Armor Investment Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Armor Investment Advisors, LLC reported 149 stock positions worth $315.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.6% of the portfolio, followed by Fidelity Enhanced Mid Cap (FMDE, 7.2%) and Fidelity MSCI Info Tech Indx (FTEC, 5.2%). Compared with Q2 2025, it opened 5 new positions, sold out of 9, added to 28 and reduced 63. The biggest buy was Fidelity Enhanced Mid Cap (FMDE, shares +2830%) and the biggest sale Dimensional US Small Cap ETF (DFAS, shares −66%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001694079
Portfolio Value
$315.6M (Q3 2025)
SEC Filing
0001398344-25-019464 ↗ filed Oct 21, 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 Q2 2025 Q3 2025: $315.6M $315.6M Q3 2025 Q4 2025: $271.9M Q4 2025 Q1 2026: $277.5M Q1 2026 Q2 2026: $311.7M Q2 2026

Holdings 149 stocks · $315.6M
IVV iShares Core S&P 500 ETF 13.63% 64,260 $43.0M Add +45.7%
FMDE Fidelity Enhanced Mid Cap Co. 7.17% 625,753 $22.6M Add +2830.4%
FTEC Fidelity MSCI Info Tech Indx 5.25% 74,550 $16.6M Reduce -9.7%
JPIE JPMorgan Income ETF 5.15% 349,900 $16.2M Add +118.0%
BND Vanguard Total Bond Market 4.29% 182,078 $13.5M Add +5981.4%
FENI Fidelity Enhanced Intl ETF 4.07% 364,076 $12.8M Add +20160.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 3.90% 263,381 $12.3M New
CGGR Cap Group Growth Equity 3.68% 264,708 $11.6M Add +1.7%
HYDB iShares High Yield Systemati 2.43% 159,986 $7.7M Add +669.9%
CAPE Doubleline Shiller Cape US 2.33% 225,976 $7.4M Add +1227.5%
VYM Vanguard High DVD Yield ETF 2.33% 52,116 $7.3M Reduce -8.4%
SCHF Schwab Intl Equity ETF 1.97% 266,410 $6.2M Reduce -61.5%
IJH iShares Core S&P Midcap ETF 1.95% 94,355 $6.2M Reduce -58.0%
JEPI JPMorgan Equity Premium Inco 1.93% 106,812 $6.1M Reduce -41.4%
VOOG Vanguard S&P 500 Growth ETF 1.73% 12,537 $5.5M Reduce -0.3%
DFAS Dimensional US Small Cap ETF 1.70% 78,234 $5.4M Reduce -66.0%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 1.69% 172,706 $5.3M Add +700.9%
META Meta Platforms Inc. Class A 1.61% 6,926 $5.1M Reduce -8.4%
MUB iShares National Muni Bond E 1.58% 46,831 $5.0M Reduce -1.7%
FHLC Fidelity MSCI Health Care 1.58% 74,537 $5.0M Reduce -12.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 1.50% 82,245 $4.7M Reduce -35.7%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 1.40% 105,452 $4.4M New
SAMT Strategas Macro Them Opps 1.35% 114,285 $4.3M Reduce -14.1%
MSFT Microsoft Corp. 1.01% 6,171 $3.2M Add +0.8%
CSRE C&S Real Estate Active ETF 1.01% 122,087 $3.2M Add +37.0%
V Visa Inc. Class A 0.85% 7,867 $2.7M Reduce -32.9%
SCHD Schwab US DVD Equity ETF 0.82% 95,351 $2.6M Reduce -57.1%
TBUX T Rowe Price Ultra Short-Ter 0.82% 52,156 $2.6M Reduce -24.1%
SOXX iShares Semiconductor ETF 0.82% 9,562 $2.6M Reduce -17.6%
DLR Digital Realty Trust Inc. 0.78% 14,316 $2.5M Reduce -53.5%
