Armor Investment Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Armor Investment Advisors, LLC reported 153 stock positions worth $265.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.3% of the portfolio, followed by Fidelity MSCI Info Tech Indx (FTEC, 6.1%) and Schwab Intl Equity ETF (SCHF, 5.8%). Compared with Q1 2025, it opened 6 new positions, sold out of 7, added to 30 and reduced 65. The biggest buy was a new position in C&S Real Estate Active ETF (CSRE) and the biggest sale JPMorgan Equity Premium Inco (JEPI, shares −3%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001694079
Portfolio Value
$265.2M (Q2 2025)
SEC Filing
0001398344-25-015113 ↗ filed Aug 12, 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 Q1 2025 Q2 2025: $265.2M $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 153 stocks · $265.2M
IVV iShares Core S&P 500 ETF 10.32% 44,106 $27.4M Add +3.9%
FTEC Fidelity MSCI Info Tech Indx 6.14% 82,569 $16.3M Add +1.0%
SCHF Schwab Intl Equity ETF 5.76% 691,827 $15.3M Add +1.9%
DFAS Dimensional US Small Cap ETF 5.53% 230,280 $14.7M Reduce -0.4%
IJH iShares Core S&P Midcap ETF 5.25% 224,585 $13.9M Add +0.2%
CGGR Cap Group Growth Equity 3.99% 260,313 $10.6M Add +0.6%
JEPI JPMorgan Equity Premium Inco 3.90% 182,132 $10.4M Reduce -3.1%
VYM Vanguard High DVD Yield ETF 2.86% 56,871 $7.6M Reduce -1.1%
JPIE JPMorgan Income ETF 2.80% 160,511 $7.4M Add +7.3%
PTRB Pgim Total Return Bond ETF 2.65% 167,925 $7.0M Add +0.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.62% 127,973 $7.0M Reduce -2.8%
SCHD Schwab US DVD Equity ETF 2.22% 222,331 $5.9M Reduce -0.4%
META Meta Platforms Inc. Class A 2.11% 7,565 $5.6M Reduce -1.9%
FHLC Fidelity MSCI Health Care 2.05% 85,160 $5.4M Reduce -0.5%
DLR Digital Realty Trust Inc. 2.02% 30,781 $5.4M Reduce -2.8%
VOOG Vanguard S&P 500 Growth ETF 1.88% 12,570 $5.0M No change
MUB iShares National Muni Bond E 1.88% 47,643 $5.0M Add +9.8%
SAMT Strategas Macro Them Opps 1.73% 132,995 $4.6M Add +0.4%
V Visa Inc. Class A 1.57% 11,722 $4.2M Reduce -0.7%
SCHE Schwab Emrg Mrkts Eqty ETF 1.55% 136,084 $4.1M Add +1.4%
TBUX T Rowe Price Ultra Short-Ter 1.29% 68,710 $3.4M Add +21.9%
FIDU Fidelity MSCI Indust Indx 1.26% 43,102 $3.3M Reduce -1.3%
ICVT iShares Convertible Bond ETF 1.25% 36,882 $3.3M Reduce -4.2%
MSFT Microsoft Corp. 1.15% 6,119 $3.0M Add +16.9%
DE Deere & Co. 1.10% 5,717 $2.9M Reduce -2.8%
SOXX iShares Semiconductor ETF 1.04% 11,604 $2.8M Reduce -2.2%
PULS Pgim Ultra Short Bond ETF 0.93% 49,460 $2.5M Add +9.1%
IHI iShares U.S. Medical Devices 0.92% 38,908 $2.4M Reduce -2.5%
CSRE C&S Real Estate Active ETF 0.87% 89,087 $2.3M New
JPM JPMorgan Chase & Co. 0.85% 7,753 $2.2M Reduce -7.3%
SO The Southern Co. 0.73% 20,975 $1.9M Reduce -2.8%
KMI Kinder Morgan Inc. 0.72% 64,811 $1.9M Add +0.5%
LOW Lowe's Cos Inc. 0.71% 8,504 $1.9M Reduce -14.4%
