Arkolith/Funds/Armor Investment Advisors, LLC

Armor Investment Advisors, LLC

CIK 1694079
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Armor Investment Advisors, LLC holds a focused book of 155 reported positions worth $311.7M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Lamar Advertising Co-A and trimmed Fidelity Msci Info Tech Indx. Their largest long position is Ishares Core S&P 500 ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.6%
+13.2%/yr · since Oct '25
Their reported book
+10.9%
held from quarter-end
S&P 500
+14.8%
same window
$9K$10K$11K$11K$12KOct '25Dec '25Feb '26May '26Jul '26Sep '26
Armor Investment Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Armor Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
58%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

14% mapped to company sectors

ETFs / funds
85%
Information Technology
5%
Financials
2%
Consumer Discretionary
2%
Utilities
1%
Real Estate
1%
Health Care
1%
No sector on file yet
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Armor Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd23 / 80$1.0B
Draper Asset Management, LLC8 / 80$168.6M
Emerald Advisors, LLC26 / 80$673.4M
9823 Capital, L.P.9 / 80$117.4M
Marest Capital, LLC9 / 80$152.4M
Yarbrough Capital, LLC16 / 80$2.1B
JBF Capital, Inc.12 / 80$563.5M
Hoey Investments, Inc41 / 80$569.6M

Ranked by the share of each fund's own book sitting in the names it shares with Armor Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

