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CIK: 0001694079
Total reported value
$311.7M
$311.7M
160 檔
35.4%
During the Q1 2026 filing period, Armor Investment Advisors, LLC (CIK: 0001694079) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $311.7M across 160 reported positions.
Armor Investment Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 4 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.39% | +0.62% | +9.07% | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 9.02% | -0.31% | +55.66% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 5.85% | -0.06% | +17.72% | |
| 4 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 4.28% | +0.86% | +1.80% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.27% | -0.48% | -0.14% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.05% | -0.51% | -13.62% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 4.05% | +0.22% | +9.70% | |
| 8 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 3.53% | -0.39% | -48.35% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 3.30% | +0.46% | +108.16% | |
| 10 | CGNG | Cap Group New Geography Eq | ETF-Other | 2.48% | +0.22% | +11.68% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.04% | -0.03% | -8.78% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.90% | -0.14% | +1.54% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.87% | -0.13% | -9.40% | |
| 14 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.52% | +0.41% | — | |
| 15 | SAMT | Strategas Macro Them Opps | ETF-Other | 1.50% | +0.11% | -0.63% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.43% | +0.35% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.18% | +5.15% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.37% | +0.53% | +224.07% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.27% | — | -9.61% | |
| 20 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.96% | +0.66% | -6.89% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.07% | +15.62% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.06% | -14.17% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.79% | -0.03% | -3.24% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | -5.51% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.03% | +0.01% | |
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.76% | -0.13% | -9.40% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.12% | -14.70% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.74% | +0.16% | — | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.13% | -0.73% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.70% | -0.17% | -2.96% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.14% | +0.05% | |
| 32 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.68% | -0.09% | -18.06% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.06% | -0.82% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.64% | -0.11% | -0.71% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | — | +0.60% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | +0.16% | +0.07% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | -0.16% | -12.45% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.54% | -0.02% | -8.85% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.01% | +0.23% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.08% | — | |
| 41 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.51% | -0.07% | -17.96% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.02% | -9.30% | |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.48% | +0.32% | — | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | -1.96% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.41% | EXIT | |
| 46 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.40% | +0.02% | -1.23% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.39% | -0.01% | -0.02% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | +0.13% | — | |
| 49 | CAPE | Doubleline Shiller Cape US | ETF-Other | 0.37% | -0.37% | EXIT | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.36% | +0.03% | -5.36% |
According to official SEC Form 13F filings, Armor Investment Advisors, LLC reported a total U.S. public equity portfolio value of $311.7M across 160 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, JPIE, FENI) accounted for 35.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
FESM
市值: $4.2M
Top Position Liquidated / Trimmed
BDX
前期市值: $339.0K
During Q1 2026, Armor Investment Advisors, LLC's top holdings by market value included IVV (16.4%)、JPIE (9.0%)、FENI (5.8%). The largest single position, IVV, represented 16.4% of total portfolio value.
In Q1 2026, Armor Investment Advisors, LLC made 96 total portfolio adjustments, initiating 13 new buys, adding to 28 positions, trimming 51 holdings, and fully liquidating 4 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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