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: $377.6M116 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$205K	0.1%	574 SH	New
ALPHABET INC	CAP STK CL C	$206K	0.1%	583 SH	New
APPLE INC	COM	$2.4M	0.6%Prev: 0.6%	8,463 SH	Increased-1,309 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$680K	0.2%Prev: 0.2%	1,359 SH	Increased-33 SH
CHUBB LIMITED	COM	$1.1M	0.3%Prev: 0.4%	3,330 SH	Decreased-634 SH
CSX CORP	COM	$294K	0.1%Prev: 0.1%	6,191 SH	Decreased-6,191 SH
ELI LILLY & CO	COM	$1.2M	0.3%Prev: 0.2%	993 SH	Increased-44 SH
EVERSOURCE ENERGY	COM	$228K	0.1%Prev: 0.1%	3,153 SH	Increased-408 SH
GE AEROSPACE	COM NEW	$228K	0.1%	610 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$212K	0.1%	6,187 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 AUG	$409K	0.1%	14,851 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 DECE	$794K	0.2%	30,049 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 JULY	$521K	0.1%	17,376 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI SEPT	$219K	0.1%	7,944 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$722K	0.2%Prev: 0.2%	26,165 SH	Decreased-4,784 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$448K	0.1%	10,795 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$233K	0.1%Prev: 0.1%	4,887 SH	Increased
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$463K	0.1%Prev: 0.1%	11,145 SH	Decreased-1,516 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$210K	0.1%Prev: 0.1%	5,235 SH	Decreased-1,266 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.3M	0.4%Prev: 0.4%	66,037 SH	Decreased+214 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$897K	0.2%Prev: 0.3%	45,958 SH	Decreased-8,568 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$220K	0.1%Prev: 0.1%	11,217 SH	Decreased-4,978 SH
INVESCO QQQ TR	UNIT SER 1	$3.8M	1.0%Prev: 0.9%	5,107 SH	Increased-271 SH
ISHARES TR	0-5 YR TIPS ETF	$562K	0.1%Prev: 0.2%	5,503 SH	Increased+74 SH
ISHARES TR	0-5YR INVT GR CP	$987K	0.3%Prev: 0.3%	19,589 SH	Decreased-23 SH
ISHARES TR	7-10 YR TRSY BD	$308K	0.1%Prev: 0.1%	3,259 SH	Increased+325 SH
ISHARES TR	BROAD USD HIGH	$11.1M	2.9%Prev: 3.2%	300,163 SH	Increased+24,504 SH
ISHARES TR	CORE 1 5 YR USD	$1.5M	0.4%Prev: 0.5%	30,603 SH	Decreased-2,175 SH
ISHARES TR	CORE DIV GRWTH	$15.1M	4.0%Prev: 3.7%	199,373 SH	Increased+10,813 SH
ISHARES TR	CORE HIGH DV ETF	$3.0M	0.8%Prev: 0.9%	107,781 SH	Increased+83,745 SH
ISHARES TR	CORE INTL AGGR	$2.7M	0.7%Prev: 0.8%	52,385 SH	Increased+2,090 SH
ISHARES TR	CORE MSCI EAFE	$486K	0.1%Prev: 0.1%	5,029 SH	Increased+784 SH
ISHARES TR	CORE MSCI INTL	$2.3M	0.6%Prev: 0.7%	26,340 SH	Increased-3,392 SH
ISHARES TR	CORE MSCI TOTAL	$8.5M	2.3%Prev: 2.3%	89,307 SH	Increased-6,866 SH
ISHARES TR	CORE S&P MCP ETF	$6.3M	1.7%Prev: 1.6%	81,331 SH	Increased-593 SH
ISHARES TR	CORE S&P SCP ETF	$635K	0.2%Prev: 0.1%	4,284 SH	Increased-53 SH
ISHARES TR	CORE S&P TTL STK	$210K	0.1%Prev: 0.1%	1,281 SH	Decreased-741 SH
ISHARES TR	CORE S&P US GWT	$939K	0.2%Prev: 0.3%	4,990 SH	Increased-530 SH
ISHARES TR	CORE UNIVRSL USD	$3.0M	0.8%	65,789 SH	New
ISHARES TR	CORE US AGGBD ET	$15.1M	4.0%Prev: 4.2%	152,147 SH	Increased+13,668 SH
ISHARES TR	ESG AWR MSCI USA	$783K	0.2%Prev: 0.2%	4,786 SH	Increased+178 SH
ISHARES TR	ESG AWR US AGRGT	$267K	0.1%Prev: 0.1%	5,635 SH	Increased+537 SH
