ARMSTRONG ADVISORY GROUP, INC

Q3 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
1,040
Total value ($000)
$1,661,115
Net value change ($000)
+18,523 (1.1%)
New positions
113
Sold out positions
58
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BND 145,848 228.4%
IEF 54,351 4184.1%
GDX 24,828 5492.9%
EWZ 21,093 80.9%
RSP 17,196 57.9%
IVV 16,635 7.3%
VGT 6,627 5.4%
AAPL 3,860 17.4%
MSFT 3,622 36.4%
EXXONMOBIL HOLDINGS CORP 2,924 NEW
Top Reduces (Value $000, Stocks/ETFs)
VBIL -72,634 -99.2%
VTIP -72,617 -99.3%
IEI -57,008 -73.8%
SCHK -30,279 -12.9%
ROBO -18,325 -98.4%
GRID -17,882 -99.1%
XOM -2,887 -100.0%
XLI -2,558 -8.6%
XAR -2,394 -17.5%
SCHP -2,265 -2.4%
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