Mainstay Capital Management LLC /adv
Mainstay Capital Management, LLC, founded in 2000 by David Kudla, is a fee-only, independent Registered Investment Advisor headquartered in Grand Blanc, Michigan. The firm specializes in retirement planning and workplace savings plan management, serving employees and retirees of major corporations like General Motors, Ford, Stellantis, Aptiv, Allison Transmission, and the UAW International, in addition to State of Michigan employees. Mainstay Capital offers comprehensive wealth management and financial planning for 401(k), 403(b), 457, IRA, annuity, and non-retirement accounts and employs a staff of Senior Wealth Advisors. As of June 30, 2025, Mainstay manages over $4.51 billion in assets and has been recognized among top RIA firms nationally.
Investment Strategy
Mainstay Capital Management employs a tactical asset allocation approach, tailoring investment portfolios to each client’s goals, time horizon, and risk tolerance. The firm actively manages workplace savings plans and other accounts, optimizing asset mixes among mutual funds, ETFs, stocks, and bonds based on each client’s investment objectives. Mainstay emphasizes independent, objective advice with no commissions or compensation from brokers or mutual funds, maintaining a fee-only structure. Their process uses thorough research and analysis to pursue long-term financial security for clients, regularly reviewing and adjusting portfolios to respond to market conditions and individual needs.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPMO | INVESCO EXCH TRADED FD TR II | 14.58% | $295.6M | 2,628,653 | $103.78 | $112.47 | +$180.9M |
F FEZ | SPDR INDEX SHS FDS | 12.25% | $248.4M | 4,158,074 | $58.18 | $59.73 | +$182.7M |
S SIXA | EXCHANGE TRADED CONCEPTS TRU | 9.92% | $201.2M | 4,148,956 | $47.61 | $48.50 | +$114.3M |
G GDE | WISDOMTREE TR | 7.89% | $160.1M | 3,393,983 | $47.16 | $47.16 | +$160.1M |
Q QGRO | AMERICAN CENTY ETF TR | 6.71% | $136.1M | 1,246,969 | $96.23 | $109.12 | +$45.5M |