Armstrong Advisory Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Armstrong Advisory Group, Inc. reported 952 stock positions worth $1.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.6% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 8.6%) and Vanguard 0-3M T-Bill ETF (VBIL, 6.2%). Compared with Q4 2025, it opened 48 new positions, sold out of 45, added to 195 and reduced 220. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +78%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001932952
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001932952-26-000002 ↗ filed Apr 10, 2026
Holdings Value
Holdings 952 stocks · $1.5B
| IVV iShares Core S&P 500 ETF | 18.59% | 424,239 | $277.1M | Add +77.9% |
| IEI iShares 3-7 Year Treasury Bo | 8.63% | 1,084,487 | $128.6M | Add +9.7% |
| VBIL Vanguard 0-3M T-Bill ETF | 6.22% | 1,225,424 | $92.7M | Add +84.4% |
| SCHP Schwab U.S. Tips ETF | 6.08% | 3,408,054 | $90.7M | Add +434.3% |
| VGT Vanguard Info Tech ETF | 5.98% | 127,756 | $89.1M | Reduce -14.7% |
| SCHK Schwab 1000 Index ETF | 5.21% | 2,477,917 | $77.6M | Reduce -1.9% |
| BND Vanguard Total Bond Market | 4.16% | 843,135 | $62.1M | Reduce -33.1% |
| VGSH Vanguard Short-Term Treasury | 2.60% | 661,171 | $38.7M | Add +22.9% |
| VOX Vanguard Communication Servi | 2.25% | 186,325 | $33.5M | Reduce -1.8% |
| VHT Vanguard Health Care ETF | 2.13% | 116,863 | $31.8M | Reduce -6.0% |
| XLY SS Consumer Disc Select Sect | 2.09% | 286,426 | $31.2M | Reduce -7.1% |
| EWZ iShares MSCI Brazil ETF | 1.89% | 732,490 | $28.1M | Reduce -42.6% |
| XLI SS Industrial Select Sector | 1.69% | 156,067 | $25.2M | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 34,939 | $22.7M | Add +0.3% |
| SPXT Proshares S&P 500 Ex-Technol | 1.50% | 220,005 | $22.3M | Add +60.8% |
| SPHQ Invesco S&P 500 Quality ETF | 1.45% | 286,827 | $21.6M | Add +403881.7% |
| RSP Invesco S&P 500 Equal Weight | 1.45% | 112,278 | $21.5M | Add +6319.6% |
| AAPL Apple Inc. | 1.31% | 76,992 | $19.5M | Reduce -4.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.23% | 324,073 | $18.3M | New |
| XLF SS Financial Select Sector | 1.16% | 350,148 | $17.3M | Reduce -58.4% |
| XLP SS Consumer Staples Sel Sect | 1.07% | 195,321 | $16.0M | Reduce -9.1% |
| XLE SS Energy Select Sector | 0.98% | 239,694 | $14.7M | Reduce -6.2% |
| XAR SS SPDR S&P Aerospace Def | 0.79% | 46,393 | $11.8M | Add +85.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 23,025 | $11.0M | Reduce -0.4% |
| MSFT Microsoft Corp. | 0.68% | 27,526 | $10.2M | Reduce -0.8% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.65% | 396,127 | $9.6M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.57% | 186,263 | $8.5M | Reduce -12.1% |
| AMZN Amazon.com Inc. | 0.49% | 35,314 | $7.4M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.47% | 11,837 | $7.1M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.42% | 6,751 | $6.2M | Reduce -17.6% |
| XLRE SS Real Estate Select Sector | 0.39% | 143,933 | $5.9M | Reduce -6.7% |
| XLB SS Materials Select Sector | 0.39% | 114,974 | $5.7M | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 9,565 | $5.5M | Add +3.4% |
| XOP SS SPDR S&P Og Exp & Prod | 0.36% | 29,656 | $5.4M | Add +10606.1% |
| NVDA Nvidia Corp. | 0.36% | 30,392 | $5.3M | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 67,056 | $5.1M | Reduce -88.8% |
| DE Deere & Co. | 0.34% | 9,040 | $5.1M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 31,313 | $5.0M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 32,016 | $4.7M | Add +0.7% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 45,086 | $4.5M | Reduce -16.4% |
