What does ARMSTRONG ADVISORY GROUP, INC hold?

ARMSTRONG ADVISORY GROUP, INC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1932952.

What is ARMSTRONG ADVISORY GROUP, INC's AUM?

ARMSTRONG ADVISORY GROUP, INC reported approximately $1.7B in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.7B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source ARMSTRONG ADVISORY GROUP, INC's holdings?

All ARMSTRONG ADVISORY GROUP, INC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1932952. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is ARMSTRONG ADVISORY GROUP, INC's 13F data updated on 13F Pro?

ARMSTRONG ADVISORY GROUP, INC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

ARMSTRONG ADVISORY GROUP, INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1932952

Institutional-grade research for retail investors

Sector Allocation

Other85.1%$1.4B
Financials4.9%$82.0M
Technology4.4%$72.4M
Consumer Discretionary1.2%$20.3M
Industrials1.2%$20.3M
Healthcare1.1%$17.7M
Consumer Staples0.5%$8.9M
Energy0.5%$8.7M
Utilities0.5%$8.3M
Communication Services0.2%$3.6M

AUM History

13fpro.ai/research/fund/armstrong-advisory-group-inc-1932952

Conviction and streaks

Concentrating · top 10 = 66.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold14.7% weight · held 11 quarters

$Conviction hold12.6% weight · held 11 quarters

$Conviction hold12.3% weight · held 11 quarters

$Conviction hold7.8% weight · held 11 quarters

$Conviction hold5.5% weight · held 10 quarters

$Accumulating+39033% shares · 6 quarters running

$Accumulating+1968% shares · 6 quarters running

$Accumulating+238% shares · 6 quarters running

$Accumulating+210% shares · 6 quarters running

$GOOGAccumulating+37% shares · 6 quarters running

$CPRTTrimming-30% shares · 6 quarters running

$WMTTrimming-30% shares · 6 quarters running

$IVZTrimming-100% shares · 6 quarters running

$ULTATrimming-83% shares · 6 quarters running

$Trimming-100% shares · 6 quarters running

Largest positions — Q3 2026

ISHARES
$244.6M
VANGUARD
$209.7M
SCHWAB
$204.8M
VANGUARD
$129.4M
SCHWAB
$91.2M
ISHARES
$55.6M
ISHARES
$47.2M
IVZ
$46.9M
VANGUARD
$37.2M
VANGUARD
$36.8M
SELECT
$31.9M
SELECT
$27.2M
SPY
$26.5M
AAPL
$26.0M
SPDR
$25.5M
VANECK
$25.3M
ISHARES
$20.2M
SELECT
$18.7M
SELECT
$16.2M
SELECT
$15.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/armstrong-advisory-group-inc-1932952

ARMSTRONG ADVISORY GROUP, INC 13F holdings — Q3 2026

$1.7B portfolio (+1.1% QoQ) · 1,040 holdings · Q3 2026 13F · top 10 are 66% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$244.6M
14.7% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$209.7M
12.6% of stocks
+244%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - 1000 INDEX ETF
$204.8M
12.3% of stocks
-14%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD WORLD FD - INF TECH ETF
$129.4M
7.8% of stocks
+0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SCHWAB STRATEGIC TR - US TIPS ETF
$91.2M
5.5% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - 7-10 YR TRSY BD
$55.6M
3.4% of stocks
+4437%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES INC - MSCI BRAZIL ETF
$47.2M
2.8% of stocks
+68%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Invesco Ltd.
$IVZ
$46.9M
2.8% of stocks
+61%This quarter-3.3%Since filed7+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
9
VANGUARD WORLD FD - HEALTH CAR ETF
$37.2M
2.2% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD WORLD FD - COMM SRVC ETF
$36.8M
2.2% of stocks
+0.9%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$244.6M	14.7%	+5%	—	—	—	—
2	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$209.7M	12.6%	+244%	—	—	—	—
3	SCHWAB STRATEGIC TR - 1000 INDEX ETF	$204.8M	12.3%	-14%	—	—	—	—
4	VANGUARD WORLD FD - INF TECH ETF	$129.4M	7.8%	+0.2%	—	—	—	—
5	SCHWAB STRATEGIC TR - US TIPS ETF	$91.2M	5.5%	+3%	—	—	—	—
6	ISHARES TR - 7-10 YR TRSY BD	$55.6M	3.4%	+4437%	—	—	—	—
7	ISHARES INC - MSCI BRAZIL ETF	$47.2M	2.8%	+68%	—	—	—	—
8	Invesco Ltd.$IVZ	$46.9M	2.8%	+61%	-3.3%	7+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
9	VANGUARD WORLD FD - HEALTH CAR ETF	$37.2M	2.2%	+0.3%	—	—	—	—
10	VANGUARD WORLD FD - COMM SRVC ETF	$36.8M	2.2%	+0.9%	—	—	—	—

