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CIK: 0001932952
Total reported value
$1.6B
$1.6B
958 檔
41.3%
At the close of Q1 2026, Armstrong Advisory Group, Inc disclosed equity holdings valued at approximately $1.6B, spread across 958 reported holdings.
Armstrong Advisory Group, Inc executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 6 holdings and trimming 101 positions.
Showing top 200 holdings (of 958 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.59% | -4.71% | +77.88% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 8.63% | -3.93% | +9.72% | |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 6.22% | -1.76% | +84.36% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 6.08% | -0.39% | +434.27% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.98% | +1.49% | -14.72% | |
| 6 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 5.21% | +9.10% | -1.94% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.16% | -0.27% | -33.06% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.60% | -2.55% | +22.87% | |
| 9 | VOX | Vanguard Communication Servi | ETF-Other | 2.25% | -0.11% | -1.76% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.13% | +0.01% | -6.04% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.09% | -0.02% | -7.07% | |
| 12 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.89% | -0.30% | -42.62% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 1.69% | +0.12% | -6.23% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | +0.06% | +0.27% | |
| 15 | SPXT | Proshares S&p 500 Ex-technol | ETF-Tech | 1.50% | -1.46% | +60.78% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.45% | -1.45% | +403881.69% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.45% | +0.36% | +6319.55% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.04% | -4.61% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.23% | +0.27% | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.16% | -0.03% | -58.36% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.07% | -0.06% | -9.13% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.98% | -0.19% | -6.23% | |
| 23 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.79% | +0.04% | +85.42% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.03% | -0.41% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.07% | -0.75% | |
| 26 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.65% | -0.63% | — | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | -0.05% | -12.07% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.03% | -0.53% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | -1.17% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.07% | -17.60% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.39% | — | -6.70% | |
| 32 | XLB | Ss Materials Select Sector | ETF-Other | 0.39% | -0.03% | -3.73% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.07% | +3.41% | |
| 34 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.36% | -0.35% | +10606.14% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | — | -0.28% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.02% | -88.77% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.34% | — | -0.31% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.05% | +0.01% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | — | +0.72% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.30% | -0.10% | -16.35% | |
| 41 | CPRT | Copart Inc | Stock-Industrials | 0.28% | -0.10% | -6.97% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.06% | -5.81% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.06% | -7.12% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | -0.05% | -16.36% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.23% | +0.03% | -6.18% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | +0.01% | -0.20% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | -0.01% | -13.67% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.20% | -0.02% | -4.95% | |
| 49 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.18% | — | +25.59% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.18% | +0.08% | -5.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +7.6% | +77.88% | Add |
| 2 | SCHP | Schwab U.s. Tips ETF | +4.9% | +434.27% | Add |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | +2.8% | +84.36% | Add |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | +1.5% | +403881.69% | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +1.4% | +6319.55% | Add |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | +0.7% | +9.72% | Add |
| 7 | SPXT | Proshares S&p 500 Ex-technol | +0.5% | +60.78% | Add |
| 8 | VGSH | Vanguard Short-term Treasury | +0.5% | +22.87% | Add |
| 9 | XAR | Ss Spdr S&p Aerospace Def | +0.4% | +85.42% | Add |
| 10 | XOP | Ss Spdr S&p Og Exp & Prod | +0.4% | +10606.14% | Add |
| 11 | XLE | Ss Energy Select Sector | +0.2% | -6.23% | Trim |
| 12 | SCHX | Schwab US Large-cap ETF | +0.1% | +158.99% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -5.81% | Trim |
| 14 | CB | Chubb Limited | +0.1% | +1130.66% | Add |
| 15 | DE | Deere & Co | +0.1% | -0.31% | Trim |
| 16 | DTCR | Global X Data Center & Digit | 0% | +38.65% | Add |
| 17 | LQDW | Ishares Ingr CORP Bd B/w ETF | 0% | +36.37% | Add |
| 18 | TLTW | Ishares 20+ Bond Buywrite | 0% | +25.59% | Add |
| 19 | VXUS | Vanguard Total Intl Stock | 0% | +31.46% | Add |
| 20 | AGG | Ishares Core U.s. Aggregate | 0% | +38.06% | Add |
| 21 | IWO | Ishares Russell 2000 Growth | 0% | +2004.62% | Add |
| 22 | VZ | Verizon Communications Inc | 0% | +7.23% | Add |
| 23 | XLB | Ss Materials Select Sector | 0% | -3.73% | Trim |
| 24 | GEV | GE Vernova Inc | 0% | +10.80% | Add |
| 25 | NANR | Sta Str Sp S&p Nor An Res-ui | 0% | +10.32% | Add |
| 26 | LEN | Lennar Corp-a | 0% | +7261.22% | Add |
| 27 | CAT | Caterpillar Inc | 0% | +0.98% | Add |
| 28 | VTIP | Vanguard Short-term Tips | 0% | +660.47% | Add |
| 29 | PANW | Palo Alto Networks Inc | 0% | +804.81% | Add |
| 30 | TJX | Tjx Companies Inc | 0% | +0.01% | Add |
| 31 | CVX | Chevron CORP | 0% | +3.84% | Add |
| 32 | FIX | Comfort Systems USA Inc | 0% | +24.73% | Add |
| 33 | VLO | Valero Energy CORP | 0% | -6.51% | Trim |
| 34 | CHAT | Roundhill Gen Ai & Tech ETF | 0% | +80.25% | Add |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +9.80% | Add |
| 36 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.72% | Add |
| 37 | HPE | Hewlett Packard Enterprise | 0% | +98.19% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | -3.02% | Trim |
| 39 | WMT | Walmart Inc | 0% | -0.52% | Trim |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.21% | Add |
| 41 | HPQ | Hp Inc | 0% | +156.72% | Add |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | +7.51% | Add |
| 43 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 44 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 45 | ED | Consolidated Edison Inc | 0% | +0.02% | Add |
| 46 | PAA | Plains All Amer Pipeline LP | 0% | +915.20% | Add |
| 47 | KMI | Kinder Morgan, Inc. | 0% | -1.99% | Trim |
| 48 | INTC | Intel CORP | 0% | +2.97% | Add |
| 49 | COP | Conocophillips | 0% | -2.18% | Trim |
| 50 | IDV | Ishares International Select | 0% | +1.82% | Add |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.6B across 958 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, IEI, VBIL) accounted for 41.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYV
市值: $18.3M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $335.0K
During Q1 2026, Armstrong Advisory Group, Inc's top holdings by market value included IVV (18.6%)、IEI (8.6%)、VBIL (6.2%). The largest single position, IVV, represented 18.6% of total portfolio value.
In Q1 2026, Armstrong Advisory Group, Inc made 189 total portfolio adjustments, initiating 12 new buys, adding to 70 positions, trimming 101 holdings, and fully liquidating 6 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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