ARMSTRONG ADVISORY GROUP, INC
CIK: 0001932952Latest portfolio: $1.5B · Q4 2025
Holdings
952
Total Value
$1.5B
New Positions
51
Closed Positions
39
Top Holdings
View All 952 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 238,498 | $163.4M | 11.04% | +7K | |
| 2 | IEIISHARES TR | 988,397 | $118.0M | 7.97% | +31K | |
| 3 | VGTVANGUARD WORLD FD | 149,812 | $112.9M | 7.63% | +668 | |
| 4 | BNDVANGUARD BD INDEX FDS | 1,259,561 | $93.3M | 6.31% | +46K | |
| 5 | SCHKSCHWAB STRATEGIC TR | 2,526,887 | $82.9M | 5.60% | +97K | |
| 6 | IEFISHARES TR | 707,015 | $68.0M | 4.59% | +682K | |
| 7 | VBILVANGUARD INSTL INDEX FD | 664,698 | $50.1M | 3.39% | -616,091 | |
| 8 | SPYMSPDR SERIES TRUST | 596,970 | $47.9M | 3.24% | +553K | |
| 9 | XLFSELECT SECTOR SPDR TR | 840,963 | $46.1M | 3.11% | +14K | |
| 10 | EWZISHARES INC | 1,276,599 | $40.6M | 2.74% | +16K | |
| 11 | XLYSELECT SECTOR SPDR TR | 308,217 | $36.8M | 2.49% | +156K | |
| 12 | VOXVANGUARD WORLD FD | 189,669 | $36.7M | 2.48% | +5K | |
| 13 | VHTVANGUARD WORLD FD | 124,375 | $35.8M | 2.42% | -2,899 | |
| 14 | EMXCISHARES INC | 453,795 | $33.0M | 2.23% | +3K | |
| 15 | VGSHVANGUARD SCOTTSDALE FDS | 538,099 | $31.6M | 2.14% | -695 | |
| 16 | EWJISHARES INC | 379,420 | $30.6M | 2.07% | +9K | |
| 17 | XLISELECT SECTOR SPDR TR | 166,442 | $25.8M | 1.74% | +2K | |
| 18 | SPYSPDR S&P 500 ETF TR | 34,846 | $23.8M | 1.61% | -1,386 | |
| 19 | VGKVANGUARD INTL EQUITY INDEX F | 282,855 | $23.6M | 1.60% | +10K | |
| 20 | AAPLAPPLE INC | 80,714 | $21.9M | 1.48% | -908 | |
| 21 | SCHPSCHWAB STRATEGIC TR | 637,886 | $16.9M | 1.14% | +17K | |
| 22 | XLFISELECT SECTOR SPDR TR | 214,953 | $16.7M | 1.13% | +631 | |
| 23 | SPXTPROSHARES TR | 136,832 | $14.2M | 0.96% | +5K | |
| 24 | MSFTMICROSOFT CORP | 27,733 | $13.4M | 0.91% | +302 | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,120 | $11.6M | 0.79% | +91 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.1942134125683223e+230T)
Industrials0.0% ($5.2344222409518623e+191T)
Consumer Cyclical0.0% ($8.194480913921e+112T)
Healthcare0.0% ($8.804215111388488e+105T)
Unknown0.0% ($1.6697116215682341e+100T)
Energy0.0% ($2.732685525468382e+86T)
Utilities0.0% ($9.698607466836345e+70T)
Basic Materials0.0% ($2.6117016814910584e+54T)
Real Estate0.0% ($7.963743593293113e+52T)
Consumer Defensive0.0% ($3.3441435101895266e+44T)
Communication Services0.0% ($1.8501620904846655e+43T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 8, 2026 | $1.5B | 954 |
| Q3 2025 | Oct 8, 2025 | $1.4T | 941 |
| Q2 2025 | Jul 14, 2025 | $1.3T | 927 |
| Q1 2025 | Apr 10, 2025 | $1.3T | 843 |
| Q4 2024 | Jan 14, 2025 | $1252.6T | 843 |
| Q3 2024 | Oct 11, 2024 | $1207.6T | 785 |
| Q2 2024 | Jul 12, 2024 | $1130.4T | 791 |
| Q1 2024 | Apr 12, 2024 | $1030.4T | 769 |
| Q4 2023 | Jan 17, 2024 | $1030.4T | 769 |
| Q3 2023 | Oct 11, 2023 | $916.1T | 836 |
| Q2 2023 | Jul 6, 2023 | $942.0T | 800 |
| Q1 2023 | Apr 7, 2023 | $846.5T | 782 |
| Q4 2022 | Jan 17, 2023 | $759.8T | 810 |
Fund Information
ARMSTRONG ADVISORY GROUP, INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.5B across 952 holdings. The largest position is ISHARES TR (IVV), representing 11.0% of the portfolio. Compared to the previous quarter, the fund opened 52 new positions and closed 40 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.