Armstrong Advisory Group Portfolio holdings
Armstrong Advisory Group is a wealth management and financial planning firm for individuals and families, founded in 2004 as a collaboration of financial professionals. It is owned and run mainly by President Michael Armstrong, managing partners Brendan Hayes and Susan Powers, and chief investment officer Charles Zodda, who also co-hosts the daily Financial Exchange radio show on financial and business news. Education is central to its mission: it aims to help clients understand the complicated financial world. It is also related through common ownership to Armstrong Insurance Group, a life and health insurance agency.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$153M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$56.4M |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$24.6M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$18.6M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$18.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$72.6M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$71.7M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$55.6M |
| 4 |
Schwab 1000 Index ETF
SCHK
|
+$34.2M |
| 5 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
+$17.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.7% |
| 2 | Technology | 4% |
| 3 | Industrials | 1.54% |
| 4 | Financials | 1.33% |
| 5 | Consumer Discretionary | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
976
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $1.24K | ﹤0.01% |
17
-194
| -92% | -$14.6K |
2022 Q4
15 quarters
|
|
977
Skydance Corporation
SKYD
$37.9B
| $1.23K | ﹤0.01% |
119
| – | – |
2025 Q3
4 quarters
|
|
978
McCormick & Company Non-Voting
MKC
$12.6B
| $1.21K | ﹤0.01% |
26
| – | – |
2025 Q3
4 quarters
|
|
979
Applied Optoelectronics
AAOI
$4.53B
| $1.19K | ﹤0.01% |
12
| – | – |
2026 Q1
2 quarters
|
|
980
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.6B
| $1.13K | ﹤0.01% |
22
| – | – |
2025 Q2
5 quarters
|
|
981
InterContinental Hotels
IHG
$26.2B
| $1.13K | ﹤0.01% |
7
| – | – |
2025 Q2
5 quarters
|
|
|
MBGL
982
Mobility Global Inc
MBGL
$7.45B
| $1.12K | ﹤0.01% |
+65
| New | +$1.31K |
2026 Q3
0 quarters
|
|
983
iShares MSCI Emerging Markets ETF
EEM
$28.2B
| $1.07K | ﹤0.01% |
16
| – | – |
2025 Q4
3 quarters
|
|
984
Pentair
PNR
$10.9B
| $1.05K | ﹤0.01% |
20
| – | – |
2022 Q4
15 quarters
|
|
985
TransUnion
TRU
$15.5B
| $978 | ﹤0.01% |
+16
| New | +$1.25K |
2026 Q3
0 quarters
|
|
986
argenx
ARGX
$60.4B
| $959 | ﹤0.01% |
+1
| New | +$940 |
2026 Q3
0 quarters
|
|
987
Invesco Solar ETF
TAN
$913M
| $880 | ﹤0.01% |
20
-11,736
| -100% | -$587K |
2026 Q2
1 quarter
|
|
988
Invesco WilderHill Clean Energy ETF
PBW
$282M
| $873 | ﹤0.01% |
30
| – | – |
2022 Q4
15 quarters
|
|
989
Chemours
CC
$2B
| $855 | ﹤0.01% |
63
| – | – |
2022 Q4
15 quarters
|
|
990
AdvanSix
ASIX
$423M
| $844 | ﹤0.01% |
53
| – | – |
2022 Q4
15 quarters
|
|
991
iRhythm Holdings
IRTC
$3.05B
| $796 | ﹤0.01% |
7
| – | – |
2025 Q2
5 quarters
|
|
992
Versigent PLC
VGNT
$2.99B
| $764 | ﹤0.01% |
17
| – | – |
2026 Q2
1 quarter
|
|
993
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10B
| $754 | ﹤0.01% |
+18
| New | +$746 |
2026 Q3
0 quarters
|
|
994
Grayscale Bitcoin Mini Trust ETF
BTC
$3.64B
| $739 | ﹤0.01% |
20
| – | – |
2024 Q3
8 quarters
|
|
995
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.01B
| $716 | ﹤0.01% |
+7
| New | +$758 |
2026 Q3
0 quarters
|
|
996
Ascendis Pharma A/S
ASND
$18.1B
| $684 | ﹤0.01% |
+3
| New | +$760 |
2026 Q3
0 quarters
|
|
997
Under Armour
UAA
$2.11B
| $669 | ﹤0.01% |
+150
| New | +$868 |
2026 Q3
0 quarters
|
|
998
SiTime
SITM
$13.4B
| $653 | ﹤0.01% |
+1
| New | +$606 |
2026 Q3
0 quarters
|
|
999
Republic Services
RSG
$77.1B
| $630 | ﹤0.01% |
3
| – | – |
2025 Q2
5 quarters
|
|
1000
Infosys
INFY
$49.8B
| $625 | ﹤0.01% |
58
| – | – |
2022 Q4
15 quarters
|
|
Similar funds
Armstrong Advisory Group's Q3 2026 Portfolio in Review
As of Q3 2026, Armstrong Advisory Group held 1,096 positions worth $1.66B, up 1.1% from $1.64B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Armstrong Advisory Group's Q3 2026 filing shows 110 new, 237 increased, 188 reduced and 55 closed positions. Its largest new stake was Vivmark Residential: 12,627 shares worth $767K. The largest sale was Vanguard 0-3 Month Treasury Bill ETF, an estimated $72.6M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, down from 89% a quarter earlier, followed by Technology and Industrials.
- Armstrong Advisory Group's largest Q3 2026 buy was Vivmark Residential: 12,627 shares worth $767K.
- Armstrong Advisory Group added most to Vanguard Total Bond Market in Q3 2026, an estimated $153M increase.
- Armstrong Advisory Group's biggest Q3 2026 reduction was Vanguard 0-3 Month Treasury Bill ETF, cutting an estimated $72.6M.
- Armstrong Advisory Group fully exited AvalonBay Communities in Q3 2026, selling an estimated $845K.
- Armstrong Advisory Group's ten largest holdings make up 66% of its $1.66B portfolio in Q3 2026.
- Armstrong Advisory Group opened 110 new positions and closed 55 in Q3 2026.
- Armstrong Advisory Group's portfolio value rose 1.1% quarter-over-quarter to $1.66B.
Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.