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Filers›Holding Co.›First Command Advisory Services, Inc.
DOSSIER · 13F-HR · Q1 2026

First Command Advisory Services, Inc.

First Command Advisory Services's holding co. based in New York, NY — $14.8B in tracked AUM across 1,332 positions as of Q1 2026.

FC
First Command Advisory Services·New York, NY·Holding Co.
CIK 0001727336 · last filed Mar 31, 2026
Total AUM
$14.8B
▼ 12.8%
vs prior
Holdings
1,332
—
positions
Whale Score
78
78
strong
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of First Command Advisory Services, Inc. SEC 13F Filing
1. Portfolio Overview

First Command Advisory Services, Inc. has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 365.2% from $2.50 billion to $11.62 billion quarter-over-quarter. This dramatic increase suggests significant capital inflows, a restructuring of reporting entities, or the acquisition of a large block of assets. The portfolio co...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
iShares Core S&P 500 ETF
$5.7B8.7M38.4%
02
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1.7B29.2M11.4%
03
QQQM
Invesco NASDAQ 100 ETF
$1.1B4.8M7.6%
04
IJH
iShares Core S&P Mid-Cap ETF
$1.1B15.8M7.2%
05
IJR
iShares Core S&P Small-Cap ETF
$810M6.5M5.5%
06
DFAI
Dimensional International Cr Eq Mkt ETF
$581M14.9M3.9%
07
IWP
iShares Russell Midcap Growth ETF
$506M4.0M3.4%
08
GNR
SPDR S&P Global Natural Resources ETF
$394M5.3M2.7%
09
EWJ
iShares MSCI Japan ETF
$372M4.4M2.5%
10
SPYM
State Street SPDR Port S&P 500 ETF
$325M4.3M2.2%

Filing history

Filing history loading…
AI Agent · grounded in First
haiku-4-5 · 1,332 positions indexed
Sector mix
  • Tech17%
  • Financials19%
  • Health Care9%
  • Cons. Disc.6%
  • Industrials8%
  • Energy35%
  • Other6%
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