ARMSTRONG ADVISORY GROUP, INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1932952
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$1.6B

Holdings

985

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

ARMSTRONG ADVISORY GROUP, INC disclosed 985 positions worth $1.6B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 58 new positions and exited 30 — including a new stake in $HONA. The portfolio is most concentrated in Other (86.2% of disclosed assets). All figures are sourced directly from ARMSTRONG ADVISORY GROUP, INC’s Form 13F-HR filing with the SEC under CIK 1932952.

Sector Allocation

OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored
  • SCHWAB STRATEGIC TR - 1000 INDEX ETF

    Quality

    $235.1M6,518,923 sh
  • ISHARES TR - CORE S&P500 ETF

    Quality

    $227.9M304,339 sh
  • VANGUARD WORLD FD - INF TECH ETF

    Quality

    $122.8M1,027,235 sh
  • SCHWAB STRATEGIC TR - US TIPS ETF

    Quality

    $93.5M3,527,518 sh
  • ISHARES TR - 3 7 YR TREAS BD

    Quality

    $77.2M657,428 sh
  • VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF

    Quality

    $73.2M967,024 sh
  • VANGUARD MALVERN FDS - STRM INFPROIDX

    Quality

    $73.1M1,455,422 sh
  • VANGUARD BD INDEX FDS - TOTAL BND MRKT

    Quality

    $63.8M869,739 sh
  • VANGUARD WORLD FD - COMM SRVC ETF

    Quality

    $35.2M191,215 sh
  • VANGUARD WORLD FD - HEALTH CAR ETF

    Quality

    $35.1M117,430 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of ARMSTRONG ADVISORY GROUP, INC's 985 positions.

Showing top 10 of 985 holdings.

Sector Allocation

Other

$1.4B

Financials

$66.3M

Technology

$65.7M

Consumer Discretionary

$23.0M

Industrials

$21.9M

Healthcare

$16.6M

Utilities

$9.3M

Energy

$8.0M

Top HoldingsARMSTRONG ADVISORY GROUP, INC (Q2 2026)

