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Advance Capital Management, Inc.

Q4 2025 13F Holdings

  • Location
    southfield, MI
  • Num holdings

    175

  • Value ($000)

    $2,358,768

  • Date Filed
    01/06/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$496.9M
21 %

6,194,274

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$438.64M
19 %

10,051,233

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$331.6M
14 %

9,385,711

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$256.22M
11 %

3,289,350

C
CGDG

CAPITAL GROUP DIVIDEND GROWE

SHS ETF
14021L109
$191.53M
8 %

5,373,945

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$131.11M
6 %

4,914,022

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$42.5M
2 %

840,218

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$39M
2 %

1,195,446

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$37.47M
2 %

842,498

---

RBB FUND TRUST

FIRST EAGLE GBL
75526L886
$30.85M
1 %

670,355

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