ARMSTRONG ADVISORY GROUP, INC
CIK 1932952 · Holdings on Sep 30, 2026 · First reported Oct 9, 2026
Top ten holdings
Q3 2026- IVV14.72%
- BND12.62%
- SCHK12.33%
- VGT7.79%
- SCHP5.49%
- IEF3.35%
- EWZ2.84%
- RSP2.82%
- VHT2.24%
- VOX2.21%
Share classes counted separately66.41%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BNDWeight increased · +8.73 pp3.89% → 12.62%Shares +2.12M (+243.69%)
- IEIWeight decreased · -3.48 pp4.70% → 1.22%Shares -479.30K (-72.91%)
- IEFWeight increased · +3.27 pp0.08% → 3.35%Shares +609.38K (+4,437.31%)
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 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $244.55M | 14.72% | 319.32K shares | 13.88% → 14.72%+0.84 pp +14.98K (+4.92%) | Added | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $209.70M | 12.62% | 2.99M shares | 3.89% → 12.62%+8.73 pp +2.12M (+243.69%) | Added | ↗▾ |
| 03 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $204.79M | 12.33% | 5.59M shares | 14.31% → 12.33%-1.98 pp -932.64K (-14.31%) | Reduced | ↗▾ |
| 04 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $129.40M | 7.79% | 1.03M shares | 7.47% → 7.79%+0.32 pp +2.46K (+0.24%) | Added | ↗▾ |
| 05 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $91.21M | 5.49% | 3.63M shares | 5.69% → 5.49%-0.20 pp +102.16K (+2.90%) | Added | ↗▾ |
| 06 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $55.65M | 3.35% | 623.11K shares | 0.08% → 3.35%+3.27 pp +609.38K (+4,437.31%) | Added | ↗▾ |
| 07 | EWZISHARES MSCI BRAZIL ETFMSCI BRAZIL ETF View history and evidence | $47.17M | 2.84% | 1.27M shares | 1.59% → 2.84%+1.25 pp +510.46K (+67.54%) | Added | ↗▾ |
| 08 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $46.90M | 2.82% | 225.45K shares | 1.81% → 2.82%+1.01 pp +85.85K (+61.50%) | Added | ↗▾ |
| 09 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $37.23M | 2.24% | 117.80K shares | 2.14% → 2.24%+0.10 pp +369 (+0.31%) | Added | ↗▾ |
| 10 | VOXVANGUARD COMMUNICATION SERVICOMM SRVC ETF View history and evidence | $36.76M | 2.21% | 192.88K shares | 2.14% → 2.21%+0.07 pp +1.66K (+0.87%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 57
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -21,116 | -$2.89M | SEC filing ↗ | SEC filing ↗ |
| AVB AVALONBAY COMMUNITIES INC | Non-derivative | -4,480 | -$845.29K | SEC filing ↗ | SEC filing ↗ |
| NYF ISHARES NEW YORK MUNI BOND E | Non-derivative | -6,149 | -$331.44K | SEC filing ↗ | SEC filing ↗ |
3 / 57 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 Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 9, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1661114797
}Research all 1,040 reported holdings.
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