| CPRT Copart Inc. | 0.28% | 124,375 | $4.1M | Reduce -7.0% |
| XOM Exxon Mobil Corp. | 0.24% | 21,383 | $3.6M | Reduce -5.8% |
| GLD SPDR Gold Shares | 0.23% | 7,969 | $3.4M | Reduce -7.1% |
| UPS United Parcel Service Class B | 0.23% | 34,533 | $3.4M | Reduce -16.4% |
| VXF Vanguard Extended Market ETF | 0.23% | 16,326 | $3.4M | Reduce -6.2% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 14,656 | $3.2M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.21% | 41,302 | $3.1M | Reduce -13.7% |
| GOVT iShares US Treasury Bond ETF | 0.20% | 128,026 | $2.9M | Reduce -5.0% |
| TLTW iShares 20+ Bond Buywrite | 0.18% | 118,846 | $2.7M | Add +25.6% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 47,018 | $2.7M | Reduce -5.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 30,394 | $2.4M | Add +9.8% |
| PFF iShares Preferred & Income S | 0.15% | 73,685 | $2.2M | Add +3.5% |
| LQDW iShares Ingr Corp. BD B/W ETF | 0.15% | 92,297 | $2.2M | Add +36.4% |
| VXUS Vanguard Total Intl Stock | 0.14% | 27,432 | $2.1M | Add +31.5% |
| XYLD Global X S&P 500 Cove Call E | 0.14% | 54,043 | $2.1M | Add +2.6% |
| AIQ Global X Art Intel & Tech | 0.14% | 43,355 | $2.0M | Reduce -5.3% |
| ABBV Abbvie Inc. | 0.14% | 9,265 | $2.0M | Reduce -1.6% |
| AGG iShares Core U.S. Aggregate | 0.13% | 19,648 | $2.0M | Add +38.1% |
| WM Waste Management Inc. | 0.13% | 8,375 | $1.9M | Reduce -1.2% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 19,433 | $1.9M | Reduce -97.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 5,700 | $1.8M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 0.12% | 6,062 | $1.7M | Add +2.5% |
| ORCL Oracle Corp. | 0.11% | 11,508 | $1.7M | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 33,915 | $1.7M | Add +1.1% |
| GSLC Goldman Activebeta US LC ETF | 0.11% | 13,143 | $1.6M | Reduce -3.5% |
| VZ Verizon Communications Inc. | 0.11% | 32,696 | $1.6M | Add +7.2% |
| DTCR Global X Data Center & Digit | 0.11% | 67,321 | $1.6M | Add +38.6% |
| WMT Walmart Inc. | 0.11% | 12,816 | $1.6M | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 61,283 | $1.6M | Add +159.0% |
| GOOG Alphabet Inc. Class C | 0.10% | 5,253 | $1.5M | Add +1.7% |
| CAT Caterpillar Inc. | 0.10% | 2,060 | $1.5M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.09% | 4,717 | $1.4M | Reduce -4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 28,327 | $1.4M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 20,062 | $1.4M | Reduce -6.7% |
| HD Home Depot Inc. | 0.09% | 4,029 | $1.3M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.09% | 5,336 | $1.3M | Reduce -3.0% |
| DVYE iShares Emerging Markets Div | 0.08% | 35,017 | $1.2M | Reduce -14.0% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.08% | 14,191 | $1.2M | Add +10.3% |
| LONZ PIMCO Senior Loan Active ETF | 0.08% | 23,577 | $1.2M | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 3,919 | $1.1M | Reduce -5.6% |
| VGIT Vanguard Intermediate-Term T | 0.07% | 18,631 | $1.1M | Add +4.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 11,599 | $1.1M | Reduce -1.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.07% | 23,599 | $1.1M | Add +7.5% |
| RTX RTX Corp. | 0.07% | 5,520 | $1.1M | Add +2.4% |
| COST Costco Wholesale Corp. | 0.07% | 1,060 | $1.1M | Reduce -10.3% |
| MCD McDonald's Corp. | 0.07% | 3,362 | $1.0M | Add +2.6% |
| AEP American Electric Power | 0.07% | 7,908 | $1.0M | Reduce -5.9% |
| GEV GE Vernova Inc. | 0.07% | 1,159 | $1.0M | Add +10.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 2,992 | $1.0M | Add +6.2% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 6,928 | $1.0M | Add +0.0% |
| ED Consolidated Edison Inc. | 0.07% | 8,663 | $980K | Add +0.0% |
