Institutional Fund
Armstrong Advisory Group, Inc
Needham, MACIK 19329525 filings on record
Portfolio Value
$1.49B
Q1 2026
Holdings
956
Reported positions
New Buys
52
Opened this quarter
QoQ Change
+0.8%
from $1.48B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr18.6%
- Ishares Tr8.6%
- Vanguard Instl Index Fd6.2%
- Schwab Strategic Tr6.1%
- Vanguard World Fd6.0%
- Schwab Strategic Tr5.2%
- Other49.3%
Portfolio Holdings
956 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 424.2K | $277.12M | 18.6% | +185.7K | Added |
| 2 | Ishares Tr | 1.08M | $128.62M | 8.6% | +96.1K | Added |
| 3 | Vanguard Instl Index Fd | 1.23M | $92.70M | 6.2% | +560.7K | Added |
| 4 | Schwab Strategic Tr | 3.41M | $90.69M | 6.1% | +2.77M | Added |
| 5 | Vanguard World Fd | 127.8K | $89.14M | 6.0% | −22.1K | Reduced |
| 6 | Schwab Strategic Tr | 2.48M | $77.63M | 5.2% | −49.0K | Reduced |
| 7 | Vanguard Bd Index Fds | 843.1K | $62.09M | 4.2% | −416.4K | Reduced |
| 8 | Vanguard Scottsdale Fds | 661.2K | $38.70M | 2.6% | +123.1K | Added |
| 9 | Vanguard World Fd | 186.3K | $33.51M | 2.2% | −3.3K | Reduced |
| 10 | Vanguard World Fd | 116.9K | $31.83M | 2.1% | −7.5K | Reduced |
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