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Lindsay Marie Rider

Fpc Investment Advisory, Inc.

Assets Managed
$200.548M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
9.87%(2Q avg: 9.7%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Fpc Investment Advisory, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Fpc Investment Advisory, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 200.548M in assets, with a quarterly growth rate of 9.87% and a 2-quarter average growth rate of 9.7%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 13.49%
17.03%
$34.149M
1.214M shares@ $28.15 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 7.97%
15.83%
$31.733M
653,483 shares@ $48.57 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 10.37%
15%
$30.07M
388,406 shares@ $77.43 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 10.39%
12.14%
$24.333M
279,524 shares@ $87.06 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 4.56%
5.33%
$10.686M
123,238 shares@ $86.72 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 706.04%
4.72%
$9.462M
90,840 shares@ $104.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.99%
4.53%
$9.071M
33,465 shares@ $271.07 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 36.61%
4.15%
$8.316M
172,635 shares@ $48.18 avg price
EWJ
Ishares Msci Japan Etf
Recent Activity
Increased 39.92%
4.12%
$8.258M
94,570 shares@ $87.33 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -6.21%
3.84%
$7.689M
104,109 shares@ $73.87 avg price

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