ISHARES TR	FLTG RATE NT ETF	$8.4M	2.2%Prev: 2.3%	165,424 SH	Increased+20,015 SH
ISHARES TR	INTRM GOV CR ETF	$443K	0.1%Prev: 0.2%	4,174 SH	Decreased-907 SH
ISHARES TR	ISHS 5-10YR INVT	$344K	0.1%Prev: 0.1%	6,471 SH	Decreased-188 SH
ISHARES TR	LARG CAP DEC ETF	$4.2M	1.1%	153,596 SH	New
ISHARES TR	LARG CAP JUN ETF	$1.8M	0.5%	63,301 SH	New
ISHARES TR	LARG CAP MAR ETF	$2.5M	0.7%	92,299 SH	New
ISHARES TR	LARG CAP SEP ETF	$2.2M	0.6%	80,533 SH	New
ISHARES TR	MBS ETF	$849K	0.2%Prev: 0.3%	8,977 SH	Decreased-540 SH
ISHARES TR	MRGSTR MD CP GRW	$259K	0.1%Prev: 0.1%	2,637 SH	Decreased-748 SH
ISHARES TR	MSCI EAFE ETF	$320K	0.1%Prev: 0.1%	3,085 SH	Increased+37 SH
ISHARES TR	NATIONAL MUN ETF	$1.8M	0.5%Prev: 0.4%	17,009 SH	Increased+3,389 SH
ISHARES TR	PFD AND INCM SEC	$1.4M	0.4%Prev: 0.4%	44,339 SH	Decreased-1,584 SH
ISHARES TR	RUS 1000 VAL ETF	$4.7M	1.2%Prev: 1.3%	19,456 SH	Increased-2,533 SH
ISHARES TR	RUS 2000 GRW ETF	$925K	0.2%Prev: 0.2%	2,349 SH	Increased-145 SH
ISHARES TR	RUSSELL 2000 ETF	$363K	0.1%Prev: 0.1%	1,209 SH	Increased-14 SH
ISHARES TR	S&P MC 400GR ETF	$226K	0.1%	1,926 SH	New
ISHARES TR	S&P MC 400VL ETF	$685K	0.2%Prev: 0.2%	4,636 SH	Increased-627 SH
ISHARES TR	S&P SML 600 GWT	$880K	0.2%Prev: 0.2%	4,930 SH	Increased-658 SH
ISHARES TR	SELECT DIVID ETF	$461K	0.1%Prev: 0.1%	2,951 SH	Increased+65 SH
ISHARES TR	SHRT NAT MUN ETF	$2.3M	0.6%Prev: 0.7%	21,609 SH	Decreased-1,176 SH
ISHARES TR	TIPS BD ETF	$596K	0.2%Prev: 0.2%	5,445 SH	Decreased-145 SH
JOHNSON & JOHNSON	COM	$616K	0.2%Prev: 0.1%	2,425 SH	Increased+56 SH
NORFOLK SOUTHN CORP	COM	$219K	0.1%	698 SH	New
NVIDIA CORPORATION	COM	$413K	0.1%Prev: 0.1%	2,066 SH	Increased
SCHWAB STRATEGIC TR	5 10YR CORP BD	$403K	0.1%Prev: 0.1%	17,806 SH	Increased+145 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$767K	0.2%Prev: 0.2%	21,140 SH	Increased+384 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$380K	0.1%Prev: 0.1%	15,414 SH	Increased+433 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$599K	0.2%Prev: 0.2%	18,898 SH	Increased-1,619 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.7M	1.0%Prev: 1.0%	108,424 SH	Increased-1,092 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$400K	0.1%Prev: 0.1%	13,585 SH	Increased-610 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.3M	0.6%Prev: 0.6%	97,213 SH	Increased+5,533 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$9.0M	2.4%Prev: 2.5%	339,902 SH	Increased+30,337 SH
SEMPRA	COM	$238K	0.1%Prev: 0.1%	2,565 SH	Increased-303 SH
SPDR INDEX SHS FDS	ST DOW GLOBA ETF	$372K	0.1%	7,493 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$260K	0.1%	5,021 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$1.4M	0.4%	53,466 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$1.6M	0.4%	32,466 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$1.2M	0.3%	10,141 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$696K	0.2%	932 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$480K	0.1%Prev: 0.2%	9,319 SH	Decreased-2,377 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$238K	0.1%Prev: 0.1%	10,377 SH	Decreased-1,119 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$13.8M	3.7%Prev: 3.9%	180,561 SH	Increased+18,794 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	0.8%Prev: 0.9%	37,385 SH	Increased+738 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	0.7%Prev: 0.7%	33,489 SH	Increased+1,318 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.4M	2.8%Prev: 3.0%	214,606 SH	Increased+20,503 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$33.1M	8.8%Prev: 7.8%	134,242 SH	Increased+3,305 SH
