ARMSTRONG ADVISORY GROUP, INC
CIK 1932952 · Holdings on Jun 30, 2026 · First reported Jul 13, 2026
Top ten holdings
Q2 2026- SCHK14.31%
- IVV13.88%
- VGT7.47%
- SCHP5.69%
- IEI4.70%
- VBIL4.46%
- VTIP4.45%
- BND3.89%
- VOX2.14%
- VHT2.14%
Share classes counted separately63.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHKWeight increased · +9.10 pp5.21% → 14.31%Shares +4.04M (+163.08%)
- IVVWeight decreased · -4.71 pp18.59% → 13.88%Shares -119.90K (-28.26%)
- VTIPWeight increased · +4.43 pp0.02% → 4.45%Shares +1.45M (+26444.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $235.07M | 14.31% | 6.52M shares | 5.21% → 14.31%+9.10 pp +4.04M (+163.08%) | Added | ▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $227.92M | 13.88% | 304.34K shares | 18.59% → 13.88%-4.71 pp -119.90K (-28.26%) | Reduced | ▾ |
| 03 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $122.78M | 7.47% | 1.03M shares | 5.98% → 7.47%+1.49 pp +899.48K (+704.06%) | Added | ▾ |
| 04 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $93.48M | 5.69% | 3.53M shares | 6.08% → 5.69%-0.39 pp +119.46K (+3.51%) | Added | ▾ |
| 05 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $77.21M | 4.70% | 657.43K shares | 8.63% → 4.70%-3.93 pp -427.06K (-39.38%) | Reduced | ▾ |
| 06 | VBILVANGUARD 0-3M T-BILL ETF0 3 MO TR BI ETF View history and evidence | $73.18M | 4.46% | 967.02K shares | 6.22% → 4.46%-1.76 pp -258.40K (-21.09%) | Reduced | ▾ |
| 07 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $73.11M | 4.45% | 1.46M shares | 0.02% → 4.45%+4.43 pp +1.45M (+26444.26%) | Added | ▾ |
| 08 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $63.85M | 3.89% | 869.74K shares | 4.16% → 3.89%-0.27 pp +26.60K (+3.16%) | Added | ▾ |
| 09 | VOXVANGUARD COMMUNICATION SERVICOMM SRVC ETF View history and evidence | $35.17M | 2.14% | 191.22K shares | 2.25% → 2.14%-0.11 pp +4.89K (+2.62%) | Added | ▾ |
| 10 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $35.11M | 2.14% | 117.43K shares | 2.13% → 2.14%+0.01 pp +567 (+0.49%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 36
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHY ISHARES 1-3 YEAR TREASURY BO | Non-derivative | -3,010 | -$248.54K | SEC filing ↗ | SEC filing ↗ |
| MUNY VANGUARD NY TAX-EX BOND | Non-derivative | -1,926 | -$197.32K | SEC filing ↗ | SEC filing ↗ |
| INDA ISHARES MSCI INDIA ETF | Non-derivative | -2,809 | -$131.57K | SEC filing ↗ | SEC filing ↗ |
3 / 36 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1932952 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1642591619
}Research all 985 reported holdings.
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