Armstrong Advisory Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Armstrong Advisory Group, Inc. reported 935 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.9% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 8.1%) and Vanguard Info Tech ETF (VGT, 7.9%). Compared with Q2 2025, it opened 66 new positions, sold out of 53, added to 233 and reduced 163. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +6626%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001932952
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001932952-25-000006 ↗ filed Oct 8, 2025
Holdings Value
Holdings 935 stocks · $1.4B
| IVV iShares Core S&P 500 ETF | 10.91% | 231,222 | $154.8M | Add +2.9% |
| IEI iShares 3-7 Year Treasury Bo | 8.07% | 957,560 | $114.4M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 7.85% | 149,144 | $111.4M | Add +0.5% |
| VBIL Vanguard 0-3M T-Bill ETF | 6.83% | 1,280,789 | $96.8M | Add +1.6% |
| BND Vanguard Total Bond Market | 6.36% | 1,213,221 | $90.2M | Add +1.5% |
| SCHK Schwab 1000 Index ETF | 5.50% | 2,429,812 | $78.0M | Reduce -0.3% |
| GLD SPDR Gold Shares | 3.80% | 151,396 | $53.8M | Add +2.3% |
| XLF SS Financial Select Sector | 3.14% | 827,241 | $44.6M | Add +0.3% |
| EWZ iShares MSCI Brazil ETF | 2.76% | 1,260,232 | $39.1M | Add +1.5% |
| XLY SS Consumer Disc Select Sect | 2.57% | 152,344 | $36.5M | Reduce -0.3% |
| VOX Vanguard Communication Servi | 2.44% | 184,412 | $34.6M | Add +0.1% |
| VHT Vanguard Health Care ETF | 2.33% | 127,274 | $33.0M | Reduce -0.7% |
| VGSH Vanguard Short-Term Treasury | 2.24% | 538,794 | $31.7M | Reduce -37.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.15% | 450,646 | $30.4M | Add +1.3% |
| EWJ iShares MSCI Japan ETF | 2.09% | 370,161 | $29.7M | Add +1.4% |
| XLI SS Industrial Select Sector | 1.79% | 164,558 | $25.4M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.70% | 36,232 | $24.1M | Reduce -0.6% |
| VGK Vanguard Ftse Europe ETF | 1.54% | 272,846 | $21.8M | Add +3.3% |
| AAPL Apple Inc. | 1.47% | 81,622 | $20.8M | Reduce -0.7% |
| XLP SS Consumer Staples Sel Sect | 1.18% | 214,322 | $16.8M | Reduce -0.7% |
| SCHP Schwab U.S. Tips ETF | 1.18% | 621,258 | $16.7M | Add +6626.5% |
| MSFT Microsoft Corp. | 1.00% | 27,431 | $14.2M | Add +0.7% |
| SPXT Proshares S&P 500 Ex-Technol | 0.93% | 131,541 | $13.3M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 23,029 | $11.6M | Reduce -0.9% |
| XLE SS Energy Select Sector | 0.80% | 126,895 | $11.3M | Reduce -0.8% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.72% | 156,078 | $10.2M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.65% | 105,369 | $9.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.55% | 35,561 | $7.8M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.52% | 11,934 | $7.3M | Add +6.9% |
| LLY Eli Lilly & Co. | 0.47% | 8,770 | $6.7M | Add +53.6% |
| XLRE SS Real Estate Select Sector | 0.45% | 152,615 | $6.4M | Add +0.3% |
| URA Global X Uranium ETF | 0.44% | 130,979 | $6.2M | New |
| CPRT Copart Inc. | 0.43% | 135,618 | $6.1M | Reduce -2.4% |
| XAR SS SPDR S&P Aerospace Def | 0.40% | 23,878 | $5.6M | Add +4096.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 9,228 | $5.5M | Add +5.5% |
| XLB SS Materials Select Sector | 0.38% | 60,070 | $5.4M | Add +0.0% |
| NVDA Nvidia Corp. | 0.35% | 26,809 | $5.0M | Reduce -5.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 31,208 | $4.5M | Reduce -0.7% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 31,034 | $4.4M | Reduce -0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 41,562 | $4.2M | Add +43.0% |
| DE Deere & Co. | 0.29% | 9,102 | $4.2M | Add +0.3% |
| UPS United Parcel Service Class B | 0.28% | 47,566 | $4.0M | Reduce -12.9% |
