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Becky Mulhern

Fc Advisory Llc

Assets Managed
$342.47M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-1.6%(2Q avg: 0.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fc Advisory Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 342.47M in assets, with a quarterly growth rate of -1.6% and a 2-quarter average growth rate of 0.11%. The portfolio is managed by Becky Mulhern, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 0.69%
10.01%
$34.269M
93,265 shares@ $367.44 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -1.27%
8.7%
$29.772M
396,434 shares@ $75.11 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 2.18%
8.11%
$27.767M
134,920 shares@ $205.81 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.89%
5.03%
$17.204M
39,388 shares@ $436.79 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 3.95%
4.35%
$14.879M
149,888 shares@ $99.27 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.93%
4.09%
$13.987M
199,306 shares@ $70.18 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 4.05%
3.97%
$13.591M
176,092 shares@ $77.19 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 1.4%
3.75%
$12.821M
42,420 shares@ $302.25 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 3.63%
3.3%
$11.274M
127,103 shares@ $88.7 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
Increased 3.29%
3.18%
$10.882M
295,374 shares@ $36.84 avg price

1-10 of 115