13F Insight
DOSSIER · 13F-HR · Q2 2026

ARMSTRONG ADVISORY GROUP, INC

$1.6B in tracked AUM across 987 positions as of Q2 2026.

AA
CIK 0001932952 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
987
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

The portfolio is heavily concentrated in its top assets, with the top 10 positions accounting for approximately 56% of the total portfolio value. This suggests that while the firm utilizes a wide breadth of holdings, the capital allocation is strategically focused on a few core liquid vehicles and sectors.

2. Key Holdings

The portfolio is dominated by large-cap, liquid ETFs that track major indices and specific sectors, rather than individual stock selection.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHK
SCHWAB STRATEGIC TR
$235M6.5M14.3%02
IVV
ISHARES TR
$228M304K13.9%03
VGT
VANGUARD WORLD FD
$123M1.0M7.5%04
SCHP
SCHWAB STRATEGIC TR
$93M3.5M5.7%05
IEI
ISHARES TR
$77M657K4.7%06
VBIL
VANGUARD INSTL INDEX FD
$73M967K4.5%07
VTIP
VANGUARD MALVERN FDS
$73M1.5M4.5%08
BND
VANGUARD BD INDEX FDS
$64M870K3.9%09
VOX
VANGUARD WORLD FD
$35M191K2.1%10
VHT
VANGUARD WORLD FD
$35M117K2.1%

Filing history

2026Q2Jun 30
$1.6B▲ 10.2%
987 positionsView →2026Q1Mar 31
$1.5B▲ 0.8%
959 positionsView →2025Q4Dec 31
$1.5B▲ 4.4%
954 positionsView →2025Q3Sep 30
$1.4B▲ 7.4%
941 positionsView →2025Q2Jun 30
$1.3B▲ 5.4%
927 positionsLocked2025Q1Mar 31
$1.3B▲ 0.0%
843 positionsLocked2024Q4Dec 31
$1.3B▲ 3.7%
843 positionsLocked2024Q3Sep 30
$1.2B▲ 6.8%
785 positionsLocked2024Q2Jun 30
$1.1B▲ 9.8%
791 positionsLocked2024Q1Mar 31
$1.0B▼ 0.0%
769 positionsLocked2023Q4Dec 31
$1.0B▲ 12.5%
769 positionsLocked2023Q3Sep 30
$916M▼ 2.8%
836 positionsLocked
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