Armstrong Advisory Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), Armstrong Advisory Group, Inc. reported 948 stock positions worth $1.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.0% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 8.0%) and Vanguard Info Tech ETF (VGT, 7.6%). Compared with Q3 2025, it opened 47 new positions, sold out of 36, added to 228 and reduced 177. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +2755%) and the biggest sale SPDR Gold Shares (GLD, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001932952
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001932952-26-000001 ↗ filed Jan 8, 2026
Holdings Value
Holdings 948 stocks · $1.5B
| IVV iShares Core S&P 500 ETF | 11.04% | 238,498 | $163.4M | Add +3.1% |
| IEI iShares 3-7 Year Treasury Bo | 7.97% | 988,397 | $118.0M | Add +3.2% |
| VGT Vanguard Info Tech ETF | 7.63% | 149,812 | $112.9M | Add +0.5% |
| BND Vanguard Total Bond Market | 6.31% | 1,259,561 | $93.3M | Add +3.8% |
| SCHK Schwab 1000 Index ETF | 5.60% | 2,526,887 | $82.9M | Add +4.0% |
| IEF iShares 7-10 Year Treasury B | 4.59% | 707,015 | $68.0M | Add +2754.6% |
| VBIL Vanguard 0-3M T-Bill ETF | 3.39% | 664,698 | $50.1M | Reduce -48.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.24% | 596,970 | $47.9M | Add +1254.1% |
| XLF SS Financial Select Sector | 3.11% | 840,963 | $46.1M | Add +1.7% |
| EWZ iShares MSCI Brazil ETF | 2.74% | 1,276,599 | $40.6M | Add +1.3% |
| XLY SS Consumer Disc Select Sect | 2.49% | 308,217 | $36.8M | Add +1.2% |
| VOX Vanguard Communication Servi | 2.48% | 189,669 | $36.7M | Add +2.9% |
| VHT Vanguard Health Care ETF | 2.42% | 124,375 | $35.8M | Reduce -2.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.23% | 453,795 | $33.0M | Add +0.7% |
| VGSH Vanguard Short-Term Treasury | 2.14% | 538,099 | $31.6M | Reduce -0.1% |
| EWJ iShares MSCI Japan ETF | 2.07% | 379,420 | $30.6M | Add +2.5% |
| XLI SS Industrial Select Sector | 1.74% | 166,442 | $25.8M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 34,846 | $23.8M | Reduce -3.8% |
| VGK Vanguard Ftse Europe ETF | 1.60% | 282,855 | $23.6M | Add +3.7% |
| AAPL Apple Inc. | 1.48% | 80,714 | $21.9M | Reduce -1.1% |
| SCHP Schwab U.S. Tips ETF | 1.14% | 637,886 | $16.9M | Add +2.7% |
| XLP SS Consumer Staples Sel Sect | 1.13% | 214,953 | $16.7M | Add +0.3% |
| SPXT Proshares S&P 500 Ex-Technol | 0.96% | 136,832 | $14.2M | Add +4.0% |
| MSFT Microsoft Corp. | 0.91% | 27,733 | $13.4M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 23,120 | $11.6M | Add +0.4% |
| XLE SS Energy Select Sector | 0.77% | 255,632 | $11.4M | Add +0.7% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.76% | 161,977 | $11.2M | Add +3.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.61% | 211,837 | $9.0M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.59% | 8,193 | $8.8M | Reduce -6.6% |
| AMZN Amazon.com Inc. | 0.55% | 35,501 | $8.2M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.51% | 11,977 | $7.5M | Add +0.4% |
| XLRE SS Real Estate Select Sector | 0.42% | 154,271 | $6.2M | Add +1.1% |
| XAR SS SPDR S&P Aerospace Def | 0.41% | 25,020 | $6.0M | Add +4.8% |
| NVDA Nvidia Corp. | 0.38% | 30,476 | $5.7M | Add +13.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 9,250 | $5.7M | Add +0.2% |
| XLB SS Materials Select Sector | 0.37% | 119,424 | $5.4M | Reduce -0.6% |
| SGOV iShares 0-3 Month Treasury B | 0.37% | 53,896 | $5.4M | Add +29.7% |
| CPRT Copart Inc. | 0.35% | 133,692 | $5.2M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 31,310 | $4.8M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 31,788 | $4.6M | Add +2.4% |
