account_balance
Investment manager · 13F filer · SEC CIK 1536029
Advance Capital Management, Inc.
Reported value$3.09Bas of Jun 30, 2026
Positions197 28 new, 16 sold out
Top 10 weight83.3%CGDV alone is 17%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
17.0%Added +5%
CGBLCapital Group Core Balanced
14.8%
SPYMSPDR Series Trust
14.7%
VCRBVanguard Malvern FDS
9.6%Added +4%
PYLDPimco ETF Tr
6.5%Added +7%
AVDEAmerican Centy ETF Tr
5.3%Added +7%
CGGRCapital Group Growth ETF
4.3%
FMDEFidelity Covington Trust
4.3%New
SMLFiShares Tr
4.3%Trimmed −4%
JMBSJanus Detroit STR Tr
2.6%
FEGERBB Fund Trust
2.5%
RDVY
CGDVCapital Group Dividend Value
17.0%Added +5%
CGBLCapital Group Core Balanced
14.8%
SPYMSPDR Series Trust
14.7%
VCRBVanguard Malvern FDS
9.6%Added +4%
PYLDPimco ETF Tr
6.5%
AVDEAmerican Centy ETF Tr
5.3%
CGGRCapital Group Growth ETF
4.3%
FMDEFidelity Covington Trust
4.3%
SMLF4.3%
JMBS
FEGE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 17.0% Added +5%
CGBL Capital Group Core Balanced 14.8% Held
SPYM SPDR Series Trust 14.7% Held
VCRB Vanguard Malvern FDS 9.6% Added +4%
PYLD Pimco ETF Tr 6.5% Added +7%
AVDE American Centy ETF Tr 5.3% Added +7%
CGGR Capital Group Growth ETF 4.3% Held
FMDE Fidelity Covington Trust 4.3% New
SMLF iShares Tr 4.3% Trimmed −4%
JMBS Janus Detroit STR Tr 2.6% Held
FEGE RBB Fund Trust 2.5% Added +10%
RDVY First Tr Exchange Traded Fd 1.3% Added +552%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.