Advance Capital Management, Inc.

CIK 0001536029 • 6 13F filings • Apr 9, 2025 – Aug 13, 2026

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Filer information

Filed by: Advance Capital Management, Inc., Compliance Manager
Address: ONE TOWNE SQUARE, SUITE 444, SOUTHFIELD, MI, 48076
Phone: 248-350-8543
AUM: $2.36B

AUM over time

$3.09B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $2.36B167 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$280K	0.0%Prev: 0.0%	2,235 SH	Decreased
ABBVIE INC	COM	$692K	0.0%Prev: 0.0%	3,030 SH	Decreased+23 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$13.3M	0.6%Prev: 0.6%	64,867 SH	Decreased-17,781 SH
ALPHABET INC	CAP STK CL A	$2.6M	0.1%Prev: 0.1%	8,453 SH	Increased-268 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.1%Prev: 0.1%	6,233 SH	Increased-501 SH
AMAZON COM INC	COM	$2.4M	0.1%Prev: 0.1%	10,370 SH	Increased-445 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$7.9M	0.3%Prev: 0.3%	95,743 SH	Increased-3,339 SH
AMGEN INC	COM	$2.1M	0.1%Prev: 0.1%	6,291 SH	Increased-37 SH
AMPHENOL CORP NEW	CL A	$944K	0.0%Prev: 0.0%	6,982 SH	Increased
APPLE INC	COM	$8.6M	0.4%Prev: 0.4%	31,526 SH	Increased-733 SH
APPLIED MATLS INC	COM	$222K	0.0%	865 SH	New
AT&T INC	COM	$2.7M	0.1%Prev: 0.1%	107,013 SH	Decreased-5,156 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$463K	0.0%Prev: 0.0%	921 SH	Decreased
BIGBEAR AI HLDGS INC	COM	$65K	0.0%	12,055 SH	New
BITWISE BITCOIN ETF TR	SHS BEN INT	$2.1M	0.1%Prev: 0.2%	43,606 SH	Decreased-40,493 SH
BNY MELLON HIGH YIELD STRATE	SH BEN INT	$74K	0.0%Prev: 0.0%	30,000 SH	Decreased
BOEING CO	COM	$236K	0.0%Prev: 0.0%	1,089 SH	Decreased-40 SH
BP PLC	SPONSORED ADR	$217K	0.0%Prev: 0.0%	6,254 SH	Increased
BROADCOM INC	COM	$426K	0.0%Prev: 0.0%	1,231 SH	Increased+1 SH
CAPITAL GROUP CORE BALANCED	SHS	$331.6M	14.1%Prev: 14.0%	9,385,711 SH	Increased+109,747 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$648K	0.0%Prev: 0.0%	16,115 SH	Increased+2,906 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$191.5M	8.1%Prev: 7.9%	5,373,945 SH	Increased+124,692 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$438.6M	18.6%Prev: 17.9%	10,051,233 SH	Increased+231,646 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.5M	0.1%Prev: 0.1%	44,092 SH	Increased+2,512 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$37.5M	1.6%Prev: 1.6%	842,498 SH	Increased+6,048 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$370K	0.0%Prev: 0.0%	12,532 SH	Increased+4,876 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$4.2M	0.2%Prev: 7.8%	158,731 SH	Decreased-6,595,242 SH
CHEVRON CORP NEW	COM	$235K	0.0%Prev: 0.0%	1,541 SH	Decreased-4 SH
COSTCO WHSL CORP NEW	COM	$234K	0.0%Prev: 0.0%	271 SH	Decreased-12 SH
DEERE & CO	COM	$243K	0.0%Prev: 0.0%	522 SH	Increased
DELTA AIR LINES INC DEL	COM NEW	$265K	0.0%Prev: 0.0%	3,813 SH	Increased-179 SH
