Armstrong Advisory Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Armstrong Advisory Group, Inc. reported 979 stock positions worth $1.6 billion. Its top holding was Schwab 1000 Index ETF (SCHK) at 14.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.9%) and Vanguard Info Tech ETF (VGT, 7.5%). Compared with Q1 2026, it opened 56 new positions, sold out of 32, added to 194 and reduced 212. The biggest buy was Schwab 1000 Index ETF (SCHK, shares +163%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001932952
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001932952-26-000004 ↗ filed Jul 13, 2026
Holdings Value
Holdings 979 stocks · $1.6B
| SCHK Schwab 1000 Index ETF | 14.31% | 6,518,923 | $235.1M | Add +163.1% |
| IVV iShares Core S&P 500 ETF | 13.88% | 304,339 | $227.9M | Reduce -28.3% |
| VGT Vanguard Info Tech ETF | 7.48% | 1,027,235 | $122.8M | Add +0.5% |
| SCHP Schwab U.S. Tips ETF | 5.69% | 3,527,518 | $93.5M | Add +3.5% |
| IEI iShares 3-7 Year Treasury Bo | 4.70% | 657,428 | $77.2M | Reduce -39.4% |
| VBIL Vanguard 0-3M T-Bill ETF | 4.46% | 967,024 | $73.2M | Reduce -21.1% |
| VTIP Vanguard Short-Term Tips | 4.45% | 1,455,422 | $73.1M | Add +26444.3% |
| BND Vanguard Total Bond Market | 3.89% | 869,739 | $63.8M | Add +3.2% |
| VOX Vanguard Communication Servi | 2.14% | 191,215 | $35.2M | Add +2.6% |
| VHT Vanguard Health Care ETF | 2.14% | 117,430 | $35.1M | Add +0.5% |
| XLY SS Consumer Disc Select Sect | 2.07% | 289,741 | $34.0M | Add +1.2% |
| XLI SS Industrial Select Sector | 1.81% | 160,828 | $29.8M | Add +3.0% |
| RSP Invesco S&P 500 Equal Weight | 1.81% | 139,600 | $29.7M | Add +24.3% |
| EWZ iShares MSCI Brazil ETF | 1.59% | 755,740 | $26.1M | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 34,862 | $26.0M | Reduce -0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.50% | 403,951 | $24.6M | Add +24.6% |
| AAPL Apple Inc. | 1.35% | 76,572 | $22.2M | Reduce -0.6% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 1.13% | 217,296 | $18.6M | Add +3075.9% |
| XLF SS Financial Select Sector | 1.13% | 345,867 | $18.5M | Reduce -1.2% |
| GRID First TRST Nasd Class Edg Sgiif | 1.10% | 94,143 | $18.1M | Add +4510.3% |
| XLP SS Consumer Staples Sel Sect | 1.01% | 199,398 | $16.6M | Add +2.1% |
| XAR SS SPDR S&P Aerospace Def | 0.83% | 48,295 | $13.7M | Add +4.1% |
| XLE SS Energy Select Sector | 0.79% | 244,158 | $13.0M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 23,469 | $11.7M | Add +1.9% |
| MSFT Microsoft Corp. | 0.61% | 26,691 | $10.0M | Reduce -3.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.52% | 189,318 | $8.6M | Add +1.6% |
| AMZN Amazon.com Inc. | 0.52% | 35,918 | $8.6M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.49% | 11,818 | $8.1M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.49% | 6,723 | $8.1M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 9,759 | $7.2M | Add +2.0% |
| XLRE SS Real Estate Select Sector | 0.39% | 145,903 | $6.4M | Add +1.4% |
| XLB SS Materials Select Sector | 0.36% | 117,242 | $6.0M | Add +2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.36% | 66,850 | $5.9M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.36% | 29,321 | $5.9M | Reduce -3.5% |
| DE Deere & Co. | 0.34% | 8,806 | $5.6M | Reduce -2.6% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 33,189 | $5.2M | Add +3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 31,909 | $4.8M | Add +1.9% |
| VXF Vanguard Extended Market ETF | 0.26% | 17,438 | $4.3M | Add +6.8% |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 75,535 | $4.3M | Add +60.6% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 15,082 | $3.6M | Add +2.9% |
| KO The Coca-Cola Co. | 0.20% | 41,312 | $3.4M | Add +0.0% |
| SGOV iShares 0-3 Month Treasury B | 0.20% | 32,657 | $3.3M | Reduce -27.6% |