| CVX Chevron Corp. | 0.06% | 4,673 | $967K | Add +3.8% |
| RSPA Invesco S&P 500 Ew Income Ad | 0.06% | 19,248 | $962K | New |
| T AT&T Inc. | 0.06% | 32,806 | $951K | Reduce -9.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 3,962 | $951K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.06% | 6,559 | $947K | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 2,142 | $936K | Add +4.2% |
| HON Honeywell International Inc. | 0.06% | 3,964 | $896K | No change |
| AVGO Broadcom Inc. | 0.06% | 2,813 | $871K | Add +8.1% |
| CB Chubb Ltd. | 0.06% | 2,609 | $850K | Add +1130.7% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $32K (not counted above)
Lines left out (2) · $72 — 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 Q4 2025 → Q1 2026
| IEF iShares 7-10 Year Treasury B | Reduce -97.3% | 0.12% | −4.47 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -88.8% | 0.34% | −2.89 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -98.0% | 0.05% | −2.18 |
| BND Vanguard Total Bond Market | Reduce -33.1% | 4.16% | −2.14 |
| EWJ iShares MSCI Japan ETF | Reduce -97.8% | 0.05% | −2.02 |
| XLF SS Financial Select Sector | Reduce -58.4% | 1.16% | −1.95 |
| VGT Vanguard Info Tech ETF | Reduce -14.7% | 5.98% | −1.65 |
| VGK Vanguard Ftse Europe ETF | Reduce -97.9% | 0.03% | −1.57 |
| EWZ iShares MSCI Brazil ETF | Reduce -42.6% | 1.89% | −0.85 |
| ROBO Robo Global Robotics and Aut | Reduce -95.8% | 0.03% | −0.73 |
| SCHK Schwab 1000 Index ETF | Reduce -1.9% | 5.21% | −0.39 |
| XLY SS Consumer Disc Select Sect | Reduce -7.1% | 2.09% | −0.39 |
| VHT Vanguard Health Care ETF | Reduce -6.0% | 2.13% | −0.28 |
| VOX Vanguard Communication Servi | Reduce -1.8% | 2.25% | −0.23 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.68% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -17.6% | 0.42% | −0.18 |
| AAPL Apple Inc. | Reduce -4.6% | 1.31% | −0.17 |
| CPRT Copart Inc. | Reduce -7.0% | 0.28% | −0.08 |
| SGOV iShares 0-3 Month Treasury B | Reduce -16.4% | 0.30% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.49% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Reduce -9.1% | 1.07% | −0.05 |
| HDV iShares Core High Dividend E | Reduce -71.0% | 0.03% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -6.2% | 1.69% | −0.05 |
| UPS United Parcel Service Class B | Reduce -16.4% | 0.23% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.74% | −0.05 |
| HACK Amplify Cybersecurity ETF | Reduce -42.2% | 0.05% | −0.04 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.11% | −0.04 |
| INDA iShares MSCI India ETF | Reduce -78.8% | 0.01% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -12.1% | 0.57% | −0.04 |
| SLV iShares Silver Trust | Reduce -67.9% | 0.02% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.2% | 0.47% | −0.03 |
| XSVN Bondbloxx BBG 7 YR US Treas | Reduce -99.5% | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.36% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -6.7% | 0.39% | −0.03 |
| HUBS HubSpot Inc. | Reduce -37.1% | 0.02% | −0.03 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.02 |
| AIQ Global X Art Intel & Tech | Reduce -5.3% | 0.14% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -4.3% | 0.04% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -6.2% | 0.23% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -40.5% | 0.03% | −0.02 |
| BLK BlackRock Inc. | Reduce -35.8% | 0.02% | −0.02 |
| COF Capital One Financial Corp. | Reduce -3.3% | 0.04% | −0.02 |
