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: $381.6M112 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.8M	0.7%Prev: 0.7%	8,467 SH	Increased-1,310 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$677K	0.2%Prev: 0.2%	1,359 SH	Decreased-33 SH
CHUBB LIMITED	COM	$1.1M	0.3%Prev: 0.3%	3,330 SH	Decreased-634 SH
CSX CORP	COM	$288K	0.1%Prev: 0.1%	6,191 SH	Increased
ELI LILLY & CO	COM	$1.1M	0.3%Prev: 0.2%	955 SH	Increased-82 SH
EVERSOURCE ENERGY	COM	$202K	0.1%Prev: 0.1%	3,153 SH	Decreased
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$236K	0.1%	6,757 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 AUG	$414K	0.1%	14,851 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 DECE	$807K	0.2%	30,049 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 JULY	$541K	0.1%	17,872 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI SEPT	$591K	0.2%	21,246 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$736K	0.2%Prev: 0.2%	26,165 SH	Decreased-4,784 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$237K	0.1%Prev: 0.1%	6,061 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$239K	0.1%Prev: 0.1%	4,887 SH	Increased
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$473K	0.1%Prev: 0.1%	11,145 SH	Decreased-1,516 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.3M	0.3%Prev: 0.4%	64,354 SH	Decreased+86 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$222K	0.1%Prev: 0.1%	11,336 SH	Decreased-2,132 SH
INVESCO QQQ TR	UNIT SER 1	$3.8M	1.0%Prev: 0.9%	5,082 SH	Increased-32 SH
ISHARES TR	0-5 YR TIPS ETF	$555K	0.1%Prev: 0.2%	5,562 SH	Decreased+95 SH
ISHARES TR	0-5YR INVT GR CP	$982K	0.3%Prev: 0.3%	19,840 SH	Decreased+117 SH
ISHARES TR	7-10 YR TRSY BD	$304K	0.1%Prev: 0.1%	3,406 SH	Increased+449 SH
ISHARES TR	BROAD USD HIGH	$11.3M	3.0%Prev: 3.1%	316,737 SH	Increased+39,477 SH
ISHARES TR	CORE 1 5 YR USD	$1.6M	0.4%Prev: 0.5%	34,307 SH	Decreased+1,052 SH
ISHARES TR	CORE DIV GRWTH	$15.5M	4.1%Prev: 3.8%	205,021 SH	Increased+14,031 SH
ISHARES TR	CORE HIGH DV ETF	$3.0M	0.8%Prev: 0.9%	107,807 SH	Increased+84,010 SH
ISHARES TR	CORE INTL AGGR	$3.5M	0.9%Prev: 0.7%	70,136 SH	Increased+20,326 SH
ISHARES TR	CORE MSCI EAFE	$474K	0.1%Prev: 0.1%	4,889 SH	Increased+801 SH
ISHARES TR	CORE MSCI INTL	$2.4M	0.6%Prev: 0.7%	26,759 SH	Increased-2,814 SH
ISHARES TR	CORE MSCI TOTAL	$8.4M	2.2%Prev: 2.2%	88,648 SH	Increased-4,373 SH
ISHARES TR	CORE S&P MCP ETF	$5.9M	1.5%Prev: 1.6%	81,765 SH	Increased+268 SH
ISHARES TR	CORE S&P SCP ETF	$586K	0.2%Prev: 0.2%	4,309 SH	Increased-39 SH
ISHARES TR	CORE S&P TTL STK	$214K	0.1%Prev: 0.1%	1,284 SH	Decreased-744 SH
ISHARES TR	CORE S&P US GWT	$967K	0.3%Prev: 0.3%	4,990 SH	Increased-530 SH
ISHARES TR	CORE UNIVRSL USD	$3.3M	0.9%	74,677 SH	New
ISHARES TR	CORE US AGGBD ET	$15.3M	4.0%Prev: 4.1%	162,365 SH	Increased+22,438 SH
ISHARES TR	ESG AW MSCI EAFE	$204K	0.1%	1,981 SH	New
ISHARES TR	ESG AWR MSCI USA	$802K	0.2%Prev: 0.2%	4,809 SH	Increased+199 SH
ISHARES TR	FLTG RATE NT ETF	$9.0M	2.4%Prev: 2.2%	176,878 SH	Increased+28,455 SH
ISHARES TR	INTRM GOV CR ETF	$437K	0.1%Prev: 0.1%	4,240 SH	Decreased-98 SH
ISHARES TR	ISHS 5-10YR INVT	$364K	0.1%Prev: 0.1%	7,227 SH	Increased+510 SH
ISHARES TR	LARG CAP DEC ETF	$4.3M	1.1%	153,436 SH	New