| TLTW iShares 20+ Bond Buywrite | 0.18% | 135,889 | $3.0M | Add +14.3% |
| VXUS Vanguard Total Intl Stock | 0.18% | 35,467 | $3.0M | Add +29.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 8,140 | $3.0M | Add +42.8% |
| UPS United Parcel Service Class B | 0.18% | 27,371 | $2.9M | Reduce -20.7% |
| CPRT Copart Inc. | 0.18% | 104,195 | $2.9M | Reduce -16.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 36,966 | $2.9M | Add +21.6% |
| GOVT iShares US Treasury Bond ETF | 0.18% | 128,111 | $2.9M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.18% | 21,116 | $2.9M | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.17% | 7,594 | $2.8M | Reduce -4.7% |
| AIQ Global X Art Intel & Tech | 0.17% | 42,095 | $2.8M | Reduce -2.9% |
| LQDW iShares Ingr Corp. BD B/W ETF | 0.15% | 102,894 | $2.5M | Add +11.5% |
| PFF iShares Preferred & Income S | 0.15% | 79,209 | $2.4M | Add +7.5% |
| XYLD Global X S&P 500 Cove Call E | 0.14% | 56,923 | $2.3M | Add +5.3% |
| ABBV Abbvie Inc. | 0.14% | 9,193 | $2.3M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.13% | 22,249 | $2.2M | Add +13.2% |
| GOOGL Alphabet Inc. Class A | 0.13% | 6,147 | $2.2M | Add +1.4% |
| CAT Caterpillar Inc. | 0.13% | 1,944 | $2.1M | Reduce -5.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 38,128 | $1.9M | Add +12.4% |
| GSLC Goldman Activebeta US LC ETF | 0.11% | 13,115 | $1.9M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.11% | 5,210 | $1.8M | Reduce -0.8% |
| MU Micron Technology Inc. | 0.11% | 1,560 | $1.8M | Add +1.4% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 60,963 | $1.8M | Reduce -0.5% |
| WM Waste Management Inc. | 0.11% | 7,854 | $1.8M | Reduce -6.2% |
| ORCL Oracle Corp. | 0.10% | 11,508 | $1.7M | No change |
| BAC Bank of America Corp. | 0.10% | 28,350 | $1.6M | Add +0.1% |
| VGIT Vanguard Intermediate-Term T | 0.10% | 26,704 | $1.6M | Add +43.3% |
| AMD Advanced Micro Devices | 0.10% | 2,710 | $1.6M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 20,077 | $1.5M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.09% | 4,650 | $1.5M | Reduce -1.4% |
| VZ Verizon Communications Inc. | 0.09% | 34,354 | $1.5M | Add +5.1% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 3,886 | $1.5M | Reduce -0.8% |
| SMH Vaneck Semiconductor ETF | 0.09% | 2,176 | $1.4M | Add +34.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 2,945 | $1.4M | Reduce -1.6% |
| INTC Intel Corp. | 0.09% | 9,996 | $1.4M | No change |
| HD Home Depot Inc. | 0.08% | 3,891 | $1.4M | Reduce -3.4% |
| JNJ Johnson & Johnson | 0.08% | 5,400 | $1.4M | Add +1.2% |
| GEV GE Vernova Inc. | 0.08% | 1,159 | $1.4M | No change |
| LONZ PIMCO Senior Loan Active ETF | 0.08% | 26,982 | $1.3M | Add +14.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.08% | 3,829 | $1.3M | Reduce -3.4% |
| IEF iShares 7-10 Year Treasury B | 0.08% | 13,733 | $1.3M | Reduce -29.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.07% | 25,247 | $1.2M | Add +7.0% |
| DVYE iShares Emerging Markets Div | 0.07% | 37,061 | $1.2M | Add +5.8% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.07% | 15,671 | $1.2M | Add +10.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 11,814 | $1.1M | Add +1.9% |
| WMT Walmart Inc. | 0.07% | 9,784 | $1.1M | Reduce -23.7% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.07% | 19,304 | $1.1M | Add +405.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 12,563 | $1.1M | Reduce -2.3% |
| AEP American Electric Power | 0.07% | 7,890 | $1.1M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.06% | 2,813 | $1.1M | No change |
| RSPA Invesco S&P 500 Ew Income Ad | 0.06% | 19,809 | $1.1M | Add +2.9% |
| RTX RTX Corp. | 0.06% | 5,523 | $1.0M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 6,799 | $1.0M | Reduce -1.9% |
