Armor Investment Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Armor Investment Advisors, LLC reported 154 stock positions worth $241.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.9% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 5.7%) and Schwab Intl Equity ETF (SCHF, 5.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 10, added to 35 and reduced 48. The biggest buy was a new position in iShares Convertible Bond ETF (ICVT) and the biggest sale Global X Lithium & Battery T (LIT, shares −97%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001694079
Portfolio Value
$241.6M (Q1 2025)
SEC Filing
0001398344-25-008596 ↗ filed May 2, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $208.0M Q1 2024 Q2 2024: $216.8M Q2 2024 Q3 2024: $241.4M Q3 2024 Q4 2024: $243.3M Q4 2024 Q1 2025: $241.6M $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 154 stocks · $241.6M
IVV iShares Core S&P 500 ETF 9.87% 42,444 $23.8M Add +0.8%
DFAS Dimensional US Small Cap ETF 5.72% 231,192 $13.8M Add +1.2%
SCHF Schwab Intl Equity ETF 5.56% 679,020 $13.4M Add +5.3%
FTEC Fidelity MSCI Info Tech Indx 5.46% 81,724 $13.2M Add +2.0%
IJH iShares Core S&P Midcap ETF 5.41% 224,161 $13.1M Add +1.3%
JEPI JPMorgan Equity Premium Inco 4.44% 187,946 $10.7M Add +2.0%
CGGR Cap Group Growth Equity 3.67% 258,822 $8.9M Add +0.1%
VYM Vanguard High DVD Yield ETF 3.07% 57,506 $7.4M Reduce -0.5%
PTRB Pgim Total Return Bond ETF 2.88% 166,635 $7.0M Add +4.0%
JPIE JPMorgan Income ETF 2.85% 149,551 $6.9M Add +4.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.82% 131,607 $6.8M Add +9.8%
SCHD Schwab US DVD Equity ETF 2.58% 223,200 $6.2M Add +0.1%
FHLC Fidelity MSCI Health Care 2.42% 85,543 $5.8M Reduce -0.2%
MUB iShares National Muni Bond E 1.89% 43,398 $4.6M Add +17.3%
DLR Digital Realty Trust Inc. 1.88% 31,673 $4.5M Add +0.9%
META Meta Platforms Inc. Class A 1.84% 7,714 $4.4M Reduce -1.2%
VOOG Vanguard S&P 500 Growth ETF 1.74% 12,570 $4.2M Add +14.3%
V Visa Inc. Class A 1.71% 11,800 $4.1M Reduce -0.7%
SAMT Strategas Macro Them Opps 1.60% 132,477 $3.9M Add +0.3%
SCHE Schwab Emrg Mrkts Eqty ETF 1.53% 134,270 $3.7M Add +3.4%
ICVT iShares Convertible Bond ETF 1.33% 38,500 $3.2M New
FIDU Fidelity MSCI Indust Indx 1.24% 43,666 $3.0M Add +75.4%
TBUX T Rowe Price Ultra Short-Ter 1.16% 56,351 $2.8M Add +3.5%
DE Deere & Co. 1.14% 5,884 $2.8M Reduce -1.2%
IHI iShares U.S. Medical Devices 0.99% 39,889 $2.4M Add +0.1%
LOW Lowe's Cos Inc. 0.96% 9,940 $2.3M Reduce -4.3%
PULS Pgim Ultra Short Bond ETF 0.93% 45,348 $2.3M Reduce -2.1%
SOXX iShares Semiconductor ETF 0.92% 11,861 $2.2M Add +0.4%
JPM JPMorgan Chase & Co. 0.85% 8,365 $2.1M Reduce -1.4%
SO The Southern Co. 0.82% 21,571 $2.0M Reduce -1.0%
MSFT Microsoft Corp. 0.81% 5,233 $2.0M Add +0.1%
DUK Duke Energy Corp. 0.77% 15,168 $1.9M Reduce -2.4%
KMI Kinder Morgan Inc. 0.76% 64,481 $1.8M Add +0.6%
BDX Becton Dickinson and Co. 0.72% 7,613 $1.7M Add +0.7%
