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Advance Capital Management, Inc.

Q2 2026 13F filing

Updated 28 days ago

197 disclosed positions worth $3.1B

Portfolio value
$3.1B
Total holdings
197
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

C

CAPITAL GROUP DIVIDEND VALUE

Value
$525.2M
Shares
10.66M
% Port
16.98%
C

CAPITAL GROUP CORE BALANCED

Value
$457.1M
Shares
12.04M
% Port
14.77%
S

SPDR SERIES TRUST

Value
$453.8M
Shares
5.16M
% Port
14.67%
?
4.N/A

VANGUARD MALVERN FDS

Value
$297.7M
Shares
3.85M
% Port
9.62%
P
5.PDI

PIMCO ETF TR

Value
$200.8M
Shares
7.57M
% Port
6.49%
?
6.N/A

AMERICAN CENTY ETF TR

Value
$165.4M
Shares
1.85M
% Port
5.35%
C

CAPITAL GROUP GROWTH ETF

Value
$134.4M
Shares
2.85M
% Port
4.34%
F
8.FIS

FIDELITY COVINGTON TRUST

Value
$132M
Shares
3.25M
% Port
4.27%
E

ISHARES TR

Value
$131.6M
Shares
1.48M
% Port
4.25%
J
10.JCTC

JANUS DETROIT STR TR

Value
$80.5M
Shares
1.79M
% Port
2.60%
?
11.N/A

RBB FUND TRUST

Value
$78.2M
Shares
1.60M
% Port
2.53%
F
12.FPF

FIRST TR EXCHANGE TRADED FD

Value
$38.8M
Shares
478.4K
% Port
1.25%
I
13.IVZ

INVESCO EXCH TRADED FD TR II

Value
$33.2M
Shares
205.8K
% Port
1.07%
S
14.SPY

STATE STR SPDR S&P 500 ETF T

Value
$31.6M
Shares
42.3K
% Port
1.02%
?
15.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$21.8M
Shares
431.6K
% Port
0.70%
I
16.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$15.8M
Shares
92.8K
% Port
0.51%
E
17.ETHA

ISHARES TR

Value
$14.1M
Shares
34.5K
% Port
0.46%
G
18.GLTR

ABRDN PRECIOUS METALS BASKET

Value
$13.4M
Shares
73.9K
% Port
0.43%
S

SPDR INDEX SHS FDS

Value
$12.6M
Shares
147.5K
% Port
0.41%
E
20.ETHA

ISHARES TR

Value
$12.5M
Shares
102.7K
% Port
0.40%
N
21.NOC

JANUS DETROIT STR TR

Value
$11.6M
Shares
229.0K
% Port
0.37%
S

SSGA ACTIVE TR

Value
$11.5M
Shares
410.3K
% Port
0.37%
V
23.VCTR

VICTORY PORTFOLIOS II

Value
$11.3M
Shares
247.9K
% Port
0.37%
A
24.AAPL

APPLE INC

Value
$10.2M
Shares
35.2K
% Port
0.33%
L
25.LECO

LINCOLN ELEC HLDGS INC

Value
$9.2M
Shares
34.7K
% Port
0.30%
A
26.ARCC

SPDR SERIES TRUST

Value
$8.1M
Shares
139.8K
% Port
0.26%
C

CAPITAL GROUP DIVIDEND GROWE

Value
$7.6M
Shares
202.7K
% Port
0.25%
S

SPDR SERIES TRUST

Value
$6.6M
Shares
98.4K
% Port
0.21%
P
29.PGR

PROGRESSIVE CORP

Value
$6.3M
Shares
28.8K
% Port
0.20%
Q
30.QQQ

INVESCO QQQ TR

Value
$6.2M
Shares
8.4K
% Port
0.20%
N
31.NVDA

NVIDIA CORPORATION

Value
$5.3M
Shares
26.3K
% Port
0.17%
S

SCHWAB STRATEGIC TR

Value
$4.7M
Shares
139.3K
% Port
0.15%
F
33.FPF

FIRST TR EXCH TRADED FD III

Value
$4.7M
Shares
91.5K
% Port
0.15%
G
34.GLD

SPDR GOLD TR

Value
$4.5M
Shares
12.1K
% Port
0.14%
M
35.MSFT

MICROSOFT CORP

Value
$4.2M
Shares
11.3K
% Port
0.14%
A
36.APP

AT&T INC

Value
$3.8M
Shares
182.6K
% Port
0.12%
V
37.VGES

VANGUARD INDEX FDS

Value
$3.5M
Shares
40.2K
% Port
0.11%
L
38.LLY

ELI LILLY & CO

Value
$3.2M
Shares
2.7K
% Port
0.10%
V
39.VGES

VANGUARD INDEX FDS

Value
$3.2M
Shares
4.7K
% Port
0.10%
A
40.AEE

AMEREN CORP

Value
$3.2M
Shares
28.1K
% Port
0.10%
W
41.WELL

WELLTOWER INC

Value
$3.1M
Shares
13.7K
% Port
0.10%
C

CAPITAL GRP FIXED INCM ETF T

Value
$3.1M
Shares
118.6K
% Port
0.10%
G

ALPHABET INC

Value
$3M
Shares
8.4K
% Port
0.10%
E
44.ETHA

ISHARES TR

Value
$2.4M
Shares
3.2K
% Port
0.08%
T
45.TSLA

TESLA INC

Value
$2.4M
Shares
5.6K
% Port
0.08%
S

SPDR SERIES TRUST

Value
$2.4M
Shares
19.8K
% Port
0.08%
A
47.AMGN

AMGEN INC

Value
$2.3M
Shares
6.3K
% Port
0.07%
C

CAPITAL GROUP GBL GROWTH EQT

Value
$2.2M
Shares
52.1K
% Port
0.07%
S

SPDR SERIES TRUST

Value
$2.2M
Shares
24.2K
% Port
0.07%
A
50.AMZN

AMAZON COM INC

Value
$2.1M
Shares
8.7K
% Port
0.07%