| VXF Vanguard Extended Market ETF | 0.27% | 18,409 | $3.9M | Add +0.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.24% | 44,085 | $3.5M | Add +29.6% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 14,820 | $3.2M | Add +0.0% |
| GOVT iShares US Treasury Bond ETF | 0.22% | 134,803 | $3.1M | Reduce -3.0% |
| ORCL Oracle Corp. | 0.21% | 10,822 | $3.0M | Reduce -4.5% |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 42,691 | $2.4M | Add +2.6% |
| IEF iShares 7-10 Year Treasury B | 0.17% | 24,768 | $2.4M | Reduce -87.3% |
| KO The Coca-Cola Co. | 0.16% | 34,819 | $2.3M | Add +0.1% |
| AIQ Global X Art Intel & Tech | 0.16% | 44,795 | $2.2M | Add +120.7% |
| ABBV Abbvie Inc. | 0.15% | 9,490 | $2.2M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.15% | 18,733 | $2.1M | Add +0.3% |
| SPHY SS SPDR P High Yield ETF | 0.14% | 81,242 | $1.9M | Add +3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 5,879 | $1.9M | Add +0.7% |
| PFF iShares Preferred & Income S | 0.13% | 59,696 | $1.9M | Reduce -1.9% |
| WM Waste Management Inc. | 0.13% | 8,476 | $1.9M | No change |
| XYLD Global X S&P 500 Cove Call E | 0.13% | 46,504 | $1.8M | Add +1.7% |
| GSLC Goldman Activebeta US LC ETF | 0.13% | 13,643 | $1.8M | Add +16.6% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 24,966 | $1.6M | Reduce -9.5% |
| HD Home Depot Inc. | 0.11% | 3,865 | $1.6M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.11% | 4,865 | $1.5M | Add +1.2% |
| HACK Amplify Cybersecurity ETF | 0.11% | 17,216 | $1.5M | Add +89.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 28,453 | $1.5M | Add +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 28,007 | $1.4M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.10% | 5,768 | $1.4M | Add +5.7% |
| VZ Verizon Communications Inc. | 0.09% | 30,590 | $1.3M | Add +1.3% |
| WMT Walmart Inc. | 0.09% | 12,942 | $1.3M | Reduce -1.7% |
| VXUS Vanguard Total Intl Stock | 0.09% | 17,643 | $1.3M | Add +879.6% |
| AGG iShares Core U.S. Aggregate | 0.08% | 11,628 | $1.2M | Add +10.3% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,742 | $1.1M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 11,807 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.08% | 2,317 | $1.1M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.08% | 4,456 | $1.1M | Add +0.4% |
| LONZ PIMCO Senior Loan Active ETF | 0.07% | 20,762 | $1.1M | Add +5.8% |
| VGIT Vanguard Intermediate-Term T | 0.07% | 17,656 | $1.1M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.07% | 5,608 | $1.0M | Add +0.0% |
| HDV iShares Core High Dividend E | 0.07% | 8,355 | $1.0M | Add +0.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.07% | 3,961 | $1.0M | Add +1.1% |
| MCD McDonald's Corp. | 0.07% | 3,274 | $995K | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,056 | $986K | Add +16.8% |
| COST Costco Wholesale Corp. | 0.07% | 1,048 | $970K | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 6,925 | $970K | Add +0.0% |
| T AT&T Inc. | 0.07% | 33,781 | $954K | Reduce -9.8% |
| AEP American Electric Power | 0.07% | 8,397 | $945K | Reduce -1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 11,425 | $913K | Add +3.0% |
| ED Consolidated Edison Inc. | 0.06% | 9,060 | $911K | Reduce -2.7% |
| RTX RTX Corp. | 0.06% | 5,313 | $889K | Reduce -4.7% |
| AVB Avalonbay Communities Inc. | 0.06% | 4,598 | $888K | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,126 | $882K | Add +0.6% |
| BSX Boston Scientific Corp. | 0.06% | 9,004 | $879K | Add +0.8% |
| DVYE iShares Emerging Markets Div | 0.06% | 29,571 | $878K | Add +8.5% |
| DTCR Global X Data Center & Digit | 0.06% | 42,704 | $875K | Add +174.3% |
