ARMSTRONG ADVISORY GROUP, INC

Filed: 1/8/2026ACC: 0001932952-26-000001

📋 What this filing means

ARMSTRONG ADVISORY GROUP, INC filed this quarterly 13F‑HR report disclosing 953 equity positions with a total reported market value of $1.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

953

Positions

$1.48B

Total AUM (reported)

16.59M

Total Shares

Allocation by class

CORE S&P500 ETF$163.36M11.0%

COM$143.11M9.7%

3 7 YR TREAS BD$117.97M8.0%

INF TECH ETF$112.92M7.6%

TOTAL BND MRKT$93.30M6.3%

1000 INDEX ETF$82.88M5.6%

7-10 YR TRSY BD$67.99M4.6%

Portfolio Concentration

Top 3$394.25M26.6%

4–10$428.81M29.0%

11–25$372.56M25.2%

Rest$284.07M19.2%

Top 3 weight

26.6%

Top 10 weight

55.6%

Voting Authority Distribution

Total shares with voting rights: 16.59M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

16.59M

% of voting shares100.0%

Investment Discretion (by position count)

Sole953

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings953

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares238.50K

TypeSH

Market value$163.36M

11.04%

Sole

0.00

Shared

0.00

None

238.50K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares988.40K

TypeSH

Market value$117.97M

7.97%

Sole

0.00

Shared

0.00

None

988.40K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares149.81K

TypeSH

Market value$112.92M

7.63%

Sole

0.00

Shared

0.00

None

149.81K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.26M

TypeSH

Market value$93.30M

6.31%

Sole

0.00

Shared

0.00

None

1.26M

SCHWAB STRATEGIC TR

SOLE

1000 INDEX ETF

Shares2.53M

TypeSH

Market value$82.88M

5.60%

Sole

0.00

Shared

0.00

None

2.53M

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares707.01K

TypeSH

Market value$67.99M

4.59%

Sole

0.00

Shared

0.00

None

707.01K

VANGUARD INSTL INDEX FD

SOLE

0-3 MO TREAS BIL

Shares664.70K

TypeSH

Market value$50.14M

3.39%

Sole

0.00

Shared

0.00

None

664.70K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares596.97K

TypeSH

Market value$47.89M

3.24%

Sole

0.00

Shared

0.00

None

596.97K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares840.96K

TypeSH

Market value$46.06M

3.11%

Sole

0.00

Shared

0.00

None

840.96K

ISHARES INC

SOLE

MSCI BRAZIL ETF

Shares1.28M

TypeSH

Market value$40.56M

2.74%

Sole

0.00

Shared

0.00

None

1.28M

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares308.22K

TypeSH

Market value$36.80M

2.49%

Sole

0.00

Shared

0.00

None

308.22K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares189.67K

TypeSH

Market value$36.73M

2.48%

Sole

0.00

Shared

0.00

None

189.67K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares124.38K

TypeSH

Market value$35.80M

2.42%

Sole

0.00

Shared

0.00

None

124.38K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares453.80K

TypeSH

Market value$32.98M

2.23%

Sole

0.00

Shared

0.00

None

453.80K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares538.10K

TypeSH

Market value$31.60M

2.14%

Sole

0.00

Shared

0.00

None

538.10K

ISHARES INC

SOLE

MSCI JAPAN ETF

Shares379.42K

TypeSH

Market value$30.63M

2.07%

Sole

0.00

Shared

0.00

None

379.42K

SELECT SECTOR SPDR TR

SOLE

STATE STREET IND

Shares166.44K

TypeSH

Market value$25.82M

1.74%

Sole

0.00

Shared

0.00

None

166.44K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares34.85K

TypeSH

Market value$23.76M

1.61%

Sole

0.00

Shared

0.00

None

34.85K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares282.86K

TypeSH

Market value$23.65M

1.60%

Sole

0.00

Shared

0.00

None

282.86K

APPLE INC

SOLE

COM

Shares80.71K

TypeSH

Market value$21.94M

1.48%

Sole

0.00

Shared

0.00

None

80.71K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares637.89K

TypeSH

Market value$16.90M

1.14%

Sole

0.00

Shared

0.00

None

637.89K

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares214.95K

TypeSH

Market value$16.70M

1.13%

Sole

0.00

Shared

0.00

None

214.95K

PROSHARES TR

SOLE

SP500 EX TECH

Shares136.83K

TypeSH

Market value$14.21M

0.96%

Sole

0.00

Shared

0.00

None

136.83K

MICROSOFT CORP

SOLE

COM

Shares27.73K

TypeSH

Market value$13.41M

0.91%

Sole

0.00

Shared

0.00

None

27.73K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares23.12K

TypeSH

Market value$11.62M

0.79%

Sole

0.00

Shared

0.00

None

23.12K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	238.50K	SH	$163.36M 11.04%	238.50K
ISHARES TRSOLE	3 7 YR TREAS BD	988.40K	SH	$117.97M 7.97%	988.40K
VANGUARD WORLD FDSOLE	INF TECH ETF	149.81K	SH	$112.92M 7.63%	149.81K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.26M	SH	$93.30M 6.31%	1.26M
SCHWAB STRATEGIC TRSOLE	1000 INDEX ETF	2.53M	SH	$82.88M 5.60%	2.53M
ISHARES TRSOLE	7-10 YR TRSY BD	707.01K	SH	$67.99M 4.59%	707.01K
VANGUARD INSTL INDEX FDSOLE	0-3 MO TREAS BIL	664.70K	SH	$50.14M 3.39%	664.70K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	596.97K	SH	$47.89M 3.24%	596.97K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	840.96K	SH	$46.06M 3.11%	840.96K
ISHARES INCSOLE	MSCI BRAZIL ETF	1.28M	SH	$40.56M 2.74%	1.28M
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	308.22K	SH	$36.80M 2.49%	308.22K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	189.67K	SH	$36.73M 2.48%	189.67K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	124.38K	SH	$35.80M 2.42%	124.38K
ISHARES INCSOLE	MSCI EMRG CHN	453.80K	SH	$32.98M 2.23%	453.80K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	538.10K	SH	$31.60M 2.14%	538.10K
ISHARES INCSOLE	MSCI JAPAN ETF	379.42K	SH	$30.63M 2.07%	379.42K
SELECT SECTOR SPDR TRSOLE	STATE STREET IND	166.44K	SH	$25.82M 1.74%	166.44K
SPDR S&P 500 ETF TRSOLE	TR UNIT	34.85K	SH	$23.76M 1.61%	34.85K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	282.86K	SH	$23.65M 1.60%	282.86K
APPLE INCSOLE	COM	80.71K	SH	$21.94M 1.48%	80.71K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	637.89K	SH	$16.90M 1.14%	637.89K
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	214.95K	SH	$16.70M 1.13%	214.95K
PROSHARES TRSOLE	SP500 EX TECH	136.83K	SH	$14.21M 0.96%	136.83K
MICROSOFT CORPSOLE	COM	27.73K	SH	$13.41M 0.91%	27.73K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	23.12K	SH	$11.62M 0.79%	23.12K

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