SCHM Schwab US Mid Cap ETF 0.65% 59,884 $1.6M Reduce -2.2%
GOOGL Alphabet Inc. Class A 0.64% 9,967 $1.5M Reduce -0.2%
PGR Progressive Corp. 0.64% 5,441 $1.5M No change
WMT Walmart Inc. 0.61% 16,825 $1.5M Reduce -2.4%
HR Healthcare Realty Trust Inc. 0.61% 87,286 $1.5M Reduce -34.5%
LLY Eli Lilly & Co. 0.59% 1,716 $1.4M Reduce -1.0%
XLK SS Technology Select Sector 0.59% 6,859 $1.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.52% 2,226 $1.2M Add +0.0%
SCHA Schwab US Small-Cap ETF 0.51% 52,798 $1.2M No change
NVDA Nvidia Corp. 0.48% 10,763 $1.2M Reduce -0.6%
AON Aon PLC Class A 0.47% 2,823 $1.1M Reduce -0.5%
HYDB iShares High Yield Systemati 0.38% 19,654 $926K Add +2.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.37% 17,223 $902K Reduce -45.5%
XOM Exxon Mobil Corp. 0.37% 7,465 $888K Reduce -5.0%
BSX Boston Scientific Corp. 0.36% 8,547 $862K No change
NEE Nextera Energy Inc. 0.35% 11,981 $849K Reduce -2.4%
VTI VG Morningstar TS MKT ETF-US 0.34% 3,030 $833K Reduce -0.5%
AAPL Apple Inc. 0.34% 3,697 $821K Reduce -1.4%
IWR iShares Russell Mid-Cap ETF 0.33% 9,509 $809K Reduce -0.2%
BNL Broadstone Net Lease Inc. 0.29% 41,825 $713K Reduce -8.2%
UTG Reaves Utility Income Fund 0.27% 20,135 $655K Reduce -8.0%
PG The Procter & Gamble Co. 0.27% 3,834 $653K Reduce -7.7%
DOC Healthpeak Properties Inc. 0.27% 32,076 $649K Reduce -31.2%
PSX Phillips 66 0.26% 5,098 $629K Reduce -1.7%
EIPI FT Energy Income ETF 0.24% 29,011 $589K Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.23% 1,077 $554K No change
IYH iShares U.S. Healthcare ETF 0.23% 8,998 $548K Add +0.2%
ASML ASML Holding NV-NY Reg SHS 0.22% 820 $543K No change
AMZN Amazon.com Inc. 0.22% 2,853 $543K No change
ACN Accenture PLC Class A 0.21% 1,630 $509K Reduce -4.8%
CAPE Doubleline Shiller Cape US 0.20% 15,709 $477K Add +3.7%
QS Quantumscape Corp. 0.19% 112,994 $470K Reduce -3.6%
COST Costco Wholesale Corp. 0.18% 468 $443K Reduce -3.7%
JNJ Johnson & Johnson 0.18% 2,648 $439K Reduce -0.7%
IWO iShares Russell 2000 Growth 0.17% 1,618 $413K No change
SCHX Schwab US Large-Cap ETF 0.16% 17,694 $391K No change
DVY iShares Select Dividend ETF 0.16% 2,875 $386K Reduce -1.2%
SUB iShares Short-Term National 0.16% 3,644 $385K Add +5.4%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.16% 4,381 $377K Reduce -3.1%
IWP iShares Russell Mid-Cap Grow 0.15% 3,138 $369K No change
RY Royal Bank of Canada 0.15% 3,268 $368K Add +0.6%
CSCO Cisco Systems Inc. 0.14% 5,657 $349K No change
VZ Verizon Communications Inc. 0.14% 7,550 $342K Reduce -4.3%
HD Home Depot Inc. 0.14% 917 $336K Add +6.0%
EXTR Extreme Networks Inc. 0.14% 25,145 $333K No change
NVS Novartis AG-Sponsored ADR 0.13% 2,878 $321K No change
VGT Vanguard Info Tech ETF 0.13% 560 $304K No change
XYLD Global X S&P 500 Cove Call E 0.13% 7,688 $304K Reduce -12.4%
VLO Valero Energy Corp. 0.12% 2,214 $292K No change
FDX FedEx Corp. 0.12% 1,193 $291K Reduce -8.5%
