Armor Investment Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Armor Investment Advisors, LLC reported 156 stock positions worth $216.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.7% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 5.6%) and iShares Core S&P Midcap ETF (IJH, 5.3%). Compared with Q1 2024, it opened 3 new positions, sold out of 12, added to 44 and reduced 43. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +75%) and the biggest sale an exit from Service Pptys TR (SVC).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001694079
Portfolio Value
$216.8M (Q2 2024)
SEC Filing
0001398344-24-013057 ↗ filed Jul 25, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $208.0M Q1 2024 Q2 2024: $216.8M $216.8M Q2 2024 Q3 2024: $241.4M Q3 2024 Q4 2024: $243.3M Q4 2024 Q1 2025: $241.6M Q1 2025 Q2 2025: $265.2M Q2 2025 Q3 2025: $315.6M Q3 2025 Q4 2025: $271.9M Q4 2025 Q1 2026: $277.5M Q1 2026 Q2 2026: $311.7M Q2 2026

Holdings 156 stocks · $216.8M
IVV iShares Core S&P 500 ETF 7.68% 30,412 $16.6M Add +74.7%
DFAS Dimensional US Small Cap ETF 5.61% 202,516 $12.2M Add +8.9%
IJH iShares Core S&P Midcap ETF 5.25% 194,614 $11.4M Add +10.9%
SCHF Schwab Intl Equity ETF 5.08% 286,895 $11.0M Add +12.2%
FTEC Fidelity MSCI Info Tech Indx 4.97% 62,764 $10.8M Add +0.5%
JEPI JPMorgan Equity Premium Inco 4.62% 176,792 $10.0M Add +4.7%
CGGR Cap Group Growth Equity 3.36% 221,686 $7.3M Add +6.5%
VYM Vanguard High DVD Yield ETF 3.26% 59,548 $7.1M Reduce -3.4%
PTRB Pgim Total Return Bond ETF 2.78% 145,961 $6.0M Add +15.8%
JPIE JPMorgan Income ETF 2.71% 129,364 $5.9M Add +13.2%
SCHD Schwab US DVD Equity ETF 2.71% 75,536 $5.9M Add +2.8%
FHLC Fidelity MSCI Health Care 2.58% 81,513 $5.6M Add +2.0%
DLR Digital Realty Trust Inc. 2.13% 30,414 $4.6M Add +8.4%
VOOG Vanguard S&P 500 Growth ETF 2.04% 13,229 $4.4M Reduce -16.0%
META Meta Platforms Inc. Class A 1.93% 8,303 $4.2M Reduce -3.5%
LOW Lowe's Cos Inc. 1.62% 15,912 $3.5M Add +0.2%
V Visa Inc. Class A 1.47% 12,141 $3.2M Add +3.9%
JPM JPMorgan Chase & Co. 1.46% 15,615 $3.2M Add +3.7%
SOXX iShares Semiconductor ETF 1.41% 12,368 $3.1M Reduce -0.6%
SCHE Schwab Emrg Mrkts Eqty ETF 1.39% 113,605 $3.0M Add +12.0%
PULS Pgim Ultra Short Bond ETF 1.36% 59,299 $2.9M Reduce -7.2%
TBUX T Rowe Price Ultra Short-Ter 1.32% 57,944 $2.9M Add +4.6%
MUB iShares National Muni Bond E 1.31% 26,561 $2.8M Add +13.2%
SAMT Strategas Macro Them Opps 1.27% 105,483 $2.8M Add +7.6%
WMT Walmart Inc. 1.10% 35,128 $2.4M Add +5.3%
DE Deere & Co. 1.01% 5,841 $2.2M Add +7.2%
IHI iShares U.S. Medical Devices 0.99% 38,136 $2.1M Add +0.7%
