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Latest First Command Advisory Services, Inc. Stock Portfolio

$14.85Billion– No. of Holdings #1143

First Command Advisory Services, Inc. Performance:
2026 Q1: -2.02%YTD: -2.02%2025: 13.47%
Performance for 2026 Q1 is -2.02%, and YTD is -2.02%, and 2025 is 13.47%.

About First Command Advisory Services, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, First Command Advisory Services, Inc. reported an equity portfolio of $14.8 Billions as of 31 Mar, 2026.

The top stock holdings of First Command Advisory Services, Inc. are IJR, BECO, BAB. The fund has invested 38.4% of it's portfolio in ISHARES CORE S&P 500 ETF and 11.4% of portfolio in ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF.

The fund managers got completely rid off VANGUARD GLOBAL EX-US REAL EST ETF (VEU), SLM CORP (SLM) and NAVIENT CORP (NAVI) stocks. They significantly reduced their stock positions in STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE (DIA), SMUCKERS JM CO NEW (SJM) and SCHWAB FUNDAMENTAL INTERNATIONAL EQ ETF (FNDA). First Command Advisory Services, Inc. opened new stock positions in DIMENSIONAL INTERNATIONAL CR EQ MKT ETF (DFAC), AVANTIS EMERGING MARKETS VALUE ETF (AEMB) and AMERICAN BEACON GLG NATRL RES ETF. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES US AEROSPACE & DEFENSE ETF (AAXJ), VEEVA SYSTEMS INC (VEEV) and BARCLAYS PLC ADR (BCS).
First Command Advisory Services, Inc. Equity Portfolio Value
Last Reported on: 07 May, 2026

First Command Advisory Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that First Command Advisory Services, Inc. made a return of -2.02% in the last quarter. In trailing 12 months, it's portfolio return was 15.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional international cr eq mkt etf580,998,000
avantis emerging markets value etf106,608,000
american beacon glg natrl res etf1,316,220
vanguard total bond market etf665,706
hbt financial476,524
franklin intl core div tlt idx etf383,967
ezcorp inc282,885
roche holding ag adr160,827
New stocks bought by First Command Advisory Services, Inc.

Additions

Ticker% Inc.
ishares us aerospace & defense etf4,971
kkr & co inc2,845
vertiv holdings co2,720
cognizant technology solutions corp a1,984
heico corp. ordinary shares - class a1,450
snap-on inc1,285
hsbc holdings plc adr1,250
cbre group inc1,193
Additions to existing portfolio by First Command Advisory Services, Inc.

Reductions

Ticker% Reduced
chubb ltd-62.03
dow inc com-56.66
vanguard mega cap growth etf-53.43
m&t bank corp-50.00
vanguard ftse developed markets etf-48.48
spdr gold shares etf-47.62
dupont de nemours inc-44.12
schwab us large-cap growth etf-43.59
First Command Advisory Services, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by First Command Advisory Services, Inc.

Sector Distribution

First Command Advisory Services, Inc. has about 99% of it's holdings in Others sector.

  • Others
Sector%
Others99

Market Cap. Distribution

First Command Advisory Services, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED99

Stocks belong to which Index?

About 0% of the stocks held by First Command Advisory Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others99
Top 5 Winners (%)%
OXY
occidental pete corp wt exp
122.5 %
PBR
petroleo braileiro s.a.
75.1 %
FORM
formfactor inc corp common
73.8 %
MRNA
moderna inc
72.2 %
CC
the chemours company
58.2 %
Top 5 Winners ($)$
CWI
spdr s&p global natural resources etf
66.7 M
IJR
ishares core s&p small-cap etf
26.8 M
IJR
ishares core s&p mid-cap etf
24.1 M
EMGF
ishares msci japan etf
17.4 M
DFAC
dimensional em mkts ex china cr eq etf
7.8 M
Top 5 Losers (%)%
highlands reit inc
-100.0 %
flutter entertainment plc ordinary shares
-52.6 %
KD
kyndryl holdings inc
-50.6 %
ONVO
organovo hldgs inc com
-50.0 %
ATEC
alphatec holdings inc
-48.3 %
Top 5 Losers ($)$
IJR
ishares core s&p 500 etf
-286.1 M
BAB
invesco nasdaq 100 etf
-72.8 M
BECO
ishares u.s. equity factor rotation active etf
-68.2 M
IJR
ishares russell mid-cap growth etf
-34.4 M
BIL
state street spdr port s&p 500 etf
-14.2 M

First Command Advisory Services, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of First Command Advisory Services, Inc.

First Command Advisory Services, Inc. has 1143 stocks in it's portfolio. About 84.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for First Command Advisory Services, Inc. last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions