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LEONID BERLINE

Armstrong Advisory Group, Inc

Assets Managed
$1.643B
Holdings
985
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.18%(2Q avg: 5.47%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Armstrong Advisory Group, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 985 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.643B in assets, with a quarterly growth rate of 10.18% and a 2-quarter average growth rate of 5.47%. The portfolio is managed by LEONID BERLINE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHK
Schwab 1000 Index Etf
Recent Activity
Increased 163.09%
14.32%
$235.072M
6.519M shares@ $36.06 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -28.26%
13.88%
$227.917M
304,339 shares@ $748.9 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 704.07%
7.48%
$122.775M
1.027M shares@ $119.53 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 3.51%
5.7%
$93.479M
3.528M shares@ $26.51 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -39.37%
4.71%
$77.215M
657,428 shares@ $117.45 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Decreased -21.08%
4.46%
$73.184M
967,024 shares@ $75.69 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 26444.27%
4.46%
$73.106M
1.455M shares@ $50.24 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.16%
3.89%
$63.848M
869,739 shares@ $73.41 avg price
VOX
Vanguard Communication Servi
Recent Activity
Increased 2.63%
2.15%
$35.174M
191,215 shares@ $183.96 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Increased 0.49%
2.14%
$35.113M
117,430 shares@ $299.01 avg price

1-10 of 985