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CIK: 0001664847
Total reported value
$665.8M
$665.8M
132 檔
33.1%
During the Q1 2026 filing period, Armbruster Capital Management, Inc. (CIK: 0001664847) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $665.8M across 132 reported positions.
In Q1 2026, Armbruster Capital Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 58 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 9.53% | +0.03% | +0.88% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 8.36% | -0.76% | +0.21% | |
| 3 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 6.51% | +0.08% | +4.39% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 6.35% | -0.17% | +5.09% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.35% | +0.16% | +3.28% | |
| 6 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 4.66% | +0.07% | +2.36% | |
| 7 | IVLU | Ishares Msci International V | ETF-Other | 4.39% | +0.14% | -2.74% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 3.56% | — | -0.27% | |
| 9 | IQLT | Ishares Msci International Q | ETF-Other | 3.55% | +0.07% | -0.19% | |
| 10 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 3.42% | +0.07% | +0.26% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.32% | +0.18% | +0.97% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.52% | -0.01% | +1.15% | |
| 13 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.52% | -0.34% | +1.43% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.33% | +0.03% | +1.14% | |
| 15 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 2.01% | -0.11% | +4.61% | |
| 16 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.60% | -0.17% | +10.28% | |
| 17 | QVMT | Invesco S&p 500 Concentrated | ETF-Large Cap & Growth | 1.53% | -0.16% | -5.80% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.47% | -0.01% | +14.26% | |
| 19 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 1.35% | -0.11% | +0.27% | |
| 20 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.30% | -0.04% | -1.11% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.03% | +3.00% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | -0.05% | -0.30% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.05% | -0.01% | -0.58% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.04% | -6.70% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.95% | -0.19% | +3.08% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.87% | +0.03% | +3.11% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.02% | +14.77% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.01% | +6.75% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | -0.01% | +21.57% | |
| 30 | AVDE | Avantis International Equity | ETF-Other | 0.68% | +0.01% | -2.68% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.67% | -0.02% | +0.38% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | -0.01% | +0.29% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | +0.01% | +1.97% | |
| 34 | IDLV | Invesco S&p International De | ETF-Other | 0.57% | -0.02% | -3.07% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.06% | +8.21% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.41% | — | +0.44% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.08% | +3.74% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.37% | -0.01% | -0.37% | |
| 39 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | +11.96% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.05% | +2.68% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | +0.37% | |
| 42 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 0.33% | -0.01% | +1.42% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.01% | +1.08% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | — | -0.88% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.31% | — | +0.53% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.28% | +0.04% | +2.63% | |
| 47 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.27% | -0.01% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | — | +8.36% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.23% | -0.01% | +4.59% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.22% | -0.01% | +0.01% |
According to official SEC Form 13F filings, Armbruster Capital Management, Inc. reported a total U.S. public equity portfolio value of $665.8M across 132 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VFVA, MTUM, RPV) accounted for 33.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLW
市值: $376.5K
Top Position Liquidated / Trimmed
IHS
前期市值: $1.0M
During Q1 2026, Armbruster Capital Management, Inc.'s top holdings by market value included VFVA (9.5%)、MTUM (8.4%)、RPV (6.5%). The largest single position, VFVA, represented 9.5% of total portfolio value.
In Q1 2026, Armbruster Capital Management, Inc. made 97 total portfolio adjustments, initiating 5 new buys, adding to 58 positions, trimming 29 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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