Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ARMSTRONG ADVISORY GROUP, INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ARMSTRONG ADVISORY GROUP, INC (CIK 1932952) reported $1.64B across 983 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHK ($235.1M, 14.31%), IVV ($227.9M, 13.88%), VGT ($122.8M, 7.47%), SCHP ($93.5M, 5.69%), IEI ($77.2M, 4.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHKSCHWAB STRATEGIC TR$235.1M14.31%6.5MAdded
2IVVISHARES TR$227.9M13.88%304,339Trimmed
3VGTVANGUARD WORLD FD$122.8M7.47%1.0MAdded
4SCHPSCHWAB STRATEGIC TR$93.5M5.69%3.5MAdded
5IEIISHARES TR$77.2M4.70%657,428Trimmed
6VBILVANGUARD INSTL INDEX FD$73.2M4.46%967,024Trimmed
7VTIPVANGUARD MALVERN FDS$73.1M4.45%1.5MAdded
8BNDVANGUARD BD INDEX FDS$63.8M3.89%869,739Added
9VOXVANGUARD WORLD FD$35.2M2.14%191,215Added
10VHTVANGUARD WORLD FD$35.1M2.14%117,430Added
11XLYSELECT SECTOR SPDR TR$34.0M2.07%289,741Added
12XLISELECT SECTOR SPDR TR$29.8M1.81%160,828Added
13RSPINVESCO EXCHANGE TRADED FD T$29.7M1.81%139,600Added
14EWZISHARES INC$26.1M1.59%755,740Added
15SPYSTATE STR SPDR S&P 500 ETF T$26.0M1.58%34,862Trimmed
16SPYVSPDR SERIES TRUST$24.6M1.49%403,951Added
17AAPLAPPLE INC$22.2M1.35%76,572Trimmed
18XLFSELECT SECTOR SPDR TR$18.5M1.13%345,867Trimmed
19ROBOEXCHANGE TRADED CONCEPTS TRU$18.6M1.13%217,296Added
20GRIDFIRST TR EXCHANGE-TRADED FD$18.1M1.10%94,143Added
21XLPSELECT SECTOR SPDR TR$16.6M1.01%199,398Added
22XARSPDR SERIES TRUST$13.7M0.83%48,295Added
23XLESELECT SECTOR SPDR TR$13.0M0.79%244,158Added
24BRK/BBERKSHIRE HATHAWAY INC DEL$11.7M0.71%23,469Added
25MSFTMICROSOFT CORP$10.0M0.61%26,691Trimmed

Source: SEC Form 13F filings · as of 2026-06-30