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CIK: 0001727336
Total reported value
$16.8B
$16.8B
629 檔
62.2%
The Q3 2025 SEC filing reveals that First Command Advisory Services, Inc. held a total portfolio value of $16.8B, covering 629 public equity positions.
In Q3 2025, First Command Advisory Services, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 629 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 44.75% | +0.37% | -7.78% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.66% | +0.64% | — | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.55% | +0.44% | -0.84% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.30% | +0.17% | +0.17% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.53% | +0.38% | -30.05% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.67% | +0.02% | +80392.26% | |
| 7 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.89% | -0.02% | -17.59% | |
| 8 | GNR | State Street Spdr S&p Global | ETF-Other | 2.17% | -0.62% | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.63% | -0.20% | +0.19% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.39% | +54.30% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.38% | -0.34% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.78% | +0.05% | +13.84% | |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.78% | -0.12% | +1.15% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.76% | -0.07% | +0.40% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.75% | +0.03% | +5.38% | |
| 16 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.74% | -0.08% | +0.76% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 0.63% | -0.23% | -3.41% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.57% | -0.09% | -5.56% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | — | -0.56% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.54% | +0.09% | +15.15% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.19% | +5.55% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | -0.12% | +1.59% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | -0.11% | -5.49% | |
| 24 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.28% | -0.06% | +2.16% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.01% | +7.56% | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.21% | -0.04% | -6.45% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | +0.05% | -3.72% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.18% | +0.04% | -17.96% | |
| 29 | INTF | Ishares International Equity | ETF-Other | 0.18% | — | -8.25% | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.18% | — | +706.58% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.05% | -2.35% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.16% | — | +16.85% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.16% | -0.03% | +0.35% | |
| 34 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.15% | -0.01% | +0.50% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.13% | +0.01% | +51.01% | |
| 36 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.11% | -0.02% | -1.64% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.09% | — | +18.44% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | -0.01% | -2.42% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.05% | -0.01% | -7.22% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.05% | — | -2.97% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | -0.01% | -5.41% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.04% | +0.02% | +28.18% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +16.98% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.03% | +0.15% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.03% | -0.02% | +22.74% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | — | -0.80% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | +2.88% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.02% | -0.01% | -1.55% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.02% | -0.01% | +6.49% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.02% | -0.01% | -0.62% |
According to official SEC Form 13F filings, First Command Advisory Services, Inc. reported a total U.S. public equity portfolio value of $16.8B across 629 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, DYNF, QQQM) accounted for 62.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
DYNF
市值: $1.3B
Top Position Liquidated / Trimmed
IVV
前期市值: $5.6B
During Q3 2025, First Command Advisory Services, Inc.'s top holdings by market value included IVV (44.8%)、DYNF (9.7%)、QQQM (8.6%). The largest single position, IVV, represented 44.8% of total portfolio value.
In Q3 2025, First Command Advisory Services, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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