| ADI Analog Devices Inc. | 0.06% | 2,594 | $1.0M | No change |
| COST Costco Wholesale Corp. | 0.06% | 1,059 | $990K | Reduce -0.1% |
| TER Teradyne Inc. | 0.06% | 2,002 | $969K | Add +64.2% |
| PG The Procter & Gamble Co. | 0.06% | 6,562 | $962K | Add +0.1% |
| XLK SS Technology Select Sector | 0.06% | 5,003 | $953K | Add +7.0% |
| ED Consolidated Edison Inc. | 0.06% | 8,560 | $947K | Reduce -1.2% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $201K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HUBS HubSpot Inc. | COM · principal | 900 | $164K | New |
| BIVIW Biovie Inc. -30 | *W EXP 08/08/203 | 65,900 | $30K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 199 | $5K | No change |
| FMSTW Foremost Clean Energy Ltd. | *W EXP 08/24/202 | 3,000 | $2K | No change |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 16 | $45 | No change |
Lines left out (2) · $77 — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -28.3% | 13.88% | −4.71 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -39.4% | 4.70% | −3.93 |
| VGSH Vanguard Short-Term Treasury | Reduce -97.8% | 0.05% | −2.54 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -21.1% | 4.46% | −1.76 |
| SPXT Proshares S&P 500 Ex-Technol | Reduce -97.6% | 0.04% | −1.46 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -99.7% | 0.00% | −1.44 |
| BCI Abrdn Bloomberg All Commodit | Reduce -97.0% | 0.02% | −0.63 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -96.6% | 0.01% | −0.35 |
| SGOV iShares 0-3 Month Treasury B | Reduce -27.6% | 0.20% | −0.10 |
| CPRT Copart Inc. | Reduce -16.2% | 0.18% | −0.10 |
| MSFT Microsoft Corp. | Reduce -3.0% | 0.61% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.18% | −0.07 |
| GLD SPDR Gold Shares | Reduce -4.7% | 0.17% | −0.06 |
| DTCR Global X Data Center & Digit | Reduce -58.7% | 0.05% | −0.06 |
| BNO United States Brent Oil Fund | Reduce -99.5% | 0.00% | −0.06 |
| UPS United Parcel Service Class B | Reduce -20.7% | 0.18% | −0.05 |
| IEF iShares 7-10 Year Treasury B | Reduce -29.3% | 0.08% | −0.05 |
| WMT Walmart Inc. | Reduce -23.7% | 0.07% | −0.04 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.03% | −0.03 |
| XLF SS Financial Select Sector | Reduce -1.2% | 1.13% | −0.03 |
| T AT&T Inc. | Reduce -8.9% | 0.04% | −0.03 |
| EWJ iShares MSCI Japan ETF | Reduce -47.9% | 0.03% | −0.02 |
| WM Waste Management Inc. | Reduce -6.2% | 0.11% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -54.7% | 0.03% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -56.4% | 0.01% | −0.02 |
| CVX Chevron Corp. | Reduce -1.4% | 0.05% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -17.4% | 0.02% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.06% | −0.01 |
| MUNY Vanguard NY Tax-Ex Bond | Sold out | 0.00% | −0.01 |
| URA Global X Uranium ETF | Reduce -70.9% | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.03% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -34.7% | 0.02% | −0.01 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -1.2% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -13.2% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.02% | −0.01 |
| SPHY SS SPDR P High Yield ETF | Reduce -3.9% | 0.05% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -4.5% | 0.04% | −0.01 |
| CLH Clean Harbors Inc. | Reduce -50.2% | 0.01% | −0.01 |
| NKE Nike Inc. Class B | Reduce -9.4% | 0.01% | −0.01 |
| IDMO Invesco S&P International DE | Sold out | 0.00% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.9% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -3.4% | 0.08% | −0.01 |
| HUBS HubSpot Inc. | Reduce -2.1% | 0.01% | −0.01 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -7.3% | 0.03% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.9% | 0.06% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -13.0% | 0.01% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -9.5% | 0.01% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHK Schwab 1000 Index ETF | Add +163.1% | 14.31% | +9.11 |
