ARMSTRONG ADVISORY GROUP, INC

Registered adviser

CIK

1932952

Location

NEEDHAM, MA

Portfolio Value

Mid $1,561,135,173

Diversification

Diversified

Filing Date

Global Rank

#1,836 / 8,819 ▲ 80 · as of Jun 2026

Top Industry

Consumer Electronics 13.8%

Period ended 29 days ago

Filed Oct 9, 2026 · 20d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 318662

Roster of Oct 1, 2026

Regulatory AUM

$1,668,179,022

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,668,179,022	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$1,437,702,524	Individuals and high net worth (100%)
Mar 2024 to Feb 2025	$1,221,314,451	Individuals and high net worth (100%)
May 2023 to Feb 2024	$1,019,991,578	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$1,019,991,578	Individuals and high net worth (100%)
Sep 2022 to Jan 2023	$889,124,634	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 77.5% of the book (60%+)

Turnover

Medium turnover

54.5% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 79.7%; sector active share 74.7% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,032 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

22.4%

+1.9 pts

Top 5

73.9%

+11.2 pts

Top 10

84.9%

+7.4 pts

HHI

1,288

Diversified+203

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.9%	$1,372,843,906	305
Technology	4.3%	$66,450,296	129
Industrials	1.6%	$25,632,119	110
Financial Services	1.5%	$23,098,265	116
Consumer Cyclical	1.2%	$18,297,623	73
Healthcare	1.1%	$17,551,191	85
Communication Services	0.6%	$8,751,337	32
Consumer Defensive	0.5%	$8,435,633	28
Energy	0.5%	$8,223,163	56
Utilities	0.4%	$6,899,278	32
Real Estate	0.2%	$3,018,047	30
Basic Materials	0.1%	$1,934,315	36

