Advance Capital Management, Inc.

All 13F Filings

Location
Southfield, MI
Most recent 13F
Q1 2026
Holdings value ($000)
2,638,897
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/29/2026 185 2,638,897 13F-HR Advance Capital Management, Inc.
Q4 2025 1/6/2026 175 2,358,768 13F-HR Advance Capital Management, Inc.
Q3 2025 10/10/2025 175 2,304,323 13F-HR Advance Capital Management, Inc.
Q2 2025 7/8/2025 168 2,206,328 13F-HR Advance Capital Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.138 M 43.1% 0 658.7 K -658.7 K
ETFs 1.495 M 56.7% 939.2 K 0 939.2 K
Debt 5.89 K 0.2% 0 370 -370
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Fund Snapshot

Q1 2026
Latest filed
4/29/2026
Total value ($000)
2,638,897
Holdings
185
QoQ value change ($000)
280,129 (11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.