AI

Armor Investment Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$277.5M

Reporting period: 2026-03-31 · Number of holdings: 160

Armor Investment Advisors, LLC disclosed 160 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $277.5M and a quarterly turnover rate of 24.9%.

Personality snowflake

Concentration
20.81
Portfolio Stability
24.91
Momentum/Contrarian
100
Sector conviction
45.87
Diversification
100
Sizing Uniformity
72.85

Recent moves

  • Trim FMDE

    -48.4%　-$9.4M

  • Add JPIE

    +55.7%　$8.9M

  • Trim CAPE

    -84.9%　-$6.1M

  • Trim HYDB

    -86.9%　-$5.2M

  • Add CGDV

    +108.2%　$4.6M

  • Add FBND

    +224.1%　$2.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth16.39%+0.31%+9.07%
2JPIEJpmorgan Income ETFETF-Other9.02%+3.08%+55.66%
3FENIFidelity Enhanced Intl ETFETF-Other5.85%+0.87%+17.72%
4FTECFidelity Msci Info Tech IndxETF-Tech4.28%-0.35%+1.80%
5IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other4.27%—-0.14%
6BNDVanguard Total Bond MarketETF-Other4.05%-0.77%-13.62%
7CGGRCap Group Growth EquityETF-Other4.05%—+9.70%
8FMDEFidelity Enhanced Mid Cap CoETF-Other3.53%-3.53%-48.35%
9CGDVCap Group Dividend ValueETF-Other3.30%+1.64%+108.16%
10CGNGCap Group New Geography EqETF-Other2.48%+0.19%+11.68%
11SCHFSchwab Intl Equity ETFETF-Other2.04%-0.17%-8.78%
12MUBIshares National Muni Bond EETF-Other1.90%—+1.54%
13IJHIshares Core S&p Midcap ETFETF-Other1.87%-0.19%-9.40%
14FESMFidelity Enhanced Small CapETF-Small Cap1.52%+1.52%NEW
15SAMTStrategas Macro Them OppsETF-Other1.50%—-0.63%
16DYNFIshrs US E F R A Etf-usd INCETF-Other1.43%+1.43%NEW
17METAMeta Platforms Inc-class AStock-Comm Services1.41%-0.16%+5.15%
18FBNDFidelity Total Bond ETFETF-Other1.37%+0.93%+224.07%
19DFASDimensional US Small Cap ETFETF-Small Cap1.27%-0.14%-9.61%
20SOXXIshares Semiconductor ETFETF-Other0.96%—-6.89%
21MSFTMicrosoft CORPStock-Tech0.93%-0.15%+15.62%
22GOOGLAlphabet Inc-cl AStock-Comm Services0.86%-0.25%-14.17%
23FHLCFidelity Msci Health CareETF-Other0.79%-0.09%-3.24%
24VVisa Inc-class A SharesStock-Financials0.78%-0.20%-5.51%
25JPMJpmorgan Chase & CoStock-Financials0.78%-0.09%+0.01%
26DLRDigital Realty Trust INCStock-Real Estate0.76%—-9.40%
27SCHDSchwab US Dvd Equity ETFETF-Other0.74%—-14.70%
28IEMGIshares Core Msci EmergingETF-Emerging Markets0.74%+0.74%NEW
29LOWLowe's Cos INCStock-Consumer Disc0.72%—-0.73%
30SOSouthern Co/theStock-Utilities0.70%—-2.96%
31WMTWalmart INCStock-Consumer Staples0.70%+0.06%+0.05%
32TBUXT Rowe Price Ultra Short-terETF-Other0.68%-0.17%-18.06%
33VYMVanguard High Dvd Yield ETFETF-Other0.65%—-0.82%
34DUKDuke Energy CORPStock-Utilities0.64%+0.05%-0.71%
35NVDANvidia CORPStock-Tech0.58%—+0.60%
36XLKSs Technology Select SectorETF-Tech0.57%—+0.07%
37JEPIJpmorgan Equity Premium IncoETF-Other0.55%-0.10%-12.45%
38DEDeere & CoStock-Industrials0.54%+0.04%-8.85%
39SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.52%—+0.23%
40LLYEli Lilly & CoStock-Healthcare0.52%-0.10%—
41PTRBPgim Total Return Bond ETFETF-Other0.51%-0.14%-17.96%
42SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.51%-0.06%-9.30%
43BAIIshrs Ai In And Tech Act ETFETF-Tech0.48%+0.48%NEW
44VOOGVanguard S&p 500 Growth ETFETF-Large Cap & Growth0.42%—-1.96%
45XOMExxon Mobil CORPStock-Energy0.41%+0.11%-1.77%
46ICVTIshares Convertible Bond ETFETF-Other0.40%—-1.23%
47PGRProgressive CORPStock-Financials0.39%-0.07%-0.02%
48ASMLASML Holding N.V.Stock-Tech0.39%+0.07%—
49CAPEDoubleline Shiller Cape USETF-Other0.37%-2.27%-84.95%
50SCHASchwab US Small-cap ETFETF-Other0.36%—-5.36%
1–50 of 160

Holding changes this quarter

Armor Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Fidelity Enhanced Small Cap (FESM); New buy: Ishrs US E F R A Etf-usd INC (DYNF); New buy: Ishares Core Msci Emerging (IEMG); New buy: Ishrs Ai In And Tech Act ETF (BAI); Sold out: Becton Dickinson And Co (BDX).