ISHARES TR	LARG CAP JUN ETF	$2.9M	0.8%	98,006 SH	New
ISHARES TR	LARG CAP MAR ETF	$2.5M	0.7%	92,299 SH	New
ISHARES TR	LARG CAP SEP ETF	$2.3M	0.6%	80,533 SH	New
ISHARES TR	MBS ETF	$823K	0.2%Prev: 0.3%	9,178 SH	Decreased-362 SH
ISHARES TR	MRGSTR MD CP GRW	$248K	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	$1.5M	0.4%Prev: 0.5%	14,973 SH	Decreased-713 SH
ISHARES TR	PFD AND INCM SEC	$1.3M	0.4%Prev: 0.4%	45,648 SH	Decreased-440 SH
ISHARES TR	RUS 1000 VAL ETF	$4.7M	1.2%Prev: 1.3%	19,106 SH	Increased-2,816 SH
ISHARES TR	RUS 2000 GRW ETF	$805K	0.2%Prev: 0.2%	2,256 SH	Increased-241 SH
ISHARES TR	RUSSELL 2000 ETF	$339K	0.1%Prev: 0.1%	1,218 SH	Increased-6 SH
ISHARES TR	S&P MC 400GR ETF	$211K	0.1%Prev: 0.1%	1,928 SH	Increased-268 SH
ISHARES TR	S&P MC 400VL ETF	$641K	0.2%Prev: 0.2%	4,651 SH	Decreased-628 SH
ISHARES TR	S&P SML 600 GWT	$787K	0.2%Prev: 0.2%	4,907 SH	Decreased-690 SH
ISHARES TR	SELECT DIVID ETF	$451K	0.1%Prev: 0.1%	2,967 SH	Increased+65 SH
ISHARES TR	SHRT NAT MUN ETF	$2.3M	0.6%Prev: 0.7%	21,854 SH	Decreased-1,478 SH
ISHARES TR	TIPS BD ETF	$578K	0.2%Prev: 0.2%	5,552 SH	Decreased+247 SH
JOHNSON & JOHNSON	COM	$645K	0.2%Prev: 0.1%	2,436 SH	Increased+51 SH
NORFOLK SOUTHN CORP	COM	$216K	0.1%Prev: 0.1%	698 SH	Increased
NVIDIA CORPORATION	COM	$496K	0.1%Prev: 0.1%	2,172 SH	Increased+106 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$383K	0.1%Prev: 0.1%	17,845 SH	Decreased+148 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$800K	0.2%Prev: 0.2%	21,952 SH	Increased-320 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$221K	0.1%Prev: 0.1%	9,346 SH	Decreased-5,743 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$626K	0.2%Prev: 0.2%	19,234 SH	Increased-1,537 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.9M	1.0%Prev: 1.0%	107,439 SH	Increased-2,602 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$410K	0.1%Prev: 0.1%	13,662 SH	Increased-225 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.0M	0.5%Prev: 0.6%	89,012 SH	Decreased-4,110 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$8.8M	2.3%Prev: 2.5%	348,469 SH	Increased+36,301 SH
SPDR INDEX SHS FDS	ST DOW GLOBA ETF	$350K	0.1%	7,538 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$261K	0.1%	5,039 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$704K	0.2%	29,975 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$1.5M	0.4%	32,645 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$1.2M	0.3%	10,140 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$611K	0.2%	801 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$1.1M	0.3%Prev: 0.1%	23,554 SH	Increased+14,424 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$228K	0.1%Prev: 0.1%	10,423 SH	Decreased-1,113 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$13.9M	3.7%Prev: 3.7%	191,307 SH	Increased+27,774 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	0.8%Prev: 0.8%	37,495 SH	Decreased+841 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	0.6%Prev: 0.7%	30,330 SH	Decreased-740 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.8M	2.6%Prev: 2.8%	210,081 SH	Increased+13,521 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$31.3M	8.2%Prev: 8.0%	135,258 SH	Increased+4,639 SH