GOOGL Alphabet Inc. Class A 0.78% 10,110 $2.5M Reduce -1.1%
JPM JPMorgan Chase & Co. 0.76% 7,633 $2.4M Reduce -1.6%
CSPF C&S Pref & Income Active ETF 0.74% 89,706 $2.3M Add +26.9%
LOW Lowe's Cos Inc. 0.70% 8,809 $2.2M Add +3.6%
PULS Pgim Ultra Short Bond ETF 0.70% 44,270 $2.2M Reduce -10.5%
DUK Duke Energy Corp. 0.68% 17,241 $2.1M Add +20.0%
SO The Southern Co. 0.65% 21,518 $2.0M Add +2.6%
PTRB Pgim Total Return Bond ETF 0.62% 46,152 $1.9M Reduce -72.5%
NVDA Nvidia Corp. 0.60% 10,087 $1.9M No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.54% 51,310 $1.7M Reduce -62.3%
XLK SS Technology Select Sector 0.54% 6,060 $1.7M Reduce -10.6%
WMT Walmart Inc. 0.52% 15,842 $1.6M Reduce -1.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.46% 2,198 $1.5M Reduce -1.3%
DE Deere & Co. 0.46% 3,165 $1.4M Reduce -44.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.45% 26,525 $1.4M Reduce -0.5%
PGR Progressive Corp. 0.43% 5,441 $1.3M No change
LLY Eli Lilly & Co. 0.41% 1,707 $1.3M No change
SCHA Schwab US Small-Cap ETF 0.39% 43,825 $1.2M Reduce -13.1%
ICVT iShares Convertible Bond ETF 0.39% 12,205 $1.2M Reduce -66.9%
IHI iShares U.S. Medical Devices 0.39% 20,310 $1.2M Reduce -47.8%
FIDU Fidelity MSCI Indust Indx 0.33% 12,828 $1.1M Reduce -70.2%
AON Aon PLC Class A 0.32% 2,834 $1.0M Add +0.2%
VTI VG Morningstar TS MKT ETF-US 0.32% 3,030 $994K No change
AAPL Apple Inc. 0.29% 3,642 $927K Reduce -1.6%
SCHM Schwab US Mid Cap ETF 0.29% 30,378 $900K Reduce -47.7%
BSX Boston Scientific Corp. 0.26% 8,547 $834K No change
XOM Exxon Mobil Corp. 0.25% 7,094 $800K Add +6.0%
ASML ASML Holding NV-NY Reg SHS 0.25% 814 $788K No change
BNL Broadstone Net Lease Inc. 0.24% 41,825 $747K No change
VOO Vanguard S&P 500 ETF 0.22% 1,139 $698K Add +0.7%
PSX Phillips 66 0.21% 4,855 $660K Add +1.6%
AMZN Amazon.com Inc. 0.19% 2,673 $587K Reduce -3.6%
PG The Procter & Gamble Co. 0.19% 3,805 $585K Add +5.6%
KMI Kinder Morgan Inc. 0.18% 19,669 $557K Reduce -69.7%
EXTR Extreme Networks Inc. 0.16% 25,145 $519K No change
IWO iShares Russell 2000 Growth 0.16% 1,618 $518K No change
BDX Becton Dickinson and Co. 0.16% 2,645 $495K Reduce -64.9%
RY Royal Bank of Canada 0.15% 3,302 $487K Add +0.5%
EIPI FT Energy Income ETF 0.15% 24,032 $476K Reduce -11.4%
SUB iShares Short-Term National 0.15% 4,374 $467K Add +6.2%
SCHX Schwab US Large-Cap ETF 0.15% 17,694 $466K No change
IYH iShares U.S. Healthcare ETF 0.15% 7,881 $463K Reduce -11.9%
TSLA Tesla Inc. 0.14% 1,013 $451K New
COST Costco Wholesale Corp. 0.14% 468 $433K No change
JNJ Johnson & Johnson 0.13% 2,288 $424K Reduce -0.9%
VGT Vanguard Info Tech ETF 0.13% 560 $418K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.13% 4,061 $414K Reduce -6.9%
ACN Accenture PLC Class A 0.12% 1,570 $387K Reduce -0.7%
VLO Valero Energy Corp. 0.12% 2,219 $378K No change
CSCO Cisco Systems Inc. 0.12% 5,505 $377K No change
