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Filers›Pension Fund›ARMSTRONG ADVISORY GROUP, INC
DOSSIER · 13F-HR · Q1 2026

ARMSTRONG ADVISORY GROUP, INC

ARMSTRONG ADVISORY's pension fund based in San Francisco, CA — $1.5B in tracked AUM across 959 positions as of Q1 2026.

AA
ARMSTRONG ADVISORY·San Francisco, CA·Pension Fund
CIK 0001932952 · last filed Mar 31, 2026
Total AUM
$1.5B
▼ 0.4%
vs prior
Holdings
959
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive 13F Filing Analysis: Armstrong Advisory Group, Inc

1. Portfolio Overview

Armstrong Advisory Group, Inc. manages a portfolio with a total value of approximately $1.48 billion as of December 31, 2025. This represents a modest growth of 4.4% from the previous quarter's value of $1.42 billion. The portfolio is highly diversified, consisting of 954 total holdings. However, the management style appears to be largely passive or "core-satellite" in nature, with a heavy reliance on...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$277M424K18.6%
02
IEI
ISHARES TR
$129M1.1M8.6%
03
VBIL
VANGUARD INSTL INDEX FD
$93M1.2M6.2%
04
SCHP
SCHWAB STRATEGIC TR
$91M3.4M6.1%
05
VGT
VANGUARD WORLD FD
$89M128K6.0%
06
SCHK
SCHWAB STRATEGIC TR
$78M2.5M5.2%
07
BND
VANGUARD BD INDEX FDS
$62M843K4.2%
08
VGSH
VANGUARD SCOTTSDALE FDS
$39M661K2.6%
09
VOX
VANGUARD WORLD FD
$34M186K2.2%
10
VHT
VANGUARD WORLD FD
$32M117K2.1%

Filing history

Filing history loading…
AI Agent · grounded in ARMSTRONG
haiku-4-5 · 959 positions indexed
Sector mix
  • Tech10%
  • Financials41%
  • Health Care6%
  • Cons. Disc.29%
  • Industrials12%
  • Energy5%
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