VANGUARD INDEX FDS	GROWTH ETF	$20.4M	5.4%Prev: 5.3%	236,515 SH	Increased+197,468 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.9M	1.0%Prev: 1.4%	11,354 SH	Decreased-4,119 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.5M	0.4%Prev: 0.4%	4,973 SH	Increased-48 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.1M	0.3%Prev: 0.3%	5,380 SH	Increased+191 SH
VANGUARD INDEX FDS	MID CAP ETF	$667K	0.2%Prev: 0.2%	8,280 SH	Increased+6,276 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$12.4M	3.3%Prev: 3.2%	128,154 SH	Increased+11,796 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.3%Prev: 0.3%	1,661 SH	Increased+123 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.2M	0.3%Prev: 0.3%	3,950 SH	Increased+210 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$15.5M	4.1%Prev: 3.5%	42,409 SH	Increased+1,224 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.4M	2.2%Prev: 2.2%	22,789 SH	Increased-1,077 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.3%Prev: 0.3%	5,112 SH	Increased+83 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$32.7M	8.7%Prev: 8.3%	390,746 SH	Increased-10,895 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	0.4%Prev: 0.4%	25,997 SH	Increased+464 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$502K	0.1%Prev: 0.1%	11,188 SH	Increased+1,101 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.1M	0.3%Prev: 0.3%	6,848 SH	Increased-23 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.3%Prev: 0.3%	21,520 SH	Decreased-92 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.6M	0.4%Prev: 0.3%	31,345 SH	Increased+9,023 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$884K	0.2%Prev: 0.3%	10,698 SH	Increased+552 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$463K	0.1%Prev: 0.1%	7,843 SH	Increased+825 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$3.7M	1.0%Prev: 1.1%	79,930 SH	Increased-447 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$678K	0.2%Prev: 0.2%	8,583 SH	Decreased-134 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	0.7%Prev: 0.7%	10,401 SH	Increased-1,284 SH
VANGUARD STAR FDS	VG TL INTL STK F	$999K	0.3%Prev: 0.3%	11,689 SH	Increased-1,188 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.5M	1.7%Prev: 1.6%	90,679 SH	Increased+236 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$712K	0.2%Prev: 0.2%	10,591 SH	Increased+1,753 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$298K	0.1%Prev: 0.1%	3,625 SH	Increased+116 SH
VANGUARD WORLD FD	ESG US STK ETF	$325K	0.1%Prev: 0.1%	2,454 SH	Increased+57 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$40.4M	10.7%Prev: 11.1%	459,040 SH	Increased+360,704 SH

Sold (vs prior filing)

INNOVATOR ETFS TRUST — $2.6M
INVESCO EXCH TRD SLF IDX FD — $1.0M
ISHARES TR — $3.0M
ISHARES TR — $4.7M
ISHARES TR — $392K
MICROSOFT CORP — $240K
SPDR INDEX SHS FDS — $315K
SPDR INDEX SHS FDS — $226K
SPDR S&P 500 ETF TR — $727K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $929K

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