| KO The Coca-Cola Co. | Reduce -13.7% | 0.21% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.6% | 0.09% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.8% | 0.18% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.09% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -5.0% | 0.20% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.05% | −0.01 |
| BX Blackstone Inc. | Reduce -8.3% | 0.03% | −0.01 |
| GE General Electric | Reduce -5.6% | 0.07% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +77.9% | 18.59% | +7.55 |
| SCHP Schwab U.S. Tips ETF | Add +434.3% | 6.08% | +4.94 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +84.4% | 6.22% | +2.83 |
| SPHQ Invesco S&P 500 Quality ETF | Add +403881.7% | 1.45% | +1.45 |
| RSP Invesco S&P 500 Equal Weight | Add +6319.6% | 1.45% | +1.42 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 1.23% | +1.23 |
| IEI iShares 3-7 Year Treasury Bo | Add +9.7% | 8.63% | +0.66 |
| BCI Abrdn Bloomberg All Commodit | New | 0.65% | +0.65 |
| SPXT Proshares S&P 500 Ex-Technol | Add +60.8% | 1.50% | +0.53 |
| VGSH Vanguard Short-Term Treasury | Add +22.9% | 2.60% | +0.46 |
| XAR SS SPDR S&P Aerospace Def | Add +85.4% | 0.79% | +0.38 |
| XOP SS SPDR S&P Og Exp & Prod | Add +10606.1% | 0.36% | +0.36 |
| RSPA Invesco S&P 500 Ew Income Ad | New | 0.06% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +159.0% | 0.11% | +0.06 |
| BNO United States Brent Oil Fund | New | 0.06% | +0.06 |
| CB Chubb Ltd. | Add +1130.7% | 0.06% | +0.05 |
| DTCR Global X Data Center & Digit | Add +38.6% | 0.11% | +0.04 |
| LQDW iShares Ingr Corp. BD B/W ETF | Add +36.4% | 0.15% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +31.5% | 0.14% | +0.04 |
| TLTW iShares 20+ Bond Buywrite | Add +25.6% | 0.18% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +38.1% | 0.13% | +0.03 |
| IWO iShares Russell 2000 Growth | Add +2004.6% | 0.03% | +0.03 |
| VZ Verizon Communications Inc. | Add +7.2% | 0.11% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +10.8% | 0.07% | +0.02 |
| NANR Sta STR SP S&P Nor An Res-Ui | Add +10.3% | 0.08% | +0.02 |
| LEN Lennar Corp. Class A | Add +7261.2% | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +1.0% | 0.10% | +0.02 |
| SNDA Sonida Senior Living Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +3.8% | 0.06% | +0.02 |
| OIH Vaneck Oil Services ETF | New | 0.02% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +660.5% | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +804.8% | 0.02% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +24.7% | 0.03% | +0.01 |
| CHAT Roundhill Gen AI & Tech ETF | Add +80.3% | 0.03% | +0.01 |
| MUNY Vanguard NY Tax-Ex Bond | New | 0.01% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.8% | 0.16% | +0.01 |
| HPE Hewlett Packard Enterprise | Add +98.2% | 0.02% | +0.01 |
| TJX TJX Companies Inc. | Add +0.0% | 0.34% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.2% | 0.07% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.7% | 0.32% | +0.01 |
| MU Micron Technology Inc. | Add +14.8% | 0.03% | +0.01 |
| HPQ HP Inc. | Add +156.7% | 0.02% | +0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +7.5% | 0.07% | +0.01 |
| ED Consolidated Edison Inc. | Add +0.0% | 0.07% | +0.01 |
| PAA Plains All Amer Pipeline LP | Add +915.2% | 0.01% | +0.01 |
| EPD Enterprise Products Partners | Add +6.3% | 0.03% | +0.01 |
| EW Edwards Lifesciences Corp. | New | 0.01% | +0.01 |
| INTC Intel Corp. | Add +3.0% | 0.03% | +0.01 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +36.9% | 0.01% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| BIVIW Biovie Inc. -30 | *W EXP 08/08/203 | New | 65,900 | $20K |
| FMSTW Foremost Clean Energy Ltd. | *W EXP 08/24/202 | New | 3,000 | $3K |
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 |