XVV iShares ESG Select Screened 0.12% 6,704 $287K No change
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.11% 19,687 $258K Reduce -0.5%
SYK Stryker Corp. 0.10% 668 $249K Reduce -5.9%
EFA iShares MSCI Eafe ETF 0.10% 2,882 $236K Add +0.9%
T AT&T Inc. 0.10% 8,258 $234K Reduce -7.9%
SCHH Schwab US REIT ETF 0.10% 10,733 $231K Reduce -0.8%
HDV iShares Core High Dividend E 0.09% 1,833 $222K No change
D Dominion Energy Inc. 0.09% 3,947 $221K New
COP Conocophillips 0.09% 2,094 $220K Add +0.3%
ED Consolidated Edison Inc. 0.09% 1,987 $220K New
IWM iShares Russell 2000 ETF 0.09% 1,053 $210K No change
YUM Yum! Brands Inc. 0.09% 1,311 $206K New
IEFA iShares Core MSCI Eafe ETF 0.08% 2,683 $203K New
CMCSA Comcast Corp. Class A 0.08% 5,465 $202K Reduce -2.6%
SGOV iShares 0-3 Month Treasury B 0.08% 1,994 $201K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.08% 800 $196K No change
PRF Invesco Rafi US 1000 ETF 0.08% 4,750 $192K No change
PFL PIMCO Income Strategy Fund 0.08% 22,118 $190K No change
SCHB Schwab US Broad Market ETF 0.08% 8,772 $189K Reduce -12.3%
SUSB iShares ESG Aware 1-5 Year U 0.07% 6,913 $173K No change
BBDC Barings BDC Inc. 0.06% 16,300 $156K Add +11.6%
VHT Vanguard Health Care ETF 0.06% 525 $139K Add +0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 456 $101K No change
IJR iShares Core S&P Small-Cap E 0.04% 956 $100K No change
VNQ Vanguard Real Estate ETF 0.04% 1,092 $99K No change
XJH Ishare ESG SS S&P Midcap ETF 0.04% 2,226 $87K No change
EOD Allspring Global Dividend Op 0.03% 17,022 $84K No change
SDY SS SPDR S&P Dividend ETF 0.03% 620 $84K No change
SCHG Schwab US Large-Cap Growth 0.03% 3,260 $82K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 495 $79K No change
IVW iShares S&P 500 Growth ETF 0.03% 838 $78K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 935 $74K No change
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.03% 1,923 $72K No change
IYR iShares US Real Estate ETF 0.03% 673 $64K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.03% 1,240 $63K No change
CWB SS SPDR BB Conv Sec ETF 0.02% 775 $59K No change
IDEV iShares Core MSCI Dev MKTS 0.02% 846 $58K Reduce -13.1%
XLY SS Consumer Disc Select Sect 0.02% 277 $55K No change
XLF SS Financial Select Sector 0.02% 1,028 $51K No change
EEM iShares MSCI Emerging Market 0.02% 1,150 $50K Reduce -11.5%
XLI SS Industrial Select Sector 0.02% 381 $50K No change
XLP SS Consumer Staples Sel Sect 0.02% 573 $47K No change
QYLD Global X Nasd 100 Cov Call 0.02% 2,692 $45K 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 $37K No change
LIT Global X Lithium & Battery T 0.02% 944 $37K Reduce -97.3%
GOOG Alphabet Inc. Class C 0.01% 230 $36K No change
USRT iShares Core US REIT ETF 0.01% 620 $36K No change
VOX Vanguard Communication Servi 0.01% 185 $27K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 105 $27K No change
