Armstrong Advisory Group, Inc
- SEC CIK
- 0001932952
- Latest filing
- Jul 13, 2026
The latest 13F from Armstrong Advisory Group, Inc covers Q2 2026 (filed Jul 13, 2026): 985 long positions worth $1.64B. The top 10 holdings make up 63.1% of the portfolio, and the largest is Schwab Strategic Tr at 14.3%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 61
- Est. +$4.27M
- Added
- 194
- Est. +$287.8M
- Reduced
- 208
- Est. −$270.6M
- Sold out
- 34
- Est. −$1.77M
Top 5 holdings
Share of this quarter's portfolio value
- Schwab Strategic Tr80852472214.3%$235.1M
- iShares Core S&P 500 ETF46428720013.9%$227.9M
- Vanguard Information Technology ETF92204A7027.5%$122.8M
- Schwab US Tips ETF8085248705.7%$93.5M
- iShares Tr4642886614.7%$77.2M
Biggest buys
New and added positions, by estimated amount bought
- Schwab Strategic Tr808524722+$145.7MAdded
- Vanguard Malvern FDS922020805+$72.8MAdded
- Exchange Traded Concepts Tru301505707+$18.0MAdded
- First Tr Exchange-Traded FD33737A108+$17.7MAdded
- Invesco Exchange Traded FD T46137V357+$5.81MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Schwab Strategic Tr808524722+9.10 pp5.2% → 14.3%
- Vanguard Malvern FDS922020805+4.43 pp<0.1% → 4.5%
- Vanguard Information Technology ETF92204A702+1.50 pp6.0% → 7.5%
- Exchange Traded Concepts Tru301505707+1.10 pp<0.1% → 1.1%
- First Tr Exchange-Traded FD33737A108+1.08 pp<0.1% → 1.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Core S&P 500 ETF464287200−$89.8MReduced
- iShares Tr464288661−$50.2MReduced
- Vanguard Scottsdale FDS92206C102−$37.6MReduced
- Invesco S&P 500 Quality ETF46137V241−$25.8MReduced
- ProShares Tr74347B557−$23.2MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Core S&P 500 ETF464287200−4.71 pp18.6% → 13.9%
- iShares Tr464288661−3.93 pp8.6% → 4.7%
- Vanguard Scottsdale FDS92206C102−2.54 pp2.6% → 0.1%
- Vanguard Instl Index FD922040845−1.76 pp6.2% → 4.5%
- ProShares Tr74347B557−1.46 pp1.5% → <0.1%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $1.64B
- +$151.7M (+10.2%) vs. prior quarter
- Positions
- 985
- +27 vs. prior quarter
- Top 10 concentration
- 63.1%
- Top 10 as share of value
- Turnover
- 17.4%
- Q2 2026, one quarter
- Average holding period
- 13.1 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $1.64B (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 13, 2026 | 985 | $1.64B | Schwab Strategic TriShares Core S&P 500 ETFVanguard Information Technology ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 10, 2026 | 958 | $1.49B | iShares Core S&P 500 ETFiShares TrVanguard Instl Index FD | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 8, 2026 | 952 | $1.48B | iShares Core S&P 500 ETFiShares TrVanguard Information Technology ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 8, 2025 | 940 | $1.42B | iShares Core S&P 500 ETFiShares TrVanguard Information Technology ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 14, 2025 | 925 | $1.32B | iShares Core S&P 500 ETFiShares TrVanguard Information Technology ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 10, 2025 | 842 | $1.25B | iShares Core S&P 500 ETFVanguard Total Bond Market ETFiShares Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 14, 2025 | 842 | $1.25B | iShares Core S&P 500 ETFVanguard Total Bond Market ETFiShares Tr | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 11, 2024 | 784 | $1.21B | Vanguard Total Bond Market ETFiShares Core S&P 500 ETFVanguard Information Technology ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 12, 2024 | 790 | $1.13B | Vanguard Total Bond Market ETFVanguard Information Technology ETFiShares Core S&P 500 ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 12, 2024 | 769 | $1.03B | iShares TrVanguard Information Technology ETFState Street SPDR Portfolio S&P 500 ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 17, 2024 | 769 | $1.03B | iShares TrVanguard Information Technology ETFState Street SPDR Portfolio S&P 500 ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 11, 2023 | 836 | $916.1M | iShares TrVanguard Information Technology ETFVanguard Scottsdale FDS | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 6, 2023 | 800 | $942.0M | iShares TrVanguard Information Technology ETFVanguard Scottsdale FDS | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 7, 2023 | 782 | $846.5M | Vanguard Scottsdale FDSiShares TrVanguard Information Technology ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 17, 2023 | 808 | $759.8M | Vanguard Total Bond Market ETFVanguard Information Technology ETFVanguard Health Care ETF | – | SEC |