Armor Investment Advisors, LLC
Armor Investment Advisors, LLC provides custom wealth management, financial planning, investment management, and legacy planning services. The firm emphasizes a client-centric, fiduciary approach designed to reduce financial stress and build trust.
Investment Strategy
Comprehensive, personalized wealth management grounded in trust and client-centricity, acting as a fiduciary. Focuses on financial planning, investment management, and legacy planning to help clients navigate evolving needs.
Latest 13F Filing Activity
Armor Investment Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 147 equity positions with a total 13F market value of $316M. The fund increased holdings in Fidelity Covington Trust, Ishares TR, Vanguard BD Index FDS among other positions. Armor Investment Advisors, LLC reduced exposure to Dimensional Etf Trust, Schwab Strategic TR, Ishares TR among others.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.63% | $43.0M | 64,260 | $563.52 | $669.30 | +$15.6M |
F FMDE | FIDELITY COVINGTON TRUST | 7.17% | $22.6M | 625,753 | $36.09 | $36.15 | +$21.9M |
F FTEC | FIDELITY COVINGTON TRUST | 5.25% | $16.6M | 74,550 | $91.75 | $222.17 | +$278.5K |
J JPIE | J P MORGAN EXCHANGE TRADED F | 5.15% | $16.2M | 349,900 | $45.84 | $46.41 | +$8.8M |
B BND | VANGUARD BD INDEX FDS | 4.29% | $13.5M | 182,078 | $74.36 | $74.37 | +$13.3M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
| Partner | Chapel Hill, NC , United States |
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