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 | |
|---|---|---|---|---|---|---|---|
176
Nebius Group N.V.
NBIS
$34.6B
| $356K | 0.02% |
1,510
-20
| -1% | -$4.3K |
2025 Q2
5 quarters
|
|
177
CrowdStrike
CRWD
$232B
| $353K | 0.02% |
1,333
+13
| +1% | +$2.76K |
2022 Q4
15 quarters
|
|
178
NextEra Energy
NEE
$181B
| $350K | 0.02% |
4,622
| – | – |
2022 Q4
15 quarters
|
|
179
Wheaton Precious Metals
WPM
$60.3B
| $350K | 0.02% |
2,616
| – | – |
2022 Q4
15 quarters
|
|
180
General Dynamics
GD
$98.3B
| $349K | 0.02% |
1,051
| – | – |
2022 Q4
15 quarters
|
|
181
Healthcare Realty
HR
$6.49B
| $346K | 0.02% |
19,489
+46
| +0.2% | +$907 |
2022 Q4
15 quarters
|
|
182
Comfort Systems
FIX
$40.1B
| $346K | 0.02% |
209
-155
| -43% | -$260K |
2025 Q2
5 quarters
|
|
183
McKesson
MCK
$125B
| $342K | 0.02% |
401
| – | – |
2022 Q4
15 quarters
|
|
184
iShares Russell 1000 Growth ETF
IWF
$119B
| $333K | 0.02% |
2,662
+2
| +0.1% | +$245 |
2022 Q4
15 quarters
|
|
185
Vanguard FTSE All-World ex-US ETF
VEU
$66.7B
| $333K | 0.02% |
4,009
+197
| +5% | +$16.6K |
2026 Q2
1 quarter
|
|
186
Defiance Space and Connective Tech ETF
UFOX
$797M
| $331K | 0.02% |
3,890
+1
| +0% | +$84 |
2022 Q4
15 quarters
|
|
187
Shoulder Innovations Inc
SI
$436M
| $327K | 0.02% |
17,290
| – | – |
2026 Q2
1 quarter
|
|
188
Qualcomm
QCOM
$189B
| $318K | 0.02% |
1,729
-1
| -0.1% | -$173 |
2022 Q4
15 quarters
|
|
189
Lam Research
LRCX
$291B
| $317K | 0.02% |
965
+11
| +1% | +$3.44K |
2022 Q4
15 quarters
|
|
190
Blackstone
BX
$94.3B
| $316K | 0.02% |
2,820
-497
| -15% | -$65K |
2022 Q4
15 quarters
|
|
191
Morgan Stanley
MS
$296B
| $308K | 0.02% |
1,638
| – | – |
2022 Q4
15 quarters
|
|
192
Boston Scientific
BSX
$64.3B
| $305K | 0.02% |
6,978
-63
| -0.9% | -$2.92K |
2022 Q4
15 quarters
|
|
193
Essential Utilities
WTRG
$12.9B
| $304K | 0.02% |
7,751
| – | – |
2022 Q4
15 quarters
|
|
194
M&T Bank
MTB
$31.5B
| $301K | 0.02% |
1,383
-12
| -0.9% | -$2.89K |
2022 Q4
15 quarters
|
|
195
Axon Enterprise
AXON
$25B
| $298K | 0.02% |
706
-61
| -8% | -$32.9K |
2024 Q4
7 quarters
|
|
196
Pfizer
PFE
$165B
| $298K | 0.02% |
10,442
+42
| +0.4% | +$1.12K |
2022 Q4
15 quarters
|
|
197
iShares S&P 500 Value ETF
IVE
$51.7B
| $297K | 0.02% |
1,303
| – | – |
2022 Q4
15 quarters
|
|
198
Alerian MLP ETF
AMLP
$12.2B
| $296K | 0.02% |
5,704
-1,719
| -23% | -$93.6K |
2022 Q4
15 quarters
|
|
199
Lennar Class A
LEN
$20B
| $294K | 0.02% |
3,607
| – | – |
2023 Q3
12 quarters
|
|
200
Lowe's Companies
LOW
$128B
| $293K | 0.02% |
1,591
-41
| -3% | -$8.51K |
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.