13F Insight
DOSSIER · 13F-HR · Q3 2026

ARMSTRONG ADVISORY GROUP, INC

$1.7B in tracked AUM across 1,041 positions as of Q3 2026.

AA
CIK 0001932952 · last filed Sep 30, 2026
Total AUM
$1.7B
as of Q3 2026
Holdings
1,041
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$245M319K14.7%02
BND
VANGUARD BD INDEX FDS
$210M3.0M12.6%03
SCHK
SCHWAB STRATEGIC TR
$205M5.6M12.3%04
VGT
VANGUARD WORLD FD
$129M1.0M7.8%05
SCHP
SCHWAB STRATEGIC TR
$91M3.6M5.5%06
IEF
ISHARES TR
$56M623K3.4%07
EWZ
ISHARES INC
$47M1.3M2.8%08
RSP
INVESCO EXCHANGE TRADED FD T
$47M225K2.8%09
VHT
VANGUARD WORLD FD
$37M118K2.2%10
VOX
VANGUARD WORLD FD
$37M193K2.2%

Filing history

2026Q3Sep 30
$1.7B▲ 1.1%
1,041 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 16