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Livermore
Livermore
ZHEN

First Command Advisory Services, Inc.

SEC CIK
0001727336
Latest filing
Aug 10, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 7, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
1,144
+361 vs. Q4 2025
Portfolio value
$14.8B
+$499.3M (+3.5%) vs. Q4 2025
Filed
May 7, 2026
SEC
Holdings of First Command Advisory Services, Inc. in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PZZAPapa Johns International IncStock23$745<0.1%00.0%UnchangedHistory
Zurich Insurance Group AG Sponsored ADR989825104COM21$746<0.1%+21New–
SWSmurfit Westrock plcStock19$757<0.1%00.0%UnchangedHistory
Symrise AG Unsponsord ADR87155N109ADR36$764<0.1%+36New–
CIENCiena CorpCOM NEW2$776<0.1%+2NewHistory
WENWendy's CoStock113$785<0.1%+113NewHistory
AIA Group Ltd001317205COM19$846<0.1%+19New–
iShares Tr464288273EAFE SML CP ETF11$863<0.1%+11New–
ENSEnerSysCOM5$869<0.1%+5NewHistory
VVXV2X, Inc.COM13$891<0.1%00.0%UnchangedHistory
Occidental Pete Corp WT Exp 080327674599162Stock21$901<0.1%00.0%Unchanged–
TROWPrice T Rowe Group IncStock10$901<0.1%00.0%UnchangedHistory
TRMBTrimble Inc.COM14$913<0.1%+14NewHistory
HRBH&R Block IncCOM29$920<0.1%00.0%UnchangedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT32$928<0.1%+4+14.3%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF19$930<0.1%−669−97.2%Reduced–
VYXNCR Voyix CorpCOM150$950<0.1%00.0%UnchangedHistory
CMTGClaros Mortgage Trust, Inc.COMMON STOCK400$952<0.1%00.0%UnchangedHistory
Kddi Corp ADR48667L106ADR58$973<0.1%+58New–
FHN.PFFirst Horizon CorpPreferred Stock56$976<0.1%+56NewHistory
LVMH Moet Hennessy Louis Vuitt502441306COM9$983<0.1%+9New–
FSLRFirst Solar, Inc.Stock5$986<0.1%00.0%UnchangedHistory
Amadeus It Group S A Unsponsored ADS02263T104ADR18$1.02K<0.1%+18New–
Allianz SE018820100ADR25$1.05K<0.1%+25New–
DLR.PKDigital Realty Trust, Inc.COM48$1.06K<0.1%+48NewHistory
ECLEcolab Inc.Stock4$1.07K<0.1%+2+100.0%AddedHistory
LULUlululemon athletica inc.Stock7$1.07K<0.1%+7NewHistory
LSEGYLondon Stock Exchange Group plcCOM36$1.07K<0.1%+36NewHistory
CTRACoterra Energy Inc.Stock31$1.09K<0.1%+31NewHistory
BBYBest Buy Co IncStock17$1.09K<0.1%00.0%UnchangedHistory
iShares Tr464287341GLOBAL ENERG ETF19$1.09K<0.1%00.0%Unchanged–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS65$1.10K<0.1%+65NewHistory
JKHYJack Henry & Associates IncStock7$1.11K<0.1%00.0%UnchangedHistory
TDToronto Dominion BankStock12$1.12K<0.1%+12NewHistory
COOCooper Companies, Inc.COM16$1.14K<0.1%00.0%UnchangedHistory
GTXGarrett Motion Inc.Stock63$1.15K<0.1%00.0%UnchangedHistory
SUSuncor Energy IncStock18$1.19K<0.1%00.0%UnchangedHistory
CDPCopt Defense PropertiesREIT39$1.19K<0.1%00.0%UnchangedHistory
BXPBXP, Inc.COM23$1.19K<0.1%00.0%UnchangedHistory
iShares Inc464286525MSCI GBL MIN VOL10$1.20K<0.1%+10New–
Structural Monitoring Systems CdiG8540D328CDI4,421$1.20K<0.1%00.0%Unchanged–
IXOrix CorpSPONSORED ADR40$1.20K<0.1%00.0%UnchangedHistory
NWLNewell Brands Inc.Stock350$1.20K<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock92$1.21K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock90$1.22K<0.1%00.0%UnchangedHistory
ESSEssex Property Trust, Inc.COM5$1.22K<0.1%+5NewHistory
RDNRadian Group IncCOM37$1.22K<0.1%00.0%UnchangedHistory
MTGMgic Investment CorpCOM47$1.23K<0.1%00.0%UnchangedHistory
GLCNFGlencore plcADR82$1.25K<0.1%+82NewHistory
SJMJ M SMUCKER CoStock13$1.25K<0.1%−861−98.5%ReducedHistory
RZCReinsurance Group of America IncPreferred Stock50$1.27K<0.1%+50NewHistory
CBTCabot CorpCOM17$1.28K<0.1%00.0%UnchangedHistory
RKLBRocket Lab CorpCOM20$1.28K<0.1%00.0%UnchangedHistory
INSMINSMED IncCOM PAR $.018$1.31K<0.1%00.0%UnchangedHistory
CRWVCoreWeave, Inc.Stock17$1.32K<0.1%+17NewHistory
USB.PHUS Bancorp DECOM72$1.34K<0.1%+72NewHistory
BEBloom Energy CorpCOM CL A10$1.35K<0.1%+10NewHistory
AWKAmerican Water Works Company, Inc.Stock10$1.36K<0.1%00.0%UnchangedHistory
WEXWEX Inc.COM9$1.38K<0.1%00.0%UnchangedHistory
