FLC Capital Advisors

CIK 0001713697 • 6 13F filings • May 5, 2025 – Jul 20, 2026

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Filer information

Filed by: FLC Capital Advisors, Chief Compliance Officer
Address: 44750 VILLAGE COURT, PALM DESERT, CA, 92260
Phone: 760-779-8110
AUM: $541.7M

AUM over time

$621.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $445.7M184 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$878K	0.2%	5,979 SH
ABBOTT LABS	COM	$634K	0.1%	4,783 SH
ABBVIE INC	COM	$1.1M	0.2%	5,189 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$1.7M	0.4%	13,169 SH
ADOBE INC	COM	$862K	0.2%	2,248 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$384K	0.1%	2,901 SH
ALLSTATE CORP	COM	$357K	0.1%	1,726 SH
ALPHABET INC	CAP STK CL A	$4.5M	1.0%	29,229 SH
ALPHABET INC	CAP STK CL C	$3.5M	0.8%	22,416 SH
ALTRIA GROUP INC	COM	$843K	0.2%	14,044 SH
AMAZON COM INC	COM	$5.4M	1.2%	28,596 SH
AMERICAN ELEC PWR CO INC	COM	$266K	0.1%	2,430 SH
AMERICAN EXPRESS CO	COM	$311K	0.1%	1,155 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$339K	0.1%	11,174 SH
AMGEN INC	COM	$650K	0.1%	2,086 SH
APPLE INC	COM	$17.9M	4.0%	80,491 SH
ARES CAPITAL CORP	COM	$1.3M	0.3%	60,566 SH
AT&T INC	COM	$780K	0.2%	27,572 SH
BANK AMERICA CORP	COM	$1.5M	0.3%	36,407 SH
BARRICK GOLD CORP	COM	$432K	0.1%	22,237 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.2%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	0.8%	7,060 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$215K	0.0%	4,265 SH
BLACKROCK INC	COM	$287K	0.1%	303 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$463K	0.1%	14,310 SH
BROADCOM INC	COM	$549K	0.1%	3,280 SH
CATERPILLAR INC	COM	$2.0M	0.5%	6,136 SH
CENCORA INC	COM	$291K	0.1%	1,048 SH
CHEVRON CORP NEW	COM	$7.7M	1.7%	45,903 SH
CHUBB LIMITED	COM	$517K	0.1%	1,711 SH
CISCO SYS INC	COM	$1.3M	0.3%	21,271 SH
CITIGROUP INC	COM NEW	$211K	0.0%	2,979 SH
COCA COLA CO	COM	$232K	0.1%	3,245 SH
COMCAST CORP NEW	CL A	$929K	0.2%	25,184 SH
CONSOLIDATED EDISON INC	COM	$221K	0.0%	2,000 SH
CONSTELLATION BRANDS INC	CL A	$758K	0.2%	4,129 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.3%	1,460 SH
CUMMINS INC	COM	$915K	0.2%	2,920 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$7.6M	1.7%	127,211 SH
DISNEY WALT CO	COM	$989K	0.2%	10,016 SH
DUKE ENERGY CORP NEW	COM NEW	$435K	0.1%	3,570 SH
EATON VANCE RISK-MANAGED DIV	COM	$94K	0.0%	11,135 SH
EDISON INTL	COM	$394K	0.1%	6,690 SH
ELI LILLY & CO	COM	$842K	0.2%	1,020 SH
EMCOR GROUP INC	COM	$207K	0.0%	560 SH
ENBRIDGE INC	COM	$4.5M	1.0%	102,028 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$368K	0.1%	19,793 SH
ENTERPRISE PRODS PARTNERS L	COM	$4.1M	0.9%	118,720 SH
EXXON MOBIL CORP	COM	$4.9M	1.1%	41,094 SH
FEDEX CORP	COM	$517K	0.1%	2,122 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$256K	0.1%	5,003 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$414K	0.1%	8,128 SH
FIRST FNDTN INC	COM	$731K	0.2%	140,805 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$207K	0.0%	4,533 SH
FORTINET INC	COM	$992K	0.2%	10,305 SH
FREEPORT-MCMORAN INC	CL B	$343K	0.1%	9,065 SH
FS KKR CAP CORP	COM	$501K	0.1%	23,918 SH
GE AEROSPACE	COM NEW	$244K	0.1%	1,221 SH
GENERAL DYNAMICS CORP	COM	$349K	0.1%	1,282 SH
GILEAD SCIENCES INC	COM	$302K	0.1%	2,696 SH
