# ARMSTRONG ADVISORY GROUP, INC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1932952. Source: https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/

- Reported value: $1.7B
- Positions: 1,040
- Weight of the ten largest: 66.4%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $244.6M | 319,321 | 14.7% | 16 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $209.7M | 2,989,249 | 12.6% | 16 |
| SCHWAB STRATEGIC TR | [SCHK](https://holderbook.com/stocks/SCHK/) | $204.8M | 5,586,285 | 12.3% | 16 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $129.4M | 1,029,699 | 7.8% | 16 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $91.2M | 3,629,675 | 5.5% | 10 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $55.6M | 623,109 | 3.4% | 16 |
| ISHARES INC | [EWZ](https://holderbook.com/stocks/EWZ/) | $47.2M | 1,266,204 | 2.8% | 6 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $46.9M | 225,453 | 2.8% | 16 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $37.2M | 117,799 | 2.2% | 16 |
| VANGUARD WORLD FD | [VOX](https://holderbook.com/stocks/VOX/) | $36.8M | 192,879 | 2.2% | 16 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $31.9M | 293,353 | 1.9% | 16 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $27.2M | 163,085 | 1.6% | 16 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $26.5M | 34,709 | 1.6% | 16 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $26.0M | 78,125 | 1.6% | 16 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $25.5M | 416,551 | 1.5% | 3 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $25.3M | 287,930 | 1.5% | 16 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $20.2M | 178,126 | 1.2% | 13 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $18.7M | 349,320 | 1.1% | 16 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $16.2M | 200,944 | 1.0% | 16 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $15.1M | 244,862 | 0.9% | 16 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $13.6M | 26,473 | 0.8% | 16 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $11.6M | 23,311 | 0.7% | 16 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $11.3M | 48,916 | 0.7% | 12 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.0M | 36,287 | 0.5% | 16 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $8.2M | 11,764 | 0.5% | 16 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $7.9M | 6,825 | 0.5% | 16 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $7.5M | 189,576 | 0.5% | 16 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $7.2M | 9,783 | 0.4% | 16 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.8M | 29,984 | 0.4% | 16 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $6.1M | 148,702 | 0.4% | 16 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $6.0M | 66,728 | 0.4% | 14 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $5.9M | 8,785 | 0.4% | 16 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $5.8M | 119,154 | 0.3% | 16 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $5.3M | 53,099 | 0.3% | 12 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $5.2M | 33,220 | 0.3% | 16 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $4.3M | 76,338 | 0.3% | 15 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $4.2M | 31,912 | 0.3% | 16 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $3.8M | 16,394 | 0.2% | 16 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $3.5M | 15,084 | 0.2% | 16 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.5M | 40,207 | 0.2% | 16 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $3.2M | 37,137 | 0.2% | 16 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.1M | 8,217 | 0.2% | 16 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $2.9M | 17,967 | 0.2% | 1 |
| ISHARES TR | [TLTW](https://holderbook.com/stocks/TLTW/) | $2.9M | 143,406 | 0.2% | 4 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $2.9M | 37,105 | 0.2% | 16 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.8M | 7,371 | 0.2% | 16 |
| GLOBAL X FDS | [AIQ](https://holderbook.com/stocks/AIQ/) | $2.7M | 41,902 | 0.2% | 14 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $2.7M | 99,249 | 0.2% | 16 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.7M | 10,276 | 0.2% | 16 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $2.7M | 122,564 | 0.2% | 13 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $2.6M | 27,565 | 0.2% | 16 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $2.5M | 26,439 | 0.2% | 16 |