GOOGL Alphabet Inc. Class A 0.68% 10,223 $1.8M Add +2.6%
CSPF C&S Pref & Income Active ETF 0.68% 70,706 $1.8M New
XLK SS Technology Select Sector 0.65% 6,775 $1.7M Reduce -1.2%
DUK Duke Energy Corp. 0.64% 14,365 $1.7M Reduce -5.3%
SCHM Schwab US Mid Cap ETF 0.61% 58,134 $1.6M Reduce -2.9%
NVDA Nvidia Corp. 0.60% 10,087 $1.6M Reduce -6.3%
WMT Walmart Inc. 0.59% 16,038 $1.6M Reduce -4.7%
PGR Progressive Corp. 0.55% 5,441 $1.5M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.53% 26,649 $1.4M Add +54.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.52% 2,227 $1.4M Add +0.0%
LLY Eli Lilly & Co. 0.50% 1,707 $1.3M Reduce -0.5%
BDX Becton Dickinson and Co. 0.49% 7,535 $1.3M Reduce -1.0%
SCHA Schwab US Small-Cap ETF 0.48% 50,404 $1.3M Reduce -4.5%
AON Aon PLC Class A 0.38% 2,828 $1.0M Add +0.2%
HYDB iShares High Yield Systemati 0.37% 20,781 $987K Add +5.7%
VTI VG Morningstar TS MKT ETF-US 0.35% 3,030 $921K No change
BSX Boston Scientific Corp. 0.35% 8,547 $918K No change
IWR iShares Russell Mid-Cap ETF 0.33% 9,484 $872K Reduce -0.3%
NEE Nextera Energy Inc. 0.30% 11,563 $803K Reduce -3.5%
UTG Reaves Utility Income Fund 0.29% 21,050 $762K Add +4.5%
AAPL Apple Inc. 0.29% 3,700 $759K Add +0.1%
FMDE Fidelity Enhanced Mid Cap Co. 0.28% 21,354 $735K New
QS Quantumscape Corp. 0.28% 109,208 $734K Reduce -3.4%
XOM Exxon Mobil Corp. 0.27% 6,689 $721K Reduce -10.4%
BNL Broadstone Net Lease Inc. 0.25% 41,825 $671K No change
ASML ASML Holding NV-NY Reg SHS 0.25% 814 $652K Reduce -0.7%
VOO Vanguard S&P 500 ETF 0.24% 1,131 $643K Add +5.0%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.23% 21,563 $621K New
AMZN Amazon.com Inc. 0.23% 2,772 $608K Reduce -2.8%
PG The Procter & Gamble Co. 0.22% 3,603 $574K Reduce -6.0%
PSX Phillips 66 0.21% 4,781 $570K Reduce -6.2%
CAPE Doubleline Shiller Cape US 0.20% 17,022 $541K Add +8.4%
EIPI FT Energy Income ETF 0.20% 27,113 $535K Reduce -6.5%
IYH iShares U.S. Healthcare ETF 0.19% 8,946 $505K Reduce -0.6%
HR Healthcare Realty Trust Inc. 0.19% 31,599 $501K Reduce -63.8%
ACN Accenture PLC Class A 0.18% 1,581 $473K Reduce -3.0%
COST Costco Wholesale Corp. 0.17% 468 $463K No change
IWO iShares Russell 2000 Growth 0.17% 1,618 $463K No change
EXTR Extreme Networks Inc. 0.17% 25,145 $451K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.17% 4,361 $447K Reduce -0.5%
SUB iShares Short-Term National 0.17% 4,120 $438K Add +13.1%
SCHX Schwab US Large-Cap ETF 0.16% 17,694 $432K No change
RY Royal Bank of Canada 0.16% 3,285 $432K Add +0.5%
IWP iShares Russell Mid-Cap Grow 0.16% 3,053 $423K Reduce -2.7%
CSCO Cisco Systems Inc. 0.14% 5,505 $382K Reduce -2.7%
DVY iShares Select Dividend ETF 0.14% 2,811 $373K Reduce -2.2%
VGT Vanguard Info Tech ETF 0.14% 560 $371K No change
JNJ Johnson & Johnson 0.13% 2,310 $353K Reduce -12.8%
XVV iShares ESG Select Screened 0.12% 6,704 $320K No change
VZ Verizon Communications Inc. 0.12% 7,141 $309K Reduce -5.4%