XVV iShares ESG Select Screened 0.11% 6,972 $359K Add +4.0%
HD Home Depot Inc. 0.11% 831 $337K Add +0.1%
IWP iShares Russell Mid-Cap Grow 0.10% 2,265 $323K Reduce -25.8%
VZ Verizon Communications Inc. 0.10% 7,091 $312K Reduce -0.7%
QS Quantumscape Corp. 0.10% 24,885 $307K Reduce -77.2%
NVS Novartis AG-Sponsored ADR 0.09% 2,319 $297K No change
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.09% 19,673 $284K No change
HR Healthcare Realty Trust Inc. 0.09% 15,053 $271K Reduce -52.4%
EFA iShares MSCI Eafe ETF 0.08% 2,870 $268K No change
XYLD Global X S&P 500 Cove Call E 0.08% 6,783 $266K Reduce -3.2%
NEE Nextera Energy Inc. 0.08% 3,483 $263K Reduce -69.9%
IWM iShares Russell 2000 ETF 0.08% 1,025 $248K Reduce -2.7%
SYK Stryker Corp. 0.08% 655 $242K No change
D Dominion Energy Inc. 0.08% 3,914 $239K Add +2.6%
UTG Reaves Utility Income Fund 0.08% 5,996 $238K Reduce -71.5%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 800 $235K No change
SCHB Schwab US Broad Market ETF 0.07% 8,774 $226K No change
T AT&T Inc. 0.07% 7,859 $222K Reduce -0.4%
AAAU Goldman Sachs Physical Gold 0.07% 5,770 $220K New
PRF Invesco Rafi US 1000 ETF 0.07% 4,750 $215K No change

Show all 149 holdings

Portfolio Sells Q2 2025 → Q3 2025
DFAS Dimensional US Small Cap ETF Reduce -66.0% 1.70% −3.83
SCHF Schwab Intl Equity ETF Reduce -61.5% 1.97% −3.80
IJH iShares Core S&P Midcap ETF Reduce -58.0% 1.95% −3.30
PTRB Pgim Total Return Bond ETF Reduce -72.5% 0.62% −2.03
JEPI JPMorgan Equity Premium Inco Reduce -41.4% 1.93% −1.97
SCHD Schwab US DVD Equity ETF Reduce -57.1% 0.82% −1.40
DLR Digital Realty Trust Inc. Reduce -53.5% 0.78% −1.24
JEPQ JPM Nasdaq Equity Premium Reduce -35.7% 1.50% −1.13
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -62.3% 0.54% −1.00
FIDU Fidelity MSCI Indust Indx Reduce -70.2% 0.33% −0.93
FTEC Fidelity MSCI Info Tech Indx Reduce -9.7% 5.25% −0.89
ICVT iShares Convertible Bond ETF Reduce -66.9% 0.39% −0.87
V Visa Inc. Class A Reduce -32.9% 0.85% −0.72
DE Deere & Co. Reduce -44.6% 0.46% −0.64
KMI Kinder Morgan Inc. Reduce -69.7% 0.18% −0.54
IHI iShares U.S. Medical Devices Reduce -47.8% 0.39% −0.53
VYM Vanguard High DVD Yield ETF Reduce -8.4% 2.33% −0.53
META Meta Platforms Inc. Class A Reduce -8.4% 1.61% −0.49
FHLC Fidelity MSCI Health Care Reduce -12.5% 1.58% −0.47
TBUX T Rowe Price Ultra Short-Ter Reduce -24.1% 0.82% −0.46
SAMT Strategas Macro Them Opps Reduce -14.1% 1.35% −0.38
BDX Becton Dickinson and Co. Reduce -64.9% 0.16% −0.33
SCHM Schwab US Mid Cap ETF Reduce -47.7% 0.29% −0.33
MUB iShares National Muni Bond E Reduce -1.7% 1.58% −0.30
IWR iShares Russell Mid-Cap ETF Reduce -77.2% 0.07% −0.26
PULS Pgim Ultra Short Bond ETF Reduce -10.5% 0.70% −0.23
SOXX iShares Semiconductor ETF Reduce -17.6% 0.82% −0.22
NEE Nextera Energy Inc. Reduce -69.9% 0.08% −0.22
UTG Reaves Utility Income Fund Reduce -71.5% 0.08% −0.21