| ISHARES TR | [LQDW](https://holderbook.com/stocks/LQDW/) | $2.4M | 107,397 | 0.1% | 4 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $2.4M | 79,768 | 0.1% | 16 |
| GLOBAL X FDS | [XYLD](https://holderbook.com/stocks/XYLD/) | $2.3M | 56,591 | 0.1% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.3M | 6,821 | 0.1% | 16 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $2.1M | 43,376 | 0.1% | 16 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.0M | 3,350 | 0.1% | 16 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $1.9M | 12,923 | 0.1% | 16 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.8M | 5,229 | 0.1% | 16 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.8M | 1,660 | 0.1% | 10 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.7M | 55,974 | 0.1% | 12 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.6M | 2,028 | 0.1% | 16 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.6M | 7,854 | 0.1% | 16 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.6M | 34,113 | 0.1% | 16 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.5M | 28,367 | 0.1% | 16 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.5M | 11,211 | 0.1% | 16 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.5M | 4,642 | 0.1% | 16 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.5M | 5,742 | 0.1% | 16 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.4M | 20,088 | 0.1% | 16 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.4M | 7,506 | 0.1% | 16 |
| PIMCO ETF TR | [LONZ](https://holderbook.com/stocks/LONZ/) | $1.4M | 28,179 | 0.1% | 12 |
| SPDR INDEX SHS FDS | [NANR](https://holderbook.com/stocks/NANR/) | $1.3M | 15,995 | 0.1% | 5 |
| INVESCO ACTIVELY MANAGED EXC | [RSPA](https://holderbook.com/stocks/RSPA/) | $1.3M | 25,988 | 0.1% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $1.3M | 2,095 | 0.1% | 16 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.3M | 4,439 | 0.1% | 16 |
| ISHARES INC | [DVYE](https://holderbook.com/stocks/DVYE/) | $1.2M | 36,293 | 0.1% | 6 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.2M | 3,904 | 0.1% | 16 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $1.2M | 3,829 | 0.1% | 16 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.2M | 9,996 | 0.1% | 16 |
| SPDR SERIES TRUST | [SPYD](https://holderbook.com/stocks/SPYD/) | $1.2M | 25,794 | 0.1% | 4 |
| NEOS ETF TRUST | [QQQI](https://holderbook.com/stocks/QQQI/) | $1.2M | 20,895 | 0.1% | 6 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.2M | 11,814 | 0.1% | 16 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.1M | 12,535 | 0.1% | 16 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $1.1M | 2,878 | 0.1% | 16 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.1M | 1,162 | 0.1% | 10 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.1M | 3,114 | 0.1% | 16 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.1M | 5,566 | 0.1% | 16 |
| AMPLIFY ETF TR | [HACK](https://holderbook.com/stocks/HACK/) | $1.0M | 8,528 | 0.1% | 10 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.0M | 2,592 | 0.1% | 16 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.0M | 4,658 | 0.1% | 16 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.0M | 2,227 | 0.1% | 14 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $980.6K | 9,437 | 0.1% | 16 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $978.8K | 15,320 | 0.1% | 16 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $968.7K | 6,614 | 0.1% | 16 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $964.1K | 1,059 | 0.1% | 16 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $948.0K | 6,525 | 0.1% | 16 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $941.2K | 4,609 | 0.1% | 16 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $938.6K | 7,911 | 0.1% | 16 |
| BONDBLOXX ETF TRUST | [XSVN](https://holderbook.com/stocks/XSVN/) | $938.0K | 21,013 | 0.1% | 12 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.9% | +14.8% | -6.0% | 100% |
| Q1 2026 | -1.5% | -4.6% | +3.1% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 100% |
| Q3 2025 | +5.5% | +7.8% | -2.4% | 100% |
| Q2 2025 | +6.1% | +10.5% | -4.3% | 98% |
| Q1 2025 | -2.1% | -4.6% | +2.4% | 100% |
| Q4 2024 | +0.0% | +2.1% | -2.1% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $1.7B | 1,040 |
| Q2 2026 | $1.6B | 985 |
| Q1 2026 | $1.5B | 958 |
| Q4 2025 | $1.5B | 952 |
| Q3 2025 | $1.4B | 940 |
| Q2 2025 | $1.3B | 925 |
| Q1 2025 | $1.3B | 842 |
| Q4 2024 | $1.3B | 842 |
| Q3 2024 | $1.2B | 784 |
| Q2 2024 | $1.1B | 790 |
| Q1 2024 | $1.0B | 769 |
| Q4 2023 | $1.0B | 769 |