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CIK: 0001932952
Total reported value
$1.6B
$1.6B
940 檔
34.6%
According to the latest 13F quarterly dataset, Armstrong Advisory Group, Inc managed an equity portfolio of $1.6B at the end of Q3 2025, spanning 940 distinct U.S. exchange-listed positions.
During Q3 2025, Armstrong Advisory Group, Inc performed routine portfolio adjustments (9 new buys, 15 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 940 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.91% | -4.71% | +2.92% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 8.07% | -3.93% | +1.63% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.85% | +1.49% | +0.54% | |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 6.83% | -1.76% | +1.60% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.36% | -0.27% | +1.52% | |
| 6 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 5.50% | +9.10% | -0.26% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.80% | -0.06% | +2.29% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.14% | -0.03% | +0.31% | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.76% | -0.30% | +1.48% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.57% | -0.02% | -0.32% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 2.44% | -0.11% | +0.13% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-Other | 2.33% | +0.01% | -0.67% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.24% | -2.55% | -37.26% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.15% | -0.02% | +1.26% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.09% | -0.02% | +1.38% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.79% | +0.12% | +0.48% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | +0.06% | -0.57% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.54% | -0.02% | +3.28% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.04% | -0.65% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.18% | -0.06% | -0.66% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.18% | -0.39% | +6626.48% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.07% | +0.68% | |
| 23 | SPXT | Proshares S&p 500 Ex-technol | ETF-Tech | 0.93% | -1.46% | +1.87% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.03% | -0.87% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.80% | -0.19% | -0.81% | |
| 26 | ROBO | Robo Global Robotics And Aut | ETF-Other | 0.72% | +1.10% | — | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.65% | -0.05% | -0.47% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.03% | +0.19% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | +6.89% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.07% | +53.64% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.45% | — | +0.27% | |
| 32 | URA | Global X Uranium ETF | ETF-Other | 0.44% | -0.02% | — | |
| 33 | CPRT | Copart Inc | Stock-Industrials | 0.43% | -0.10% | -2.37% | |
| 34 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.40% | +0.04% | +4096.49% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.07% | +5.45% | |
| 36 | XLB | Ss Materials Select Sector | ETF-Other | 0.38% | -0.03% | +0.01% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | — | -5.38% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.32% | -0.05% | -0.65% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | — | -0.11% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.30% | -0.10% | +43.00% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.29% | — | +0.33% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.28% | -0.05% | -12.87% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | +0.03% | +0.01% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.02% | +29.62% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +0.01% | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.22% | -0.02% | -2.96% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.21% | -0.01% | -4.51% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.17% | +0.08% | +2.65% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.17% | -0.04% | -87.33% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.16% | -0.01% | +0.15% |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.6B across 940 disclosed positions in Q3 2025.
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, IEI, VGT) accounted for 34.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VBIL
市值: $96.8M
Top Position Liquidated / Trimmed
IVV
前期市值: $152.6M
During Q3 2025, Armstrong Advisory Group, Inc's top holdings by market value included IVV (10.9%)、IEI (8.1%)、VGT (7.8%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q3 2025, Armstrong Advisory Group, Inc made 50 total portfolio adjustments, initiating 9 new buys, adding to 15 positions, trimming 26 holdings, and fully liquidating 0 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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