Armstrong Advisory Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Armstrong Advisory Group, Inc. reported 922 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.6% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 8.5%) and Vanguard Info Tech ETF (VGT, 7.5%). Compared with Q1 2025, it opened 149 new positions, sold out of 66, added to 201 and reduced 239. The biggest buy was a new position in Vanguard 0-3M T-Bill ETF (VBIL) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001932952
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001932952-25-000004 ↗ filed Jul 14, 2025
Holdings Value
Holdings 922 stocks · $1.3B
| IVV iShares Core S&P 500 ETF | 10.56% | 224,654 | $139.5M | Reduce -13.3% |
| IEI iShares 3-7 Year Treasury Bo | 8.50% | 942,234 | $112.2M | Add +141.4% |
| VGT Vanguard Info Tech ETF | 7.45% | 148,348 | $98.4M | Reduce -12.6% |
| VBIL Vanguard 0-3M T-Bill ETF | 7.21% | 1,260,586 | $95.2M | New |
| BND Vanguard Total Bond Market | 6.66% | 1,195,058 | $88.0M | Reduce -33.1% |
| SCHK Schwab 1000 Index ETF | 5.50% | 2,436,076 | $72.6M | Reduce -7.5% |
| VGSH Vanguard Short-Term Treasury | 3.82% | 858,782 | $50.5M | Add +4174.0% |
| GLD SPDR Gold Shares | 3.42% | 148,001 | $45.1M | Add +4452.5% |
| XLF SS Financial Select Sector | 3.27% | 824,697 | $43.2M | Add +0.3% |
| EWZ iShares MSCI Brazil ETF | 2.71% | 1,241,855 | $35.8M | New |
| XLY SS Consumer Disc Select Sect | 2.52% | 152,832 | $33.2M | Add +1.4% |
| VHT Vanguard Health Care ETF | 2.41% | 128,136 | $31.8M | Reduce -3.5% |
| VOX Vanguard Communication Servi | 2.39% | 184,173 | $31.5M | Reduce -2.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.13% | 445,056 | $28.1M | New |
| EWJ iShares MSCI Japan ETF | 2.07% | 365,133 | $27.4M | Add +33708.6% |
| XLI SS Industrial Select Sector | 1.83% | 163,766 | $24.2M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 36,438 | $22.5M | Reduce -0.4% |
| VGK Vanguard Ftse Europe ETF | 1.55% | 264,182 | $20.5M | New |
| IEF iShares 7-10 Year Treasury B | 1.42% | 195,471 | $18.7M | Reduce -82.9% |
| XLP SS Consumer Staples Sel Sect | 1.32% | 215,737 | $17.5M | Add +0.0% |
| AAPL Apple Inc. | 1.28% | 82,160 | $16.9M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.03% | 27,245 | $13.6M | Reduce -0.9% |
| SPXT Proshares S&P 500 Ex-Technol | 0.94% | 129,125 | $12.4M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 23,231 | $11.3M | Add +4.8% |
| XLE SS Energy Select Sector | 0.82% | 127,925 | $10.8M | Reduce -1.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.65% | 105,871 | $8.6M | Add +2.7% |
| AMZN Amazon.com Inc. | 0.59% | 35,492 | $7.8M | Reduce -2.6% |
| CPRT Copart Inc. | 0.52% | 138,915 | $6.8M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.48% | 11,165 | $6.3M | Reduce -51.5% |
| XLRE SS Real Estate Select Sector | 0.48% | 152,206 | $6.3M | Add +0.4% |
| UPS United Parcel Service Class B | 0.42% | 54,595 | $5.5M | Reduce -19.9% |
| XLB SS Materials Select Sector | 0.40% | 60,067 | $5.3M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 8,751 | $4.8M | Reduce -1.0% |
| DE Deere & Co. | 0.35% | 9,072 | $4.6M | Reduce -4.0% |
| NVDA Nvidia Corp. | 0.34% | 28,334 | $4.5M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.34% | 5,708 | $4.4M | Reduce -4.7% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 31,069 | $4.1M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 31,411 | $3.9M | Reduce -1.9% |
| VXF Vanguard Extended Market ETF | 0.27% | 18,408 | $3.5M | Reduce -27.5% |
| GOVT iShares US Treasury Bond ETF | 0.24% | 138,915 | $3.2M | Reduce -49.0% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 14,819 | $3.0M | Reduce -1.0% |
