ARMSTRONG ADVISORY GROUP, INC

Q2 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
986
Total value ($000)
$1,642,592
Net value change ($000)
+151,741 (10.2%)
New positions
65
Sold out positions
38
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHK 157,439 202.8%
VTIP 72,832 26581.0%
VGT 33,637 37.7%
ROBO 18,146 3877.4%
GRID 17,718 5304.8%
RSP 8,155 37.8%
SPYV 6,220 33.9%
XLI 4,549 18.0%
SPY 3,312 14.6%
VHT 3,288 10.3%
Top Reduces (Value $000, Stocks/ETFs)
IEI -51,405 -40.0%
IVV -49,200 -17.8%
VGSH -37,861 -97.8%
SPXT -21,710 -97.4%
SPHQ -21,496 -99.7%
VBIL -19,519 -21.1%
BCI -9,358 -97.3%
XOP -5,237 -97.1%
EWZ -2,047 -7.3%
XLE -1,717 -11.7%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type