1y return+15.0%S&P 500 +20.9%
3y return+41.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $154 against $195 in the S&P 500.2
Armstrong Advisory Group, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHKSchwab Strategic Tr | $235.1M | 14.3% | +163.1% |
| IVVIshares Tr | $227.9M | 13.9% | −28.3% |
| VGTVanguard World Fd | $122.8M | 7.5% | |
| SCHPSchwab Strategic Tr | $93.5M | 5.7% | +3.5% |
| IEIIshares Tr | $77.2M | 4.7% | −39.4% |
| VBILVanguard Instl Index Fd | $73.2M | 4.5% | −21.1% |
| VTIPVanguard Malvern Fds | $73.1M | 4.5% | +26444.3% |
| BNDVanguard Bd Index Fds | $63.8M | 3.9% | +3.2% |
| VOXVanguard World Fd | $35.2M | 2.1% | +2.6% |
| VHTVanguard World Fd | $35.1M | 2.1% | |
| XLYSelect Sector Spdr Tr | $34.0M | 2.1% | +1.2% |
| XLISelect Sector Spdr Tr | $29.8M | 1.8% | +3.1% |
| RSPInvesco Exchange Traded Fd T | $29.7M | 1.8% | +24.3% |
| EWZIshares Inc | $26.1M | 1.6% | +3.2% |
| SPYState Str Spdr S&p 500 Etf T | $26.0M | 1.6% | |
| SPYVSpdr Series Trust | $24.6M | 1.5% | +24.6% |
| AAPLApple Inc | $22.2M | 1.3% | |
| ROBOExchange Traded Concepts Tru | $18.6M | 1.1% | +3075.9% |
| XLFSelect Sector Spdr Tr | $18.5M | 1.1% | −1.2% |
| GRIDFirst Tr Exchange-traded Fd | $18.1M | 1.1% | +4510.3% |
| XLPSelect Sector Spdr Tr | $16.6M | 1.0% | +2.1% |
| XARSpdr Series Trust | $13.7M | 0.8% | +4.1% |
| XLESelect Sector Spdr Tr | $13.0M | 0.8% | +1.9% |
| BRK/BBerkshire Hathaway Inc Del | $11.7M | 0.7% | +1.9% |
| MSFTMicrosoft Corp | $10.0M | 0.6% | −3.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $5.9M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $8.1M |
| VGTVanguard World Fd | December 31, 2022 | +199.4% | $122.8M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $8.6M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $7.2M |
| VOXVanguard World Fd | December 31, 2022 | +123.6% | $35.2M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $22.2M |
| XARSpdr Series Trust | December 31, 2023 | +109.6% | $13.7M |
| VOOVanguard Index Fds | December 31, 2022 | +95.5% | $8.1M |
| SCHKSchwab Strategic Tr | December 31, 2022 | +95.3% | $235.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $896K
- SHYIshares Tr was $249K
- MUNYVanguard Ny Tax Free Fds was $197K
- INDAIshares Tr was $132K
- IDMOInvesco Exch Traded Fd Tr II was $81K
- Dupont De Nemours IncCUSIP 26614N102 was $29K
- WSOWatsco Inc was $24K
- GISGeneral Mills Inc was $23K
- HRTGHeritage Insurance Hldgs Inc was $21K
- Taseko Mines LtdCUSIP 876511106 was $19K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Armstrong Advisory Group, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1932952&type=13F-HR&dateb=&owner=include&count=40CIK 1932952
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1932952/000193295226000004/Filed July 13, 2026 · accession 0001932952-26-000004