Top 150 of 985 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
SCHWAB STRATEGIC TR - 1000 INDEX ETF$235.1M
ISHARES TR - CORE S&P500 ETF$227.9M
VANGUARD WORLD FD - INF TECH ETF$122.8M
SCHWAB STRATEGIC TR - US TIPS ETF$93.5M
ISHARES TR - 3 7 YR TREAS BD$77.2M
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$73.2M
VANGUARD MALVERN FDS - STRM INFPROIDX$73.1M
VANGUARD BD INDEX FDS - TOTAL BND MRKT$63.8M
VANGUARD WORLD FD - COMM SRVC ETF$35.2M
VANGUARD WORLD FD - HEALTH CAR ETF$35.1M
SELECT SECTOR SPDR TR - ST STR DISCR ETF$34.0M
SELECT SECTOR SPDR TR - ST STR INDL ETF$29.8M
IVZ$IVZInvesco Ltd.$29.7M
ISHARES INC - MSCI BRAZIL ETF$26.1M
SPY$SPYSPDR S&P 500 ETF TRUST$26.0M
SPDR SERIES TRUST - ST STR P500VAL$24.6M
AAPL$AAPLApple Inc.$22.2M
EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF$18.6M
SELECT SECTOR SPDR TR - ST STR FINL ETF$18.5M
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE$18.1M
SELECT SECTOR SPDR TR - ST STR STAPL ETF$16.6M
SPDR SERIES TRUST - ST STR SP AERO$13.7M
SELECT SECTOR SPDR TR - ST STR ENERG ETF$13.0M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$11.7M
MSFT$MSFTMICROSOFT CORP$10.0M
SELECT SECTOR SPDR TR - ST STR UTIL ETF$8.6M
AMZN$AMZNAMAZON COM INC$8.6M
VANGUARD INDEX FDS - S&P 500 ETF SHS$8.1M
LLY$LLYELI LILLY & Co$8.1M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$7.2M
STT$STTSTATE STREET CORP$6.4M
SELECT SECTOR SPDR TR - ST STR MATER ETF$6.0M
SPDR SERIES TRUST - ST STR P500ETF$5.9M
NVDA$NVDANVIDIA CORP$5.9M
DE$DEDEERE & CO$5.6M
VANGUARD WHITEHALL FDS - HIGH DIV YLD$5.2M
TJX$TJXTJX COMPANIES INC /DE/$4.8M
VANGUARD INDEX FDS - EXTEND MKT ETF$4.3M
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$4.3M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF$3.6M
KO$KOCOCA COLA CO$3.4M
ISHARES TR - 0-3 MTH TREASURY$3.3M
ISHARES TR - 20+ YEAR TR BD$3.0M
VANGUARD STAR FDS - VG TL INTL STK F$3.0M
VANGUARD INDEX FDS - TOTAL STK MKT$3.0M
UPS$UPSUNITED PARCEL SERVICE INC$2.9M
CPRT$CPRTCOPART INC$2.9M
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$2.9M
ISHARES TR - US TREAS BD ETF$2.9M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$2.9M
GLD$GLDSPDR GOLD TRUST$2.8M
GLOBAL X FDS - ARTIFICIAL ETF$2.8M
ISHARES TR - INVT GRD CORP BD$2.5M
ISHARES TR - PFD AND INCM SEC$2.4M
GLOBAL X FDS - S&P 500 COVERED$2.3M
ABBV$ABBVAbbVie Inc.$2.3M
ISHARES TR - CORE US AGGBD ET$2.2M
GOOG$GOOGAlphabet Inc.$2.2M
CAT$CATCATERPILLAR INC$2.1M
VANGUARD MUN BD FDS - TAX EXEMPT BD$1.9M
GOLDMAN SACHS ETF TR - ACTIVEBETA US LG$1.9M
GOOGL$GOOGLAlphabet Inc.$1.8M
MU$MUMICRON TECHNOLOGY INC$1.8M
SCHWAB STRATEGIC TR - US LRG CAP ETF$1.8M
WM$WMWASTE MANAGEMENT INC$1.8M
ORCL$ORCLORACLE CORP$1.7M
BAC$BACBANK OF AMERICA CORP /DE/$1.6M
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$1.6M
AMD$AMDADVANCED MICRO DEVICES INC$1.6M
ISHARES TR - CORE S&P MCP ETF$1.5M
JPM$JPMJPMORGAN CHASE & CO$1.5M
VZ$VZVERIZON COMMUNICATIONS INC$1.5M
GE$GEGENERAL ELECTRIC CO$1.5M
VANECK ETF TRUST - SEMICONDUCTR ETF$1.4M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.4M
INTC$INTCINTEL CORP$1.4M
HD$HDHOME DEPOT, INC.$1.4M
JNJ$JNJJOHNSON & JOHNSON$1.4M
GEV$GEVGE Vernova Inc.$1.4M
PIMCO ETF TR - SR LN ACTIVE ETF$1.3M
ISHARES TR - MSCI USA MMENTM$1.3M
ISHARES TR - 7-10 YR TRSY BD$1.3M
SPDR SERIES TRUST - ST STR SP500DIV$1.2M
ISHARES INC - EM MKTS DIV ETF$1.2M
SPDR INDEX SHS FDS - ST STR SP N AM$1.2M
ISHARES TR - MSCI USA MIN ETF$1.1M
WMT$WMTWalmart Inc.$1.1M
NEOS ETF TRUST - NASDAQ 100 HIGH$1.1M
VANGUARD INDEX FDS - GROWTH ETF$1.1M
AEP$AEPAMERICAN ELECTRIC POWER CO INC$1.1M
AVGO$AVGOBroadcom Inc.$1.1M
INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETF$1.1M
RTX$RTXRTX Corp$1.0M
SPDR SERIES TRUST - ST STR SP DIV$1.0M
ADI$ADIANALOG DEVICES INC$1.0M
COST$COSTCOSTCO WHOLESALE CORP /NEW$990,230
TER$TERTERADYNE, INC$968,648
PG$PGPROCTER & GAMBLE Co$962,312
SELECT SECTOR SPDR TR - ST STR TECHN ETF$953,210
ED$EDCONSOLIDATED EDISON INC$946,998
SCHWAB STRATEGIC TR - US MID-CAP ETF$921,382
MCD$MCDMCDONALDS CORP$905,142
AMPLIFY ETF TR - AMPLIFY CYBERSEC$894,813
ISHARES TR - INTL SEL DIV ETF$888,757
CB$CBChubb Ltd$884,739
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$867,613
AVB$AVBAVALONBAY COMMUNITIES INC$845,286
GLOBAL X FDS - DATA CTR DIG ETF$844,384
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$843,578
CSCO$CSCOCISCO SYSTEMS, INC.$835,941
UNH$UNHUNITEDHEALTH GROUP INC$809,726
ISHARES TR - CORE S&P SCP ETF$809,140
SPDR SERIES TRUST - ST PORT HIGH ETF$802,213
DUK$DUKDuke Energy CORP$794,317
VLO$VLOVALERO ENERGY CORP/TX$775,591
V$VVISA INC.$767,150
CVX$CVXCHEVRON CORP$763,928
IVZ$IVZInvesco Ltd.$746,075
FIX$FIXCOMFORT SYSTEMS USA INC$721,430
DELL$DELLDell Technologies Inc.$705,619
BAR$BARGraniteShares Gold Trust$703,318
IVZ$IVZInvesco Ltd.$695,368
HPE$HPEHewlett Packard Enterprise Co$691,107
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$682,804
COF$COFCAPITAL ONE FINANCIAL CORP$673,191
ISHARES TR - NATIONAL MUN ETF$666,809
ES$ESEVERSOURCE ENERGY$641,008
PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$640,840
META$METAMeta Platforms, Inc.$640,597
IVZ$IVZInvesco Ltd.$620,786
T$TAT&T INC.$618,691
TIDAL TRUST II - ROUNDHILL GENER$614,834
ISHARES TR - TRUST ISHARE 0-1$606,623
D$DDOMINION ENERGY, INC$591,804
MO$MOALTRIA GROUP, INC.$587,786
PROSHARES TR - SP500 EX TECH$579,076
PEP$PEPPEPSICO INC$572,366
GS$GSGOLDMAN SACHS GROUP INC$569,258
ISHARES TR - RUS 2000 GRW ETF$566,515
SCHWAB STRATEGIC TR - US DIVIDEND EQ$542,586
KMI$KMIKINDER MORGAN, INC.$535,799
PHYS$PHYSSprott Physical Gold Trust$530,721
SO$SOSOUTHERN CO$512,188
ISHARES TR - S&P 500 GRWT ETF$509,549
VANGUARD WORLD FD - ESG US STK ETF$504,628
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$503,867
SCHWAB STRATEGIC TR - US BRD MKT ETF$496,059
IRM$IRMIRON MOUNTAIN INC$491,852
ISHARES TR - S&P MC 400GR ETF$483,748
PANW$PANWPalo Alto Networks Inc$483,567