All holdings — ARMSTRONG ADVISORY GROUP, INC (Q3 2026)

Sort

1,040 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	—	SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund	—	$31.9M	1.9%	293K	+1%	—	—	13F
12	—	SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund	—	$27.2M	1.6%	163K	+1%	—	—	13F
13	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$26.5M	1.6%	35K	-0.4%	7+ qtrs	—	13F
14	$AAPL	Apple Inc.	Technology	$26.0M	1.6%	78K	+2%	7+ qtrs	75.7	13F
15	—	SPDR SERIES TRUST - ST STR P500VALetf/fund	—	$25.5M	1.5%	417K	+3%	—	—	13F
16	—	VANECK ETF TRUST - GOLD MINERS ETFetf/fund	—	$25.3M	1.5%	288K	+4711%	—	—	13F
17	—	ISHARES TR - 3 7 YR TREAS BDetf/fund	—	$20.2M	1.2%	178K	-73%	—	—	13F
18	—	SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund	—	$18.7M	1.1%	349K	+1.0%	—	—	13F
19	—	SELECT SECTOR SPDR TR - ST STR STAPL ETFetf/fund	—	$16.2M	1.0%	201K	+0.8%	—	—	13F
20	—	SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund	—	$15.1M	0.9%	245K	+0.3%	—	—	13F
21	$MSFT	MICROSOFT CORP	Technology	$13.6M	0.8%	26K	-0.8%	7+ qtrs	79.8	13F
22	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$11.6M	0.7%	23K	-0.7%	7+ qtrs	73.5	13F
23	—	SPDR SERIES TRUST - ST STR SP AEROetf/fund	—	$11.3M	0.7%	49K	+1%	—	—	13F
24	$AMZN	AMAZON COM INC	Consumer Discretionary	$9.0M	0.5%	36K	+1%	7+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$8.2M	0.5%	12K	-0.5%	—	—	13F
26	$LLY	ELI LILLY & Co	Healthcare	$7.9M	0.5%	6,825	+2%
27	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$7.5M	0.5%	190K	+0.1%
28	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$7.2M	0.4%	9,783	+0.2%
29	$NVDA	NVIDIA CORP	Technology	$6.8M	0.4%	30K	+2%
30	$STT	STATE STREET CORP	Financials	$6.1M	0.4%	149K	+2%
31	—	SPDR SERIES TRUST - ST STR P500ETF	—	$6.0M	0.4%	67K	-0.2%
32	$DE	DEERE & CO	Industrials	$5.9M	0.4%	8,785	-0.2%
33	—	SELECT SECTOR SPDR TR - ST STR MATER ETF	—	$5.8M	0.3%	119K	+2%
34	—	ISHARES TR - 0-3 MTH TREASURY	—	$5.3M	0.3%	53K	+63%
35	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$5.2M	0.3%	33K	+0.1%
36	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$4.3M	0.3%	76K	+1%
37	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$4.2M	0.3%	32K	+0.0%
38	—	VANGUARD INDEX FDS - EXTEND MKT ETF	—	$3.8M	0.2%	16K	-6%
39	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$3.5M	0.2%	15K	+0.0%
40	$KO	COCA COLA CO	Consumer Staples	$3.5M	0.2%	40K	-3%
41	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$3.2M	0.2%	37K	+5%
42	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$3.1M	0.2%	8,217	+0.9%
43	$XOM.R34088	EXXON MOBIL CORP	Energy	$2.9M	0.2%	18K	-15%
44	—	ISHARES TR - 20+ YEAR TR BD	—	$2.9M	0.2%	143K	+6%
45	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$2.9M	0.2%	37K	+0.4%
46	$GLD	SPDR GOLD TRUST	Financials	$2.8M	0.2%	7,371	-3%
47	—	GLOBAL X FDS - ARTIFICIAL ETF	—	$2.7M	0.2%	42K	-0.5%
48	$CPRT	COPART INC	Consumer Discretionary	$2.7M	0.2%	99K	-5%
49	$ABBV	AbbVie Inc.	Healthcare	$2.7M	0.2%	10K	+12%
50	—	ISHARES TR - US TREAS BD ETF	—	$2.7M	0.2%	123K	-4%
51	$UPS	UNITED PARCEL SERVICE INC	Industrials	$2.6M	0.2%	28K	+0.7%
52	—	ISHARES TR - CORE US AGGBD ET	—	$2.5M	0.1%	26K	+19%
53	—	ISHARES TR - INVT GRD CORP BD	—	$2.4M	0.1%	107K	+4%
