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CIK: 0001932952
Total reported value
$1.7B
$1.7B
985 檔
45.5%
The Q2 2026 SEC filing reveals that Armstrong Advisory Group, Inc held a total portfolio value of $1.7B, covering 985 public equity positions.
In Q2 2026, Armstrong Advisory Group, Inc displayed an active expansion posture, initiating 15 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 985 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 14.31% | -1.98% | +163.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.88% | +0.84% | -28.26% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.47% | +0.32% | +704.06% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.69% | -0.20% | +3.51% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.70% | -3.48% | -39.38% | |
| 6 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 4.46% | -4.43% | -21.09% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.45% | -4.42% | +26444.26% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.89% | +8.73% | +3.16% | |
| 9 | VOX | Vanguard Communication Servi | ETF-Other | 2.14% | +0.07% | +2.62% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.14% | +0.10% | +0.49% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.07% | -0.15% | +1.16% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 1.81% | -0.17% | +3.05% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.81% | +1.01% | +24.33% | |
| 14 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.59% | +1.25% | +3.17% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +0.01% | -0.22% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | +0.03% | +24.65% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.22% | -0.55% | |
| 18 | ROBO | Robo Global Robotics And Aut | ETF-Other | 1.13% | -1.11% | +3075.91% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.13% | -0.01% | -1.22% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.10% | -1.09% | +4510.33% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.01% | -0.03% | +2.09% | |
| 22 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.83% | -0.15% | +4.10% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | +0.12% | +1.86% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.01% | +1.93% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.21% | -3.03% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | -0.07% | +1.64% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.02% | +1.71% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.01% | -0.16% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.01% | -0.41% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | — | +2.03% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.39% | -0.02% | +1.37% | |
| 32 | XLB | Ss Materials Select Sector | ETF-Other | 0.36% | -0.01% | +1.97% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | -0.31% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.05% | -3.52% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.34% | +0.02% | -2.59% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | -0.01% | +3.66% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.29% | -0.04% | +1.90% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.26% | -0.03% | +6.81% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.26% | — | +60.65% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | -0.01% | +2.91% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.20% | +0.01% | +0.02% | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.20% | +0.12% | -27.57% | |
| 43 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.18% | — | +14.34% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | +0.01% | +29.29% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.01% | +42.81% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | -0.02% | -20.74% | |
| 47 | CPRT | Copart Inc | Stock-Industrials | 0.18% | -0.02% | -16.23% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.18% | -0.01% | +21.62% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.18% | -0.02% | +0.07% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.18% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHK | Schwab 1000 Index ETF | +9.1% | +163.08% | Add |
| 2 | VTIP | Vanguard Short-term Tips | +4.4% | +26444.26% | Add |
| 3 | VGT | Vanguard Info Tech ETF | +1.5% | +704.06% | Add |
| 4 | ROBO | Robo Global Robotics And Aut | +1.1% | +3075.91% | Add |
| 5 | GRID | First Trst Nasd Cl Edg Sgiif | +1.1% | +4510.33% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +24.33% | Add |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +24.65% | Add |
| 8 | XLI | Ss Industrial Select Sector | +0.1% | +3.05% | Add |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +60.65% | Add |
| 10 | MU | Micron Technology Inc | +0.1% | +1.43% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | -0.41% | Trim |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.03% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.22% | Trim |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +42.81% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +3.59% | Add |
| 16 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.1% | +405.61% | Add |
| 17 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | +33.99% | Add |
| 19 | AAPL | Apple Inc | 0% | -0.55% | Trim |
| 20 | XAR | Ss Spdr S&p Aerospace Def | 0% | +4.10% | Add |
| 21 | VXUS | Vanguard Total Intl Stock | 0% | +29.29% | Add |
| 22 | TAN | Invesco Solar ETF | 0% | NEW | New buy |
| 23 | TER | Teradyne Inc | 0% | +64.23% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +1.71% | Add |
| 25 | VXF | Vanguard Extended Market ETF | 0% | +6.81% | Add |
| 26 | AIQ | Global X Art Intel & Tech | 0% | -2.91% | Trim |
| 27 | CAT | Caterpillar Inc | 0% | -5.63% | Trim |
| 28 | VGIT | Vanguard Intermediate-term T | 0% | +43.33% | Add |
| 29 | ✓ | 0% | NEW | New buy | |
| 30 | ✓ | 0% | NEW | New buy | |
| 31 | NBIS | Nebius Group N.V. | 0% | +325.00% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | -0.16% | Trim |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -0.31% | Trim |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +21.62% | Add |
| 35 | DELL | Dell Technologies -c | 0% | +0.12% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.57% | Trim |
| 37 | MTUM | Ishares Msci USA Momentum Fa | 0% | -3.36% | Trim |
| 38 | SI | Shoulder Innovations Inc | 0% | NEW | New buy |
| 39 | GE | General Electric | 0% | -0.84% | Trim |
| 40 | XLK | Ss Technology Select Sector | 0% | +6.95% | Add |
| 41 | HPE | Hewlett Packard Enterprise | 0% | — | Unchanged |
| 42 | VEU | Vanguard Ftse All-world Ex-u | 0% | NEW | New buy |
| 43 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 44 | VHT | Vanguard Health Care ETF | 0% | +0.49% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | +1.40% | Add |
| 46 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.91% | Add |
| 47 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 48 | GOOG | Alphabet Inc-cl C | 0% | -0.82% | Trim |
| 49 | CSCO | Cisco Systems Inc | 0% | +0.06% | Add |
| 50 | SOXX | Ishares Semiconductor ETF | 0% | +96.73% | Add |
According to official SEC Form 13F filings, Armstrong Advisory Group, Inc reported a total U.S. public equity portfolio value of $1.7B across 985 disclosed positions in Q2 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 SCHK, IVV, VGT) accounted for 45.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
TAN
市值: $695.4K
Top Position Liquidated / Trimmed
HON
前期市值: $895.9K
During Q2 2026, Armstrong Advisory Group, Inc's top holdings by market value included SCHK (14.3%)、IVV (13.9%)、VGT (7.5%). The largest single position, SCHK, represented 14.3% of total portfolio value.
In Q2 2026, Armstrong Advisory Group, Inc made 179 total portfolio adjustments, initiating 15 new buys, adding to 98 positions, trimming 61 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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