HR Healthcare Realty Trust Inc. 0.98% 129,322 $2.1M Add +11.9%
VZ Verizon Communications Inc. 0.95% 50,174 $2.1M Add +0.8%
MSFT Microsoft Corp. 0.94% 4,568 $2.0M Add +29.7%
XOM Exxon Mobil Corp. 0.89% 16,748 $1.9M Add +1.3%
SO The Southern Co. 0.88% 24,654 $1.9M Reduce -9.4%
DUK Duke Energy Corp. 0.83% 18,021 $1.8M Reduce -12.9%
GOOGL Alphabet Inc. Class A 0.80% 9,506 $1.7M Add +9.8%
FDX FedEx Corp. 0.80% 5,749 $1.7M Add +9.5%
IGSB iShares 1-5Y Inv Grade Corp. 0.77% 32,695 $1.7M Reduce -4.9%
SCHM Schwab US Mid Cap ETF 0.76% 21,133 $1.6M Reduce -1.0%
FIDU Fidelity MSCI Indust Indx 0.75% 24,841 $1.6M Add +8.5%
BDX Becton Dickinson and Co. 0.73% 6,809 $1.6M Add +6.6%
XLK SS Technology Select Sector 0.72% 6,885 $1.6M Reduce -2.1%
PSX Phillips 66 0.70% 10,804 $1.5M Reduce -2.1%
LLY Eli Lilly & Co. 0.70% 1,666 $1.5M Reduce -0.1%
NVDA Nvidia Corp. 0.63% 11,130 $1.4M No change
SCHA Schwab US Small-Cap ETF 0.59% 27,019 $1.3M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 2,223 $1.2M No change
PGR Progressive Corp. 0.52% 5,441 $1.1M No change
LIT Global X Lithium & Battery T 0.49% 27,307 $1.1M Add +16.4%
BNL Broadstone Net Lease Inc. 0.49% 66,642 $1.1M No change
PG The Procter & Gamble Co. 0.44% 5,800 $957K Reduce -49.0%
DOC Healthpeak Properties Inc. 0.43% 47,116 $923K Add +12.8%
HYDB iShares High Yield Systemati 0.41% 19,078 $886K Add +14.9%
ASML ASML Holding NV-NY Reg SHS 0.39% 820 $839K No change
VTI VG Morningstar TS MKT ETF-US 0.38% 3,081 $824K No change
AON Aon PLC Class A 0.38% 2,807 $824K Add +0.3%
NEE Nextera Energy Inc. 0.38% 11,540 $817K Reduce -7.2%
AAPL Apple Inc. 0.38% 3,865 $814K Add +8.8%
IWR iShares Russell Mid-Cap ETF 0.37% 9,927 $805K Reduce -1.9%
SUB iShares Short-Term National 0.33% 6,797 $711K Reduce -5.5%
EIPI FT Energy Income ETF 0.31% 36,067 $670K New
BSX Boston Scientific Corp. 0.30% 8,547 $658K No change
UTG Reaves Utility Income Fund 0.30% 23,469 $641K Reduce -7.4%
IYH iShares U.S. Healthcare ETF 0.28% 9,990 $612K No change
ACN Accenture PLC Class A 0.26% 1,879 $570K Reduce -32.6%
IEFA iShares Core MSCI Eafe ETF 0.25% 7,470 $543K No change
VOO Vanguard S&P 500 ETF 0.25% 1,077 $539K No change
AMZN Amazon.com Inc. 0.25% 2,776 $536K Reduce -0.1%
KMI Kinder Morgan Inc. 0.25% 26,878 $534K Add +10.6%
JNJ Johnson & Johnson 0.24% 3,566 $521K Reduce -57.0%
QS Quantumscape Corp. 0.20% 87,690 $431K Add +5.9%
DVY iShares Select Dividend ETF 0.20% 3,549 $429K Reduce -16.8%
XYLD Global X S&P 500 Cove Call E 0.20% 10,532 $426K Reduce -29.1%
IWO iShares Russell 2000 Growth 0.20% 1,618 $425K Reduce -5.8%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.20% 4,733 $424K Reduce -43.8%