54	—	ISHARES TR - PFD AND INCM SEC	—	$2.4M	0.1%	80K	+0.7%
55	—	GLOBAL X FDS - S&P 500 COVERED	—	$2.3M	0.1%	57K	-0.6%
56	$GOOGL	Alphabet Inc.	Technology	$2.3M	0.1%	6,821	+11%
57	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$2.1M	0.1%	43K	+14%
58	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.0M	0.1%	3,350	+24%
59	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$1.9M	0.1%	13K	-1%
60	$GOOG	Alphabet Inc.	Technology	$1.8M	0.1%	5,229	+0.4%
61	$MU	MICRON TECHNOLOGY INC	Technology	$1.8M	0.1%	1,660	+6%
62	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$1.7M	0.1%	56K	-8%
63	$CAT	CATERPILLAR INC	Industrials	$1.6M	0.1%	2,028	+4%
64	$WM	WASTE MANAGEMENT INC	Utilities	$1.6M	0.1%	7,854	—
65	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.6M	0.1%	34K	-0.7%
66	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.5M	0.1%	28K	+0.1%
67	$ORCL	ORACLE CORP	Technology	$1.5M	0.1%	11K	-3%
68	$JPM	JPMORGAN CHASE & CO	Financials	$1.5M	0.1%	4,642	-0.2%
69	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.5M	0.1%	5,742	+6%
70	—	ISHARES TR - CORE S&P MCP ETF	—	$1.4M	0.1%	20K	+0.1%
71	$RTX	RTX Corp	Industrials	$1.4M	0.1%	7,506	+36%
72	—	PIMCO ETF TR - SR LN ACTIVE ETF	—	$1.4M	0.1%	28K	+4%
73	—	SPDR INDEX SHS FDS - ST STR SP N AM	—	$1.3M	0.1%	16K	+2%
74	—	INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETF	—	$1.3M	0.1%	26K	+31%
75	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.3M	0.1%	2,095	-4%
76	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.3M	0.1%	4,439	+14%
77	—	ISHARES INC - EM MKTS DIV ETF	—	$1.2M	0.1%	36K	-2%
78	$GE	GENERAL ELECTRIC CO	Industrials	$1.2M	0.1%	3,904	+0.5%
79	—	ISHARES TR - MSCI USA MMENTM	—	$1.2M	0.1%	3,829	—
80	$INTC	INTEL CORP	Technology	$1.2M	0.1%	9,996	—
81	—	SPDR SERIES TRUST - ST STR SP500DIV	—	$1.2M	0.1%	26K	+2%
82	—	NEOS ETF TRUST - NASDAQ 100 HIGH	—	$1.2M	0.1%	21K	+8%
83	—	ISHARES TR - MSCI USA MIN ETF	—	$1.2M	0.1%	12K	—
84	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$1.1M	0.1%	13K	-0.2%
85	$VLO	VALERO ENERGY CORP/TX	Energy	$1.1M	0.1%	2,878	-3%
86	$GEV	GE Vernova Inc.	Industrials	$1.1M	0.1%	1,162	+0.3%
87	$AVGO	Broadcom Inc.	Technology	$1.1M	0.1%	3,114	+11%
88	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.1M	0.1%	5,566	+11%
89	—	AMPLIFY ETF TR - AMPLIFY CYBERSEC	—	$1.0M	0.1%	8,528	—
90	$ADI	ANALOG DEVICES INC	Technology	$1.0M	0.1%	2,592	-0.1%
91	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.0M	0.1%	4,658	+51%
92	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.0M	0.1%	2,227	-24%
93	$WMT	Walmart Inc.	Consumer Staples	$981K	0.1%	9,437	-4%
94	$HPE	Hewlett Packard Enterprise Co	Technology	$979K	0.1%	15K	—
95	—	SPDR SERIES TRUST - ST STR SP DIV	—	$969K	0.1%	6,614	-3%
96	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$964K	0.1%	1,059	—
97	$PG	PROCTER & GAMBLE Co	Consumer Staples	$948K	0.1%	6,525	-0.6%
98	$CVX	CHEVRON CORP	Energy	$941K	0.1%	4,609	—
99	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$939K	0.1%	7,911	+0.3%
100	—	BONDBLOXX ETF TRUST - BLOOMBERG SEVEN	—	$938K	0.1%	21K	New
101	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$904K	0.1%	27K	+6%
102	—	ISHARES TR - INTL SEL DIV ETF	—	$889K	0.1%	21K	-2%
