Institutional Manager · CIK 0001932952
ARMSTRONG ADVISORY GROUP, INC
NEEDHAM, MA · File #028-22728
Latest AUM
$1.48B
Positions
954
Top-10 Concentration
61.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025954 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Sep 2025941 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Jun 2025927 pos · $1.32B
- 13F HOLDINGS REPORTQ/E Mar 2025880 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Dec 2024843 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Sep 2024785 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Jun 2024791 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Mar 2024801 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Dec 2023836 pos · $976.1M
- 13F HOLDINGS REPORTQ/E Sep 2023800 pos · $942.0M
- 13F HOLDINGS REPORTQ/E Jun 2023782 pos · $846.5M
- 13F HOLDINGS REPORTQ/E Mar 2023810 pos · $759.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 238,498 | $163.4M | 12.25% |
| 2 | ISHARES TR | 464288661 | 988,397 | $118.0M | 8.84% |
| 3 | VANGUARD WORLD FD | 92204A702 | 149,812 | $112.9M | 8.47% |
| 4 | VANGUARD BD INDEX FDS | 921937835 | 1,259,561 | $93.3M | 6.99% |
| 5 | SCHWAB STRATEGIC TR | 808524722 | 2,526,887 | $82.9M | 6.21% |
| 6 | ISHARES TR | 464287440 | 707,015 | $68.0M | 5.10% |
| 7 | VANGUARD INSTL INDEX FD | 922040845 | 664,698 | $50.1M | 3.76% |
| 8 | SPDR SERIES TRUST | 78464A854 | 596,970 | $47.9M | 3.59% |
| 9 | SELECT SECTOR SPDR TR | 81369Y605 | 840,963 | $46.1M | 3.45% |
| 10 | ISHARES INC | 464286400 | 1,276,599 | $40.6M | 3.04% |
| 11 | SELECT SECTOR SPDR TR | 81369Y407 | 308,217 | $36.8M | 2.76% |
| 12 | VANGUARD WORLD FD | 92204A884 | 189,669 | $36.7M | 2.75% |
| 13 | VANGUARD WORLD FD | 92204A504 | 124,375 | $35.8M | 2.68% |
| 14 | ISHARES INC | 46434G764 | 453,795 | $33.0M | 2.47% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C102 | 538,099 | $31.6M | 2.37% |
| 16 | ISHARES INC | 46434G822 | 379,420 | $30.6M | 2.30% |
| 17 | SELECT SECTOR SPDR TR | 81369Y704 | 166,442 | $25.8M | 1.94% |
| 18 | SPDR S&P 500 ETF TR | SPY | 34,846 | $23.8M | 1.78% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042874 | 282,855 | $23.6M | 1.77% |
| 20 | APPLE INC | AAPL | 80,714 | $21.9M | 1.65% |