XLB SS Materials Select Sector 0.01% 312 $27K No change
IWD iShares Russell 1000 Value E 0.01% 135 $25K No change
PTH Invesco Dorsey Wright Health 0.01% 579 $23K No change
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 $13K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.00% 148 $12K No change
ICLN iShares Global Clean Energy 0.00% 996 $11K Reduce -47.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 46 $9K No change
RSP Invesco S&P 500 Equal Weight 0.00% 30 $5K No change
URA Global X Uranium ETF 0.00% 200 $5K No change
XLRE SS Real Estate Select Sector 0.00% 92 $4K No change
IWV iShares Russell 3000 ETF 0.00% 11 $3K No change
SCHV Schwab US Large-Cap Value 0.00% 99 $3K No change
IJT iShares S&P Small-Cap 600 GR 0.00% 20 $2K No change
JTEK JPMorgan US Tech Leaders 0.00% 20 $1K No change
AIA iShares Asia 50 ETF 0.00% 14 $1K No change
SCHK Schwab 1000 Index ETF 0.00% 37 $996 Add +12.1%
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 10 $784 No change
FREL Fidelity MSCI RL Est Indx 0.00% 19 $522 No change

Portfolio Sells Q4 2024 → Q1 2025
LIT Global X Lithium & Battery T Reduce -97.3% 0.02% −0.57
HR Healthcare Realty Trust Inc. Reduce -34.5% 0.61% −0.32
IGSB iShares 1-5Y Inv Grade Corp. Reduce -45.5% 0.37% −0.30
GOOGL Alphabet Inc. Class A Reduce -0.2% 0.64% −0.14
AAAU Goldman Sachs Physical Gold Sold out 0.00% −0.12
DOC Healthpeak Properties Inc. Reduce -31.2% 0.27% −0.12
NVDA Nvidia Corp. Reduce -0.6% 0.48% −0.12
LOW Lowe's Cos Inc. Reduce -4.3% 0.96% −0.09
QS Quantumscape Corp. Reduce -3.6% 0.19% −0.06
SCHM Schwab US Mid Cap ETF Reduce -2.2% 0.65% −0.05
AAPL Apple Inc. Reduce -1.4% 0.34% −0.05
IRM Iron Mountain Inc. Reduce -3.1% 0.16% −0.04
META Meta Platforms Inc. Class A Reduce -1.2% 1.84% −0.04
ACN Accenture PLC Class A Reduce -4.8% 0.21% −0.04
FDX FedEx Corp. Reduce -8.5% 0.12% −0.03
WMT Walmart Inc. Reduce -2.4% 0.61% −0.03
XYLD Global X S&P 500 Cove Call E Reduce -12.4% 0.13% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.34% −0.02
PG The Procter & Gamble Co. Reduce -7.7% 0.27% −0.02
SCHB Schwab US Broad Market ETF Reduce -12.3% 0.08% −0.02
UTG Reaves Utility Income Fund Reduce -8.0% 0.27% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -0.2% 0.33% −0.01
NEE Nextera Energy Inc. Reduce -2.4% 0.35% −0.01
PULS Pgim Ultra Short Bond ETF Reduce -2.1% 0.93% −0.01
XBXMX Nuveen S&P 500 Buy-WR Inc. Reduce -0.5% 0.11% −0.01
ICLN iShares Global Clean Energy Reduce -47.4% 0.00% −0.00
CMCSA Comcast Corp. Class A Reduce -2.6% 0.08% −0.00
SYK Stryker Corp. Reduce -5.9% 0.10% −0.00
BNL Broadstone Net Lease Inc. Reduce -8.2% 0.29% −0.00
IDEV iShares Core MSCI Dev MKTS Reduce -13.1% 0.02% −0.00
EEM iShares MSCI Emerging Market Reduce -11.5% 0.02% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Sold out 0.00% −0.00
FNDA Schwab Fndmntl US SM Co. ETF Sold out 0.00% −0.00
SCHI Schwab 5-10 Year Corporate B Sold out 0.00% −0.00