HD Home Depot Inc. 0.11% 830 $304K Reduce -9.5%
VLO Valero Energy Corp. 0.11% 2,219 $298K Add +0.2%
NVS Novartis AG-Sponsored ADR 0.11% 2,319 $281K Reduce -19.4%
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.10% 19,673 $273K Reduce -0.1%
XYLD Global X S&P 500 Cove Call E 0.10% 7,007 $273K Reduce -8.9%
SYK Stryker Corp. 0.10% 655 $259K Reduce -1.9%
EFA iShares MSCI Eafe ETF 0.10% 2,870 $257K Reduce -0.4%
T AT&T Inc. 0.09% 7,887 $228K Reduce -4.5%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 800 $228K No change
IWM iShares Russell 2000 ETF 0.09% 1,053 $227K No change
DOC Healthpeak Properties Inc. 0.09% 12,954 $227K Reduce -59.6%
BND Vanguard Total Bond Market 0.08% 2,994 $220K New
D Dominion Energy Inc. 0.08% 3,813 $216K Reduce -3.4%
IEFA iShares Core MSCI Eafe ETF 0.08% 2,556 $213K Reduce -4.7%
SCHB Schwab US Broad Market ETF 0.08% 8,774 $209K Add +0.0%
PRF Invesco Rafi US 1000 ETF 0.08% 4,750 $201K No change
SGOV iShares 0-3 Month Treasury B 0.08% 1,994 $201K No change
SCHH Schwab US REIT ETF 0.07% 9,222 $195K Reduce -14.1%
PFL PIMCO Income Strategy Fund 0.07% 22,118 $184K No change
SUSB iShares ESG Aware 1-5 Year U 0.07% 6,913 $174K No change
BBDC Barings BDC Inc. 0.06% 18,800 $172K Add +15.3%
VHT Vanguard Health Care ETF 0.05% 530 $132K Add +0.9%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 456 $108K No change
IJR iShares Core S&P Small-Cap E 0.04% 956 $105K No change
VNQ Vanguard Real Estate ETF 0.04% 1,087 $97K Reduce -0.5%
SCHG Schwab US Large-Cap Growth 0.04% 3,260 $95K No change
XJH Ishare ESG SS S&P Midcap ETF 0.03% 2,226 $92K No change
IVW iShares S&P 500 Growth ETF 0.03% 838 $92K No change
EOD Allspring Global Dividend Op 0.03% 17,022 $92K No change
SDY SS SPDR S&P Dividend ETF 0.03% 620 $84K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 495 $81K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 935 $76K No change
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.03% 1,923 $76K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.03% 1,240 $67K No change
IDEV iShares Core MSCI Dev MKTS 0.02% 846 $64K No change
CWB SS SPDR BB Conv Sec ETF 0.02% 775 $64K No change
IYR iShares US Real Estate ETF 0.02% 668 $63K Reduce -0.7%
FENI Fidelity Enhanced Intl ETF 0.02% 1,797 $60K New
EEM iShares MSCI Emerging Market 0.02% 1,150 $55K No change
XLF SS Financial Select Sector 0.02% 978 $51K Reduce -4.9%
XLY SS Consumer Disc Select Sect 0.02% 233 $51K Reduce -15.9%
QYLD Global X Nasd 100 Cov Call 0.02% 2,692 $45K No change
XLI SS Industrial Select Sector 0.02% 285 $42K Reduce -25.2%
XLP SS Consumer Staples Sel Sect 0.02% 513 $42K Reduce -10.5%
IJK iShares S&P Mid-Cap 400 Grow 0.02% 440 $40K No change
USRT iShares Core US REIT ETF 0.01% 620 $35K No change
GOOG Alphabet Inc. Class C 0.01% 180 $32K Reduce -21.7%
VOX Vanguard Communication Servi 0.01% 185 $32K No change
