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13F holdings · Q3 2026

Armstrong Advisory Group

Needham, MA · files as Armstrong Advisory Group, Inc
Holdings as of Sep 30, 2026Filed Oct 9, 2026Next filing due Feb 15, 2027CIK 1932952

Armstrong Advisory Group reported 1,040 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (14.7%), BND (12.6%) and SCHK (12.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVV, BND and VGT, trimmed SCHK, SPY and IEI and sold out of XOM, NYF and OKE.

Reported value$1.7B+1.1% vs last quarter
Stocks held1,040114 new · 59 sold out
Top 5 weight53.0%fairly concentrated
Turnover35%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IVV
Ishares TR
$245M14.7%319K+15K (+5%)8 of 8
2
BND
Vanguard BD Index Fds
$210M12.6%3M+2.1M (+244%)8 of 8
3
SCHK
Schwab Strategic TR
$205M12.3%5.6M−933K (−14%)8 of 8
4
VGT
Vanguard World FD
$129M7.8%1M+2,464 (+0%)8 of 8
5
SCHP
Schwab US Tips ETF
$91.2M5.5%3.6M+102K (+3%)8 of 8
6
IEF
Ishares TR
$55.6M3.4%623K+609K (+4437%)8 of 8
7
EWZ
Ishares Inc
$47.2M2.8%1.3M+510K (+68%)6 of 8
8
RSP
Invesco Exchange Traded FD T
$46.9M2.8%225K+86K (+61%)8 of 8
9
VHT
Vanguard World FD
$37.2M2.2%118K+369 (+0%)8 of 8
10
VOX
Vanguard World FD
$36.8M2.2%193K+1,664 (+1%)8 of 8
🔒 1030 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$2.9M21K
AVALONBAY CMNTYS INC
$845K4,480
NYF
Ishares TR
$331K6,149
OKE
Oneok Inc New
$233K2,685
BNDX
Vanguard Total
$228K4,708

🔒 Free account: see all 30.

Reported value

last 8 quarters
$1.3BQ4 '24
$1.3BQ1 '25
$1.3BQ2 '25
$1.4BQ3 '25
$1.5BQ4 '25
$1.5BQ1 '26
$1.6BQ2 '26
$1.7BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 9, 202613F-HRQ3 2026SEC filing ↗

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Armstrong Advisory Group 13F FAQ

What does Armstrong Advisory Group own?

Armstrong Advisory Group reported 1,040 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (14.7%), BND (12.6%) and SCHK (12.3%). The table above lists every position in the filing (the top 10 without an account).

What did Armstrong Advisory Group buy and sell in Q3 2026?

Compared with Q2 2026: 114 new positions, 222 added to, 180 trimmed and 59 sold out. New positions include XOM. It sold all of XOM, NYF and OKE.

When will Armstrong Advisory Group file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Armstrong Advisory Group's portfolio worth?

The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.