Armstrong Advisory Group, Inc.
Armstrong Advisory Group, Inc. (AAG) is a registered investment adviser based in Needham, Massachusetts. Founded as a corporation in Massachusetts and registered with the SEC in April 2022, AAG provides wealth management, financial planning, and investment management services, with a focus on serving individuals and families. The firm is owned and operated by Michael Armstrong (President) along with other managing partners. AAG emphasizes custom, client-first strategies, guiding clients through various market cycles to preserve wealth and achieve financial goals. It is headquartered at 144 Gould Street, Suite 210, Needham, MA, and employs a small team including investment adviser representatives and support staff.
Investment Strategy
AAG employs a comprehensive, client-tailored investment approach focusing on the preservation of wealth and meeting clients' income needs. They construct unique portfolios based on clients’ individual risk tolerances and objectives, using a broad mix of investment products including mutual funds, ETFs, equities, and fixed income. Their process emphasizes independent advice, diversification, active management, and the integration of financial planning with portfolio management to align with each client’s long-term financial goals.
Latest 13F Filing Activity
Armstrong Advisory Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 923 equity positions with a total 13F market value of $1B. The fund increased holdings in Schwab Strategic TR, Ishares TR, Vanguard World FD among other positions. Armstrong Advisory Group, Inc. reduced exposure to Vanguard Scottsdale FDS, Ishares TR, United Parcel Service Inc. among others.
Top Holdings
Equity Positions (923)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.91% | $154.8M | 231,222 | $511.81 | $669.30 | +$15.3M |
I IEI | ISHARES TR | 8.07% | $114.4M | 957,560 | $117.39 | $119.51 | +$2.2M |
V VGT | VANGUARD WORLD FD | 7.85% | $111.4M | 149,144 | $335.68 | $746.63 | +$13.0M |
V VBIL | VANGUARD INSTL INDEX FD | 6.83% | $96.8M | 1,280,789 | $75.55 | $75.61 | +$1.6M |
B BND | VANGUARD BD INDEX FDS | 6.36% | $90.2M | 1,213,221 | $72.30 | $74.37 | +$2.2M |
Industry Allocation
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