FNDE Schwab Fndmntl Em MRK Eq ETF Sold out 0.00% −0.00
FNDF Schwab Fndmn Intl LRG Co. ETF Sold out 0.00% −0.00
FNDC Schwab Fndmnt Intl SM Eq ETF Sold out 0.00% −0.00
SCHR Schwab Intermediate-Term US Sold out 0.00% −0.00
SCHC Schwab Intl Small-Cap Equity Sold out 0.00% −0.00
EBND State Street SPDR Bloomberg Sold out 0.00% 0.00
COST Costco Wholesale Corp. Reduce -3.7% 0.18% +0.00
SCHH Schwab US REIT ETF Reduce -0.8% 0.10% +0.00
DVY iShares Select Dividend ETF Reduce -1.2% 0.16% +0.00
EIPI FT Energy Income ETF Reduce -1.2% 0.24% +0.01
VZ Verizon Communications Inc. Reduce -4.3% 0.14% +0.01
T AT&T Inc. Reduce -7.9% 0.10% +0.01
JPM JPMorgan Chase & Co. Reduce -1.4% 0.85% +0.01
PSX Phillips 66 Reduce -1.7% 0.26% +0.02
XOM Exxon Mobil Corp. Reduce -5.0% 0.37% +0.02
JNJ Johnson & Johnson Reduce -0.7% 0.18% +0.02

Portfolio Buys Q4 2024 → Q1 2025
ICVT iShares Convertible Bond ETF New 1.33% +1.33
SCHF Schwab Intl Equity ETF Add +5.3% 5.56% +0.66
FIDU Fidelity MSCI Indust Indx Add +75.4% 1.24% +0.52
MUB iShares National Muni Bond E Add +17.3% 1.89% +0.27
PTRB Pgim Total Return Bond ETF Add +4.0% 2.88% +0.18
JPIE JPMorgan Income ETF Add +4.0% 2.85% +0.15
SCHE Schwab Emrg Mrkts Eqty ETF Add +3.4% 1.53% +0.11
D Dominion Energy Inc. New 0.09% +0.09
ED Consolidated Edison Inc. New 0.09% +0.09
JEPI JPMorgan Equity Premium Inco Add +2.0% 4.44% +0.09
VOOG Vanguard S&P 500 Growth ETF Add +14.3% 1.74% +0.09
YUM Yum! Brands Inc. New 0.09% +0.09
IEFA iShares Core MSCI Eafe ETF New 0.08% +0.08
SCHD Schwab US DVD Equity ETF Add +0.1% 2.58% +0.08
TBUX T Rowe Price Ultra Short-Ter Add +3.5% 1.16% +0.05
JEPQ JPM Nasdaq Equity Premium Add +9.8% 2.82% +0.04
KMI Kinder Morgan Inc. Add +0.6% 0.76% +0.04
IHI iShares U.S. Medical Devices Add +0.1% 0.99% +0.04
SAMT Strategas Macro Them Opps Add +0.3% 1.60% +0.02
BDX Becton Dickinson and Co. Add +0.7% 0.72% +0.02
HYDB iShares High Yield Systemati Add +2.8% 0.38% +0.01
IYH iShares U.S. Healthcare ETF Add +0.2% 0.23% +0.01
CAPE Doubleline Shiller Cape US Add +3.7% 0.20% +0.01
SUB iShares Short-Term National Add +5.4% 0.16% +0.01
EFA iShares MSCI Eafe ETF Add +0.9% 0.10% +0.01
BBDC Barings BDC Inc. Add +11.6% 0.06% +0.01
COP Conocophillips Add +0.3% 0.09% +0.01
VHT Vanguard Health Care ETF Add +0.8% 0.06% +0.00
HD Home Depot Inc. Add +6.0% 0.14% +0.00
SCHK Schwab 1000 Index ETF Add +12.1% 0.00% 0.00
RY Royal Bank of Canada Add +0.6% 0.15% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.52% −0.02
MSFT Microsoft Corp. Add +0.1% 0.81% −0.09
SOXX iShares Semiconductor ETF Add +0.4% 0.92% −0.12
IJH iShares Core S&P Midcap ETF Add +1.3% 5.41% −0.26
CGGR Cap Group Growth Equity Add +0.1% 3.67% −0.28
IVV iShares Core S&P 500 ETF Add +0.8% 9.87% −0.32
DFAS Dimensional US Small Cap ETF Add +1.2% 5.72% −0.39
DLR Digital Realty Trust Inc. Add +0.9% 1.88% −0.41
FTEC Fidelity MSCI Info Tech Indx Add +2.0% 5.46% −0.63

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