Position changes disclosed by Armor Investment Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JPIEJpmorgan Income ETF+3.1%+55.66%Add
2CGDVCap Group Dividend Value+1.6%+108.16%Add
3FBNDFidelity Total Bond ETF+0.9%+224.07%Add
4FENIFidelity Enhanced Intl ETF+0.9%+17.72%Add
5IVVIshares Core S&p 500 ETF+0.3%+9.07%Add
6CGNGCap Group New Geography Eq+0.2%+11.68%Add
7XOMExxon Mobil CORP+0.1%-1.77%Trim
8PSXPhillips 66+0.1%-1.64%Trim
9ASMLASML Holding N.V.+0.1%—Unchanged
10VLOValero Energy CORP+0.1%—Unchanged
11WMTWalmart INC+0.1%+0.05%Add
12DUKDuke Energy CORP+0.1%-0.71%Trim
13DEDeere & Co0%-8.85%Trim
14SCHESchwab Emrg Mrkts Eqty ETF-0.1%-9.30%Trim
15JEPQJPM Nasdaq Equity Premium-0.1%-14.37%Trim
16PGRProgressive CORP-0.1%-0.02%Trim
17IHIIshares U.s. Medical Devices-0.1%-8.68%Trim
18JPMJpmorgan Chase & Co-0.1%+0.01%Add
19FHLCFidelity Msci Health Care-0.1%-3.24%Trim
20LLYEli Lilly & Co-0.1%—Unchanged
21JEPIJpmorgan Equity Premium Inco-0.1%-12.45%Trim
22BSXBoston Scientific CORP-0.1%—Unchanged
23PTRBPgim Total Return Bond ETF-0.1%-17.96%Trim
24DFASDimensional US Small Cap ETF-0.1%-9.61%Trim
25MSFTMicrosoft CORP-0.2%+15.62%Add
26METAMeta Platforms Inc-class A-0.2%+5.15%Add
27TBUXT Rowe Price Ultra Short-ter-0.2%-18.06%Trim
28SCHFSchwab Intl Equity ETF-0.2%-8.78%Trim
29IJHIshares Core S&p Midcap ETF-0.2%-9.40%Trim
30VVisa Inc-class A Shares-0.2%-5.51%Trim
31GOOGLAlphabet Inc-cl A-0.3%-14.17%Trim
32FTECFidelity Msci Info Tech Indx-0.4%+1.80%Add
33BNDVanguard Total Bond Market-0.8%-13.62%Trim
34HYDBIshares High Yield Systemati-1.9%-86.90%Trim
35CAPEDoubleline Shiller Cape US-2.3%-84.95%Trim
36FMDEFidelity Enhanced Mid Cap Co-3.5%-48.35%Trim
37FESMFidelity Enhanced Small Cap—NEWNew buy
38DYNFIshrs US E F R A Etf-usd INC—NEWNew buy
39IEMGIshares Core Msci Emerging—NEWNew buy
40BAIIshrs Ai In And Tech Act ETF—NEWNew buy
41BDXBecton Dickinson And Co—EXITSold out
42XBXMXNuveen S&p 500 Buy-wr INC—EXITSold out
43XSSPXNuveen S&p 500 Dynam Overwr—NEWNew buy
44MRKMerck & Co. INC.—NEWNew buy
45EDConsolidated Edison INC—NEWNew buy
46TAt&t INC—NEWNew buy
47COPConocophillips—NEWNew buy
48AAAUGoldman Sachs Physical Gold—NEWNew buy
49YUMYum! Brands INC—NEWNew buy
50WELLWelltower INC—NEWNew buy

FAQ

What is Armor Investment Advisors, LLC and what type of investor is it?
Armor Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $277.5M, spread across 160 disclosed positions.
What are Armor Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Armor Investment Advisors, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $45.5M (16.4%) 2. Jpmorgan Income ETF (JPIE) — $25.0M (9.0%) 3. Fidelity Enhanced Intl ETF (FENI) — $16.2M (5.8%) 4. Fidelity Msci Info Tech Indx (FTEC) — $11.9M (4.3%) 5. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $11.8M (4.3%)
What changes did Armor Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Armor Investment Advisors, LLC made 46 notable position adjustments: 12 new positions were initiated, 11 existing holdings were added to, 21 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Fidelity Enhanced Small Cap (FESM); New buy: Ishrs US E F R A Etf-usd INC (DYNF); New buy: Ishares Core Msci Emerging (IEMG); New buy: Ishrs Ai In And Tech Act ETF (BAI); Sold out: Becton Dickinson And Co (BDX)
What sectors does Armor Investment Advisors, LLC focus on?
Armor Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 22.9% • Information Technology: 18.1% • Financials: 17.9% • Consumer Discretionary: 10.6% • Consumer Staples: 9.3% • Health Care: 9.2%