FLC Capital Advisors
RIA/Wealth
FLC Capital Advisors is a RIA/Wealth based in Palm Desert, CA led by Max A Briggs, reporting $709.9M in AUM as of Q3 2025 with 61% ETF concentration.
CEOMax A Briggs
- Portfolio Value
- $512.6M
- Positions
- 210
- Top Holding
- SCHO at 7.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FLC Capital Advisors's portfolio (45.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.2M | 7.26% | +$1.7M Bought | — 1.5M shares | |
ETF ETF | $36.8M | 7.17% | +$1.3M Bought | — 1.5M shares | |
ETF ETF | $34.2M | 6.68% | -$893.8K Sold | — 1.1M shares | |
ETF ETF | $33.8M | 6.59% | -$479.3K Sold | — 181.2K shares | |
Consumer Electronics Technology | $20.5M | 3.99% | +$409.2K Bought | 0.00% 80.3K shares | |
ETF ETF | $18.4M | 3.60% | -$254.8K Sold | — 792.5K shares | |
ETF ETF | $15.8M | 3.08% | +$573.1K Bought | — 585.9K shares | |
ETF ETF | $12.4M | 2.41% | +$736.7K Bought | — 146.9K shares | |
ETF ETF | $12.2M | 2.38% | +$312.8K Bought | — 259.3K shares | |
ETF ETF | $11.3M | 2.20% | -$103.1K Sold | — 24.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FLC Capital Advisors's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-46.58% |
Analytics
Portfolio insights and performance metrics for FLC Capital Advisors
GthenA