| SGOV iShares 0-3 Month Treasury B | 0.22% | 29,065 | $2.9M | Reduce -85.7% |
| ORCL Oracle Corp. | 0.19% | 11,333 | $2.5M | Add +0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 34,010 | $2.5M | Reduce -96.6% |
| KO The Coca-Cola Co. | 0.19% | 34,768 | $2.5M | Add +11.5% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 41,588 | $2.4M | Add +14.7% |
| XOM Exxon Mobil Corp. | 0.15% | 18,677 | $2.0M | Add +0.1% |
| WM Waste Management Inc. | 0.15% | 8,476 | $1.9M | Reduce -3.1% |
| SPHY SS SPDR P High Yield ETF | 0.14% | 78,751 | $1.9M | Add +4.3% |
| PFF iShares Preferred & Income S | 0.14% | 60,820 | $1.9M | Add +14.8% |
| XYLD Global X S&P 500 Cove Call E | 0.13% | 45,739 | $1.8M | Add +22.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 5,837 | $1.8M | Reduce -14.1% |
| ABBV Abbvie Inc. | 0.13% | 9,480 | $1.8M | Reduce -3.7% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 27,584 | $1.7M | Reduce -3.2% |
| GSLC Goldman Activebeta US LC ETF | 0.11% | 11,704 | $1.4M | Reduce -9.7% |
| HD Home Depot Inc. | 0.11% | 3,857 | $1.4M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.11% | 4,807 | $1.4M | Add +3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 28,324 | $1.3M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 26,945 | $1.3M | Add +11.2% |
| VZ Verizon Communications Inc. | 0.10% | 30,193 | $1.3M | Reduce -9.1% |
| WMT Walmart Inc. | 0.10% | 13,167 | $1.3M | Reduce -2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 11,807 | $1.1M | No change |
| T AT&T Inc. | 0.08% | 37,431 | $1.1M | Reduce -6.8% |
| VGIT Vanguard Intermediate-Term T | 0.08% | 18,035 | $1.1M | Add +89.6% |
| AGG iShares Core U.S. Aggregate | 0.08% | 10,541 | $1.0M | Add +23.5% |
| COST Costco Wholesale Corp. | 0.08% | 1,046 | $1.0M | Add +1.3% |
| LONZ PIMCO Senior Loan Active ETF | 0.08% | 19,624 | $1.0M | Add +3.3% |
| HDV iShares Core High Dividend E | 0.07% | 8,334 | $976K | Reduce -55.0% |
| MCD McDonald's Corp. | 0.07% | 3,302 | $965K | Reduce -3.9% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 3,742 | $963K | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.07% | 5,456 | $962K | Add +9.5% |
| BSX Boston Scientific Corp. | 0.07% | 8,935 | $960K | Add +119.1% |
| HON Honeywell International Inc. | 0.07% | 4,102 | $955K | Reduce -3.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.07% | 3,918 | $942K | Add +28.1% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 6,924 | $940K | Reduce -7.4% |
| ED Consolidated Edison Inc. | 0.07% | 9,309 | $934K | Reduce -5.1% |
| AVB Avalonbay Communities Inc. | 0.07% | 4,558 | $928K | New |
| CAT Caterpillar Inc. | 0.07% | 2,384 | $925K | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,107 | $916K | Add +3.7% |
| AIQ Global X Art Intel & Tech | 0.07% | 20,294 | $887K | Add +67.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 11,097 | $882K | Add +1.0% |
| AEP American Electric Power | 0.07% | 8,486 | $880K | Reduce -2.9% |
| NFLX Netflix Inc. | 0.07% | 642 | $860K | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.06% | 5,607 | $857K | Reduce -4.6% |
| COF Capital One Financial Corp. | 0.06% | 3,878 | $825K | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.06% | 5,161 | $822K | Reduce -4.6% |
| RTX RTX Corp. | 0.06% | 5,577 | $814K | Reduce -2.4% |
| MUB iShares National Muni Bond E | 0.06% | 7,653 | $800K | Add +0.6% |
| CMG Chipotle Mexican Grill Inc. | 0.06% | 14,048 | $789K | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.06% | 4,439 | $788K | Reduce -5.5% |
| V Visa Inc. Class A | 0.06% | 2,209 | $784K | Reduce -5.7% |