XLV SS Health Care Select Sector 0.01% 230 $31K Reduce -15.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 105 $29K No change
XLB SS Materials Select Sector 0.01% 312 $27K No change
IWD iShares Russell 1000 Value E 0.01% 135 $26K No change
PTH Invesco Dorsey Wright Health 0.01% 579 $23K No change
IWF iShares Russell 1000 Growth 0.01% 50 $21K No change
IWN iShares Russell 2000 Value E 0.01% 130 $21K No change
IYW iShares Ustechnology ETF 0.01% 92 $16K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.00% 148 $12K No change
ICLN iShares Global Clean Energy 0.00% 746 $10K Reduce -25.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 46 $9K No change
URA Global X Uranium ETF 0.00% 200 $8K No change
RSP Invesco S&P 500 Equal Weight 0.00% 30 $5K No change
IWV iShares Russell 3000 ETF 0.00% 11 $4K 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 $3K No change
LIT Global X Lithium & Battery T 0.00% 65 $2K Reduce -93.1%
JTEK JPMorgan US Tech Leaders 0.00% 20 $2K No change
SCHK Schwab 1000 Index ETF 0.00% 43 $1K Add +16.2%
AIA iShares Asia 50 ETF 0.00% 14 $1K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 10 $798 No change
FREL Fidelity MSCI RL Est Indx 0.00% 3 $81 Reduce -84.2%

Portfolio Sells Q1 2025 → Q2 2025
JEPI JPMorgan Equity Premium Inco Reduce -3.1% 3.90% −0.54
HR Healthcare Realty Trust Inc. Reduce -63.8% 0.19% −0.42
FHLC Fidelity MSCI Health Care Reduce -0.5% 2.05% −0.37
SCHD Schwab US DVD Equity ETF Reduce -0.4% 2.22% −0.36
LOW Lowe's Cos Inc. Reduce -14.4% 0.71% −0.25
BDX Becton Dickinson and Co. Reduce -1.0% 0.49% −0.23
VYM Vanguard High DVD Yield ETF Reduce -1.1% 2.86% −0.21
JEPQ JPM Nasdaq Equity Premium Reduce -2.8% 2.62% −0.20
DFAS Dimensional US Small Cap ETF Reduce -0.4% 5.53% −0.19
DOC Healthpeak Properties Inc. Reduce -59.6% 0.09% −0.18
V Visa Inc. Class A Reduce -0.7% 1.57% −0.14
DUK Duke Energy Corp. Reduce -5.3% 0.64% −0.13
FDX FedEx Corp. Sold out 0.00% −0.12
XOM Exxon Mobil Corp. Reduce -10.4% 0.27% −0.10
SO The Southern Co. Reduce -2.8% 0.73% −0.09
HDV iShares Core High Dividend E Sold out 0.00% −0.09
COP Conocophillips Sold out 0.00% −0.09
ED Consolidated Edison Inc. Sold out 0.00% −0.09
YUM Yum! Brands Inc. Sold out 0.00% −0.09
LLY Eli Lilly & Co. Reduce -0.5% 0.50% −0.08
CMCSA Comcast Corp. Class A Sold out 0.00% −0.08
ICVT iShares Convertible Bond ETF Reduce -4.2% 1.25% −0.08
IHI iShares U.S. Medical Devices Reduce -2.5% 0.92% −0.07
PG The Procter & Gamble Co. Reduce -6.0% 0.22% −0.05
NEE Nextera Energy Inc. Reduce -3.5% 0.30% −0.05
JNJ Johnson & Johnson Reduce -12.8% 0.13% −0.05
DE Deere & Co. Reduce -2.8% 1.10% −0.05
PSX Phillips 66 Reduce -6.2% 0.21% −0.05
EIPI FT Energy Income ETF Reduce -6.5% 0.20% −0.04
IYH iShares U.S. Healthcare ETF Reduce -0.6% 0.19% −0.04
SCHM Schwab US Mid Cap ETF Reduce -2.9% 0.61% −0.03
ACN Accenture PLC Class A Reduce -3.0% 0.18% −0.03
