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Armor Investment Advisors, LLC

CIK:0001694079
Investment Adviser
$389M AUM
149 holdings
Raleigh, NC, United States
Founded:2011
7 employees
Latest filing:Sep 30, 2025

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 Buys
F
FMDEFIDELITY COVINGTON TRUST
+$21.9M
I
IVVISHARES TR
+$15.6M
B
BNDVANGUARD BD INDEX FDS
+$13.3M
F
FENIFIDELITY COVINGTON TRUST
+$12.8M
I
IUSBISHARES TR
+$12.3M
Top Sells
D
DFASDIMENSIONAL ETF TRUST
-$9.3M
S
SCHFSCHWAB STRATEGIC TR
-$9.1M
I
IJHISHARES TR
-$7.8M
P
PTRBPGIM ETF TR
-$5.1M
J
JEPIJ P MORGAN EXCHANGE TRADED F
-$4.3M

Top Holdings

I
IVVISHARES TR
+13.6%$43.0M
F
FMDEFIDELITY COVINGTON TRUST
+7.2%$22.6M
F
FTECFIDELITY COVINGTON TRUST
+5.2%$16.6M
J
JPIEJ P MORGAN EXCHANGE TRADED F
+5.1%$16.2M
B
BNDVANGUARD BD INDEX FDS
+4.3%$13.5M

Equity Positions (147)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR13.63%$43.0M64,260$563.52$669.30+$15.6M
FIDELITY COVINGTON TRUST7.17%$22.6M625,753$36.09$36.15+$21.9M
FIDELITY COVINGTON TRUST5.25%$16.6M74,550$91.75$222.17+$278.5K
J P MORGAN EXCHANGE TRADED F5.15%$16.2M349,900$45.84$46.41+$8.8M
VANGUARD BD INDEX FDS4.29%$13.5M182,078$74.36$74.37+$13.3M

Industry Allocation

COMMERCIAL BANKS, NEC
+2.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.4%
REAL ESTATE INVESTMENT TRUSTS
+1.2%
SERVICES-PREPACKAGED SOFTWARE
+1.0%
SERVICES-BUSINESS SERVICES, NEC
+1.0%

Investment Team (1)

NameRoleLocationLinkedIn
Allison Miller
Allison Miller
PartnerChapel Hill, NC , United States