DT MIDSTREAM INC	COMMON STOCK	$406K	0.0%Prev: 0.0%	3,391 SH	Increased+649 SH
DTE ENERGY CO	COM	$800K	0.0%Prev: 0.0%	6,206 SH	Increased+1,253 SH
ELI LILLY & CO	COM	$491K	0.0%Prev: 0.0%	457 SH	Increased+19 SH
EXXON MOBIL CORP	COM	$1.5M	0.1%Prev: 0.1%	12,242 SH	Decreased-880 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$260K	0.0%Prev: 0.0%	13,431 SH	Increased+197 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$3.3M	0.1%Prev: 0.2%	64,676 SH	Decreased-4,613 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.4M	0.2%Prev: 0.2%	77,372 SH	Increased-1,601 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$1.8M	0.1%Prev: 0.1%	39,529 SH	Decreased-3,900 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$342K	0.0%Prev: 0.0%	8,915 SH	Increased+30 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$235K	0.0%Prev: 0.0%	5,301 SH	Decreased-3,284 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$1.5M	0.1%Prev: 0.1%	33,241 SH	Increased-680 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$795K	0.0%Prev: 0.0%	17,632 SH	Increased-208 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.1M	0.0%Prev: 0.1%	24,794 SH	Decreased-7,454 SH
FLAGSTAR BANK NATIONAL ASSOC	COM NEW	$157K	0.0%	12,479 SH	New
FORD MTR CO	COM	$643K	0.0%Prev: 0.0%	49,010 SH	Decreased-5,789 SH
GE AEROSPACE	COM NEW	$552K	0.0%Prev: 0.0%	1,793 SH	Increased
GE VERNOVA INC	COM	$295K	0.0%Prev: 0.0%	451 SH	Increased
GENUINE PARTS CO	COM	$260K	0.0%Prev: 0.0%	2,114 SH	Decreased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.2M	0.0%Prev: 0.0%	8,745 SH	Increased+788 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$216K	0.0%Prev: 0.0%	3,164 SH	Decreased
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$12.8M	0.5%Prev: 0.5%	374,529 SH	Increased+40,235 SH
HOME DEPOT INC	COM	$251K	0.0%Prev: 0.0%	730 SH	Decreased-51 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$935K	0.0%Prev: 0.0%	23,413 SH	Increased+227 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$237K	0.0%Prev: 0.0%	5,105 SH	Increased
INTEL CORP	COM	$330K	0.0%	8,945 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$787K	0.0%Prev: 0.0%	2,657 SH	Increased+1 SH
INTUITIVE SURGICAL INC	COM NEW	$454K	0.0%Prev: 0.0%	801 SH	Increased
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$767K	0.0%Prev: 0.0%	3,034 SH	Increased+39 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$27.5M	1.2%Prev: 1.2%	230,374 SH	Increased+4,181 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$765K	0.0%Prev: 0.0%	16,680 SH	Increased+2,110 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$27.4M	1.2%	197,626 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$612K	0.0%Prev: 0.0%	3,194 SH	Decreased-174 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.1M	0.0%Prev: 0.0%	15,084 SH	Decreased-501 SH