| AVGO Broadcom Inc. | 0.06% | 2,631 | $868K | Add +6.9% |
| HON Honeywell International Inc. | 0.06% | 4,101 | $863K | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 0.06% | 2,295 | $792K | Reduce -3.8% |
| PG The Procter & Gamble Co. | 0.06% | 5,154 | $792K | Reduce -0.1% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 26,442 | $784K | No change |
| DUK Duke Energy Corp. | 0.06% | 6,302 | $780K | Reduce -0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 2,758 | $770K | Add +11.0% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $5K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 199 | $5K | No change |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 559 | $44 | Add +1.1% |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | 27 | $1 | Add +8.0% |
Lines left out (2) · $67 — 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: $1.4B.
Portfolio Sells Q2 2025 → Q3 2025
| VGSH Vanguard Short-Term Treasury | Reduce -37.3% | 2.24% | −1.59 |
| IEF iShares 7-10 Year Treasury B | Reduce -87.3% | 0.17% | −1.25 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.7% | 1.18% | −0.14 |
| UPS United Parcel Service Class B | Reduce -12.9% | 0.28% | −0.14 |
| CPRT Copart Inc. | Reduce -2.4% | 0.43% | −0.09 |
| VHT Vanguard Health Care ETF | Reduce -0.7% | 2.33% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.82% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -13.6% | 0.03% | −0.03 |
| XLE SS Energy Select Sector | Reduce -0.8% | 0.80% | −0.02 |
| GOVT iShares US Treasury Bond ETF | Reduce -3.0% | 0.22% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -24.0% | 0.04% | −0.02 |
| CRWV Coreweave Inc. Class A | Reduce -54.6% | 0.01% | −0.02 |
| T AT&T Inc. | Reduce -9.8% | 0.07% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.5% | 0.11% | −0.01 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.0% | 0.06% | −0.01 |
| SYM Symbotic Inc. | Reduce -59.1% | 0.01% | −0.01 |
| XSVN Bondbloxx BBG 7 YR US Treas | Reduce -94.9% | 0.00% | −0.01 |
| AXON Axon Enterprise Inc. | Reduce -1.4% | 0.04% | −0.01 |
| COF Capital One Financial Corp. | Reduce -7.8% | 0.05% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -1.9% | 0.13% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.1% | 0.07% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -6.1% | 0.05% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.5% | 0.65% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -2.7% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.06% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -24.5% | 0.01% | −0.01 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -25.5% | 0.02% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -17.5% | 0.02% | −0.01 |
| BUG Global X Cybersecurity ETF | Sold out | 0.00% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 0.31% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -57.8% | 0.00% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -1.5% | 0.05% | −0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -22.7% | 0.01% | −0.00 |
| AVNT Avient Corp. | Sold out | 0.00% | −0.00 |
| SNSR Global X Internet of Things | Reduce -19.4% | 0.01% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.5% | 0.03% | −0.00 |
| EPD Enterprise Products Partners | Reduce -9.0% | 0.02% | −0.00 |
| TIP iShares Tips Bond ETF | Reduce -16.1% | 0.01% | −0.00 |
| PFE Pfizer Inc. | Reduce -19.8% | 0.01% | −0.00 |
| WMT Walmart Inc. | Reduce -1.7% | 0.09% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -39.0% | 0.01% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -7.9% | 0.02% | −0.00 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.00 |
| HAL Halliburton Co. | Reduce -71.3% | 0.00% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.07% | −0.00 |
