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Advance Capital Management, Inc.

Q1 2026 13F Holdings

  • Location
    southfield, MI
  • Num holdings

    185

  • Value ($000)

    $2,638,897

  • Date Filed
    04/29/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$433.57M
16 %

10,192,029

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$412.02M
16 %

11,973,900

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$403.26M
15 %

5,268,562

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$287.98M
11 %

3,721,695

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$186.28M
7 %

7,109,897

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$146.98M
6 %

1,732,496

S
SMLF

ISHARES TR

US SML CAP EQT
46434V290
$116.69M
4 %

1,545,786

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$114.95M
4 %

2,860,148

J
JMBS

JANUS DETROIT STR TR

HENDERSON MTG
47103U852
$79.65M
3 %

1,762,883

---

RBB FUND TRUST

FIRST EAGLE GBL
75526L886
$68.36M
3 %

1,454,367

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