ARMSTRONG ADVISORY GROUP, INC

Filed: 7/13/2026ACC: 0001932952-26-000004

📋 What this filing means

ARMSTRONG ADVISORY GROUP, INC filed this quarterly 13F‑HR report disclosing 986 equity positions with a total reported market value of $1.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

986

Positions

$1.64B

Total AUM (reported)

22.40M

Total Shares

Allocation by class

1000 INDEX ETF$235.07M14.3%

CORE S&P500 ETF$227.92M13.9%

COM$148.54M9.0%

INF TECH ETF$122.78M7.5%

US TIPS ETF$93.48M5.7%

3 7 YR TREAS BD$77.21M4.7%

0 3 MO TR BI ETF$73.18M4.5%

Portfolio Concentration

Top 3$585.76M35.7%

4–10$451.12M27.5%

11–25$312.44M19.0%

Rest$293.27M17.9%

Top 3 weight

35.7%

Top 10 weight

63.1%

Voting Authority Distribution

Total shares with voting rights: 22.40M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.40M

% of voting shares100.0%

Investment Discretion (by position count)

Sole986

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings986

Rows:

SCHWAB STRATEGIC TR

SOLE

1000 INDEX ETF

Shares6.52M

TypeSH

Market value$235.07M

14.31%

Sole

0.00

Shared

0.00

None

6.52M

ISHARES TR

SOLE

CORE S&P500 ETF

Shares304.34K

TypeSH

Market value$227.92M

13.88%

Sole

0.00

Shared

0.00

None

304.34K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares1.03M

TypeSH

Market value$122.78M

7.47%

Sole

0.00

Shared

0.00

None

1.03M

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares3.53M

TypeSH

Market value$93.48M

5.69%

Sole

0.00

Shared

0.00

None

3.53M

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares657.43K

TypeSH

Market value$77.21M

4.70%

Sole

0.00

Shared

0.00

None

657.43K

VANGUARD INSTL INDEX FD

SOLE

0 3 MO TR BI ETF

Shares967.02K

TypeSH

Market value$73.18M

4.46%

Sole

0.00

Shared

0.00

None

967.02K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares1.46M

TypeSH

Market value$73.11M

4.45%

Sole

0.00

Shared

0.00

None

1.46M

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares869.74K

TypeSH

Market value$63.85M

3.89%

Sole

0.00

Shared

0.00

None

869.74K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares191.22K

TypeSH

Market value$35.17M

2.14%

Sole

0.00

Shared

0.00

None

191.22K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares117.43K

TypeSH

Market value$35.11M

2.14%

Sole

0.00

Shared

0.00

None

117.43K

SELECT SECTOR SPDR TR

SOLE

ST STR DISCR ETF

Shares289.74K

TypeSH

Market value$33.98M

2.07%

Sole

0.00

Shared

0.00

None

289.74K

SELECT SECTOR SPDR TR

SOLE

ST STR INDL ETF

Shares160.83K

TypeSH

Market value$29.79M

1.81%

Sole

0.00

Shared

0.00

None

160.83K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares139.60K

TypeSH

Market value$29.70M

1.81%

Sole

0.00

Shared

0.00

None

139.60K

ISHARES INC

SOLE

MSCI BRAZIL ETF

Shares755.74K

TypeSH

Market value$26.07M

1.59%

Sole

0.00

Shared

0.00

None

755.74K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares34.86K

TypeSH

Market value$26.03M

1.58%

Sole

0.00

Shared

0.00

None

34.86K

SPDR SERIES TRUST

SOLE

ST STR P500VAL

Shares403.95K

TypeSH

Market value$24.56M

1.49%

Sole

0.00

Shared

0.00

None

