FLC Capital Advisors - Portfolio overview

FLC Capital Advisors has 234 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SCHO - SCHWAB STRATEGIC TR, 7.49%
2. VTV - VANGUARD INDEX FDS, 7.49%
3. SCHR - SCHWAB STRATEGIC TR, 7.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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