ARMSTRONG ADVISORY GROUP, INC

CIK 0001932952 · NEEDHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

ARMSTRONG ADVISORY GROUP, INC reported 985 positions worth $1.64B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SCHK (14.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.64B
2026 Q2
Positions
985
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.1%
Est. Net Flow (Q)
2026 Q2
10 / 985 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHKSCHWAB STRATEGIC TRSH$235.1M14.31%6,518,923
2IVVISHARES TRSH$227.9M13.88%304,339
3VGTVANGUARD WORLD FDSH$122.8M7.47%1,027,235
4SCHPSCHWAB STRATEGIC TRSH$93.5M5.69%3,527,518
5IEIISHARES TRSH$77.2M4.70%657,428
6VBILVANGUARD INSTL INDEX FDSH$73.2M4.46%967,024
7VTIPVANGUARD MALVERN FDSSH$73.1M4.45%1,455,422
8BNDVANGUARD BD INDEX FDSSH$63.8M3.89%869,739
9VOXVANGUARD WORLD FDSH$35.2M2.14%191,215
10VHTVANGUARD WORLD FDSH$35.1M2.14%117,430

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ARMSTRONG ADVISORY GROUP, INC hold as of Q2 2026?

ARMSTRONG ADVISORY GROUP, INC reported 985 positions worth $1.64B in its Q2 2026 13F filing. Largest positions: SCHK (14.3%), IVV (13.9%), VGT (7.5%), SCHP (5.7%) and IEI (4.7%).

What did ARMSTRONG ADVISORY GROUP, INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ARMSTRONG ADVISORY GROUP, INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.