+11,401 SH
ISHARES TR	ESG AWR MSCI USA	$661K	0.2%	4,671 SH	New
ISHARES TR	ESG AWR US AGRGT	$259K	0.1%Prev: 0.1%	5,446 SH	Increased+830 SH
ISHARES TR	FLTG RATE NT ETF	$8.1M	2.4%Prev: 2.0%	159,743 SH	Increased+41,016 SH
ISHARES TR	INTRM GOV CR ETF	$418K	0.1%Prev: 0.2%	3,922 SH	Decreased-943 SH
ISHARES TR	ISHS 5-10YR INVT	$364K	0.1%Prev: 0.1%	6,836 SH	Increased+233 SH
ISHARES TR	LARGE CAP MAX BU	$9.8M	2.9%	365,365 SH	New
ISHARES TR	MBS ETF	$838K	0.2%Prev: 0.3%	8,826 SH	Decreased-667 SH
ISHARES TR	MRGSTR MD CP GRW	$208K	0.1%Prev: 0.1%	2,637 SH	Decreased-748 SH
ISHARES TR	MSCI EAFE ETF	$298K	0.1%Prev: 0.1%	3,067 SH	Increased+38 SH
ISHARES TR	NATIONAL MUN ETF	$1.8M	0.5%Prev: 0.7%	16,580 SH	Decreased-2,262 SH
ISHARES TR	PFD AND INCM SEC	$1.4M	0.4%Prev: 0.5%	46,213 SH	Decreased+586 SH
ISHARES TR	RUS 1000 VAL ETF	$4.4M	1.3%Prev: 1.4%	20,462 SH	Increased-1,573 SH
ISHARES TR	RUS 2000 GRW ETF	$736K	0.2%Prev: 0.2%	2,347 SH	Increased-145 SH
ISHARES TR	RUS TP200 GR ETF	$302K	0.1%Prev: 0.1%	1,216 SH	Decreased-375 SH
ISHARES TR	RUSSELL 2000 ETF	$304K	0.1%Prev: 0.1%	1,226 SH	Increased-65 SH
ISHARES TR	S&P MC 400VL ETF	$625K	0.2%Prev: 0.2%	4,717 SH	Increased+221 SH
ISHARES TR	S&P SML 600 GWT	$724K	0.2%Prev: 0.2%	5,003 SH	Increased+442 SH
ISHARES TR	SELECT DIVID ETF	$445K	0.1%Prev: 0.1%	2,936 SH	Increased+67 SH
ISHARES TR	SHRT NAT MUN ETF	$2.3M	0.7%Prev: 0.6%	21,501 SH	Increased+4,285 SH
ISHARES TR	TIPS BD ETF	$590K	0.2%Prev: 0.2%	5,343 SH	Decreased-201 SH
JOHNSON & JOHNSON	COM	$590K	0.2%Prev: 0.1%	2,412 SH	Increased+62 SH
NORFOLK SOUTHN CORP	COM	$200K	0.1%	698 SH	New
NVIDIA CORPORATION	COM	$360K	0.1%Prev: 0.1%	2,066 SH	Increased
SCHWAB STRATEGIC TR	5 10YR CORP BD	$403K	0.1%Prev: 0.1%	17,769 SH	Increased+144 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$719K	0.2%Prev: 0.2%	21,826 SH	Increased+2,476 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$381K	0.1%Prev: 0.1%	15,303 SH	Increased+429 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$578K	0.2%Prev: 0.2%	18,856 SH	Increased-1,609 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.1M	0.9%Prev: 0.7%	105,836 SH	Increased+18,829 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$343K	0.1%Prev: 0.1%	13,376 SH	Increased-758 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.2M	0.6%Prev: 0.5%	101,088 SH	Increased+26,183 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$8.8M	2.6%Prev: 2.8%	330,938 SH	Increased+22,263 SH
SEMPRA	COM	$249K	0.1%Prev: 0.1%	2,565 SH	Increased-277 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$580K	0.2%	12,532 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.8M	1.1%	95,030 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$605K	0.2%	930 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$464K	0.1%Prev: 0.3%	9,255 SH	Decreased-9,943 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$234K	0.1%Prev: 0.1%	10,337 SH	Decreased-1,100 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$13.6M	4.0%Prev: 4.2%	176,092 SH	Increased+15,751 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	0.8%Prev: 1.0%	36,904 SH	Increased+430 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.7%Prev: 0.8%	31,744 SH	Increased+218 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.1M	3.0%Prev: 3.2%	211,042 SH	Increased+17,809 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$27.8M	8.1%Prev: 7.7%	134,920 SH	Increased+3,369 SH
VANGUARD INDEX FDS	GROWTH ETF	$17.2M	5.0%Prev: 4.9%	39,388 SH	Increased+105 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.2M	0.9%Prev: 1.4%	10,751 SH	Decreased-5,847 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	0.4%Prev: 0.4%	5,126 SH	Increased+185 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.0M	0.3%Prev: 0.3%	5,595 SH	Increased+96 SH
VANGUARD INDEX FDS	MID CAP ETF	$589K	0.2%Prev: 0.2%	2,051 SH	Increased+28 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$11.3M	3.3%Prev: 3.6%	127,103 SH	Increased+10,461 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$994K	0.3%Prev: 0.3%	1,663 SH	Increased+125 SH
VANGUARD INDEX FDS	SMALL CP ETF	$994K	0.3%Prev: 0.3%	3,797 SH	Increased+23 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$12.8M	3.7%Prev: 3.5%	42,420 SH	Increased+1,263 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.4M	2.1%Prev: 2.3%	22,944 SH	Increased-2,263 SH
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.3%Prev: 0.3%	5,108 SH	Increased+174 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$29.8M	8.7%Prev: 8.3%	396,434 SH	Increased-9,577 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	0.4%Prev: 0.4%	25,465 SH	Increased-1,368 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$511K	0.1%Prev: 0.2%	11,491 SH	Decreased-1,353 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$944K	0.3%Prev: 0.3%	6,823 SH	Increased-16 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.3%Prev: 0.4%	21,731 SH	Increased+144 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.6M	0.5%Prev: 0.4%	31,810 SH	Increased+10,652 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$952K	0.3%Prev: 0.3%	11,507 SH	Increased+1,622 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$528K	0.2%Prev: 0.1%	8,862 SH	Increased+2,160 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$3.8M	1.1%Prev: 1.3%	81,560 SH	Increased+1,361 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$676K	0.2%Prev: 0.2%	8,523 SH	Decreased-130 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	0.7%Prev: 0.7%	10,732 SH	Increased-310 SH
VANGUARD STAR FDS	VG TL INTL STK F	$882K	0.3%Prev: 0.2%	11,433 SH	Increased+366 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.8M	1.7%Prev: 1.5%	90,269 SH	Increased+828 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$713K	0.2%Prev: 0.2%	10,859 SH	Increased+2,080 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$258K	0.1%	3,595 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$271K	0.1%Prev: 0.2%	2,417 SH	Decreased-4,299 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$34.3M	10.0%Prev: 10.4%	93,265 SH	Increased-6,731 SH

Sold (vs prior filing)

CHUBB LIMITED — $1.2M
INVESCO EXCH TRD SLF IDX FD — $925K
INVESCO EXCH TRD SLF IDX FD — $294K
ISHARES TR — $2.9M
ISHARES TR — $334K
SPDR INDEX SHS FDS — $321K
SPDR S&P 500 ETF TR — $657K
SPDR SER TR — $1.6M
SPDR SER TR — $754K
SPDR SER TR — $783K
SSGA ACTIVE ETF TR — $1.1M

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