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Leonid Berline

Armstrong Advisory Group, Inc

Assets Managed
$1.491B
Holdings
958
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
0.76%(2Q avg: 2.56%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Armstrong Advisory Group, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 958 positions.

Assets under management

The assets under management (AUM) of Armstrong Advisory Group, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.491B in assets, with a quarterly growth rate of 0.76% and a 2-quarter average growth rate of 2.56%. The portfolio is managed by Leonid Berline, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 77.88%
18.59%
$277.117M
424,239 shares@ $653.22 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 9.73%
8.63%
$128.62M
1.084M shares@ $118.6 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 84.36%
6.22%
$92.703M
1.225M shares@ $75.66 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 434.28%
6.09%
$90.688M
3.408M shares@ $26.62 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -14.72%
5.98%
$89.138M
127,756 shares@ $697.73 avg price
SCHK
Schwab 1000 Index Etf
Recent Activity
Decreased -1.93%
5.21%
$77.633M
2.478M shares@ $31.33 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -33.06%
4.17%
$62.088M
843,135 shares@ $73.65 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 22.88%
2.6%
$38.705M
661,171 shares@ $58.55 avg price
VOX
Vanguard Communication Servi
Recent Activity
Decreased -1.76%
2.25%
$33.509M
186,325 shares@ $179.84 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Decreased -6.03%
2.14%
$31.825M
116,863 shares@ $272.33 avg price

1-10 of 958