| HACK Amplify Cybersecurity ETF | 0.06% | 9,069 | $783K | Add +3.3% |
| DVYE iShares Emerging Markets Div | 0.06% | 27,256 | $781K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,761 | $772K | Add +0.6% |
| DUK Duke Energy Corp. | 0.06% | 6,339 | $748K | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.06% | 2,385 | $744K | Add +15.8% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 26,442 | $742K | No change |
| AMLP Alerian MLP ETF | 0.05% | 14,558 | $711K | Add +13.7% |
| PEG Public Service Enterprise GP | 0.05% | 8,305 | $699K | Reduce -15.4% |
| AVGO Broadcom Inc. | 0.05% | 2,461 | $678K | Add +7.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $282K (not counted above)
Lines left out (2) · $64 — 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: $1.3B.
Portfolio Sells Q1 2025 → Q2 2025
| IEF iShares 7-10 Year Treasury B | Reduce -82.9% | 1.42% | −7.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -96.6% | 0.19% | −5.31 |
| BND Vanguard Total Bond Market | Reduce -33.1% | 6.66% | −3.60 |
| TLT iShares 20+ Year Treasury BD | Reduce -99.6% | 0.01% | −2.29 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -98.9% | 0.02% | −2.15 |
| IVV iShares Core S&P 500 ETF | Reduce -13.3% | 10.56% | −1.62 |
| SGOV iShares 0-3 Month Treasury B | Reduce -85.7% | 0.22% | −1.40 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -99.8% | 0.00% | −1.32 |
| VGT Vanguard Info Tech ETF | Reduce -12.6% | 7.45% | −0.97 |
| RSP Invesco S&P 500 Equal Weight | Reduce -96.3% | 0.03% | −0.78 |
| VOO Vanguard S&P 500 ETF | Reduce -51.5% | 0.48% | −0.51 |
| SCHK Schwab 1000 Index ETF | Reduce -7.5% | 5.50% | −0.45 |
| AAPL Apple Inc. | Reduce -1.9% | 1.28% | −0.40 |
| VHT Vanguard Health Care ETF | Reduce -3.5% | 2.41% | −0.28 |
| UPS United Parcel Service Class B | Reduce -19.9% | 0.42% | −0.27 |
| GOVT iShares US Treasury Bond ETF | Reduce -49.0% | 0.24% | −0.26 |
| CPRT Copart Inc. | Reduce -2.4% | 0.52% | −0.14 |
| VXF Vanguard Extended Market ETF | Reduce -27.5% | 0.27% | −0.12 |
| HDV iShares Core High Dividend E | Reduce -55.0% | 0.07% | −0.09 |
| XLE SS Energy Select Sector | Reduce -1.4% | 0.82% | −0.07 |
| XSVN Bondbloxx BBG 7 YR US Treas | Reduce -86.7% | 0.01% | −0.07 |
| CL Colgate-Palmolive Co. | Reduce -94.9% | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 0.59% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -4.7% | 0.34% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.1% | 0.13% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -32.7% | 0.04% | −0.02 |
| ALL Allstate Corp. | Reduce -92.7% | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -39.0% | 0.02% | −0.02 |
| HUBS HubSpot Inc. | Reduce -4.3% | 0.04% | −0.02 |
| CVX Chevron Corp. | Reduce -21.6% | 0.04% | −0.02 |
| TJX TJX Companies Inc. | Reduce -1.9% | 0.29% | −0.02 |
| HD Home Depot Inc. | Reduce -1.5% | 0.11% | −0.01 |
| SCHQ Schwab Long-Term US Treasury | Reduce -98.8% | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -5.9% | 0.05% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -15.4% | 0.05% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.2% | 0.13% | −0.01 |
| ES Eversource Energy | Reduce -25.6% | 0.04% | −0.01 |
| FDX FedEx Corp. | Reduce -61.0% | 0.01% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -5.5% | 0.06% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -9.7% | 0.11% | −0.01 |
| XLB SS Materials Select Sector | Reduce -1.7% | 0.40% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -14.3% | 0.05% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -31.1% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.6% | 0.06% | −0.01 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -68.0% | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -30.5% | 0.01% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -15.7% | 0.02% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.4% | 0.05% | −0.01 |