SCHA Schwab US Small-Cap ETF Reduce -4.5% 0.48% −0.03
NVS Novartis AG-Sponsored ADR Reduce -19.4% 0.11% −0.03
VZ Verizon Communications Inc. Reduce -5.4% 0.12% −0.03
HD Home Depot Inc. Reduce -9.5% 0.11% −0.02
XYLD Global X S&P 500 Cove Call E Reduce -8.9% 0.10% −0.02
SCHH Schwab US REIT ETF Reduce -14.1% 0.07% −0.02
WMT Walmart Inc. Reduce -4.7% 0.59% −0.02
DVY iShares Select Dividend ETF Reduce -2.2% 0.14% −0.02
LIT Global X Lithium & Battery T Reduce -93.1% 0.00% −0.01
T AT&T Inc. Reduce -4.5% 0.09% −0.01
D Dominion Energy Inc. Reduce -3.4% 0.08% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -0.3% 0.33% −0.01
SYK Stryker Corp. Reduce -1.9% 0.10% −0.01
XLI SS Industrial Select Sector Reduce -25.2% 0.02% −0.00
XLV SS Health Care Select Sector Reduce -15.4% 0.01% −0.00
VNQ Vanguard Real Estate ETF Reduce -0.5% 0.04% −0.00
XBXMX Nuveen S&P 500 Buy-WR Inc. Reduce -0.1% 0.10% −0.00
XLP SS Consumer Staples Sel Sect Reduce -10.5% 0.02% −0.00

Portfolio Buys Q1 2025 → Q2 2025
CSRE C&S Real Estate Active ETF New 0.87% +0.87
FTEC Fidelity MSCI Info Tech Indx Add +1.0% 6.14% +0.68
CSPF C&S Pref & Income Active ETF New 0.68% +0.68
IVV iShares Core S&P 500 ETF Add +3.9% 10.32% +0.45
MSFT Microsoft Corp. Add +16.9% 1.15% +0.33
CGGR Cap Group Growth Equity Add +0.6% 3.99% +0.32
FMDE Fidelity Enhanced Mid Cap Co. New 0.28% +0.28
CGNG Cap Group New Geography Eq New 0.23% +0.23
SCHF Schwab Intl Equity ETF Add +1.9% 5.76% +0.21
IGSB iShares 1-5Y Inv Grade Corp. Add +54.7% 0.53% +0.16
TBUX T Rowe Price Ultra Short-Ter Add +21.9% 1.29% +0.13
SAMT Strategas Macro Them Opps Add +0.4% 1.73% +0.13
BND Vanguard Total Bond Market New 0.08% +0.08
GOOGL Alphabet Inc. Class A Add +2.6% 0.68% +0.04
FENI Fidelity Enhanced Intl ETF New 0.02% +0.02
UTG Reaves Utility Income Fund Add +4.5% 0.29% +0.02
SCHE Schwab Emrg Mrkts Eqty ETF Add +1.4% 1.55% +0.01
VOO Vanguard S&P 500 ETF Add +5.0% 0.24% +0.01
RY Royal Bank of Canada Add +0.5% 0.16% +0.01
CAPE Doubleline Shiller Cape US Add +8.4% 0.20% +0.01
SUB iShares Short-Term National Add +13.1% 0.17% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.52% +0.00
SCHB Schwab US Broad Market ETF Add +0.0% 0.08% +0.00
BBDC Barings BDC Inc. Add +15.3% 0.06% +0.00
SCHK Schwab 1000 Index ETF Add +16.2% 0.00% +0.00
PULS Pgim Ultra Short Bond ETF Add +9.1% 0.93% −0.01
VHT Vanguard Health Care ETF Add +0.9% 0.05% −0.01
VLO Valero Energy Corp. Add +0.2% 0.11% −0.01
HYDB iShares High Yield Systemati Add +5.7% 0.37% −0.01
MUB iShares National Muni Bond E Add +9.8% 1.88% −0.02
KMI Kinder Morgan Inc. Add +0.5% 0.72% −0.04
JPIE JPMorgan Income ETF Add +7.3% 2.80% −0.05
AAPL Apple Inc. Add +0.1% 0.29% −0.05
AON Aon PLC Class A Add +0.2% 0.38% −0.09
IJH iShares Core S&P Midcap ETF Add +0.2% 5.25% −0.16
PTRB Pgim Total Return Bond ETF Add +0.8% 2.65% −0.23

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