INVESCO QQQ TR	UNIT SER 1	$5.3M	0.2%Prev: 0.2%	8,646 SH	Increased+414 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$583K	0.0%Prev: 0.0%	11,733 SH	Decreased+2,305 SH
ISHARES ETHEREUM TR	SHS	$272K	0.0%Prev: 0.0%	12,145 SH	Decreased+616 SH
ISHARES GOLD TR	ISHARES NEW	$738K	0.0%Prev: 0.0%	9,090 SH	Decreased-1,326 SH
ISHARES SILVER TR	ISHARES	$865K	0.0%Prev: 0.0%	13,434 SH	Increased+320 SH
ISHARES TR	3 7 YR TREAS BD	$296K	0.0%Prev: 0.0%	2,484 SH	Increased+73 SH
ISHARES TR	7-10 YR TRSY BD	$1.0M	0.0%Prev: 0.0%	10,433 SH	Decreased-1,034 SH
ISHARES TR	CONV BD ETF	$11.3M	0.5%Prev: 0.5%	114,793 SH	Decreased-1,843 SH
ISHARES TR	CORE DIV GRWTH	$1.1M	0.0%Prev: 0.0%	15,493 SH	Increased+1,749 SH
ISHARES TR	CORE S&P MCP ETF	$357K	0.0%Prev: 0.0%	5,415 SH	Increased+24 SH
ISHARES TR	CORE S&P500 ETF	$1.9M	0.1%Prev: 0.1%	2,763 SH	Decreased-137 SH
ISHARES TR	CORE US AGGBD ET	$398K	0.0%Prev: 0.0%	3,983 SH	Decreased-364 SH
ISHARES TR	IBDS DEC28 ETF	$1.4M	0.1%Prev: 0.1%	56,559 SH	Increased+858 SH
ISHARES TR	IBONDS DEC 2030	$394K	0.0%Prev: 0.0%	17,831 SH	Increased+4,684 SH
ISHARES TR	IBONDS DEC 29	$1.7M	0.1%	70,735 SH	New
ISHARES TR	MSCI ACWI ETF	$220K	0.0%Prev: 0.0%	1,556 SH	Increased+2 SH
ISHARES TR	MSCI ACWI EX US	$1.0M	0.0%Prev: 0.0%	15,332 SH	Increased+17 SH
ISHARES TR	MSCI EAFE ETF	$208K	0.0%	2,164 SH	New
ISHARES TR	MSCI USA QLT FCT	$441K	0.0%Prev: 0.0%	2,219 SH	Increased+41 SH
ISHARES TR	NATIONAL MUN ETF	$544K	0.0%Prev: 0.0%	5,078 SH	Increased+1,058 SH
ISHARES TR	RUS 1000 ETF	$13.0M	0.6%Prev: 0.6%	34,864 SH	Increased-243 SH
ISHARES TR	RUS 2000 GRW ETF	$339K	0.0%Prev: 0.0%	1,049 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$1.2M	0.0%Prev: 0.0%	4,775 SH	Increased+374 SH
ISHARES TR	S&P 100 ETF	$296K	0.0%Prev: 0.0%	863 SH	Decreased-201 SH
ISHARES TR	U.S. FINLS ETF	$214K	0.0%Prev: 0.0%	1,662 SH	Increased
ISHARES TR	U.S. TECH ETF	$826K	0.0%Prev: 0.0%	4,137 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$819K	0.0%Prev: 0.0%	14,306 SH	Decreased-3,088 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$966K	0.0%Prev: 0.0%	16,618 SH	Increased-121 SH
JANUS DETROIT STR TR	HENDERSON MTG	$634K	0.0%Prev: 0.0%	13,885 SH	Decreased-2,794 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$42.5M	1.8%Prev: 3.4%	840,218 SH	Decreased-681,190 SH
JOHNSON & JOHNSON	COM	$518K	0.0%Prev: 0.0%	2,503 SH	Increased-38 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.1%Prev: 0.1%	3,929 SH	Increased-74 SH
MARRIOTT INTL INC NEW	CL A	$278K	0.0%Prev: 0.0%	895 SH	Increased+1 SH
MARSH & MCLENNAN COS INC	COM	$676K	0.0%Prev: 0.0%	3,643 SH	Decreased+5 SH
MASTERCARD INCORPORATED	CL A	$973K	0.0%Prev: 0.0%	1,705 SH	Increased+4 SH
MCDONALDS CORP	COM	$902K	0.0%Prev: 0.0%	2,951 SH	Decreased-22 SH
META PLATFORMS INC	CL A	$782K	0.0%Prev: 0.0%	1,184 SH	Decreased+13 SH
METHODE ELECTRS INC	COM	$433K	0.0%Prev: 0.0%	65,208 SH	Decreased
