Managers / Q2 2025 · view latest →
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952 · 144 GOULD ST, 210, NEEDHAM, MA, 02494 · 7814330001
Reported Value
$1.3B
Q2 2025
Positions
927
Filings on Record
14
2019–present window
Filed
Jul 14, 2025
original filing
Summary
Armstrong Advisory Group, Inc reported $1.3B in U.S.-listed holdings across 927 positions for Q2 2025.
Its largest position, IVV, represents 10.6% of the portfolio.
Compared with Q1 2025, the fund opened 150 new positions and exited 67.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 959 | Apr 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 954 | Jan 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 941 | Oct 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 927 | Jul 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 843 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 843 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 785 | Oct 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 791 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.0B | 769 | Apr 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.0B | 769 | Jan 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $916M | 836 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $942M | 800 | Jul 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $847M | 782 | Apr 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $759.8B | 810 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.