Top 50 Armstrong Advisory Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHK | SCHWAB STRATEGIC TR | 14.31% | 6.52M | $235.1M | +163.08%(+4.04M) | $28.27(+32.62%) | 2026-06-30 | |
| IVV | ISHARES TR | 13.88% | 304.3K | $227.9M | -28.26%(-119.90K) | $614.85(+26.69%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 7.47% | 1.03M | $122.8M | +0.51%(+5.19K) | $41.60(+194.66%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 5.69% | 3.53M | $93.5M | +3.51%(+119.46K) | $26.60(-2.54%) | 2026-06-30 | |
| IEI | ISHARES TR | 4.7% | 657.4K | $77.2M | -39.38%(-427.06K) | $117.28(-0.56%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 4.46% | 967.0K | $73.2M | -21.09%(-258.40K) | $75.51(+0.13%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.45% | 1.46M | $73.1M | +26444.26%(+1.45M) | $50.08(-0.75%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.89% | 869.7K | $63.8M | +3.16%(+26.60K) | $72.35(-0.14%) | 2026-06-30 | |
| VOX | VANGUARD WORLD FD | 2.14% | 191.2K | $35.2M | +2.62%(+4.89K) | $91.52(+106.71%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 2.14% | 117.4K | $35.1M | +0.49%(+567) | $236.93(+32.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.59% | +42.72% | โ | โ | +55.37% |
| Top 20 Holdings Unweighted | +12.81% | +43.56% | โ | โ | +56.87% |
Armstrong Advisory Group INC reports $1.64B in US-listed equity holdings across 985 positions in its most recent 13F filing. Its largest disclosed positions are SCHK (14.3%), IVV (13.9%) and VGT (7.5%). The top 20 holdings account for 78.19% of reported assets. Its disclosed equity book has returned +42.72% on a three-year cumulative basis. Figures reflect the Q2 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