METTLER TOLEDO INTERNATIONAL	COM	$219K	0.0%	157 SH	New
MICROSOFT CORP	COM	$4.6M	0.2%Prev: 0.2%	9,570 SH	Decreased-353 SH
NETFLIX INC	COM	$396K	0.0%Prev: 0.0%	4,219 SH	Decreased+3,855 SH
NEXTERA ENERGY INC	COM	$625K	0.0%Prev: 0.0%	7,781 SH	Increased+1 SH
NIKE INC	CL B	$250K	0.0%Prev: 0.0%	3,924 SH	Decreased-1,675 SH
NORFOLK SOUTHN CORP	COM	$795K	0.0%Prev: 0.0%	2,755 SH	Decreased
NORTHERN DYNASTY MINERALS LT	COM NEW	$44K	0.0%Prev: 0.0%	22,500 SH	Increased
NUVEEN PFD & INCOME OPPORTUN	COM	$129K	0.0%Prev: 0.0%	15,926 SH	Decreased
NVIDIA CORPORATION	COM	$5.1M	0.2%Prev: 0.2%	27,095 SH	Increased+405 SH
ONESTREAM INC	CL A	$283K	0.0%Prev: 0.0%	15,403 SH	Decreased
OPENDOOR TECHNOLOGIES INC	COM	$80K	0.0%	13,777 SH	New
ORACLE CORP	COM	$2.4M	0.1%Prev: 0.2%	12,443 SH	Decreased-444 SH
PALANTIR TECHNOLOGIES INC	CL A	$961K	0.0%Prev: 0.0%	5,404 SH	Decreased+22 SH
PEPSICO INC	COM	$264K	0.0%Prev: 0.0%	1,838 SH	Increased+9 SH
PFIZER INC	COM	$217K	0.0%Prev: 0.0%	8,729 SH	Decreased
PHILIP MORRIS INTL INC	COM	$212K	0.0%Prev: 0.0%	1,323 SH	Decreased-10 SH
PIMCO ETF TR	MULTISECTOR BD	$131.1M	5.6%Prev: 4.2%	4,914,022 SH	Increased+1,307,654 SH
PROCTER AND GAMBLE CO	COM	$579K	0.0%Prev: 0.0%	4,042 SH	Decreased-187 SH
PROGRESSIVE CORP	COM	$6.5M	0.3%Prev: 0.3%	28,743 SH	Decreased
PURECYCLE TECHNOLOGIES INC	COM	$152K	0.0%Prev: 0.0%	17,713 SH	Decreased+2,213 SH
RBB FUND TRUST	FIRST EAGLE GBL	$30.9M	1.3%Prev: 1.0%	670,355 SH	Increased+169,371 SH
ROCKWELL AUTOMATION INC	COM	$312K	0.0%Prev: 0.0%	803 SH	Increased
RTX CORPORATION	COM	$908K	0.0%Prev: 0.0%	4,950 SH	Increased-51 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$285K	0.0%Prev: 0.0%	11,854 SH	Increased+319 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$875K	0.0%Prev: 0.0%	31,893 SH	Decreased-5,173 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$39.0M	1.7%Prev: 1.7%	1,195,446 SH	Decreased-56,146 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$408K	0.0%	9,133 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$774K	0.0%	5,377 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$308K	0.0%	7,217 SH	New
SES AI CORPORATION	CL A COM	$25K	0.0%Prev: 0.0%	13,888 SH	Increased
SOUTHERN CO	COM	$230K	0.0%Prev: 0.0%	2,635 SH	Decreased+10 SH
SPDR GOLD TR	GOLD SHS	$2.4M	0.1%Prev: 0.1%	5,944 SH	Increased+252 SH
SPDR INDEX SHS FDS	PORTFLI MSCI GBL	$28.5M	1.2%Prev: 1.2%	371,527 SH	Increased-2,475 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$530K	0.0%Prev: 0.0%	11,938 SH	Decreased-1,638 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$552K	0.0%Prev: 0.0%	11,797 SH	Decreased-2,012 SH
SPDR INDEX SHS FDS	S&P INTL SMLCP	$293K	0.0%Prev: 0.0%	7,174 SH	Decreased-1,143 SH
SPDR S&P 500 ETF TR	TR UNIT	$29.9M	1.3%Prev: 1.3%	43,914 SH	Decreased-1,340 SH
SPDR SERIES TRUST	STATE STREET SPD	$522.6M	22.2%	6,631,284 SH	New