| DE Deere & Co. | 0.29% | 9,068 | $4.2M | Reduce -0.4% |
| UPS United Parcel Service Class B | 0.28% | 41,287 | $4.1M | Reduce -13.2% |
| VXF Vanguard Extended Market ETF | 0.25% | 17,402 | $3.6M | Reduce -5.5% |
| GLD SPDR Gold Shares | 0.23% | 8,580 | $3.4M | Reduce -94.3% |
| KO The Coca-Cola Co. | 0.23% | 47,842 | $3.3M | Add +37.4% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 14,685 | $3.2M | Reduce -0.9% |
| GOVT iShares US Treasury Bond ETF | 0.21% | 134,691 | $3.1M | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 49,915 | $2.9M | Add +16.9% |
| XOM Exxon Mobil Corp. | 0.18% | 22,702 | $2.7M | Add +21.2% |
| AIQ Global X Art Intel & Tech | 0.16% | 45,794 | $2.3M | Add +2.2% |
| ORCL Oracle Corp. | 0.15% | 11,626 | $2.3M | Add +7.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 27,680 | $2.2M | Add +142.3% |
| PFF iShares Preferred & Income S | 0.15% | 71,195 | $2.2M | Add +19.3% |
| ABBV Abbvie Inc. | 0.15% | 9,415 | $2.2M | Reduce -0.8% |
| TLTW iShares 20+ Bond Buywrite | 0.14% | 94,628 | $2.1M | New |
| XYLD Global X S&P 500 Cove Call E | 0.14% | 52,694 | $2.1M | Add +13.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 5,886 | $2.0M | Add +0.1% |
| WM Waste Management Inc. | 0.13% | 8,476 | $1.9M | No change |
| GOOGL Alphabet Inc. Class A | 0.13% | 5,911 | $1.9M | Add +2.5% |
| GSLC Goldman Activebeta US LC ETF | 0.12% | 13,625 | $1.8M | Reduce -0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 33,557 | $1.7M | Add +19.8% |
| LQDW iShares Ingr Corp. BD B/W ETF | 0.11% | 67,680 | $1.7M | New |
| GOOG Alphabet Inc. Class C | 0.11% | 5,163 | $1.6M | Add +15.9% |
| JPM JPMorgan Chase & Co. | 0.11% | 4,946 | $1.6M | Add +1.7% |
| VXUS Vanguard Total Intl Stock | 0.11% | 20,867 | $1.6M | Add +18.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 28,446 | $1.6M | Reduce -0.0% |
| WMT Walmart Inc. | 0.10% | 12,883 | $1.4M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.10% | 14,232 | $1.4M | Add +22.4% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 21,505 | $1.4M | Reduce -13.9% |
| HD Home Depot Inc. | 0.09% | 4,046 | $1.4M | Add +4.7% |
| HACK Amplify Cybersecurity ETF | 0.09% | 17,008 | $1.4M | Reduce -1.2% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,151 | $1.3M | Add +10.9% |
| DVYE iShares Emerging Markets Div | 0.09% | 40,709 | $1.3M | Add +37.7% |
| VZ Verizon Communications Inc. | 0.08% | 30,492 | $1.2M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.08% | 2,040 | $1.2M | Reduce -12.0% |
| LONZ PIMCO Senior Loan Active ETF | 0.08% | 23,130 | $1.2M | Add +11.4% |
| HDV iShares Core High Dividend E | 0.08% | 9,516 | $1.2M | Add +13.9% |
| JNJ Johnson & Johnson | 0.08% | 5,502 | $1.1M | Reduce -1.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 11,807 | $1.1M | No change |
| VGIT Vanguard Intermediate-Term T | 0.07% | 17,850 | $1.1M | Add +1.1% |
| DTCR Global X Data Center & Digit | 0.07% | 48,554 | $1.0M | Add +13.7% |
| COST Costco Wholesale Corp. | 0.07% | 1,181 | $1.0M | Add +12.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,056 | $1.0M | No change |
| MCD McDonald's Corp. | 0.07% | 3,278 | $1.0M | Add +0.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.07% | 3,961 | $992K | No change |
| RTX RTX Corp. | 0.07% | 5,389 | $988K | Add +1.4% |
| AEP American Electric Power | 0.07% | 8,406 | $969K | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 6,927 | $964K | Add +0.0% |
| SPHY SS SPDR P High Yield ETF | 0.07% | 40,662 | $962K | Reduce -50.0% |
| PG The Procter & Gamble Co. | 0.06% | 6,646 | $952K | Add +28.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.06% | 21,950 | $949K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,128 | $927K | Add +0.1% |
