Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advance Capital Management, Inc. (CIK 1536029) reported $2.64B across 185 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($433.6M, 16.43%), CGBL ($412.0M, 15.61%), SPLG ($403.3M, 15.28%), VCRB ($288.0M, 10.91%), PYLD ($186.3M, 7.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $433.6M | 16.43% | 10.2M | Added |
| 2 | CGBL | CAPITAL GROUP CORE BALANCED | $412.0M | 15.61% | 12.0M | Added |
| 3 | SPLG | SPDR SERIES TRUST | $403.3M | 15.28% | 5.3M | Trimmed |
| 4 | VCRB | VANGUARD MALVERN FDS | $288.0M | 10.91% | 3.7M | Added |
| 5 | PYLD | PIMCO ETF TR | $186.3M | 7.06% | 7.1M | Added |
| 6 | AVDE | AMERICAN CENTY ETF TR | $147.0M | 5.57% | 1.7M | Added |
| 7 | SMLF | ISHARES TR | $116.7M | 4.42% | 1.5M | New |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $114.9M | 4.36% | 2.9M | Added |
| 9 | JMBS | JANUS DETROIT STR TR | $79.6M | 3.02% | 1.8M | Added |
| 10 | FEGE | RBB FUND TRUST | $68.4M | 2.59% | 1.5M | Added |
| 11 | SCHG | SCHWAB STRATEGIC TR | $40.4M | 1.53% | 1.4M | Added |
| 12 | XMMO | INVESCO EXCHANGE TRADED FD T | $27.2M | 1.03% | 187,256 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $26.4M | 1.00% | 40,566 | Trimmed |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $26.0M | 0.99% | 232,079 | Added |
| 15 | DFEB | FIRST TR EXCHNG TRADED FD VI | $20.0M | 0.76% | 423,102 | New |
| 16 | GLTR | ABRDN PRECIOUS METALS BASKET | $12.8M | 0.48% | 58,375 | Trimmed |
| 17 | IWB | ISHARES TR | $12.3M | 0.47% | 34,516 | Trimmed |
| 18 | JAAA | JANUS DETROIT STR TR | $11.3M | 0.43% | 224,430 | Trimmed |
| 19 | ICVT | ISHARES TR | $11.2M | 0.42% | 109,915 | Trimmed |
| 20 | SPGM | SPDR INDEX SHS FDS | $11.0M | 0.42% | 144,676 | Trimmed |
| 21 | HYBL | SSGA ACTIVE TR | $10.4M | 0.39% | 372,995 | Added |
| 22 | VFLO | VICTORY PORTFOLIOS II | $9.8M | 0.37% | 248,988 | Added |
| 23 | AAPL | APPLE INC | $8.0M | 0.30% | 31,498 | Trimmed |
| 24 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $7.6M | 0.29% | 210,626 | Trimmed |
| 25 | SPSM | SPDR SERIES TRUST | $6.8M | 0.26% | 139,728 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31