COST Costco Wholesale Corp. 0.18% 463 $394K Add +19.3%
SCHX Schwab US Large-Cap ETF 0.17% 5,888 $378K Reduce -0.1%
IWP iShares Russell Mid-Cap Grow 0.17% 3,347 $369K No change
RY Royal Bank of Canada 0.16% 3,346 $356K Reduce -5.1%
CAPE Doubleline Shiller Cape US 0.16% 12,623 $350K New
VLO Valero Energy Corp. 0.16% 2,219 $348K No change
EXTR Extreme Networks Inc. 0.16% 25,145 $338K No change
VGT Vanguard Info Tech ETF 0.15% 560 $323K No change
NVS Novartis AG-Sponsored ADR 0.15% 3,019 $321K Reduce -14.9%
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.15% 23,470 $317K Reduce -6.8%
IWM iShares Russell 2000 ETF 0.14% 1,529 $310K No change
XVV iShares ESG Select Screened 0.13% 6,684 $281K Reduce -41.0%
COP Conocophillips 0.12% 2,356 $270K Add +0.3%
CSCO Cisco Systems Inc. 0.12% 5,495 $261K Add +0.1%
AAAU Goldman Sachs Physical Gold 0.12% 11,270 $259K No change
SYK Stryker Corp. 0.12% 755 $257K No change
HD Home Depot Inc. 0.12% 744 $256K Reduce -1.3%
T AT&T Inc. 0.11% 12,146 $232K Reduce -38.8%
CMCSA Comcast Corp. Class A 0.11% 5,901 $231K Reduce -0.3%
SCHH Schwab US REIT ETF 0.10% 11,063 $221K Reduce -0.8%
SCHB Schwab US Broad Market ETF 0.10% 3,459 $217K Add +0.0%
EFA iShares MSCI Eafe ETF 0.10% 2,729 $214K No change
SGOV iShares 0-3 Month Treasury B 0.09% 1,994 $201K No change
PFL PIMCO Income Strategy Fund 0.09% 23,671 $193K Reduce -21.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.08% 800 $184K No change
PRF Invesco Rafi US 1000 ETF 0.08% 4,750 $180K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.08% 15,565 $178K No change
SUSB iShares ESG Aware 1-5 Year U 0.08% 6,913 $169K Reduce -33.6%
GOOG Alphabet Inc. Class C 0.08% 895 $164K No change
IJR iShares Core S&P Small-Cap E 0.06% 1,303 $139K Add +2.8%
VHT Vanguard Health Care ETF 0.06% 521 $139K No change
SCHG Schwab US Large-Cap Growth 0.05% 1,090 $110K No change
VB Vanguard Most SM-Cap ETF-Usd 0.05% 456 $99K No change
VNQ Vanguard Real Estate ETF 0.04% 1,087 $91K Reduce -12.1%
XJH Ishare ESG SS S&P Midcap ETF 0.04% 2,096 $83K Reduce -43.9%
EOD Allspring Global Dividend Op 0.04% 17,022 $83K No change
SDY SS SPDR S&P Dividend ETF 0.04% 620 $79K No change
IVW iShares S&P 500 Growth ETF 0.04% 852 $79K Add +3.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 495 $74K No change
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.03% 1,788 $68K Reduce -42.8%
IDEV iShares Core MSCI Dev MKTS 0.03% 1,009 $66K Reduce -1.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 935 $64K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.03% 1,240 $64K No change
IYR iShares US Real Estate ETF 0.03% 668 $59K No change
