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FPC INVESTMENT ADVISORY, INC.
RIA/Wealth
FPC INVESTMENT ADVISORY, INC. is a RIA/Wealth based in Petaluma, CA led by Bijan Golkar, reporting $297.2M in AUM as of Q3 2025 with 92% ETF concentration, 88% concentrated in top 10 holdings, and 17% allocation to ISTB.
PresidentBijan Golkar
- Portfolio Value
- $166.7M
- Positions
- 28
- Top Holding
- ISTB at 16.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FPC INVESTMENT ADVISORY, INC.'s portfolio (87.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.5M | 16.52% | +$901.4K Bought | — 563.7K shares | |
ETF ETF | $26.7M | 16.01% | -$157.4K Sold | — 1.0M shares | |
ETF ETF | $25.5M | 15.27% | +$1.5M Bought | — 326.0K shares | |
ETF ETF | $19.7M | 11.83% | +$212.5K Bought | — 247.0K shares | |
ETF ETF | $9.9M | 5.95% | +$66.5K Bought | — 111.0K shares | |
Consumer Electronics Technology | $9.0M | 5.42% | -$154.3K Sold | 0.00% 35.5K shares | |
ETF ETF | $8.4M | 5.06% | -$297.2K Sold | — 11.3K shares | |
ETF ETF | $8.3M | 4.97% | -$515.4K Sold | — 111.3K shares | |
ETF ETF | $5.8M | 3.46% | -$783.9K Sold | — 88.1K shares | |
ETF ETF | $5.5M | 3.33% | +$253.5K Bought | — 112.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FPC INVESTMENT ADVISORY, INC.'s latest filing
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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 |
|---|---|
+6.42% | |
+4.79% | |
+3.38% | |
+1.09% | |
+0.67% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-30.17% | |
-22.5% | |
-11.96% | |
-8.33% | |
-5.86% |
Analytics
Portfolio insights and performance metrics for FPC INVESTMENT ADVISORY, INC.
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