ARMSTRONG ADVISORY GROUP, INC

Filed: 7/14/2025ACC: 0001932952-25-000004

📋 What this filing means

ARMSTRONG ADVISORY GROUP, INC filed this quarterly 13F‑HR report disclosing 926 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

926

Positions

$1.32B

Total AUM (reported)

14.60M

Total Shares

Allocation by class

CORE S&P500 ETF$139.49M10.6%

COM$129.52M9.8%

3 7 YR TREAS BD$112.21M8.5%

INF TECH ETF$98.40M7.5%

0-3 MO TREAS BIL$95.24M7.2%

TOTAL BND MRKT$87.99M6.7%

1000 INDEX ETF$72.64M5.5%

Portfolio Concentration

Top 3$350.09M26.5%

4–10$430.48M32.6%

11–25$320.26M24.2%

Rest$219.88M16.6%

Top 3 weight

26.5%

Top 10 weight

59.1%

Voting Authority Distribution

Total shares with voting rights: 14.60M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

14.60M

% of voting shares100.0%

Investment Discretion (by position count)

Sole926

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings926

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares224.65K

TypeSH

Market value$139.49M

10.56%

Sole

0.00

Shared

0.00

None

224.65K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares942.23K

TypeSH

Market value$112.21M

8.50%

Sole

0.00

Shared

0.00

None

942.23K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares148.35K

TypeSH

Market value$98.40M

7.45%

Sole

0.00

Shared

0.00

None

148.35K

VANGUARD INSTL INDEX FD

SOLE

0-3 MO TREAS BIL

Shares1.26M

TypeSH

Market value$95.24M

7.21%

Sole

0.00

Shared

0.00

None

1.26M

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.20M

TypeSH

Market value$87.99M

6.66%

Sole

0.00

Shared

0.00

None

1.20M

SCHWAB STRATEGIC TR

SOLE

1000 INDEX ETF

Shares2.44M

TypeSH

Market value$72.64M

5.50%

Sole

0.00

Shared

0.00

None

2.44M

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares858.78K

TypeSH

Market value$50.48M

3.82%

Sole

0.00

Shared

0.00

None

858.78K

SPDR GOLD TR

SOLE

GOLD SHS

Shares148K

TypeSH

Market value$45.12M

3.42%

Sole

0.00

Shared

0.00

None

148K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares824.70K

TypeSH

Market value$43.19M

3.27%

Sole

0.00

Shared

0.00

None

824.70K

ISHARES INC

SOLE

MSCI BRAZIL ETF

Shares1.24M

TypeSH

Market value$35.83M

2.71%

Sole

0.00

Shared

0.00

None

1.24M

SELECT SECTOR SPDR TR

SOLE

SBI CONS DISCR

Shares152.83K

TypeSH

Market value$33.21M

2.51%

Sole

0.00

Shared

0.00

None

152.83K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares128.14K

TypeSH

Market value$31.82M

2.41%

Sole

0.00

Shared

0.00

None

128.14K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares184.17K

TypeSH

Market value$31.50M

2.38%

Sole

0.00

Shared

0.00

None

184.17K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares445.06K

TypeSH

Market value$28.10M

2.13%

Sole

0.00

Shared

0.00

None

445.06K

ISHARES INC

SOLE

MSCI JPN ETF NEW

Shares365.13K

TypeSH

Market value$27.37M

2.07%

Sole

0.00

Shared

0.00

None

365.13K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares163.77K

TypeSH

Market value$24.16M

1.83%

Sole

0.00

Shared

0.00

None

163.77K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares36.44K

TypeSH

Market value$22.51M

1.70%

Sole

0.00

Shared

0.00

None

36.44K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares264.18K

TypeSH

Market value$20.47M

1.55%

Sole

0.00

Shared

0.00

None

264.18K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares195.47K

TypeSH

Market value$18.72M

1.42%

Sole

0.00

Shared

0.00

None

195.47K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares215.74K

TypeSH

Market value$17.47M

1.32%

Sole

0.00

Shared

0.00

None

215.74K

APPLE INC

SOLE

COM

Shares82.16K

TypeSH

Market value$16.86M

1.28%

Sole

0.00

Shared

0.00

None

82.16K

MICROSOFT CORP

SOLE

COM

Shares27.25K

TypeSH

Market value$13.55M

1.03%

Sole

0.00

Shared

0.00

None

27.25K

PROSHARES TR

SOLE

SP500 EX TECH

Shares129.13K

TypeSH

Market value$12.37M

0.94%

Sole

0.00

Shared

0.00

None

129.13K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares23.23K

TypeSH

Market value$11.28M

0.85%

Sole

0.00

Shared

0.00

None

23.23K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares127.92K

TypeSH

Market value$10.85M

0.82%

Sole

0.00

Shared

0.00

None

127.92K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	224.65K	SH	$139.49M 10.56%	224.65K
ISHARES TRSOLE	3 7 YR TREAS BD	942.23K	SH	$112.21M 8.50%	942.23K
VANGUARD WORLD FDSOLE	INF TECH ETF	148.35K	SH	$98.40M 7.45%	148.35K
VANGUARD INSTL INDEX FDSOLE	0-3 MO TREAS BIL	1.26M	SH	$95.24M 7.21%	1.26M
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.20M	SH	$87.99M 6.66%	1.20M
SCHWAB STRATEGIC TRSOLE	1000 INDEX ETF	2.44M	SH	$72.64M 5.50%	2.44M
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	858.78K	SH	$50.48M 3.82%	858.78K
SPDR GOLD TRSOLE	GOLD SHS	148K	SH	$45.12M 3.42%	148K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	824.70K	SH	$43.19M 3.27%	824.70K
ISHARES INCSOLE	MSCI BRAZIL ETF	1.24M	SH	$35.83M 2.71%	1.24M
SELECT SECTOR SPDR TRSOLE	SBI CONS DISCR	152.83K	SH	$33.21M 2.51%	152.83K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	128.14K	SH	$31.82M 2.41%	128.14K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	184.17K	SH	$31.50M 2.38%	184.17K
ISHARES INCSOLE	MSCI EMRG CHN	445.06K	SH	$28.10M 2.13%	445.06K
ISHARES INCSOLE	MSCI JPN ETF NEW	365.13K	SH	$27.37M 2.07%	365.13K
SELECT SECTOR SPDR TRSOLE	INDL	163.77K	SH	$24.16M 1.83%	163.77K
SPDR S&P 500 ETF TRSOLE	TR UNIT	36.44K	SH	$22.51M 1.70%	36.44K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	264.18K	SH	$20.47M 1.55%	264.18K
ISHARES TRSOLE	7-10 YR TRSY BD	195.47K	SH	$18.72M 1.42%	195.47K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	215.74K	SH	$17.47M 1.32%	215.74K
APPLE INCSOLE	COM	82.16K	SH	$16.86M 1.28%	82.16K
MICROSOFT CORPSOLE	COM	27.25K	SH	$13.55M 1.03%	27.25K
PROSHARES TRSOLE	SP500 EX TECH	129.13K	SH	$12.37M 0.94%	129.13K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	23.23K	SH	$11.28M 0.85%	23.23K
SELECT SECTOR SPDR TRSOLE	ENERGY	127.92K	SH	$10.85M 0.82%	127.92K

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