Top 50 Armstrong Advisory Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.72% | 319.3K | $244.6M | +4.92%(+14.98K) | $584.83(+31.66%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 12.62% | 2.99M | $209.7M | +243.69%(+2.12M) | $71.95(-1.87%) | 2026-09-30 | |
| SCHK | SCHWAB STRATEGIC TR | 12.33% | 5.59M | $204.8M | -14.31%(-932.64K) | $28.27(+30.18%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 7.79% | 1.03M | $129.4M | +0.24%(+2.46K) | $41.79(+187.91%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 5.49% | 3.63M | $91.2M | +2.90%(+102.16K) | $26.57(-4.49%) | 2026-09-30 | |
| IEF | ISHARES TR | 3.35% | 623.1K | $55.6M | +4437.31%(+609.38K) | $92.04(-2.13%) | 2026-09-30 | |
| EWZ | ISHARES INC | 2.84% | 1.27M | $47.2M | +67.54%(+510.46K) | $30.95(+35.47%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.82% | 225.5K | $46.9M | +61.50%(+85.85K) | $198.30(+7.61%) | 2026-09-30 | |
| VHT | VANGUARD WORLD FD | 2.24% | 117.8K | $37.2M | +0.31%(+369) | $237.15(+37.44%) | 2026-09-30 | |
| VOX | VANGUARD WORLD FD | 2.21% | 192.9K | $36.8M | +0.87%(+1.66K) | $92.35(+104.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.10% | +48.54% | โ | โ | +55.91% |
| Top 20 Holdings Unweighted | +13.89% | +47.71% | โ | โ | +56.54% |
Armstrong Advisory Group INC reports $1.66B in US-listed equity holdings across 1,040 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.7%), BND (12.6%) and SCHK (12.3%). The top 20 holdings account for 80.41% of reported assets. Its disclosed equity book has returned +48.54% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Armstrong Advisory Group INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1932952). View Armstrong Advisory Group INCโs 13F filings on SEC