| T AT&T Inc. | 0.06% | 36,395 | $904K | Add +7.7% |
| AVGO Broadcom Inc. | 0.06% | 2,602 | $901K | Reduce -1.1% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.06% | 12,864 | $873K | Add +73.5% |
| ED Consolidated Edison Inc. | 0.06% | 8,661 | $860K | Reduce -4.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 2,817 | $856K | Add +2.1% |
| BSX Boston Scientific Corp. | 0.06% | 8,903 | $849K | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.06% | 1,283 | $847K | Add +34.6% |
| COF Capital One Financial Corp. | 0.06% | 3,468 | $841K | Reduce -3.0% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $4K (not counted above)
Lines left out (2) · $71 — 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: $1.5B.
Portfolio Sells Q3 2025 → Q4 2025
| GLD SPDR Gold Shares | Reduce -94.3% | 0.23% | −3.57 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -48.1% | 3.39% | −3.44 |
| URA Global X Uranium ETF | Reduce -95.0% | 0.02% | −0.42 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.1% | 2.14% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 1.61% | −0.10 |
| CPRT Copart Inc. | Reduce -1.4% | 0.35% | −0.08 |
| SPHY SS SPDR P High Yield ETF | Reduce -50.0% | 0.07% | −0.07 |
| VXF Vanguard Extended Market ETF | Reduce -5.5% | 0.25% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.9% | 0.10% | −0.02 |
| LNWO Light & Wonder Inc. | Sold out | 0.00% | −0.02 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -82.8% | 0.00% | −0.01 |
| XLB SS Materials Select Sector | Reduce -0.6% | 0.37% | −0.01 |
| VLO Valero Energy Corp. | Reduce -20.6% | 0.04% | −0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -1.2% | 0.09% | −0.01 |
| AMLP Alerian MLP ETF | Reduce -31.7% | 0.02% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 0.08% | −0.01 |
| ADBE Adobe Inc. | Reduce -77.8% | 0.00% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.1% | 0.21% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.15% | −0.01 |
| ADP Automatic Data Processing | Reduce -72.2% | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -17.1% | 0.02% | −0.01 |
| AVB Avalonbay Communities Inc. | Reduce -4.5% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.3% | 0.05% | −0.01 |
| VMC Vulcan Materials Co. | Reduce -38.2% | 0.01% | −0.01 |
| DE Deere & Co. | Reduce -0.4% | 0.29% | −0.01 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -43.3% | 0.01% | −0.01 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 0.22% | −0.01 |
| NMAX Newsmax Inc. | Reduce -82.1% | 0.00% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -11.5% | 0.04% | −0.01 |
| SYM Symbotic Inc. | Reduce -58.4% | 0.01% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -4.4% | 0.06% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -18.7% | 0.01% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -7.8% | 0.03% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -7.1% | 0.04% | −0.01 |
| SO The Southern Co. | Reduce -2.9% | 0.03% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -3.5% | 0.04% | −0.01 |
| CRWV Coreweave Inc. Class A | Reduce -23.1% | 0.00% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -1.1% | 0.06% | −0.00 |
| D Dominion Energy Inc. | Reduce -3.9% | 0.03% | −0.00 |
| DELL Dell Technologies -C | Reduce -10.9% | 0.01% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.00 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.1% | 0.12% | −0.00 |
| UPS United Parcel Service Class B | Reduce -13.2% | 0.28% | −0.00 |
| RGTI Rigetti Computing Inc. | Reduce -36.3% | 0.00% | −0.00 |