GLACIER BANCORP INC NEW	COM	$646K	0.1%	14,600 SH
GLOBAL X FDS	RATE PREFERRED	$507K	0.1%	21,429 SH
GLOBAL X FDS	US PFD ETF	$936K	0.2%	49,181 SH
GSK PLC	SPONSORED ADR	$319K	0.1%	8,238 SH
HOME DEPOT INC	COM	$642K	0.1%	1,752 SH
INTEL CORP	COM	$269K	0.1%	11,824 SH
INTERNATIONAL BUSINESS MACHS	COM	$6.9M	1.6%	27,793 SH
INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$289K	0.1%	2,800 SH
INVESCO QQQ TR	UNIT SER 1	$421K	0.1%	897 SH
ISHARES INC	MSCI EMRG CHN	$9.0M	2.0%	162,815 SH
ISHARES SILVER TR	ISHARES	$465K	0.1%	15,000 SH
ISHARES TR	CORE S&P MCP ETF	$2.7M	0.6%	45,530 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.3%	11,115 SH
ISHARES TR	CORE S&P500 ETF	$5.5M	1.2%	9,789 SH
ISHARES TR	EAFE GRWTH ETF	$267K	0.1%	2,671 SH
ISHARES TR	ESG AWR MSCI USA	$3.2M	0.7%	26,309 SH
ISHARES TR	MSCI EAFE ETF	$228K	0.1%	2,786 SH
ISHARES TR	MSCI USA QLT FCT	$851K	0.2%	4,977 SH
ISHARES TR	MSCI USA VALUE	$478K	0.1%	4,482 SH
ISHARES TR	NATIONAL MUN ETF	$220K	0.0%	2,085 SH
ISHARES TR	RUS 1000 GRW ETF	$9.4M	2.1%	26,010 SH
ISHARES TR	RUSSELL 2000 ETF	$266K	0.1%	1,335 SH
ISHARES TR	S&P 100 ETF	$253K	0.1%	936 SH
ISHARES TR	SHORT TREAS BD	$2.5M	0.6%	22,254 SH
ISHARES TR	SHRT NAT MUN ETF	$1.9M	0.4%	17,545 SH
ISHARES TR	U.S. MED DVC ETF	$201K	0.0%	3,342 SH
ISHARES TR	US AER DEF ETF	$1.2M	0.3%	7,862 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$210K	0.0%	3,672 SH
JD.COM INC	SPON ADS CL A	$239K	0.1%	5,817 SH
JOHNSON & JOHNSON	COM	$2.0M	0.4%	11,787 SH
JPMORGAN CHASE & CO.	COM	$4.0M	0.9%	16,424 SH
KIMBERLY-CLARK CORP	COM	$309K	0.1%	2,173 SH
KINDER MORGAN INC DEL	COM	$599K	0.1%	20,999 SH
KLA CORP	COM NEW	$508K	0.1%	747 SH
KRAFT HEINZ CO	COM	$800K	0.2%	26,295 SH
LINDE PLC	SHS	$238K	0.1%	512 SH
LOCKHEED MARTIN CORP	COM	$468K	0.1%	1,048 SH
LOWES COS INC	COM	$341K	0.1%	1,460 SH
MASTERCARD INCORPORATED	CL A	$902K	0.2%	1,645 SH
MCDONALDS CORP	COM	$510K	0.1%	1,632 SH
MCKESSON CORP	COM	$236K	0.1%	350 SH
MEDTRONIC PLC	SHS	$405K	0.1%	4,509 SH
MERCK & CO INC	COM	$7.1M	1.6%	79,606 SH
META PLATFORMS INC	CL A	$4.6M	1.0%	8,036 SH
MICROSOFT CORP	COM	$7.4M	1.7%	19,800 SH
NETFLIX INC	COM	$1.4M	0.3%	1,547 SH
NEXTERA ENERGY INC	COM	$1.7M	0.4%	24,377 SH
NGL ENERGY PARTNERS LP	COM UNIT REPST	$104K	0.0%	22,800 SH
NIKE INC	CL B	$249K	0.1%	3,918 SH
NOVARTIS AG	SPONSORED ADR	$288K	0.1%	2,586 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$789K	0.2%	70,446 SH
NUVEEN CALIFORNIA AMT QLT MU	COM	$225K	0.1%	17,850 SH
NVIDIA CORPORATION	COM	$3.1M	0.7%	28,408 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.3%	8,175 SH
PAYCHEX INC	COM	$322K	0.1%	2,089 SH
PAYPAL HLDGS INC	COM	$208K	0.0%	3,194 SH
PEPSICO INC	COM	$563K	0.1%	3,752 SH
PFIZER INC	COM	$1.5M	0.3%	58,490 SH
PHILIP MORRIS INTL INC	COM	$2.4M	0.5%	14,937 SH
PIMCO DYNAMIC INCOME FD	SHS	$201K	0.0%	10,131 SH
PROCTER AND GAMBLE CO	COM	$748K	0.2%	4,390 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$280K	0.1%	3,400 SH
QUALCOMM INC	COM	$1.4M	0.3%	8,948 SH
REALTY INCOME CORP	COM	$420K	0.1%	7,243 SH
RTX CORPORATION	COM	$1.5M	0.3%	11,400 SH
SALESFORCE INC	COM	$993K	0.2%	3,700 SH
SAP SE	SPON ADR	$284K	0.1%	1,059 SH