403.95K

APPLE INC

SOLE

COM

Shares76.57K

TypeSH

Market value$22.16M

1.35%

Sole

0.00

Shared

0.00

None

76.57K

EXCHANGE TRADED CONCEPTS TRU

SOLE

ROBO GLB ETF

Shares217.30K

TypeSH

Market value$18.61M

1.13%

Sole

0.00

Shared

0.00

None

217.30K

SELECT SECTOR SPDR TR

SOLE

ST STR FINL ETF

Shares345.87K

TypeSH

Market value$18.54M

1.13%

Sole

0.00

Shared

0.00

None

345.87K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDQ CLN EDGE

Shares94.14K

TypeSH

Market value$18.05M

1.10%

Sole

0.00

Shared

0.00

None

94.14K

SELECT SECTOR SPDR TR

SOLE

ST STR STAPL ETF

Shares199.40K

TypeSH

Market value$16.56M

1.01%

Sole

0.00

Shared

0.00

None

199.40K

SPDR SERIES TRUST

SOLE

ST STR SP AERO

Shares48.30K

TypeSH

Market value$13.71M

0.83%

Sole

0.00

Shared

0.00

None

48.30K

SELECT SECTOR SPDR TR

SOLE

ST STR ENERG ETF

Shares244.16K

TypeSH

Market value$12.97M

0.79%

Sole

0.00

Shared

0.00

None

244.16K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares23.47K

TypeSH

Market value$11.74M

0.71%

Sole

0.00

Shared

0.00

None

23.47K

MICROSOFT CORP

SOLE

COM

Shares26.69K

TypeSH

Market value$9.96M

0.61%

Sole

0.00

Shared

0.00

None

26.69K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	1000 INDEX ETF	6.52M	SH	$235.07M 14.31%	6.52M
ISHARES TRSOLE	CORE S&P500 ETF	304.34K	SH	$227.92M 13.88%	304.34K
VANGUARD WORLD FDSOLE	INF TECH ETF	1.03M	SH	$122.78M 7.47%	1.03M
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	3.53M	SH	$93.48M 5.69%	3.53M
ISHARES TRSOLE	3 7 YR TREAS BD	657.43K	SH	$77.21M 4.70%	657.43K
VANGUARD INSTL INDEX FDSOLE	0 3 MO TR BI ETF	967.02K	SH	$73.18M 4.46%	967.02K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	1.46M	SH	$73.11M 4.45%	1.46M
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	869.74K	SH	$63.85M 3.89%	869.74K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	191.22K	SH	$35.17M 2.14%	191.22K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	117.43K	SH	$35.11M 2.14%	117.43K
SELECT SECTOR SPDR TRSOLE	ST STR DISCR ETF	289.74K	SH	$33.98M 2.07%	289.74K
SELECT SECTOR SPDR TRSOLE	ST STR INDL ETF	160.83K	SH	$29.79M 1.81%	160.83K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	139.60K	SH	$29.70M 1.81%	139.60K
ISHARES INCSOLE	MSCI BRAZIL ETF	755.74K	SH	$26.07M 1.59%	755.74K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	34.86K	SH	$26.03M 1.58%	34.86K
SPDR SERIES TRUSTSOLE	ST STR P500VAL	403.95K	SH	$24.56M 1.49%	403.95K
APPLE INCSOLE	COM	76.57K	SH	$22.16M 1.35%	76.57K
EXCHANGE TRADED CONCEPTS TRUSOLE	ROBO GLB ETF	217.30K	SH	$18.61M 1.13%	217.30K
SELECT SECTOR SPDR TRSOLE	ST STR FINL ETF	345.87K	SH	$18.54M 1.13%	345.87K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDQ CLN EDGE	94.14K	SH	$18.05M 1.10%	94.14K
SELECT SECTOR SPDR TRSOLE	ST STR STAPL ETF	199.40K	SH	$16.56M 1.01%	199.40K
SPDR SERIES TRUSTSOLE	ST STR SP AERO	48.30K	SH	$13.71M 0.83%	48.30K
SELECT SECTOR SPDR TRSOLE	ST STR ENERG ETF	244.16K	SH	$12.97M 0.79%	244.16K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	23.47K	SH	$11.74M 0.71%	23.47K
MICROSOFT CORPSOLE	COM	26.69K	SH	$9.96M 0.61%	26.69K

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