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+2,119,510	2,989,249	$209,695,817
IEF	iShares 7-10 Year Treasury Bond ETF	+609,376	623,109	$55,649,864
EWZ	iShares MSCI Brazil ETF	+510,464	1,266,204	$47,166,099
GDX	VanEck Gold Miners ETF	+281,945	287,930	$25,280,254
SCHP	Schwab U.S. TIPS ETF	+102,157	3,629,675	$91,213,732
RSP	Victory Portfolios II	+85,853	225,453	$0
XSVN	BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	+20,987	21,013	$938,020
SGOV	iShares 0-3 Month Treasury Bond ETF	+20,442	53,099	$5,346,007
IVV	iShares Core S&P 500 ETF	+14,982	319,321	$244,551,987
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+12,600	416,551	$25,463,762
TLTW	iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	+7,517	143,406	$2,906,839
RSPA		+6,179	25,988	$1,339,681
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+5,248	43,376	$2,054,287
LQDW	iShares, Inc.	+4,503	107,397	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+4,190	26,439	$2,499,543
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+3,612	293,353	$31,928,540
XLF	State Street Corp	+3,453	349,320	$0
SCHZ	Schwab U.S. Aggregate Bond ETF	+2,931	7,670	$169,507
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+2,799	148,702	$6,083,398
QYLD	Global X NASDAQ 100 Covered Call ETF	+2,776	6,926	$128,477
BAR	GraniteShares Gold Trust	+2,568	20,360	$832,927
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,464	1,029,699	$129,402,273
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+2,257	163,085	$27,231,933
FLBR	Franklin FTSE Brazil ETF	+2,250	9,374	$219,351
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+2,194	2,971	$134,437
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−1,445,493	9,929	$488,705
VBIL	Vanguard Institutional Index Funds	−959,763	7,261	$549,802
SCHK	Schwab 1000 Index ETF	−932,638	5,586,285	$204,793,208
IEI	iShares 3-7 Year Treasury Bond ETF	−479,302	178,126	$20,206,613
ROBO	ROBO Global Robotics and Automation Index ETF	−213,709	3,587	$288,610
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	−93,183	960	$170,025
BIVIW	Biovie Inc.	−46,000	19,900	$6,280
VANI	Vivani Medical, Inc.	−20,000	25,000	$31,000
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−19,515	7,189	$407,328
TAN	Invesco Ltd.	−11,736	20	$0
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	−7,000	418	$8,169
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	−5,858	5,978	$154,650
GOVT	iShares U.S. Treasury Bond ETF	−5,547	122,564	$2,680,474
SCHX	Schwab U.S. Large-Cap ETF	−4,989	55,974	$1,679,220
CPRT	Copart Inc	−4,946	99,249	$2,707,512
XOM	ExxonMobil Holdings Corp	−3,149	17,967	$2,924,129
ONDS	Ondas Inc.	−2,935	1,559	$11,427
AGNC	AGNC Investment Corp.	−2,058	26,432	$239,738
AMLP	Alerian MLP ETF	−1,719	5,704	$295,866
HYGW	iShares High Yield Corporate Bond BuyWrite Strategy ETF	−1,295	7,200	$203,515
SNDA	Sonida Senior Living, Inc.	−1,289	6,280	$236,002
MUB	iShares National Muni Bond ETF	−1,223	4,973	$502,770
KO	Coca Cola Co	−1,105	40,207	$3,461,018
—		−1,044	16,394	$0
VICI	Vici Properties Inc.	−1,038	7,397	$169,909
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VMRK	Vivmark Residential	12,627	$767,216
FBCV	Fidelity Blue Chip Value ETF	2,879	$118,558
AIS	VistaShares Artificial Intelligence Supercycle ETF	1,547	$115,591
CPNJ	Calamos Nasdaq-100 Structured Alt Protection ETF - June	3,621	$100,737
CPSA	Calamos S&P 500 Structured Alt Protection ETF - August	3,558	$99,984
CPRJ		3,597	$98,325
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	808	$79,668
PWV	Invesco Large Cap Value ETF	478	$36,471
XRP	Bitwise XRP ETF	1,609	$26,757
TOST	Toast, Inc.	888	$25,743
MLPI	NEOS MLP & Energy Infrastructure High Income ETF	500	$25,105
SCHE	Schwab Emerging Markets Equity ETF	646	$23,546
USRT	iShares Core U.S. REIT ETF	354	$21,799
NBOS	Neuberger Option Strategy ETF	697	$19,836
SAN	Banco Santander, S.A.	1,400	$19,362
IEUR	iShares Core MSCI Europe ETF	259	$19,088
SPMB	State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF	811	$17,144
SNOW	Snowflake Inc.	47	$15,959
CEVA	Ceva Inc	425	$15,015
IMCB	iShares Morningstar Mid-Cap ETF	140	$13,227
HNGE	Hinge Health, Inc.	109	$10,599
TRGP	Targa Resources Corp.	36	$9,731
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	531	$7,933
BKH	Black Hills Corp	113	$7,919
DXJ	WisdomTree Japan Hedged Equity Fund	43	$7,763
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		4,480	$845,331
NYF	iShares New York Muni Bond ETF	6,149	$331,492
BNDX	Vanguard Total International Bond ETF	4,708	$228,008
—		682	$52,118
BSTZ	BlackRock Science & Technology Term Trust	1,627	$48,858
MDT	Medtronic plc	437	$34,186
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	377	$30,148
FIW	First Trust Water ETF	202	$22,123
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	863	$20,315
BST	BlackRock Science & Technology Trust	389	$19,726
DLX	Deluxe Corp	819	$19,557
CSQ	Calamos Strategic Total Return Fund	863	$17,743
GAB	Gabelli Equity Trust Inc	3,014	$17,059
UTF	Cohen & Steers Infrastructure Fund Inc	595	$16,416
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	588	$16,275
AMPX	Amprius Technologies, Inc.	1,122	$15,550
GLPI	Gaming & Leisure Properties, Inc.	324	$14,427
EMET	VanEck Copper and Electrification Metals ETF	346	$13,892
ADM	Archer-Daniels-Midland Co	146	$11,154
XTIA	XTI Aerospace, Inc.	5,500	$9,955
NVA	Nova Minerals Corp	1,925	$9,086
—		175	$6,093
NTRS	Northern Trust Corp	30	$5,215
URI	United Rentals, Inc.	4	$4,531
CTAS	Cintas Corp	26	$4,422
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,032 tracked positions · $1,561,135,173 total · filing declares 1,041 positions · $1,661,114,797 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,032 positions by value · page 1 of 21

