First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
First Command Advisory Services, Inc. manages $14.8B across 1152 positions as of Q1 2026. Top holdings: IVV (38.4%), DYNF (11.4%), QQQM (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Q1 2026 Summary
Active quarter - 386 new positions, 27 exits, 339 increased. Top move: DFAI (NEW, conviction 87). Portfolio: $14.8B across 1152 positions.
Top holdings by portfolio weight
IVV38.42%
DYNF11.45%
QQQM7.63%
IJH7.19%
IJR5.45%
DFAI3.91%
IWP3.41%
GNR2.66%
EWJ2.51%
SPYM2.19%
Other1.59%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings1,152 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
ISHARES TR | 8.7M | $5.7B | 38.4% | $356.30 | +108.38% | 29 qtrssince 2019-Q1 | Decreased 0 | |
BLACKROCK ETF TRUST | 29.2M | $1.7B | 11.4% | $59.28 | +11.81% | 3 qtrssince 2025-Q3 | Increased 78 | |
INVESCO EXCH TRADED FD TR II | 4.8M | $1.1B | 7.6% | $148.48 | +96.58% | 12 qtrssince 2023-Q2 | Increased 62 | |
ISHARES TR | 15.8M | $1.1B | 7.2% | $57.43 | +25.75% | 29 qtrssince 2019-Q1 | Increased 62 | |
ISHARES TR | 6.5M | $809.6M | 5.5% | $72.25 | +85.37% | 29 qtrssince 2019-Q1 | Increased 62 | |
DIMENSIONAL ETF TRUST | 14.9M | $581M | 3.9% | $40.34 | +1.21% | 1 qtr | New 87 | |
ISHARES TR | 4M | $506.2M | 3.4% | $142.40 | -4.41% | 11 qtrssince 2023-Q3 | Increased 59 | |
SPDR INDEX SHS FDS | 5.3M | $394.4M | 2.7% | $58.62 | +26.13% | 3 qtrssince 2025-Q3 | Decreased 0 | |
ISHARES INC | 4.4M | $372.2M | 2.5% | $66.67 | +36.60% | 11 qtrssince 2023-Q3 | Decreased 0 | |
SPDR SERIES TRUST | 4.3M | $325.5M | 2.2% | $75.01 | +15.97% | 6 qtrssince 2024-Q4 | Increased 64 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer