Data as of Q4 2025 (Dec 31, 2025)

ARMSTRONG ADVISORY GROUP, INC

โ€ขCIK: 1932952โ€ขFiling: Q4 2025

**ARMSTRONG ADVISORY GROUP, INC** manages $1.5B across a diversified portfolio of 950 positions. The strategy exhibits a strong tilt toward broad market exposure, evidenced by top holdings including IVV ($163.4M) and IEI ($118.0M). Significant allocations are also directed toward sector and factor plays, notably VGT ($112.9M) and BND ($93.3M). This concentration suggests a systematic approach balancing core market indices with targeted growth and fixed-income exposure.

Total AUM
$1.5B
QoQ Performance
+4.4%
Positions
742
Top 10 Concentration
56.8%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IEI
VGT
BND
SCHK
IVV11.0%
IEI8.0%
VGT7.6%
BND6.3%
SCHK5.6%
IEF4.6%
VBIL3.4%
SPYM3.2%

๐Ÿ“ˆ Biggest Buys

IEF
ISHARES TR
+2754.6%
4.6% of portfolio
SPYM
SPDR SERIES TRUST
+1254.1%
3.2% of portfolio
XLY
SELECT SECTOR SPDR TR
+102.3%
2.5% of portfolio
XLE
SELECT SECTOR SPDR TR
+101.5%
0.8% of portfolio
IVV
ISHARES TR
+3.1%
11.0% of portfolio

๐Ÿ“‰ Biggest Sells

GQ9
SPDR GOLD TR
-94.3%
0.2% of portfolio
VBIL
VANGUARD INSTL INDEX FD
-48.1%
3.4% of portfolio
URA
GLOBAL X FDS
-95.0%
0.0% of portfolio
SPHY
SPDR SERIES TRUST
-49.9%
0.1% of portfolio
SPY
SPDR S&P 500 ETF TR
-3.8%
1.6% of portfolio

Sector Breakdown

Other77.8%
ETF13.4%
Technology3.5%
Financial1.3%
Consumer1.0%
Healthcare1.0%
Industrial0.9%
Consumer Staples0.3%

๐Ÿšช Exited Positionssold since Q3 2025

VICI
VICI PPTYS INC
SOLD
$276.0K
IBIT
ISHARES BITCOIN TRUST ETF
SOLD
$274.8K
VMC
VULCAN MATLS CO
SOLD
$261.0K
DELL
DELL TECHNOLOGIES INC
SOLD
$259.3K
CMCSA
COMCAST CORP NEW
SOLD
$257.2K
+737 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘116 increased
โ†“51 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023