VANGUARD INDEX FDS	GROWTH ETF	$22.4M	5.9%Prev: 5.5%	249,139 SH	Increased+209,648 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.0M	1.1%Prev: 1.4%	11,479 SH	Decreased-3,887 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.5M	0.4%Prev: 0.5%	5,265 SH	Decreased+4 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.1M	0.3%Prev: 0.3%	5,738 SH	Increased+110 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.1M	0.3%Prev: 0.2%	13,677 SH	Increased+11,687 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$12.1M	3.2%Prev: 3.2%	134,870 SH	Increased+16,123 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.3%Prev: 0.3%	1,695 SH	Increased+36 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.3%Prev: 0.3%	3,983 SH	Increased+209 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$14.9M	3.9%Prev: 3.6%	44,065 SH	Increased+2,706 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.4M	2.2%Prev: 2.3%	22,322 SH	Increased-1,127 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.3%Prev: 0.3%	5,150 SH	Increased+80 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$32.8M	8.6%Prev: 8.4%	395,672 SH	Increased-5,229 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	0.4%Prev: 0.4%	26,815 SH	Increased-175 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$468K	0.1%Prev: 0.1%	11,008 SH	Decreased+447 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.1M	0.3%Prev: 0.3%	6,866 SH	Increased+48 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.5M	0.4%Prev: 0.3%	29,880 SH	Increased+8,333 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$473K	0.1%	6,602 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	0.3%Prev: 0.3%	27,359 SH	Increased+6,145 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$837K	0.2%Prev: 0.3%	10,683 SH	Decreased-62 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$599K	0.2%Prev: 0.1%	10,567 SH	Increased+2,675 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$3.6M	0.9%Prev: 1.1%	81,471 SH	Decreased+838 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$668K	0.2%Prev: 0.2%	8,645 SH	Decreased-127 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.6M	0.7%Prev: 0.7%	11,305 SH	Increased+12 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	0.4%Prev: 0.3%	16,051 SH	Increased+3,574 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.6M	1.7%Prev: 1.6%	93,199 SH	Increased+623 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$726K	0.2%Prev: 0.2%	11,502 SH	Increased+2,403 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$296K	0.1%Prev: 0.1%	3,645 SH	Increased+114 SH
VANGUARD WORLD FD	ESG US CORP BD	$203K	0.1%	3,404 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$333K	0.1%Prev: 0.1%	2,459 SH	Increased+50 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$43.1M	11.3%Prev: 11.1%	465,370 SH	Increased+371,442 SH

Sold (vs prior filing)

INNOVATOR ETFS TRUST — $2.8M
INNOVATOR ETFS TRUST — $244K
INVESCO EXCH TRD SLF IDX FD — $994K
ISHARES TR — $3.0M
ISHARES TR — $248K
ISHARES TR — $7.1M
ISHARES TR — $333K
MICROSOFT CORP — $237K
SEMPRA — $260K
SPDR INDEX SHS FDS — $325K
SPDR INDEX SHS FDS — $249K
SPDR S&P 500 ETF TR — $757K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $1.0M

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