CWB SS SPDR BB Conv Sec ETF 0.03% 775 $56K No change
EEM iShares MSCI Emerging Market 0.03% 1,300 $55K No change
XLY SS Consumer Disc Select Sect 0.02% 277 $51K No change
XLI SS Industrial Select Sector 0.02% 381 $46K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 588 $45K Reduce -13.7%
QYLD Global X Nasd 100 Cov Call 0.02% 2,566 $45K No change
XLP SS Consumer Staples Sel Sect 0.02% 573 $44K No change
XLF SS Financial Select Sector 0.02% 978 $40K No change
XLV SS Health Care Select Sector 0.02% 272 $40K No change
IJK iShares S&P Mid-Cap 400 Grow 0.02% 440 $39K No change
USRT iShares Core US REIT ETF 0.02% 700 $37K No change
ICLN iShares Global Clean Energy 0.01% 2,093 $28K No change
XLB SS Materials Select Sector 0.01% 312 $28K No change
VOX Vanguard Communication Servi 0.01% 185 $26K No change
TIP iShares Tips Bond ETF 0.01% 239 $26K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 105 $25K No change
PTH Invesco Dorsey Wright Health 0.01% 579 $25K No change
IWD iShares Russell 1000 Value E 0.01% 141 $25K Reduce -6.6%
IWN iShares Russell 2000 Value E 0.01% 130 $20K No change
IWF iShares Russell 1000 Growth 0.01% 50 $18K No change
IYW iShares Ustechnology ETF 0.01% 92 $14K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 46 $8K No change
IEI iShares 3-7 Year Treasury Bo 0.00% 54 $6K No change
XLRE SS Real Estate Select Sector 0.00% 135 $5K No change
RSP Invesco S&P 500 Equal Weight 0.00% 30 $5K Add +36.4%
IWV iShares Russell 3000 ETF 0.00% 15 $5K No change
IEF iShares 7-10 Year Treasury B 0.00% 44 $4K No change
VAW Vanguard Materials ETF 0.00% 17 $3K No change
XSW SS SPDR S&P Soft & Serv ETF 0.00% 21 $3K No change
URA Global X Uranium ETF 0.00% 100 $3K No change
IJT iShares S&P Small-Cap 600 GR 0.00% 20 $3K No change
SCHV Schwab US Large-Cap Value 0.00% 33 $2K No change
TLT iShares 20+ Year Treasury BD 0.00% 24 $2K New
VPU Vanguard Utilities ETF 0.00% 13 $2K No change
AIA iShares Asia 50 ETF 0.00% 14 $940 No change
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 10 $783 No change
RSPT Invesco S&P 500 Equal Weight 0.00% 14 $513 Reduce -64.1%
FUTY Fidelity MSCI US Utilities 0.00% 2 $88 No change
FREL Fidelity MSCI RL Est Indx 0.00% 3 $76 No change

Portfolio Sells Q1 2024 → Q2 2024
SVC Service Pptys TR Sold out 0.00% −1.21
PG The Procter & Gamble Co. Reduce -49.0% 0.44% −0.45
FIF First Trust Energy Infrastru Sold out 0.00% −0.40
JNJ Johnson & Johnson Reduce -57.0% 0.24% −0.39
BA The Boeing Co. Sold out 0.00% −0.39
VYM Vanguard High DVD Yield ETF Reduce -3.4% 3.26% −0.33
VOOG Vanguard S&P 500 Growth ETF Reduce -16.0% 2.04% −0.27