SCHWAB CHARLES CORP	COM	$1.0M	0.2%	12,817 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$30.8M	6.9%	1,239,238 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$15.9M	3.6%	805,076 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$29.7M	6.7%	1,220,212 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$26.3M	5.9%	1,134,534 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.0M	1.1%	179,469 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$30.1M	6.7%	1,200,148 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$360K	0.1%	15,352 SH
SELECT SECTOR SPDR TR	ENERGY	$380K	0.1%	4,065 SH
SELECT SECTOR SPDR TR	INDL	$207K	0.0%	1,576 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$634K	0.1%	4,345 SH
SERVICENOW INC	COM	$379K	0.1%	476 SH
SHELL PLC	SPON ADS	$200K	0.0%	2,731 SH
SOUTHERN CO	COM	$353K	0.1%	3,840 SH
SPDR S&P 500 ETF TR	TR UNIT	$251K	0.1%	449 SH
SPDR SER TR	AEROSPACE DEF	$5.9M	1.3%	36,713 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$1.9M	0.4%	20,944 SH
SPDR SER TR	PORTFLI HIGH YLD	$4.8M	1.1%	203,231 SH
SPDR SER TR	PORTFOLIO S&P500	$412K	0.1%	6,266 SH
SPDR SER TR	PRTFLO S&P500 HI	$630K	0.1%	14,232 SH
STARBUCKS CORP	COM	$927K	0.2%	9,446 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.3M	0.3%	7,611 SH
TESLA INC	COM	$776K	0.2%	2,995 SH
TEXAS INSTRS INC	COM	$334K	0.1%	1,856 SH
TRUIST FINL CORP	COM	$652K	0.1%	15,849 SH
UBER TECHNOLOGIES INC	COM	$887K	0.2%	12,170 SH
UNILEVER PLC	SPON ADR NEW	$732K	0.2%	12,299 SH
UNION PAC CORP	COM	$414K	0.1%	1,752 SH
UNITED PARCEL SERVICE INC	CL B	$317K	0.1%	2,882 SH
UNITEDHEALTH GROUP INC	COM	$1.1M	0.2%	2,073 SH
VALLEY NATL BANCORP	COM	$551K	0.1%	62,003 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$602K	0.1%	11,754 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$249K	0.1%	3,187 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$2.0M	0.5%	20,821 SH
VANGUARD INDEX FDS	GROWTH ETF	$378K	0.1%	1,020 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.1M	1.8%	31,271 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	0.2%	2,019 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.4%	7,149 SH
VANGUARD INDEX FDS	VALUE ETF	$30.9M	6.9%	179,019 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$570K	0.1%	7,562 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$204K	0.0%	1,760 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$631K	0.1%	12,713 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$9.4M	2.1%	114,374 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$12.0M	2.7%	259,099 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	0.8%	18,783 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$282K	0.1%	5,555 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$4.9M	1.1%	76,276 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$666K	0.1%	5,167 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$859K	0.2%	11,657 SH
VANGUARD WORLD FD	ENERGY ETF	$259K	0.1%	2,000 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$499K	0.1%	2,479 SH
VERIZON COMMUNICATIONS INC	COM	$886K	0.2%	19,533 SH
VISA INC	COM CL A	$1.0M	0.2%	2,900 SH
WALMART INC	COM	$3.2M	0.7%	36,810 SH
WELLS FARGO CO NEW	COM	$213K	0.0%	2,965 SH
WISDOMTREE TR	JAPN HEDGE EQT	$537K	0.1%	4,878 SH
WP CAREY INC	COM	$487K	0.1%	7,709 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001713697-26-000002	$541.7M	View
Oct 17, 2025	Q3 2025	13F-HR	0001713697-25-000005	$516.3M	View
Jul 20, 2026	Q2 2026