103	$DELL	Dell Technologies Inc.	Technology	$877K	0.1%	1,630	-0.3%
104	$ED	CONSOLIDATED EDISON INC	Utilities	$834K	0.1%	8,159	-5%
105	$BAR	GraniteShares Gold Trust	Financials	$833K	0.1%	20K	+14%
106	$V	VISA INC.	Financials	$806K	0.1%	2,244	+0.4%
107	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$794K	0.1%	14K	-5%
108	—	SPDR SERIES TRUST - ST PORT HIGH ETF	—	$776K	0.1%	34K	+0.3%
109	$VMRK	VIVMARK RESIDENTIAL	Real Estate	$767K	0.1%	13K	New
110	$CSCO	CISCO SYSTEMS, INC.	Technology	$766K	0.1%	7,120	+0.0%
111	—	ISHARES TR - CORE S&P SCP ETF	—	$748K	0.1%	5,501	+0.8%
112	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$739K	0.0%	1,095	+9%
113	$MCD	MCDONALDS CORP	Consumer Discretionary	$732K	0.0%	3,168	-5%
114	—	GLOBAL X FDS - DATA CTR DIG ETF	—	$729K	0.0%	27K	-3%
115	$T	AT&T INC.	Communication Services	$722K	0.0%	30K	-1%
116	$PLTR	Palantir Technologies Inc.	Technology	$722K	0.0%	3,858	-3%
117	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$718K	0.0%	1,956	+0.4%
118	$META	Meta Platforms, Inc.	Technology	$692K	0.0%	954	-16%
119	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$684K	0.0%	11K	+0.5%
120	$CB	Chubb Ltd	Financials	$658K	0.0%	2,022	-22%
121	$IVZ	Invesco Ltd.	Financials	$656K	0.0%	4,241	+0.4%
122	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$648K	0.0%	3,357	+0.0%
123	$DUK	Duke Energy CORP	Utilities	$647K	0.0%	5,673	-10%
124	$PANW	Palo Alto Networks Inc	Technology	$635K	0.0%	1,599	+13%
125	$IVZ	Invesco Ltd.	Financials	$625K	0.0%	4,859	—
126	—	ISHARES TR - TRUST ISHARE 0-1	—	$596K	0.0%	5,405	-2%
127	—	PROSHARES TR - SP500 EX TECH	—	$588K	0.0%	5,493	+3%
128	$ES	EVERSOURCE ENERGY	Utilities	$569K	0.0%	8,867	-0.0%
129	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$566K	0.0%	17K	+2%
130	$TER	TERADYNE, INC	Technology	$562K	0.0%	1,403	-30%
131	—	TIDAL TRUST II - ROUNDHILL GENER	—	$554K	0.0%	6,020	-3%
132	$MO	ALTRIA GROUP, INC.	Consumer Staples	$552K	0.0%	8,204	+0.4%
133	$PHYS	Sprott Physical Gold Trust	Financials	$550K	0.0%	18K	—
134	—	VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF	—	$550K	0.0%	7,261	-99%
135	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	Utilities	$532K	0.0%	7,896	—
136	—	ISHARES TR - S&P 500 GRWT ETF	—	$527K	0.0%	3,705	—
137	$D	DOMINION ENERGY, INC	Utilities	$516K	0.0%	8,518	-2%
138	$GS	GOLDMAN SACHS GROUP INC	Financials	$514K	0.0%	571	+1%
139	—	VANGUARD WORLD FD - ESG US STK ETF	—	$510K	0.0%	3,764	-1%
140	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$503K	0.0%	17K	+0.1%
141	—	ISHARES TR - NATIONAL MUN ETF	—	$503K	0.0%	4,973	-20%
142	$PEP	PEPSICO INC	Consumer Staples	$495K	0.0%	3,910	-7%
143	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$489K	0.0%	9,929	-99%
144	—	ISHARES TR - RUS 2000 GRW ETF	—	$488K	0.0%	1,366	-5%
145	$KMI	KINDER MORGAN, INC.	Energy	$477K	0.0%	16K	-6%
146	$CSX	CSX CORP	Industrials	$473K	0.0%	10K	+0.0%
147	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$458K	0.0%	2,121	-4%
148	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$457K	0.0%	13K	+0.6%
149	—	ISHARES TR - S&P MC 400GR ETF	—	$453K	0.0%	4,134	+0.4%
150	—	SSGA ACTIVE ETF TR - ST STR BL LN ETF	—	$438K	0.0%	11K	—

