Armstrong Advisory Group Increases Exposure to Growth ETFs Amid Quarterly Shifts

Armstrong Advisory Group's portfolio saw significant changes in the first quarter of 2026, marked by substantial increases in several strategic trusts and funds while reducing positions in others.

By Insiderset.Jul 14, 2026, 9:50 AM
Armstrong Advisory Group Increases Exposure to Growth ETFs Amid Quarterly Shifts

As reported for the period ending June 30th, 2026, Armstrong Advisory Group Inc. has demonstrated notable shifts within its portfolio holdings. The firm's actions reflect a dynamic approach to managing assets during this quarter.

Prominent Purchases This Quarter

Armstrong Advisory Group significantly bolstered several positions in the first quarter of 2026:

  • SCHK, SCHWAB STRATEGIC TR, saw a massive increase of +4,041,006 shares (163.08% change), adding substantial value to its current portfolio allocation.
  • VGT, VANGUARD WORLD FD, experienced a huge jump of +899,479 shares (704.06% change), indicating strong confidence in this fund's performance.
  • VTIP, VANGUARD MALVERN FDS, also showed a significant increase of +144,993 shares (26.4k% change), suggesting an increased focus on this area.
  • ROBO, EXCHANGE TRADED CONCEPTS TRU, was added or substantially increased with +210,454 shares (3.07k% change), representing a new strategic interest.
  • GRID, FIRST TR EXCHANGE-TRADED FD, showed strong growth of +92,101 shares (45.1k% change) during the quarter.

Notable Reductions and Exits

In contrast to these significant additions, Armstrong Advisory Group also reduced exposure or exited certain holdings:

  • VGSH, VANGUARD SCOTTSDALE FDS, experienced a sharp decline of -646,677 shares (-97.81% change), effectively exiting this position.
  • BCI, ABRDN ETFS, saw its stake decrease by -384,291 shares (-97.01% change) during the quarter.
  • SPYV, SPDR SERIES TRUST, was reduced slightly with a -286,500 share decrease (though not explicitly stated in allocation percentage change).
  • DTCR, GLOBAL X FDS, faced a reduction of -39,518 shares (-58.7% change), indicating divestment activity.
  • VGK (not listed in the provided data but mentioned as sold) was also exited or significantly reduced by Armstrong Advisory Group, though specific details are not included here.

Tech and Growth Focus Remains Strong

The changes underscore a continued emphasis on technology-related funds within their portfolio. The substantial increase in VGT (4.7% allocation change) highlights this focus, as does the significant rise in SCHK. These actions suggest Armstrong is actively seeking opportunities within growth-oriented sectors.

Mixed Signals on Specific ETFs

While some tech-focused funds saw major boosts, others experienced reductions. For instance, SPYV, another SPDR Series Trust fund, was reduced slightly (-38,649 shares or -0.2% change). Similarly, the position in DTCR decreased significantly.

Sector Insights and Overall Strategy

The disclosed sector allocations show Armstrong's portfolio heavily concentrated in broad market funds (88.55%) with minor exposures across various sectors including Technology, Industrials, Financial Services, Consumer Cyclical, Healthcare, Utilities, Consumer Defensive, Communication Services, and Energy.

Overall, the first quarter filing indicates a proactive management style by Armstrong Advisory Group Inc., characterized by large inflows into specific trusts like SCHWAB STRATEGIC TR (SCHK), VANGUARD WORLD FD (VGT), and VANGUARD MALVERN FDS (VTIP). This was balanced against significant outflows from funds such as GLOBAL X FDS (DTCR) and Vanguard Scottsdale FDS (VGSH).

For more detailed analysis of Armstrong Advisory Group's holdings, visit their profile page here. You can explore the specific stocks they interacted with like SCHWAB STRATEGIC TR (SCHK), VANGUARD WORLD FD (VGT), and others by visiting their respective stock pages linked via symbols.