Advance Capital Management
$3.1B 13F equity value
213 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Advance Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 10,657,305 | $525M | 17.0% |
| CGBL | CAPITAL GROUP CORE BALANCED | 12,041,305 | $457M | 14.8% |
| SPYM | SPDR SERIES TRUST | 5,164,150 | $454M | 14.7% |
| VCRB | VANGUARD MALVERN FDS | 3,854,514 | $298M | 9.6% |
| PYLD | PIMCO ETF TR | 7,572,736 | $201M | 6.5% |
| AVDE | AMERICAN CENTY ETF TR | 1,854,102 | $165M | 5.3% |
| CGGR | CAPITAL GROUP GROWTH ETF | 2,846,782 | $134M | 4.3% |
| FMDE | FIDELITY COVINGTON TRUST | 3,252,118 | $132M | 4.3% |
| SMLF | ISHARES TR | 1,476,512 | $132M | 4.3% |
| JMBS | JANUS DETROIT STR TR | 1,789,564 | $81M | 2.6% |
Track Advance Capital Management's 13F portfolio: $3.1B in reported holdings, 213 positions. Top holdings and quarterly changes on SentiSense.
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