ARMSTRONG ADVISORY GROUP, INC

Filed: 10/8/2025ACC: 0001932952-25-000006

📋 What this filing means

ARMSTRONG ADVISORY GROUP, INC filed this quarterly 13F‑HR report disclosing 940 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

940

Positions

$1.42B

Total AUM (reported)

15.23M

Total Shares

Allocation by class

CORE S&P500 ETF$154.76M10.9%

COM$139.29M9.8%

3 7 YR TREAS BD$114.44M8.1%

INF TECH ETF$111.36M7.9%

0-3 MO TREAS BIL$96.85M6.8%

TOTAL BND MRKT$90.23M6.4%

1000 INDEX ETF$78.05M5.5%

Portfolio Concentration

Top 3$380.55M26.8%

4–10$439.07M31.0%

11–25$335.47M23.7%

Rest$262.77M18.5%

Top 3 weight

26.8%

Top 10 weight

57.8%

Voting Authority Distribution

Total shares with voting rights: 15.23M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

15.23M

% of voting shares100.0%

Investment Discretion (by position count)

Sole940

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings940

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares231.22K

TypeSH

Market value$154.76M

10.91%

Sole

0.00

Shared

0.00

None

231.22K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares957.56K

TypeSH

Market value$114.44M

8.07%

Sole

0.00

Shared

0.00

None

957.56K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares149.14K

TypeSH

Market value$111.36M

7.85%

Sole

0.00

Shared

0.00

None

149.14K

VANGUARD INSTL INDEX FD

SOLE

0-3 MO TREAS BIL

Shares1.28M

TypeSH

Market value$96.85M

6.83%

Sole

0.00

Shared

0.00

None

1.28M

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.21M

TypeSH

Market value$90.23M

6.36%

Sole

0.00

Shared

0.00

None

1.21M

SCHWAB STRATEGIC TR

SOLE

1000 INDEX ETF

Shares2.43M

TypeSH

Market value$78.05M

5.50%

Sole

0.00

Shared

0.00

None

2.43M

SPDR GOLD TR

SOLE

GOLD SHS

Shares151.40K

TypeSH

Market value$53.82M

3.80%

Sole

0.00

Shared

0.00

None

151.40K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares827.24K

TypeSH

Market value$44.56M

3.14%

Sole

0.00

Shared

0.00

None

827.24K

ISHARES INC

SOLE

MSCI BRAZIL ETF

Shares1.26M

TypeSH

Market value$39.07M

2.76%

Sole

0.00

Shared

0.00

None

1.26M

SELECT SECTOR SPDR TR

SOLE

SBI CONS DISCR

Shares152.34K

TypeSH

Market value$36.51M

2.57%

Sole

0.00

Shared

0.00

None

152.34K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares184.41K

TypeSH

Market value$34.62M

2.44%

Sole

0.00

Shared

0.00

None

184.41K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares127.27K

TypeSH

Market value$33.04M

2.33%

Sole

0.00

Shared

0.00

None

127.27K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares538.79K

TypeSH

Market value$31.71M

2.24%

Sole

0.00

Shared

0.00

None

538.79K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares450.65K

TypeSH

Market value$30.42M

2.15%

Sole

0.00

Shared

0.00

None

450.65K

ISHARES INC

SOLE

MSCI JPN ETF NEW

Shares370.16K

TypeSH

Market value$29.69M

2.09%

Sole

0.00

Shared

0.00

None

370.16K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares164.56K

TypeSH

Market value$25.38M

1.79%

Sole

0.00

Shared

0.00

None

164.56K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares36.23K

TypeSH

Market value$24.14M

1.70%

Sole

0.00

Shared

0.00

None

36.23K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares272.85K

TypeSH

Market value$21.77M

1.54%

Sole

0.00

Shared

0.00

None

272.85K

APPLE INC

SOLE

COM

Shares81.62K

TypeSH

Market value$20.78M

1.47%

Sole

0.00

Shared

0.00

None

81.62K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares214.32K

TypeSH

Market value$16.80M

1.18%

Sole

0.00

Shared

0.00

None

214.32K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares621.26K

TypeSH

Market value$16.74M

1.18%

Sole

0.00

Shared

0.00

None

621.26K

MICROSOFT CORP

SOLE

COM

Shares27.43K

TypeSH

Market value$14.21M

1.00%

Sole

0.00

Shared

0.00

None

27.43K

PROSHARES TR

SOLE

SP500 EX TECH

Shares131.54K

TypeSH

Market value$13.26M

0.93%

Sole

0.00

Shared

0.00

None

131.54K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares23.03K

TypeSH

Market value$11.58M

0.82%

Sole

0.00

Shared

0.00

None

23.03K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares126.89K

TypeSH

Market value$11.34M

0.80%

Sole

0.00

Shared

0.00

None

126.89K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	231.22K	SH	$154.76M 10.91%	231.22K
ISHARES TRSOLE	3 7 YR TREAS BD	957.56K	SH	$114.44M 8.07%	957.56K
VANGUARD WORLD FDSOLE	INF TECH ETF	149.14K	SH	$111.36M 7.85%	149.14K
VANGUARD INSTL INDEX FDSOLE	0-3 MO TREAS BIL	1.28M	SH	$96.85M 6.83%	1.28M
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.21M	SH	$90.23M 6.36%	1.21M
SCHWAB STRATEGIC TRSOLE	1000 INDEX ETF	2.43M	SH	$78.05M 5.50%	2.43M
SPDR GOLD TRSOLE	GOLD SHS	151.40K	SH	$53.82M 3.80%	151.40K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	827.24K	SH	$44.56M 3.14%	827.24K
ISHARES INCSOLE	MSCI BRAZIL ETF	1.26M	SH	$39.07M 2.76%	1.26M
SELECT SECTOR SPDR TRSOLE	SBI CONS DISCR	152.34K	SH	$36.51M 2.57%	152.34K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	184.41K	SH	$34.62M 2.44%	184.41K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	127.27K	SH	$33.04M 2.33%	127.27K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	538.79K	SH	$31.71M 2.24%	538.79K
ISHARES INCSOLE	MSCI EMRG CHN	450.65K	SH	$30.42M 2.15%	450.65K
ISHARES INCSOLE	MSCI JPN ETF NEW	370.16K	SH	$29.69M 2.09%	370.16K
SELECT SECTOR SPDR TRSOLE	INDL	164.56K	SH	$25.38M 1.79%	164.56K
SPDR S&P 500 ETF TRSOLE	TR UNIT	36.23K	SH	$24.14M 1.70%	36.23K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	272.85K	SH	$21.77M 1.54%	272.85K
APPLE INCSOLE	COM	81.62K	SH	$20.78M 1.47%	81.62K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	214.32K	SH	$16.80M 1.18%	214.32K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	621.26K	SH	$16.74M 1.18%	621.26K
MICROSOFT CORPSOLE	COM	27.43K	SH	$14.21M 1.00%	27.43K
PROSHARES TRSOLE	SP500 EX TECH	131.54K	SH	$13.26M 0.93%	131.54K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	23.03K	SH	$11.58M 0.82%	23.03K
SELECT SECTOR SPDR TRSOLE	ENERGY	126.89K	SH	$11.34M 0.80%	126.89K

Page 1 of 38

…