FLC Capital Advisors
All 13F Filings
- Location
- Palm Desert, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 560,180
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 221 | 560,180 | 13F-HR | FLC Capital Advisors |
| Q4 2025 | 2/11/2026 | 209 | 541,701 | 13F-HR | FLC Capital Advisors |
| Q3 2025 | 10/17/2025 | 211 | 516,282 | 13F-HR | FLC Capital Advisors |
| Q2 2025 | 7/29/2025 | 201 | 483,615 | 13F-HR | FLC Capital Advisors |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
8.832 K
(1.6% of total reported value)
· QoQ Δ:
+8.832 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 205.5 K | 37.3% | 0 | 179.2 K | -179.2 K |
| ETFs | 341.9 K | 62.0% | 188.7 K | 0 | 188.7 K |
| Debt | 3.977 K | 0.7% | 94 | 0 | 94 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
560,180
Holdings
221
QoQ value change ($000)
18,479
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.