Advance Capital Management, Inc.

Q3 2025 13F Holdings

  • Location
    southfield, MI
  • Num holdings

    175

  • Value ($000)

    $2,304,323

  • Date Filed
    10/10/2025
  • Form type
    13F-HR
  • CIK
    0001536029
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$594.16M
26 %

7,584,434

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$412.72M
18 %

9,819,587

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$322.06M
14 %

9,275,964

C
CGDG

CAPITAL GROUP DIVIDEND GROWE

SHS ETF
14021L109
$181.89M
8 %

5,249,253

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$179.52M
8 %

6,753,973

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$96.79M
4 %

3,606,368

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$77.26M
3 %

1,521,408

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$39.94M
2 %

1,251,592

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$36.74M
2 %

836,450

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$30.15M
1 %

45,254

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