| VTIP Vanguard Short-Term Tips | Add +26444.3% | 4.45% | +4.43 |
| VGT Vanguard Info Tech ETF | Add +0.5% | 7.48% | +1.50 |
| ROBO Robo Global Robotics and Aut | Add +3075.9% | 1.13% | +1.10 |
| GRID First TRST Nasd Class Edg Sgiif | Add +4510.3% | 1.10% | +1.08 |
| RSP Invesco S&P 500 Equal Weight | Add +24.3% | 1.81% | +0.36 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +24.6% | 1.50% | +0.27 |
| XLI SS Industrial Select Sector | Add +3.0% | 1.81% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +60.6% | 0.26% | +0.08 |
| MU Micron Technology Inc. | Add +1.4% | 0.11% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 0.44% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +42.8% | 0.18% | +0.06 |
| AMD Advanced Micro Devices | Add +3.6% | 0.10% | +0.06 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +405.6% | 0.07% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +34.0% | 0.09% | +0.05 |
| XAR SS SPDR S&P Aerospace Def | Add +4.1% | 0.83% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +29.3% | 0.18% | +0.04 |
| TAN Invesco Solar ETF | New | 0.04% | +0.04 |
| VXF Vanguard Extended Market ETF | Add +6.8% | 0.26% | +0.04 |
| TER Teradyne Inc. | Add +64.2% | 0.06% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.52% | +0.03 |
| DELL Dell Technologies -C | Add +0.1% | 0.04% | +0.03 |
| NBIS Nebius Group NV | Add +325.0% | 0.03% | +0.02 |
| VGIT Vanguard Intermediate-Term T | Add +43.3% | 0.10% | +0.02 |
| SI Shoulder Innovations Inc. | New | 0.02% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.13% | +0.02 |
| XLK SS Technology Select Sector | Add +7.0% | 0.06% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +21.6% | 0.18% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +96.7% | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.05% | +0.01 |
| FPS Forgent Power Solutions Class A | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.01% | +0.01 |
| CPSU Calamos SP500 SA Pro ETF Jun | New | 0.01% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | New | 0.01% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +3.1% | 0.04% | +0.01 |
| APP AppLovin Corp. Class A | Add +1344.0% | 0.01% | +0.01 |
| APH Amphenol Corp. Class A | New | 0.01% | +0.01 |
| FLEX Flex Ltd. | Add +917.4% | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | Add +46.1% | 0.02% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +286.2% | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +158.7% | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +17.9% | 0.02% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +88.6% | 0.03% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +269.7% | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +21.2% | 0.03% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.01% | +0.01 |
| AXON Axon Enterprise Inc. | Add +9.6% | 0.03% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +2.9% | 0.22% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| HUBS HubSpot Inc. | COM · principal | New | 900 | $164K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 979 | $1.6B | SCHK, IVV, VGT, SCHP, IEI |
| Q1 2026 | 952 | $1.5B | IVV, IEI, VBIL, SCHP, VGT |
| Q4 2025 | 948 | $1.5B | IVV, IEI, VGT, BND, SCHK |
| Q3 2025 | 935 | $1.4B | IVV, IEI, VGT, VBIL, BND |
| Q2 2025 | 922 | $1.3B | IVV, IEI, VGT, VBIL, BND |
| Q1 2025 | 839 | $1.3B | IVV, BND, IEF, VGT, SCHK |
| Q4 2024 | 839 | $1.3B | IVV, BND, IEF, VGT, SCHK |
| Q3 2024 | 781 | $1.2B | BND, IVV, VGT, SCHK, SPYM |
| Q2 2024 | 788 | $1.1B | BND, VGT, IVV, IEF, SCHK |
| Q1 2024 | 767 | $1.0B | IEF, VGT, SPYM, SCHK, BND |