| HPQ HP Inc. | Reduce -29.1% | 0.01% | −0.01 |
| COP Conocophillips | Reduce -21.2% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| VBIL Vanguard 0-3M T-Bill ETF | New | 7.21% | +7.21 |
| IEI iShares 3-7 Year Treasury Bo | Add +141.4% | 8.50% | +4.90 |
| VGSH Vanguard Short-Term Treasury | Add +4174.0% | 3.82% | +3.73 |
| GLD SPDR Gold Shares | Add +4452.5% | 3.42% | +3.35 |
| EWZ iShares MSCI Brazil ETF | New | 2.71% | +2.71 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 2.13% | +2.13 |
| EWJ iShares MSCI Japan ETF | Add +33708.6% | 2.07% | +2.07 |
| VGK Vanguard Ftse Europe ETF | New | 1.55% | +1.55 |
| SPXT Proshares S&P 500 Ex-Technol | New | 0.94% | +0.94 |
| XLF SS Financial Select Sector | Add +0.3% | 3.27% | +0.10 |
| AVB Avalonbay Communities Inc. | New | 0.07% | +0.07 |
| DVYE iShares Emerging Markets Div | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.8% | 0.85% | +0.05 |
| BSX Boston Scientific Corp. | Add +119.1% | 0.07% | +0.04 |
| IDV iShares International Select | New | 0.04% | +0.04 |
| AXON Axon Enterprise Inc. | Add +1631.7% | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +0.7% | 0.19% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +89.6% | 0.08% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.7% | 0.65% | +0.03 |
| KO The Coca-Cola Co. | Add +11.5% | 0.19% | +0.03 |
| AIQ Global X Art Intel & Tech | Add +67.2% | 0.07% | +0.03 |
| GE General Electric | Add +2.4% | 0.07% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| LNWO Light & Wonder Inc. | New | 0.02% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +28.1% | 0.07% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +95.6% | 0.05% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +19.2% | 0.04% | +0.02 |
| IBM Intl Business Machines Corp. | Add +3.7% | 0.07% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 0.11% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +50.2% | 0.04% | +0.02 |
| PPA Invesco Aerospace & Defense | Add +25.1% | 0.05% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +67.3% | 0.03% | +0.01 |
| QQQI Neos Nasdaq-100 High Inc. ETF | New | 0.01% | +0.01 |
| NKE Nike Inc. Class B | Add +82.0% | 0.04% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +36.3% | 0.05% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +217.3% | 0.02% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +23.5% | 0.08% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +14.7% | 0.18% | +0.01 |
| META Meta Platforms Inc. Class A | Add +9.3% | 0.05% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +940.3% | 0.01% | +0.01 |
| FLBR Franklin Ftse Brazil ETF | New | 0.01% | +0.01 |
| XYLD Global X S&P 500 Cove Call E | Add +22.8% | 0.13% | +0.01 |
| PHYS Sprott Physical Gold Trust | Add +51.3% | 0.02% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +1119.3% | 0.01% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +53.7% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +7.8% | 0.05% | +0.01 |
| NMAX Newsmax Inc. | New | 0.01% | +0.01 |
| WPM Wheaton Precious Metals Corp. | Add +384.7% | 0.01% | +0.01 |
| PFF iShares Preferred & Income S | Add +14.8% | 0.14% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| HUBS HubSpot Inc. | COM · principal | New | 500 | $278K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +131.4% | 199 | $4K |
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 |