| TBIL F/M US Treasury 3 Month Bill | Sold out | 0.00% | −0.00 |
| CVNA Carvana Co. | Reduce -43.9% | 0.00% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.8% | 0.05% | −0.00 |
| CDNS Cadence Design SYS Inc. | Reduce -93.5% | 0.00% | −0.00 |
| HR Healthcare Realty Trust Inc. | Reduce -0.3% | 0.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IEF iShares 7-10 Year Treasury B | Add +2754.6% | 4.59% | +4.43 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1254.1% | 3.24% | +2.99 |
| TLTW iShares 20+ Bond Buywrite | New | 0.14% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 11.04% | +0.13 |
| LQDW iShares Ingr Corp. BD B/W ETF | New | 0.11% | +0.11 |
| SCHK Schwab 1000 Index ETF | Add +4.0% | 5.60% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +142.3% | 0.15% | +0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.7% | 2.23% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | Add +29.7% | 0.37% | +0.07 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | Add +37.4% | 0.23% | +0.06 |
| VGK Vanguard Ftse Europe ETF | Add +3.7% | 1.60% | +0.06 |
| SLV iShares Silver Trust | Add +436.9% | 0.05% | +0.05 |
| VOX Vanguard Communication Servi | Add +2.9% | 2.48% | +0.04 |
| ROBO Robo Global Robotics and Aut | Add +3.8% | 0.76% | +0.04 |
| XOM Exxon Mobil Corp. | Add +21.2% | 0.18% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +15.9% | 0.11% | +0.03 |
| NVDA Nvidia Corp. | Add +13.7% | 0.38% | +0.03 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +6952.9% | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.13% | +0.03 |
| SPXT Proshares S&P 500 Ex-Technol | Add +4.0% | 0.96% | +0.03 |
| NANR Sta STR SP S&P Nor An Res-Ui | Add +73.5% | 0.06% | +0.03 |
| DVYE iShares Emerging Markets Div | Add +37.7% | 0.09% | +0.02 |
| HYGW iShares HY Corp. BD Buywr ETF | New | 0.02% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +16.9% | 0.19% | +0.02 |
| INDA iShares MSCI India ETF | Add +56.5% | 0.05% | +0.02 |
| MU Micron Technology Inc. | Add +83.3% | 0.03% | +0.02 |
| CHAT Roundhill Gen AI & Tech ETF | Add +7160.7% | 0.02% | +0.02 |
| XYLD Global X S&P 500 Cove Call E | Add +13.3% | 0.14% | +0.02 |
| PFF iShares Preferred & Income S | Add +19.3% | 0.15% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +19.8% | 0.11% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +18.3% | 0.11% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +22.4% | 0.10% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Add +4.8% | 0.41% | +0.01 |
| AKRE Akre Focus ETF | New | 0.01% | +0.01 |
| MSI Motorola Solutions Inc. | Add +1646.2% | 0.01% | +0.01 |
| O Realty Income Corp. | Add +87.2% | 0.02% | +0.01 |
| IDV iShares International Select | Add +16.0% | 0.05% | +0.01 |
| PG The Procter & Gamble Co. | Add +28.9% | 0.06% | +0.01 |
| AMD Advanced Micro Devices | Add +0.2% | 0.04% | +0.01 |
| META Meta Platforms Inc. Class A | Add +34.6% | 0.06% | +0.01 |
| HUBS HubSpot Inc. | Add +50.2% | 0.04% | +0.01 |
| DTCR Global X Data Center & Digit | Add +13.7% | 0.07% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +120.6% | 0.02% | +0.01 |
| INTC Intel Corp. | Add +35.6% | 0.02% | +0.01 |
| JCI Johnson Controls Internation | Add +91.7% | 0.01% | +0.01 |
| GE General Electric | Add +10.9% | 0.09% | +0.01 |
| TJX TJX Companies Inc. | Add +0.3% | 0.33% | +0.01 |
| HDV iShares Core High Dividend E | Add +13.9% | 0.08% | +0.01 |
| MFC Manulife Financial Corp. | Add +33.2% | 0.02% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 559 | $44before exit |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Sold out | 27 | $1before exit |
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 |