Universe · entity
Advance Capital Management, Inc.
Institutional manager (13F) · CIK 1536029
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | $434M | 10,192,029 |
| 2 | CAPITAL GROUP CORE BALANCED | $412M | 11,973,900 |
| 3 | SPDR SERIES TRUST | $403M | 5,268,562 |
| 4 | VANGUARD MALVERN FDS | $288M | 3,721,695 |
| 5 | PIMCO ETF TR | $186M | 7,109,897 |
| 6 | AMERICAN CENTY ETF TR | $147M | 1,732,496 |
| 7 | ISHARES TR | $117M | 1,545,786 |
| 8 | CAPITAL GROUP GROWTH ETF | $115M | 2,860,148 |
| 9 | JANUS DETROIT STR TR | $80M | 1,762,883 |
| 10 | RBB FUND TRUST | $68M | 1,454,367 |
| 11 | SCHWAB STRATEGIC TR | $40M | 1,386,232 |
| 12 | INVESCO EXCHANGE TRADED FD T | $27M | 187,256 |
| 13 | STATE STR SPDR S&P 500 ETF T | $26M | 40,566 |
| 14 | INVESCO EXCH TRADED FD TR II | $26M | 232,079 |
| 15 | FIRST TR EXCHNG TRADED FD VI | $20M | 423,102 |
| 16 | ABRDN PRECIOUS METALS BASKET | $13M | 58,375 |
| 17 | ISHARES TR | $12M | 34,516 |
| 18 | JANUS DETROIT STR TR | $11M | 224,430 |
| 19 | ISHARES TR | $11M | 109,915 |
| 20 | SPDR INDEX SHS FDS | $11M | 144,676 |
| 21 | SSGA ACTIVE TR | $10M | 372,995 |
| 22 | VICTORY PORTFOLIOS II | $10M | 248,988 |
| 23 | APPLE INC | $8M | 31,498 |
| 24 | CAPITAL GROUP DIVIDEND GROWE | $8M | 210,626 |
| 25 | SPDR SERIES TRUST | $7M | 139,728 |
| 26 | SPDR SERIES TRUST | $6M | 96,776 |
| 27 | PROGRESSIVE CORP | $6M | 28,743 |
| 28 | SPDR GOLD TR | $5M | 12,464 |
| 29 | FIRST TR EXCHANGE TRADED FD | $5M | 73,354 |
| 30 | NVIDIA CORPORATION | $5M | 27,852 |
| 31 | INVESCO QQQ TR | $5M | 8,405 |
| 32 | FIRST TR EXCH TRADED FD III | $4M | 82,571 |
| 33 | CAPITAL GRP FIXED INCM ETF T | $4M | 146,277 |
| 34 | MICROSOFT CORP | $4M | 9,805 |
| 35 | AT&T INC | $3M | 108,717 |
| 36 | VANGUARD INDEX FDS | $3M | 4,917 |
| 37 | VANGUARD INDEX FDS | $3M | 6,322 |
| 38 | WELLTOWER INC | $3M | 13,755 |
| 39 | ALPHABET INC | $3M | 8,704 |
| 40 | AMGEN INC | $2M | 6,291 |
| 41 | AMAZON COM INC | $2M | 10,558 |
| 42 | SPDR SERIES TRUST | $2M | 21,994 |
| 43 | BITWISE BITCOIN ETF TR | $2M | 57,352 |
| 44 | TESLA INC | $2M | 5,595 |
| 45 | EXXON MOBIL CORP | $2M | 11,989 |
| 46 | ISHARES TR | $2M | 3,065 |
| 47 | SPDR SERIES TRUST | $2M | 24,116 |
| 48 | ORACLE CORP | $2M | 12,904 |
| 49 | ISHARES TR | $2M | 71,213 |
| 50 | FIRST TR EXCHANGE-TRADED FD | $2M | 34,509 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.