SBACSba Communications CorpCL A8$1.38K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR67$1.39K<0.1%+32+91.4%AddedHistory
BIOBio-Rad Laboratories, Inc.CL A5$1.39K<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock234$1.40K<0.1%00.0%UnchangedHistory
ZSZscaler, Inc.Stock10$1.40K<0.1%+10NewHistory
EXEExpand Energy CorpCOM13$1.43K<0.1%+13NewHistory
MS.PQMorgan StanleyPFD56$1.44K<0.1%+56NewHistory
SRJNSpire IncCommon Stock60$1.44K<0.1%+60NewHistory
BOXBox IncCL A61$1.44K<0.1%00.0%UnchangedHistory
SONSonoco Products CoCOM27$1.46K<0.1%00.0%UnchangedHistory
MTB.PJM&T Bank CorpPERP PFD J57$1.46K<0.1%+57NewHistory
PODDInsulet CorpStock7$1.47K<0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS17$1.48K<0.1%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock19$1.53K<0.1%+19NewHistory
CRLCharles River Laboratories International, Inc.COM9$1.55K<0.1%00.0%UnchangedHistory
AVYAvery Dennison CorpCOM9$1.55K<0.1%00.0%UnchangedHistory
GILGildan Activewear Inc.Stock28$1.56K<0.1%00.0%UnchangedHistory
CPTCamden Property TrustREIT16$1.56K<0.1%00.0%UnchangedHistory
MIDDMIDDLEBY CorpCOM12$1.59K<0.1%00.0%UnchangedHistory
EWBCEast West Bancorp IncCOM15$1.60K<0.1%00.0%UnchangedHistory
EXPEExpedia Group, Inc.Stock7$1.62K<0.1%+7NewHistory
DXCMDexcom IncCOM26$1.63K<0.1%+26NewHistory
HTHIYHitachi LtdCOM57$1.66K<0.1%+57NewHistory
WTFCWintrust Financial CorpCOM12$1.67K<0.1%00.0%UnchangedHistory
COHRCoherent Corp.COM7$1.67K<0.1%+7NewHistory
IRIngersoll Rand Inc.COM21$1.68K<0.1%+7+50.0%AddedHistory
CBOECboe Global Markets, Inc.COM6$1.69K<0.1%00.0%UnchangedHistory
EXPEagle Materials IncCOM9$1.71K<0.1%+9NewHistory
HLIHoulihan Lokey, Inc.CL A12$1.72K<0.1%00.0%UnchangedHistory
DLBDolby Laboratories, Inc.COM CL A29$1.74K<0.1%00.0%UnchangedHistory
HBANHuntington Bancshares IncCOM112$1.75K<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A14$1.76K<0.1%00.0%UnchangedHistory
PPTFranklin Premier Income TrustSH BEN INT500$1.77K<0.1%00.0%UnchangedHistory
RPMRPM International IncCOM18$1.79K<0.1%00.0%UnchangedHistory
RRCRange Resources CorpCOM40$1.81K<0.1%+40NewHistory
FISFidelity National Information Services, Inc.Stock39$1.83K<0.1%+39NewHistory
LYGLloyds Banking Group plcSPONSORED ADR365$1.84K<0.1%+36+10.9%AddedHistory
AKAMAkamai Technologies IncCOM16$1.84K<0.1%00.0%UnchangedHistory
DLTRDollar Tree, Inc.COM17$1.86K<0.1%+17NewHistory
ARWArrow Electronics, Inc.COM13$1.86K<0.1%00.0%UnchangedHistory
MDUMdu Resources Group IncStock91$1.89K<0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (26)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of First Command Advisory Services, Inc. sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Dimensional ETF Trust25434V831US HIGH PROF ETF2,350$89.4K<0.1%–
RYRoyal Bank of CanadaStock460$78.4K<0.1%History
ARCCAres Capital CorpCEF3,190$64.5K<0.1%History
EIMEaton Vance Municipal Bond FundCOM3,960$38.5K<0.1%History
NDAQNasdaq, Inc.COM390$37.9K<0.1%History
VFCV F CorpStock1,814$32.8K<0.1%History
iShares Future AI & Tech ETF46435U556ETF522$25.1K<0.1%–
WPCW. P. Carey Inc.COM300$19.3K<0.1%History
KTBKontoor Brands, Inc.Stock260$15.9K<0.1%History
AGENAgenus IncCOM NEW3,530$11.1K<0.1%History
SPOTSpotify Technology S.A.Stock10$5.81K<0.1%History
Cyberark Software LtdM2682V108SHS11$4.91K<0.1%–
SYMSymbotic Inc.Stock82$4.88K<0.1%History
CRSPCRISPR Therapeutics AGNAMEN AKT88$4.62K<0.1%History
ARMArm Holdings PLCADR36$3.94K<0.1%History
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE60$3.12K<0.1%–
QGENQiagen N.V.COMMON STOCK35$1.57K<0.1%History
UAUnder Armour, Inc.CL C200$960<0.1%History
SPDR Ser Tr78464A110FACTST INV ETF5$881<0.1%–
FGF&G Annuities & Life, Inc.COMMON STOCK0$6<0.1%History
Om Holdings International Incorporated67114M103Common Stock1$00.0%–
TTCFTattooed Chef, Inc.COM CL A10$00.0%History
Contra Zynerba Pharmac Com989CVR022Common Stock100$00.0%–
DOGPDogecoin Cash, Inc.COM2$00.0%History
Gbx International Group Inc COM USD361518103Common Stock5$00.0%–
Hyperscale Data Inc Com Cl B09175M606Common Stock6$00.0%–