What changed in Q3 2026

Against the previous quarter's 13F: 107 new, 238 added to, 189 trimmed, 56 sold out. Share-count changes; largest moves by dollar size first.

New positions (107)

$VMRKVIVMARK RESIDENTIAL$767K
first bought this quarter
FIDELITY COVINGTON TRUST - BLUE CHIP VALUE$119K
first bought this quarter
TIDAL TRUST III - VIST ARTI IN ETF$116K
first bought this quarter
CALAMOS ETF TR - NASD 100 ST JUNE$101K
first bought this quarter
CALAMOS ETF TR - S&P 500 STRUCTRD$100K
first bought this quarter
CALAMOS ETF TR - RUSSE 2000 JULY$98K
first bought this quarter

+101 more in the Excel export

Added to (238)

VANGUARD BD INDEX FDS - TOTAL BND MRKT+244%
now $209.7M
ISHARES TR - 7-10 YR TRSY BD+4437%
now $55.6M
VANECK ETF TRUST - GOLD MINERS ETF+4711%
now $25.3M
ISHARES INC - MSCI BRAZIL ETF+68%
now $47.2M
$IVZInvesco Ltd.+61%
now $46.9M · held 7+ qtrs
ISHARES TR - CORE S&P500 ETF+5%
now $244.6M

+232 more in the Excel export

Trimmed (189)

VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF-99%
now $550K
VANGUARD MALVERN FDS - STRM INFPROIDX-99%
now $489K
ISHARES TR - 3 7 YR TREAS BD-73%
now $20.2M
SCHWAB STRATEGIC TR - 1000 INDEX ETF-14%
now $204.8M
EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF-98%
now $289K
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE-99%
now $170K

+183 more in the Excel export

Sold out (56)

$AVBAVALONBAY COMMUNITIES INCwas $845K
held 5 qtrs
ISHARES TR - NEW YORK MUN ETFwas $331K
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFwas $228K
$WBSWEBSTER FINANCIAL CORPwas $52K
$BSTZBlackRock Science & Technology Term Trustwas $49K
$MDTMedtronic plcwas $34K

+50 more in the Excel export

Firm AUM (Form ADV): $1.7B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F ARMSTRONG ADVISORY GROUP, INC has filed, 15 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of ARMSTRONG ADVISORY GROUP's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-1.5%

Value-weighted move of the 10 largest stock positions

Turnover

17%

Last quarter; 65% over the last 4

Top 10 weight

66%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

ARMSTRONG ADVISORY GROUP, INC disclosed 1,040 positions worth $1.7B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 107 new positions and exited 56 — including a new stake in $VMRK and a full exit from $AVB. The portfolio is most concentrated in Other (85.1% of disclosed assets). All figures are sourced directly from ARMSTRONG ADVISORY GROUP, INC’s Form 13F-HR filing with the SEC under CIK 1932952.

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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 an AI quality ranking built from its SEC filings (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.