New Positions (58)

HONA$HONA Honeywell Aerospace Inc.$435,528
SI$SI SHOULDER INNOVATIONS, INC.$350,642
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$319,255
FPS$FPS Forgent Power Solutions, Inc.$228,133
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$228,009
CALAMOS ETF TR - S&P 500 PROT ETF$224,259
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$192,901
CL$CL COLGATE PALMOLIVE CO$185,836
APH$APH AMPHENOL CORP /DE/$172,618
SCHWAB STRATEGIC TR - US AGGREGATE B$109,614
ISHARES TR - US HOME CONS ETF$96,048
BIIB$BIIB BIOGEN INC.$95,715
CALAMOS ETF TR - S P 500 STRUCTUR$50,149
SCHWAB STRATEGIC TR - INTL EQTY ETF$42,714
THQ$THQ abrdn Healthcare Opportunities Fund$41,356

Exited Positions (30)

ISHARES TR
VANGUARD NY TAX FREE FDS
ISHARES TR
WSO$WSO WATSCO INC
GIS$GIS GENERAL MILLS INC
HRTG$HRTG Heritage Insurance Holdings, Inc.
CTRA$CTRA Coterra Energy Inc.
DOC$DOC HEALTHPEAK PROPERTIES, INC.
J P MORGAN EXCHANGE TRADED F
OKLO$OKLO Oklo Inc.
HOLX$HOLX HOLOGIC INC
AMERICAN CENTY ETF TR
RITM$RITM Rithm Capital Corp.
OS$OS OneStream, Inc.
PLNT$PLNT Planet Fitness, Inc.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for ARMSTRONG ADVISORY GROUP, INC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track ARMSTRONG ADVISORY GROUP, INC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for ARMSTRONG ADVISORY GROUP, INC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: ARMSTRONG ADVISORY GROUP, INC

13F Pro is an AI hedge fund tracker and stock research platform. For ARMSTRONG ADVISORY GROUP, INC (SEC CIK: 1932952), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in ARMSTRONG ADVISORY GROUP, INC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.