ARMSTRONG ADVISORY GROUP, INC

Q1 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
958
Total value ($000)
$1,490,851
Net value change ($000)
+11,159 (0.8%)
New positions
50
Sold out positions
46
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 113,760 69.6%
SCHP 73,790 436.7%
VBIL 42,565 84.9%
SPHQ 21,562 431240.0%
RSP 21,213 6332.2%
SPYV 18,336 NEW
IEI 10,655 9.0%
BCI 9,622 NEW
SPXT 8,077 56.8%
VGSH 7,102 22.5%
Top Reduces (Value $000, Stocks/ETFs)
IEF -66,132 -97.3%
SPYM -42,757 -89.3%
EMXC -32,278 -97.9%
BND -31,208 -33.5%
EWJ -29,918 -97.7%
XLF -28,773 -62.5%
VGT -23,787 -21.1%
VGK -23,157 -97.9%
EWZ -12,438 -30.7%
ROBO -10,759 -95.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type