SSGA ACTIVE TR	STATE STREET BLA	$9.7M	0.4%	339,894 SH	New
STRYKER CORPORATION	COM	$398K	0.0%Prev: 0.0%	1,131 SH	Decreased-59 SH
TESLA INC	COM	$2.4M	0.1%Prev: 0.1%	5,444 SH	Increased+123 SH
TEXAS INSTRS INC	COM	$238K	0.0%Prev: 0.0%	1,374 SH	Decreased-27 SH
TJX COS INC NEW	COM	$976K	0.0%Prev: 0.0%	6,351 SH	Increased+1 SH
UNITED PARCEL SERVICE INC	CL B	$673K	0.0%Prev: 0.0%	6,789 SH	Increased-725 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$409K	0.0%Prev: 0.0%	1,136 SH	Increased-113 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.1M	0.0%Prev: 0.0%	5,034 SH	Increased+33 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.2M	0.1%Prev: 0.2%	6,620 SH	Decreased-864 SH
VANGUARD INDEX FDS	MID CAP ETF	$683K	0.0%Prev: 0.0%	2,355 SH	Decreased-539 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.0M	0.1%Prev: 0.1%	4,720 SH	Increased+128 SH
VANGUARD INDEX FDS	SMALL CP ETF	$302K	0.0%Prev: 0.0%	1,172 SH	Decreased-359 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.1%Prev: 0.1%	3,615 SH	Decreased-588 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.0%Prev: 0.1%	5,698 SH	Decreased-1,381 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$220K	0.0%	2,990 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$378K	0.0%Prev: 0.0%	2,679 SH	Decreased-691 SH
VANGUARD MALVERN FDS	CORE BD ETF	$256.2M	10.9%	3,289,350 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$211K	0.0%	959 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$391K	0.0%Prev: 0.0%	6,252 SH	Decreased-5,371 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$697K	0.0%Prev: 0.0%	4,859 SH	Decreased-108 SH
VERIZON COMMUNICATIONS INC	COM	$798K	0.0%Prev: 0.0%	19,586 SH	Decreased+28 SH
VICTORY PORTFOLIOS II	SHARES FREE CASH	$9.4M	0.4%Prev: 0.4%	237,877 SH	Increased-10,582 SH
VISA INC	COM CL A	$232K	0.0%Prev: 0.0%	661 SH	Increased-3 SH
WALMART INC	COM	$1.1M	0.0%Prev: 0.0%	9,607 SH	Increased-40 SH
WARNER BROS DISCOVERY INC	COM SER A	$753K	0.0%Prev: 0.0%	26,133 SH	Increased-248 SH
WELLTOWER INC	COM	$2.5M	0.1%Prev: 0.1%	13,723 SH	Increased-3 SH
WISDOMTREE TR	US QTLY DIV GRT	$991K	0.0%Prev: 0.0%	11,081 SH	Decreased-506 SH

Sold (vs prior filing)

BIT DIGITAL INC — $45K
FLAGSTAR FINANCIAL INC — $144K
GRACO INC — $207K
HONEYWELL INTL INC — $203K
ISHARES TR — $220K
ISHARES TR — $2.5M
ISHARES TR — $280K
LOWES COS INC — $206K
NANO DIMENSION LTD — $22K
PARKER-HANNIFIN CORP — $849K
SELECT SECTOR SPDR TR — $396K
SELECT SECTOR SPDR TR — $315K
SELECT SECTOR SPDR TR — $719K
SPDR SERIES TRUST — $399K
SPDR SERIES TRUST — $1.9M
SPDR SERIES TRUST — $12.9M
SPDR SERIES TRUST — $594.2M
SPDR SERIES TRUST — $6.7M
SPDR SERIES TRUST — $2.5M
SPDR SERIES TRUST — $771K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 6, 2026	Q4 2025	13F-HR	0001536029-26-000001	$2.36B	View
Oct 10, 2025	Q3 2025	13F-HR	0001536029-25-000006	$2.30B	View
Aug 13, 2026	Q2 2026