ACN Accenture PLC Class A Reduce -32.6% 0.26% −0.20
PULS Pgim Ultra Short Bond ETF Reduce -7.2% 1.36% −0.17
PSX Phillips 66 Reduce -2.1% 0.70% −0.16
D Dominion Energy Inc. Sold out 0.00% −0.15
DUK Duke Energy Corp. Reduce -12.9% 0.83% −0.13
IRM Iron Mountain Inc. Reduce -43.8% 0.20% −0.13
INTC Intel Corp. Sold out 0.00% −0.12
WELL Welltower Inc. Sold out 0.00% −0.10
HDV iShares Core High Dividend E Sold out 0.00% −0.10
XYLD Global X S&P 500 Cove Call E Reduce -29.1% 0.20% −0.10
XVV iShares ESG Select Screened Reduce -41.0% 0.13% −0.09
SCHM Schwab US Mid Cap ETF Reduce -1.0% 0.76% −0.08
META Meta Platforms Inc. Class A Reduce -3.5% 1.93% −0.08
IGSB iShares 1-5Y Inv Grade Corp. Reduce -4.9% 0.77% −0.07
T AT&T Inc. Reduce -38.8% 0.11% −0.06
SO The Southern Co. Reduce -9.4% 0.88% −0.06
DVY iShares Select Dividend ETF Reduce -16.8% 0.20% −0.05
SCHA Schwab US Small-Cap ETF Reduce -0.6% 0.59% −0.05
SUSB iShares ESG Aware 1-5 Year U Reduce -33.6% 0.08% −0.04
IWR iShares Russell Mid-Cap ETF Reduce -1.9% 0.37% −0.04
XJH Ishare ESG SS S&P Midcap ETF Reduce -43.9% 0.04% −0.04
SUB iShares Short-Term National Reduce -5.5% 0.33% −0.03
PFL PIMCO Income Strategy Fund Reduce -21.1% 0.09% −0.03
UTG Reaves Utility Income Fund Reduce -7.4% 0.30% −0.03
IWO iShares Russell 2000 Growth Reduce -5.8% 0.20% −0.03
XJR Ishr ESG SS S&P Smal-Cap-Usd Reduce -42.8% 0.03% −0.03
HD Home Depot Inc. Reduce -1.3% 0.12% −0.02
CMCSA Comcast Corp. Class A Reduce -0.3% 0.11% −0.02
NVS Novartis AG-Sponsored ADR Reduce -14.9% 0.15% −0.02
XBXMX Nuveen S&P 500 Buy-WR Inc. Reduce -6.8% 0.15% −0.01
VNQ Vanguard Real Estate ETF Reduce -12.1% 0.04% −0.01
SCHH Schwab US REIT ETF Reduce -0.8% 0.10% −0.01
RY Royal Bank of Canada Reduce -5.1% 0.16% −0.01
NEE Nextera Energy Inc. Reduce -7.2% 0.38% −0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -13.7% 0.02% −0.00
HYXF iShares ESG Adv High Yield Sold out 0.00% −0.00
IDEV iShares Core MSCI Dev MKTS Reduce -1.8% 0.03% −0.00
IWD iShares Russell 1000 Value E Reduce -6.6% 0.01% −0.00
SCHX Schwab US Large-Cap ETF Reduce -0.1% 0.17% −0.00
SCHZ Schwab US Aggregate Bond ETF Sold out 0.00% −0.00
ITOT iShares Core S&P Total U.S. Sold out 0.00% −0.00
SPAB SS SPDR P Agg Bond ETF Sold out 0.00% −0.00
VXF Vanguard Extended Market ETF Sold out 0.00% −0.00

Portfolio Buys Q1 2024 → Q2 2024
IVV iShares Core S&P 500 ETF Add +74.7% 7.68% +3.28
EIPI FT Energy Income ETF New 0.31% +0.31
FTEC Fidelity MSCI Info Tech Indx Add +0.5% 4.97% +0.29
SCHF Schwab Intl Equity ETF Add +12.2% 5.08% +0.29
PTRB Pgim Total Return Bond ETF Add +15.8% 2.78% +0.26
MSFT Microsoft Corp. Add +29.7% 0.94% +0.23
