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% |
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.