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	319,321	+14,982	$244,551,987	+7.3%	15.67%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	2,989,249	+2,119,510	$209,695,817	+228.4%	13.43%
SCHK	Schwab 1000 Index ETF	Reduced	5,586,285	-932,638	$204,793,208	−12.9%	13.12%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	1,029,699	+2,464	$129,402,273	+5.4%	8.29%
SCHP	Schwab U.S. TIPS ETF	Added	3,629,675	+102,157	$91,213,732	−2.4%	5.84%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	623,109	+609,376	$55,649,864	+4184.9%	3.56%
EWZ	iShares MSCI Brazil ETF	Added	1,266,204	+510,464	$47,166,099	+80.9%	3.02%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	117,799	+369	$37,233,907	+6.0%	2.39%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Added	192,879	+1,664	$36,760,808	+4.5%	2.35%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	293,353	+3,612	$31,928,540	−6.0%	2.05%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	163,085	+2,257	$27,231,933	−8.6%	1.74%
SPY	Spdr S&P 500 ETF Trust	Reduced	34,709	-153	$26,470,124	+1.7%	1.70%
AAPL	Apple Inc. Technology	Added	78,125	+1,553	$26,017,187	+17.4%	1.67%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	416,551	+12,600	$25,463,762	+3.7%	1.63%
GDX	VanEck Gold Miners ETF	Added	287,930	+281,945	$25,280,254	+5498.3%	1.62%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	178,126	-479,302	$20,206,613	−73.8%	1.29%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	244,862	+704	$15,059,013	+16.1%	0.96%
MSFT	Microsoft Corp Technology	Reduced	26,473	-218	$13,578,001	+36.4%	0.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,311	-158	$11,607,712	−1.2%	0.74%
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	Added	48,916	+621	$11,311,825	−17.5%	0.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,287	+369	$9,040,906	+5.6%	0.58%
VOO	VANGUARD 500 INDEX FUND	Reduced	11,764	-54	$8,244,917	+1.6%	0.53%
LLY	ELI LILLY & Co Healthcare	Added	6,825	+102	$7,897,071	−2.1%	0.51%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	189,576	+258	$7,476,877	−12.9%	0.48%
QQQ	Invesco Qqq Trust, Series 1	Added	9,783	+24	$7,237,169	+0.7%	0.46%
NVDA	Nvidia Corp Technology	Added	29,984	+663	$6,847,745	+16.7%	0.44%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	148,702	+2,799	$6,083,398	−5.3%	0.39%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	66,728	-122	$5,989,505	+2.0%	0.38%
DE	Deere & Co Industrials	Reduced	8,785	-21	$5,899,566	+5.6%	0.38%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	53,099	+20,442	$5,346,007	+62.6%	0.34%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	33,220	+31	$5,155,744	−1.7%	0.33%
JEPI	JPMorgan Equity Premium Income ETF	Added	76,338	+803	$4,291,722	+0.6%	0.27%
TJX	Tjx Companies Inc Consumer Cyclical	Added	31,912	+3	$4,222,276	−12.7%	0.27%
VIG	Vanguard Specialized Funds	Added	15,084	+2	$3,519,248	−1.4%	0.23%
KO	Coca Cola Co Consumer Defensive	Reduced	40,207	-1,105	$3,461,018	+3.1%	0.22%
VXUS	Vanguard Total International Stock ETF	Added	37,137	+1,670	$3,155,159	+4.1%	0.20%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,217	+77	$3,075,130	+2.1%	0.20%
XOM	ExxonMobil Holdings Corp Energy	Reduced	17,967	-3,149	$2,924,129	+1.3%	0.19%
TLTW	iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	Added	143,406	+7,517	$2,906,839	−4.2%	0.19%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	37,105	+139	$2,866,361	−1.9%	0.18%
GLD	Spdr Gold Trust	Reduced	7,371	-223	$2,807,171	+0.3%	0.18%
AIQ	Global X Artificial Intelligence & Technology ETF	Reduced	41,902	-193	$2,730,334	−1.1%	0.17%
CPRT	Copart Inc Industrials	Reduced	99,249	-4,946	$2,707,512	−7.8%	0.17%
ABBV	AbbVie Inc. Healthcare	Added	10,276	+1,083	$2,688,098	+16.2%	0.17%
GOVT	iShares U.S. Treasury Bond ETF	Reduced	122,564	-5,547	$2,680,474	−8.2%	0.17%
UPS	United Parcel Service Inc Industrials	Added	27,565	+194	$2,575,673	−12.5%	0.16%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	26,439	+4,190	$2,499,543	+13.5%	0.16%
PFF	iShares Preferred and Income Securities ETF	Added	79,768	+559	$2,353,156	−2.6%	0.15%
XYLD	Global X S&P 500 Covered Call ETF	Reduced	56,591	-332	$2,349,658	+1.2%	0.15%
GOOGL	Alphabet Inc. Communication Services	Added	6,821	+674	$2,346,969	+6.8%	0.15%

Showing the top 50 of 1,032 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.