Armor Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Enhanced Mid Cap Core ETF
FMDE
|
+$21.4M |
| 2 |
Vanguard Total Bond Market
BND
|
+$13.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$13M |
| 4 |
Fidelity Enhanced International ETF
FENI
|
+$12.3M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$12.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Small Cap ETF
DFAS
|
+$10.1M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$9.61M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.37M |
| 4 |
PGIM Total Return Bond ETF
PTRB
|
+$5.09M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$4.28M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 2.57% |
| 2 | Financials | 2.57% |
| 3 | Technology | 2.56% |
| 4 | Utilities | 1.48% |
| 5 | Consumer Discretionary | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Healthpeak Properties
DOC
$15.1B
| – | – |
-12,954
| Closed | -$227K |
|
152
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
| – | – |
-3
| Closed | -$81 |
|
153
iShares Core MSCI EAFE ETF
IEFA
$194B
| – | – |
-2,556
| Closed | -$213K |
|
154
State Street SPDR S&P Dividend ETF
SDY
$23.7B
| – | – |
-620
| Closed | -$84.2K |
|
155
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
| – | – |
-10
| Closed | -$798 |
|
156
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
| – | – |
-1,240
| Closed | -$67.4K |
|
157
iShares Core US REIT ETF
USRT
$4.64B
| – | – |
-620
| Closed | -$35.1K |
|
158
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| – | – |
-420
| Closed | -$29.4K |
|
Similar funds
Armor Investment Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Armor Investment Advisors held 158 positions worth $316M, up 19% from $265M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
Armor Investment Advisors deployed $34.6M of net new capital in Q3 2025, opening 5 new positions and adding to 28 existing holdings. Its largest new stake was iShares Core Universal USD Bond ETF: 263,381 shares worth $12.3M.
By sector, the portfolio is most concentrated in Communication Services at 2.6% of assets, down from 3% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Dimensional US Small Cap ETF, an estimated $10.1M trimmed.
- Armor Investment Advisors's largest Q3 2025 buy was iShares Core Universal USD Bond ETF: 263,381 shares worth $12.3M.
- Armor Investment Advisors added most to Fidelity Enhanced Mid Cap Core ETF in Q3 2025, an estimated $21.4M increase.
- Armor Investment Advisors's biggest Q3 2025 reduction was Dimensional US Small Cap ETF, cutting an estimated $10.1M.
- Armor Investment Advisors fully exited Healthpeak Properties in Q3 2025, selling an estimated $227K.
- Armor Investment Advisors's ten largest holdings make up 52% of its $316M portfolio in Q3 2025.
- Armor Investment Advisors opened 5 new positions and closed 9 in Q3 2025.
- Armor Investment Advisors's portfolio value rose 19% quarter-over-quarter to $316M.
Based on Armor Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.