QS Quantumscape Corp. Reduce -77.2% 0.10% −0.18
VOOG Vanguard S&P 500 Growth ETF Reduce -0.3% 1.73% −0.15
XLK SS Technology Select Sector Reduce -10.6% 0.54% −0.11
HR Healthcare Realty Trust Inc. Reduce -52.4% 0.09% −0.10
SCHA Schwab US Small-Cap ETF Reduce -13.1% 0.39% −0.09
DOC Healthpeak Properties Inc. Sold out 0.00% −0.09
JPM JPMorgan Chase & Co. Reduce -1.6% 0.76% −0.08
IGSB iShares 1-5Y Inv Grade Corp. Reduce -0.5% 0.45% −0.08
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.08
DVY iShares Select Dividend ETF Reduce -51.5% 0.06% −0.08
WMT Walmart Inc. Reduce -1.2% 0.52% −0.07
SCHH Schwab US REIT ETF Reduce -83.1% 0.01% −0.06
IWP iShares Russell Mid-Cap Grow Reduce -25.8% 0.10% −0.06
ACN Accenture PLC Class A Reduce -0.7% 0.12% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 0.46% −0.05
EIPI FT Energy Income ETF Reduce -11.4% 0.15% −0.05
IYH iShares U.S. Healthcare ETF Reduce -11.9% 0.15% −0.04
AMZN Amazon.com Inc. Reduce -3.6% 0.19% −0.04
IRM Iron Mountain Inc. Reduce -6.9% 0.13% −0.04
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.03
SPMD SS SPDR P S&P 400 Midcap ETF Sold out 0.00% −0.03

Portfolio Buys Q2 2025 → Q3 2025
FMDE Fidelity Enhanced Mid Cap Co. Add +2830.4% 7.17% +6.89
BND Vanguard Total Bond Market Add +5981.4% 4.29% +4.21
FENI Fidelity Enhanced Intl ETF Add +20160.2% 4.07% +4.05
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 3.90% +3.90
IVV iShares Core S&P 500 ETF Add +45.7% 13.63% +3.30
JPIE JPMorgan Income ETF Add +118.0% 5.15% +2.34
CAPE Doubleline Shiller Cape US Add +1227.5% 2.33% +2.13
HYDB iShares High Yield Systemati Add +669.9% 2.43% +2.05
CGNG Cap Group New Geography Eq Add +700.9% 1.69% +1.46
CGDV Cap Group Dividend Value New 1.40% +1.40
TSLA Tesla Inc. New 0.14% +0.14
CSRE C&S Real Estate Active ETF Add +37.0% 1.01% +0.14
AAAU Goldman Sachs Physical Gold New 0.07% +0.07
YUM Yum! Brands Inc. New 0.06% +0.06
CSPF C&S Pref & Income Active ETF Add +26.9% 0.74% +0.06
DUK Duke Energy Corp. Add +20.0% 0.68% +0.04
IWV iShares Russell 3000 ETF Add +318.2% 0.01% +0.00
SCHK Schwab 1000 Index ETF Add +2.3% 0.00% 0.00
D Dominion Energy Inc. Add +2.6% 0.08% −0.01
PSX Phillips 66 Add +1.6% 0.21% −0.01
XVV iShares ESG Select Screened Add +4.0% 0.11% −0.01
HD Home Depot Inc. Add +0.1% 0.11% −0.01
RY Royal Bank of Canada Add +0.5% 0.15% −0.01
BBDC Barings BDC Inc. Add +5.3% 0.06% −0.01
LOW Lowe's Cos Inc. Add +3.6% 0.70% −0.01
SUB iShares Short-Term National Add +6.2% 0.15% −0.02
XOM Exxon Mobil Corp. Add +6.0% 0.25% −0.02
VOO Vanguard S&P 500 ETF Add +0.7% 0.22% −0.02
PG The Procter & Gamble Co. Add +5.6% 0.19% −0.03
AON Aon PLC Class A Add +0.2% 0.32% −0.06
SO The Southern Co. Add +2.6% 0.65% −0.08
MSFT Microsoft Corp. Add +0.8% 1.01% −0.13
CGGR Cap Group Growth Equity Add +1.7% 3.68% −0.31

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