Sign In
test

Becky Mulhern

Fc Advisory Llc

Assets Managed
$377.599M
Holdings
118
Last Quarter
2026 - Q2
Filed Date
17d ago
Growth Rate
10.26%(2Q avg: 4.33%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fc Advisory Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Fc Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 377.599M in assets, with a quarterly growth rate of 10.26% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Becky Mulhern, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 392.19%
10.69%
$40.354M
459,040 shares@ $87.91 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -0.5%
8.76%
$33.052M
134,242 shares@ $246.22 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -1.43%
8.67%
$32.725M
390,746 shares@ $83.76 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 500.48%
5.4%
$20.373M
236,515 shares@ $86.15 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -0.02%
4.11%
$15.509M
42,409 shares@ $365.71 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 0.04%
4.01%
$15.11M
199,373 shares@ $75.79 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.51%
3.99%
$15.06M
152,147 shares@ $98.99 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 2.54%
3.67%
$13.849M
180,561 shares@ $76.71 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 0.83%
3.28%
$12.358M
128,154 shares@ $96.43 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
Increased 1.63%
2.95%
$11.112M
300,163 shares@ $37.02 avg price

1-10 of 118