ARMSTRONG ADVISORY GROUP, INC

Filed: 4/10/2026ACC: 0001932952-26-000002

📋 What this filing means

ARMSTRONG ADVISORY GROUP, INC filed this quarterly 13F‑HR report disclosing 958 equity positions with a total reported market value of $1.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

958

Positions

$1.49B

Total AUM (reported)

17.69M

Total Shares

Allocation by class

CORE S&P500 ETF$277.12M18.6%

COM$136.43M9.2%

3 7 YR TREAS BD$128.62M8.6%

0-3 MO TREAS BIL$92.70M6.2%

US TIPS ETF$90.69M6.1%

INF TECH ETF$89.14M6.0%

1000 INDEX ETF$77.63M5.2%

Portfolio Concentration

Top 3$498.44M33.4%

4–10$423.59M28.4%

11–25$291.57M19.6%

Rest$277.26M18.6%

Top 3 weight

33.4%

Top 10 weight

61.8%

Voting Authority Distribution

Total shares with voting rights: 17.69M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

17.69M

% of voting shares100.0%

Investment Discretion (by position count)

Sole958

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings958

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares424.24K

TypeSH

Market value$277.12M

18.59%

Sole

0.00

Shared

0.00

None

424.24K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares1.08M

TypeSH

Market value$128.62M

8.63%

Sole

0.00

Shared

0.00

None

1.08M

VANGUARD INSTL INDEX FD

SOLE

0-3 MO TREAS BIL

Shares1.23M

TypeSH

Market value$92.70M

6.22%

Sole

0.00

Shared

0.00

None

1.23M

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares3.41M

TypeSH

Market value$90.69M

6.08%

Sole

0.00

Shared

0.00

None

3.41M

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares127.76K

TypeSH

Market value$89.14M

5.98%

Sole

0.00

Shared

0.00

None

127.76K

SCHWAB STRATEGIC TR

SOLE

1000 INDEX ETF

Shares2.48M

TypeSH

Market value$77.63M

5.21%

Sole

0.00

Shared

0.00

None

2.48M

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares843.13K

TypeSH

Market value$62.09M

4.16%

Sole

0.00

Shared

0.00

None

843.13K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares661.17K

TypeSH

Market value$38.70M

2.60%

Sole

0.00

Shared

0.00

None

661.17K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares186.32K

TypeSH

Market value$33.51M

2.25%

Sole

0.00

Shared

0.00

None

186.32K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares116.86K

TypeSH

Market value$31.83M

2.13%

Sole

0.00

Shared

0.00

None

116.86K

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares286.43K

TypeSH

Market value$31.21M

2.09%

Sole

0.00

Shared

0.00

None

286.43K

ISHARES INC

SOLE

MSCI BRAZIL ETF

Shares732.49K

TypeSH

Market value$28.12M

1.89%

Sole

0.00

Shared

0.00

None

732.49K

SELECT SECTOR SPDR TR

SOLE

STATE STREET IND

Shares156.07K

TypeSH

Market value$25.24M

1.69%

Sole

0.00

Shared

0.00

None

156.07K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares34.94K

TypeSH

Market value$22.72M

1.52%

Sole

0.00

Shared

0.00

None

34.94K

PROSHARES TR

SOLE

SP500 EX TECH

Shares220K

TypeSH

Market value$22.29M

1.50%

Sole

0.00

Shared

0.00

None

220K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares286.83K

TypeSH

Market value$21.57M

1.45%

Sole

0.00

Shared

0.00

None

286.83K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares112.28K

TypeSH

Market value$21.55M

1.45%

Sole

0.00

Shared

0.00

None

112.28K

APPLE INC

SOLE

COM

Shares76.99K

TypeSH

Market value$19.54M

1.31%

Sole

0.00

Shared

0.00

None

76.99K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares324.07K

TypeSH

Market value$18.34M

1.23%

Sole

0.00

Shared

0.00

None

324.07K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares350.15K

TypeSH

Market value$17.29M

1.16%

Sole

0.00

Shared

0.00

None

350.15K

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares195.32K

TypeSH

Market value$16.01M

1.07%

Sole

0.00

Shared

0.00

None

195.32K

SELECT SECTOR SPDR TR

SOLE

STATE STREET ENE

Shares239.69K

TypeSH

Market value$14.68M

0.98%

Sole

0.00

Shared

0.00

None

239.69K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares46.39K

TypeSH

Market value$11.78M

0.79%

Sole

0.00

Shared

0.00

None

46.39K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares23.02K

TypeSH

Market value$11.03M

0.74%

Sole

0.00

Shared

0.00

None

23.02K

MICROSOFT CORP

SOLE

COM

Shares27.53K

TypeSH

Market value$10.19M

0.68%

Sole

0.00

Shared

0.00

None

27.53K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	424.24K	SH	$277.12M 18.59%	424.24K
ISHARES TRSOLE	3 7 YR TREAS BD	1.08M	SH	$128.62M 8.63%	1.08M
VANGUARD INSTL INDEX FDSOLE	0-3 MO TREAS BIL	1.23M	SH	$92.70M 6.22%	1.23M
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	3.41M	SH	$90.69M 6.08%	3.41M
VANGUARD WORLD FDSOLE	INF TECH ETF	127.76K	SH	$89.14M 5.98%	127.76K
SCHWAB STRATEGIC TRSOLE	1000 INDEX ETF	2.48M	SH	$77.63M 5.21%	2.48M
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	843.13K	SH	$62.09M 4.16%	843.13K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	661.17K	SH	$38.70M 2.60%	661.17K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	186.32K	SH	$33.51M 2.25%	186.32K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	116.86K	SH	$31.83M 2.13%	116.86K
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	286.43K	SH	$31.21M 2.09%	286.43K
ISHARES INCSOLE	MSCI BRAZIL ETF	732.49K	SH	$28.12M 1.89%	732.49K
SELECT SECTOR SPDR TRSOLE	STATE STREET IND	156.07K	SH	$25.24M 1.69%	156.07K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	34.94K	SH	$22.72M 1.52%	34.94K
PROSHARES TRSOLE	SP500 EX TECH	220K	SH	$22.29M 1.50%	220K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	286.83K	SH	$21.57M 1.45%	286.83K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	112.28K	SH	$21.55M 1.45%	112.28K
APPLE INCSOLE	COM	76.99K	SH	$19.54M 1.31%	76.99K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	324.07K	SH	$18.34M 1.23%	324.07K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	350.15K	SH	$17.29M 1.16%	350.15K
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	195.32K	SH	$16.01M 1.07%	195.32K
SELECT SECTOR SPDR TRSOLE	STATE STREET ENE	239.69K	SH	$14.68M 0.98%	239.69K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	46.39K	SH	$11.78M 0.79%	46.39K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	23.02K	SH	$11.03M 0.74%	23.02K
MICROSOFT CORPSOLE	COM	27.53K	SH	$10.19M 0.68%	27.53K

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