EdgeMarket › What Armstrong Advisory Group, Inc reported owning
What Armstrong Advisory Group, Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
958Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 277.1M | 18.6% | 424.2K | 769.31 | +20.0% |
| IEI iShares 3-7 Year Treasury Bond ETF | 128.6M | 8.6% | 1.1M | 116.41 | -2.1% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 92.7M | 6.2% | 1.2M | 75.66 | +0.2% |
| SCHP Schwab U.S. TIPS ETF | 90.7M | 6.1% | 3.4M | 25.96 | -2.7% |
| VGT Vanguard Information Tech ETF | 89.1M | 6.0% | 127.8K | 118.42 | +38.5% |
| SCHK Schwab 1000 Index ETF | 77.6M | 5.2% | 2.5M | 36.96 | +20.1% |
| BND Vanguard Total Bond Market ETF | 62.1M | 4.2% | 843.1K | 72.23 | -1.8% |
| VGSH Vanguard Short-Term Treasury ETF | 38.7M | 2.6% | 661.2K | 58.13 | -0.9% |
| VOX Vanguard Communication Services ETF | 33.5M | 2.2% | 186.3K | 185.96 | +5.8% |
| VHT Vanguard Health Care ETF | 31.8M | 2.1% | 116.9K | 327.70 | +28.7% |
| XLY State Street Consumer Discretionary Select Sec | 31.2M | 2.1% | 286.4K | 118.02 | +3.7% |
| EWZ iShares MSCI Brazil ETF | 28.1M | 1.9% | 732.5K | 35.06 | +26.6% |
| XLI State Street Industrial Select Sector SPDR ETF | 25.2M | 1.7% | 156.1K | 180.25 | +19.2% |
| SPY SPDR S&P 500 ETF TRUST | 22.7M | 1.5% | 34.9K | 765.72 | +20.0% |
| SPXT ProShares S&P 500 Ex-Technology ETF | 22.3M | 1.5% | 220.0K | 112.32 | +14.3% |
| SPHQ Invesco S&P 500 Quality ETF | 21.6M | 1.4% | 286.8K | 85.95 | +18.7% |
| RSP Invesco S&P 500 Equal Weight ETF | 21.5M | 1.4% | 112.3K | 221.67 | +18.8% |
| AAPL Apple Inc. | 19.5M | 1.3% | 77.0K | 309.35 | +36.9% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 18.3M | 1.2% | 324.1K | 63.51 | +17.5% |
| XLF State Street Financial Select Sector SPDR ETF | 17.3M | 1.2% | 350.1K | 57.48 | +8.7% |
| XLP State Street Consumer Staples Select Sector SP | 16.0M | 1.1% | 195.3K | 85.99 | +3.3% |
| XLE State Street Energy Select Sector SPDR ETF | 14.7M | 1.0% | 239.7K | 63.64 | +48.3% |
| XAR State Street SPDR S&P Aerospace & Defense ETF | 11.8M | 0.8% | 46.4K | 272.74 | +28.6% |
| unmapped CUSIP 084670702 | 11.0M | 0.7% | 23.0K | — | — |
| MSFT MICROSOFT CORP | 10.2M | 0.7% | 27.5K | 483.24 | -4.4% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Fre | 9.6M | 0.6% | 396.1K | 25.48 | +24.3% |
| XLU State Street Utilities Select Sector SPDR ETF | 8.5M | 0.6% | 186.3K | 42.77 | -0.7% |
| AMZN AMAZON COM INC | 7.4M | 0.5% | 35.3K | 258.63 | +15.6% |
| VOO Vanguard S&P 500 ETF | 7.1M | 0.5% | 11.8K | 703.71 | +20.0% |
| LLY ELI LILLY & Co | 6.2M | 0.4% | 6.8K | 1,255.40 | +78.0% |
| XLRE State Street Real Estate Select Sector SPDR ET | 5.9M | 0.4% | 143.9K | 45.08 | +7.8% |
| XLB State Street Materials Select Sector SPDR ETF | 5.7M | 0.4% | 115.0K | 53.54 | +18.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.5M | 0.4% | 9.6K | 713.44 | +26.1% |
| XOP State Street SPDR S&P Oil & Gas Exploration & | 5.4M | 0.4% | 29.7K | 189.54 | +52.7% |
| NVDA NVIDIA CORP | 5.3M | 0.4% | 30.4K | 214.72 | +22.4% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 5.1M | 0.3% | 67.1K | 90.13 | +20.1% |
| DE DEERE & CO | 5.1M | 0.3% | 9.0K | 647.47 | +31.4% |
| TJX TJX COMPANIES INC /DE/ | 5.0M | 0.3% | 31.3K | 140.53 | +1.6% |
| VYM Vanguard High Dividend Yield ETF | 4.7M | 0.3% | 32.0K | 164.97 | +19.9% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 4.5M | 0.3% | 45.1K | 100.63 | +0.0% |
| CPRT COPART INC | 4.1M | 0.3% | 124.4K | 33.80 | -29.0% |
| XOM ExxonMobil Holdings Corp | 3.6M | 0.2% | 21.4K | 165.11 | +52.1% |
| GLD SPDR GOLD TRUST | 3.4M | 0.2% | 8.0K | 423.36 | +37.3% |
| UPS UNITED PARCEL SERVICE INC | 3.4M | 0.2% | 34.5K | 102.01 | +17.3% |
| VXF Vanguard Extended Market ETF | 3.4M | 0.2% | 16.3K | 245.53 | +23.5% |
| VIG Vanguard Div Appreciation ETF | 3.2M | 0.2% | 14.7K | 243.91 | +16.2% |
| KO COCA COLA CO | 3.1M | 0.2% | 41.3K | 91.10 | +28.9% |
| GOVT iShares U.S. Treasury Bond ETF | 2.9M | 0.2% | 128.0K | 22.45 | -2.0% |
| TLTW iShares 20+ Year Treasury Bond BuyWrite Strate | 2.7M | 0.2% | 118.8K | 21.19 | -7.1% |
| JEPI JPMorgan Equity Premium Income ETF | 2.7M | 0.2% | 47.0K | 57.92 | +1.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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