| FTNT Fortinet Inc. | Reduce -1.6% | 0.01% | −0.00 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.0% | 0.04% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 1.70% | −0.00 |
| CEG Constellation Energy | Reduce -22.4% | 0.01% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHP Schwab U.S. Tips ETF | Add +6626.5% | 1.18% | +1.16 |
| ROBO Robo Global Robotics and Aut | New | 0.72% | +0.72 |
| URA Global X Uranium ETF | New | 0.44% | +0.44 |
| VGT Vanguard Info Tech ETF | Add +0.5% | 7.85% | +0.40 |
| XAR SS SPDR S&P Aerospace Def | Add +4096.5% | 0.40% | +0.39 |
| GLD SPDR Gold Shares | Add +2.3% | 3.80% | +0.38 |
| IVV iShares Core S&P 500 ETF | Add +2.9% | 10.91% | +0.35 |
| LLY Eli Lilly & Co. | Add +53.6% | 0.47% | +0.13 |
| AIQ Global X Art Intel & Tech | Add +120.7% | 0.16% | +0.09 |
| VXUS Vanguard Total Intl Stock | Add +879.6% | 0.09% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | Add +43.0% | 0.30% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +29.6% | 0.24% | +0.06 |
| VOX Vanguard Communication Servi | Add +0.1% | 2.44% | +0.06 |
| HACK Amplify Cybersecurity ETF | Add +89.8% | 0.11% | +0.05 |
| EWZ iShares MSCI Brazil ETF | Add +1.5% | 2.76% | +0.04 |
| DTCR Global X Data Center & Digit | Add +174.3% | 0.06% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +6.9% | 0.52% | +0.04 |
| BAR Graniteshares Gold Trust | New | 0.03% | +0.03 |
| NANR Sta STR SP S&P Nor An Res-Ui | New | 0.03% | +0.03 |
| INDA iShares MSCI India ETF | New | 0.03% | +0.03 |
| CPK Chesapeake Utilities Corp. | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 0.10% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.39% | +0.03 |
| ABBV Abbvie Inc. | Add +0.1% | 0.15% | +0.02 |
| EWJ iShares MSCI Japan ETF | Add +1.4% | 2.09% | +0.02 |
| GSLC Goldman Activebeta US LC ETF | Add +16.6% | 0.13% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.3% | 2.15% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.08% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +2620.0% | 0.02% | +0.02 |
| XLK SS Technology Select Sector | Add +31.3% | 0.05% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.0% | 0.05% | +0.01 |
| SHV iShares 0-1 Year Treasury Bo | Add +40.3% | 0.05% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +16.8% | 0.07% | +0.01 |
| PHYS Sprott Physical Gold Trust | Add +35.9% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +6.9% | 0.06% | +0.01 |
| JNJ Johnson & Johnson | Add +0.0% | 0.07% | +0.01 |
| IGM iShares Expanded Tech Sector | New | 0.01% | +0.01 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.01% | +0.01 |
| XME SS SPDR S&P Metals Mining | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +512.0% | 0.01% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +5.8% | 0.04% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +22.1% | 0.03% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +2.3% | 0.04% | +0.00 |
| QTUM Defiance Quantum ETF | Add +122.6% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +2.1% | 0.04% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +346.5% | 0.01% | +0.00 |
| CYBR Cyberark Software Ltd./Israel | Add +7.3% | 0.03% | +0.00 |
| CMI Cummins Inc. | Add +6.7% | 0.02% | +0.00 |
| CGGR Cap Group Growth Equity | New | 0.00% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +46.5% | 0.01% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| HUBS HubSpot Inc. | COM · principal | Sold out | 500 | $278Kbefore exit |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Add +1.1% | 559 | $44 |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Add +8.0% | 27 | $1 |
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 |