JPIE JPMorgan Income ETF Add +13.2% 2.71% +0.21
HR Healthcare Realty Trust Inc. Add +11.9% 0.98% +0.20
DLR Digital Realty Trust Inc. Add +8.4% 2.13% +0.19
GOOGL Alphabet Inc. Class A Add +9.8% 0.80% +0.17
CGGR Cap Group Growth Equity Add +6.5% 3.36% +0.16
CAPE Doubleline Shiller Cape US New 0.16% +0.16
SCHE Schwab Emrg Mrkts Eqty ETF Add +12.0% 1.39% +0.16
WMT Walmart Inc. Add +5.3% 1.10% +0.13
IJH iShares Core S&P Midcap ETF Add +10.9% 5.25% +0.13
MUB iShares National Muni Bond E Add +13.2% 1.31% +0.09
AAPL Apple Inc. Add +8.8% 0.38% +0.08
SAMT Strategas Macro Them Opps Add +7.6% 1.27% +0.08
FDX FedEx Corp. Add +9.5% 0.80% +0.06
DOC Healthpeak Properties Inc. Add +12.8% 0.43% +0.05
COST Costco Wholesale Corp. Add +19.3% 0.18% +0.04
DFAS Dimensional US Small Cap ETF Add +8.9% 5.61% +0.04
HYDB iShares High Yield Systemati Add +14.9% 0.41% +0.04
KMI Kinder Morgan Inc. Add +10.6% 0.25% +0.03
TBUX T Rowe Price Ultra Short-Ter Add +4.6% 1.32% +0.01
JPM JPMorgan Chase & Co. Add +3.7% 1.46% +0.01
FIDU Fidelity MSCI Indust Indx Add +8.5% 0.75% +0.00
IVW iShares S&P 500 Growth ETF Add +3.1% 0.04% +0.00
TLT iShares 20+ Year Treasury BD New 0.00% +0.00
RSP Invesco S&P 500 Equal Weight Add +36.4% 0.00% +0.00
SCHB Schwab US Broad Market ETF Add +0.0% 0.10% −0.00
IJR iShares Core S&P Small-Cap E Add +2.8% 0.06% −0.00
CSCO Cisco Systems Inc. Add +0.1% 0.12% −0.01
COP Conocophillips Add +0.3% 0.12% −0.02
LIT Global X Lithium & Battery T Add +16.4% 0.49% −0.02
BDX Becton Dickinson and Co. Add +6.6% 0.73% −0.03
XOM Exxon Mobil Corp. Add +1.3% 0.89% −0.03
VZ Verizon Communications Inc. Add +0.8% 0.95% −0.05
QS Quantumscape Corp. Add +5.9% 0.20% −0.05
DE Deere & Co. Add +7.2% 1.01% −0.07
AON Aon PLC Class A Add +0.3% 0.38% −0.07
JEPI JPMorgan Equity Premium Inco Add +4.7% 4.62% −0.08
IHI iShares U.S. Medical Devices Add +0.7% 0.99% −0.08
V Visa Inc. Class A Add +3.9% 1.47% −0.10
FHLC Fidelity MSCI Health Care Add +2.0% 2.58% −0.10
SCHD Schwab US DVD Equity ETF Add +2.8% 2.71% −0.14
LOW Lowe's Cos Inc. Add +0.2% 1.62% −0.33

Notes & Other Activity Q1 2024 → Q2 2024
IVE iShares S&P 500 Value ETF S&P 500 VAL ETF Sold out 0 $47before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$311.7MIVV, JPIE, FENI, FTEC, CGGR
Q1 2026 160$277.5MIVV, JPIE, FENI, FTEC, IUSB
Q4 2025 151$271.9MIVV, FMDE, JPIE, FENI, BND
Q3 2025 149$315.6MIVV, FMDE, FTEC, JPIE, BND
Q2 2025 153$265.2MIVV, FTEC, SCHF, DFAS, IJH
Q1 2025 154$241.6MIVV, DFAS, SCHF, FTEC, IJH
Q4 2024 159$243.3MIVV, DFAS, FTEC, IJH, SCHF
Q3 2024 156$241.4MIVV, DFAS, FTEC, IJH, SCHF
Q2 2024 156$216.8MIVV, DFAS, IJH, SCHF, FTEC
Q1 2024 165$208.0MDFAS, IJH, SCHF, JEPI, FTEC