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CIK: 0001727336
Total reported value
$16.8B
$16.8B
1152 檔
61.9%
At the close of Q1 2026, First Command Advisory Services, Inc. disclosed equity holdings valued at approximately $16.8B, spread across 1152 reported holdings.
In Q1 2026, First Command Advisory Services, Inc. displayed an active expansion posture, initiating 26 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1152 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 38.42% | +0.37% | -6.08% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 11.45% | +0.64% | +29.08% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.63% | +0.44% | +0.35% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.19% | +0.17% | +0.82% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.45% | +0.38% | +0.67% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.91% | -0.16% | — | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.41% | +0.02% | +2.91% | |
| 8 | GNR | State Street Spdr S&p Global | ETF-Other | 2.66% | -0.62% | -1.45% | |
| 9 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.51% | -0.02% | -11.72% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.39% | +22.49% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.20% | -0.25% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.09% | -0.38% | -0.99% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.97% | +0.03% | +15.30% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.94% | +0.05% | +2.31% | |
| 15 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.77% | -0.08% | -3.20% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.73% | +0.09% | +14.91% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.73% | -0.12% | -1.97% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.72% | -0.07% | +0.42% | |
| 19 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.72% | -0.01% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.23% | -6.47% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.52% | -0.09% | -3.35% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | — | -1.15% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.05% | +97.22% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.43% | -0.19% | -2.57% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | -0.11% | -2.21% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.34% | -0.12% | -5.06% | |
| 27 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.27% | -0.06% | -3.68% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.01% | +1.84% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.24% | +0.04% | +13.67% | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.23% | — | +14.93% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.20% | — | +15.14% | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.20% | -0.04% | -1.21% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.17% | +0.01% | +14.76% | |
| 34 | DFIV | Dimensional International Va | ETF-Other | 0.17% | -0.03% | +0.71% | |
| 35 | INTF | Ishares International Equity | ETF-Other | 0.15% | — | -16.42% | |
| 36 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.14% | -0.01% | -0.72% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.05% | +2.63% | |
| 38 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.11% | -0.02% | +6.38% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | -0.32% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | -0.01% | +2.75% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.05% | — | +18.89% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.03% | -4.28% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | -0.01% | +0.80% | |
| 44 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.04% | -0.01% | -6.59% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.03% | +73.90% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.04% | +0.02% | +2.72% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +2.47% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | +0.64% | |
| 49 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.03% | -0.02% | -0.93% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | +3.85% |
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 1152 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, DYNF, QQQM) accounted for 61.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFAI
市值: $581.0M
Top Position Liquidated / Trimmed
DUHP
前期市值: $89.4K
During Q1 2026, First Command Advisory Services, Inc.'s top holdings by market value included IVV (38.4%)、DYNF (11.4%)、QQQM (7.6%). The largest single position, IVV, represented 38.4% of total portfolio value.
In Q1 2026, First Command Advisory Services, Inc. made 194 total portfolio adjustments, initiating 26 new buys, adding to 108 positions, trimming 57 holdings, and fully liquidating 3 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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