155 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$53.0M70.8K
17.0%
+1.7%
Added · +1K sh
2J P Morgan Exchange Traded F
INCOME ETF
$27.2M589.8K
8.7%
+8.6%
Added · +47K sh
3Fidelity Covington Trust
ENHANCED INTL
$18.0M449.5K
5.8%
+3.1%
Added · +13K sh
4Fidelity Covington Trust
MSCI INFO TECH I
$16.0M56.1K
5.1%
−1.8%
Reduced · −999 sh
5Capital Group Growth ETF
SHS CREAT UNIT
$13.3M281.9K
4.3%
+0.8%
Added · +2K sh
6Ishares TR
CORE UNIVRSL USD
$11.8M256.2K
3.8%
−0.1%
Reduced · −224 sh
7Capital Group Dividend Value
SHS CREAT UNIT
$11.7M237.7K
3.8%
+10%
Added · +22K sh
8Vanguard BD Index FDS
TOTAL BND MRKT
$11.0M150.3K
3.5%
−1.5%
Reduced · −2K sh
9Fidelity Covington Trust
ENH MID COR ETF
$9.8M241.1K
3.1%
−12%
Reduced · −31K sh
10Capital Group New Geography
SHS
$8.4M224.8K
2.7%
+3.1%
Added · +7K sh
11Schwab Strategic TR
INTL EQTY ETF
$6.3M225.7K
2.0%
−1.1%
Reduced · −3K sh
12Fidelity Covington Trust
ENHANCED SML CAP
$6.0M124.6K
1.9%
+12%
Added · +14K sh
13Fidelity Merrimack STR TR
TOTAL BD ETF
$5.9M130.2K
1.9%
+56%
Added · +47K sh
14BlackRock ETF Trust
ISHARES US EQUIT
$5.5M81.4K
1.8%
+20%
Added · +13K sh
15Ishares TR
NATIONAL MUN ETF
$5.5M51.1K
1.8%
+3.0%
Added · +1K sh
16Ishares TR
CORE S&P MCP ETF
$5.4M70.4K
1.7%
−8.3%
Reduced · −6K sh
17Ishares TR
ISHARES SEMICDTR
$5.1M7.9K
1.6%
−2.4%
Reduced · −197 sh
18Advisors Inner Circle FD III
STRATEGAS MACRO
$5.0M105.1K
1.6%
−0.6%
Reduced · −637 sh
19Dimensional ETF Trust
US SMALL CAP ETF
$4.0M48.1K
1.3%
−3.2%
Reduced · −2K sh
20Meta Platforms Inc
CL A
$3.8M6.8K
1.2%
~0%
Added · +3 sh
21Alphabet Inc
CAP STK CL A
$2.9M8.1K
0.9%
−3.0%
Reduced · −247 sh
22Ishares Inc
CORE MSCI EMKT
$2.8M34.0K
0.9%
+16%
Added · +5K sh
23Microsoft Corp
COM
$2.7M7.2K
0.9%
+2.5%
Added · +176 sh
24BlackRock ETF Trust
ISHA I IN TE ETF
$2.5M47.3K
0.8%
+17%
Added · +7K sh
25Visa Inc
COM CL A
$2.4M7.1K
0.8%
−1.3%
Reduced · −92 sh
26Fidelity Covington Trust
MSCI HLTH CARE I
$2.4M30.6K
0.8%
−2.4%
Reduced · −752 sh
27JPMorgan Chase & Co
COM
$2.3M7.1K
0.7%
−3.3%
Reduced · −242 sh
28Select Sector SPDR TR
ST STR TECHN ETF
$2.3M12.0K
0.7%
−0.1%
Reduced · −6 sh
29Digital Rlty TR Inc
COM
$2.0M11.0K
0.6%
−6.0%
Reduced · −707 sh
30Schwab Strategic TR
US DIVIDEND EQ
$1.9M61.0K
0.6%
−9.2%
Reduced · −6K sh
31Eli Lilly & Co
COM
$1.9M1.6K
0.6%
Held
32Vanguard Whitehall FDS
HIGH DIV YLD
$1.8M11.7K
0.6%
−3.6%
Reduced · −437 sh
33T Rowe Price Exchange-Traded
ULTRA SHRT TRM
$1.8M37.0K
0.6%
−2.3%
Reduced · −868 sh
34Lowes Cos Inc
COM
$1.8M8.3K
0.6%
−2.2%
Reduced · −191 sh
35Nvidia Corporation
COM
$1.8M9.1K
0.6%
−1.0%
Reduced · −95 sh
36Walmart Inc
COM
$1.8M15.5K
0.6%
−0.4%
Reduced · −68 sh
37Southern Co
COM
$1.7M17.3K
0.5%
−14%
Reduced · −3K sh
38State STR SPDR S&P 500 ETF T
TR UNIT
$1.6M2.2K
0.5%
Held
39Duke Energy Corp New
COM NEW
$1.6M13.0K
0.5%
−4.8%
Reduced · −652 sh
40Deere & Co
COM
$1.6M2.6K
0.5%
−3.6%
Reduced · −96 sh
41ASML Hldg NV
N Y REGISTRY SHS
$1.6M814
0.5%
Held
42Schwab Strategic TR
EMRG MKTEQ ETF
$1.5M42.2K
0.5%
−1.1%
Reduced · −490 sh
43Vanguard Admiral FDS Inc
500 GRTH IDX F
$1.4M17.1K
0.5%
+500%
Added · +14K sh
44Pgim ETF TR
TOTA RETU BD ETF
$1.4M32.9K
0.4%
−4.4%
Reduced · −2K sh
45Ishares TR
CONV BD ETF
$1.3M10.7K
0.4%
−2.4%
Reduced · −260 sh
46Schwab Strategic TR
US SML CAP ETF
$1.2M33.8K
0.4%
−1.3%
Reduced · −443 sh
47J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.2M21.5K
0.4%
−21%
Reduced · −6K sh
48Progressive Corp
COM
$1.2M5.4K
0.4%
~0%
Reduced · −1 sh
49Vanguard Index FDS
TOTAL STK MKT
$1.1M3.1K
0.4%
+1.8%
Added · +56 sh
50Schwab Strategic TR
US MID-CAP ETF
$966K26.2K
0.3%
−4.3%
Reduced · −1K sh
Showing 50 of 155 positions
Build

Ask your agent what Armor Investment Advisors, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1694079/holdings"
Ask your agent
Use Arkolith to show Armor Investment Advisors, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$315.6M · Q3 2025Q3 2025 · $315.6MQ2 2026 · $311.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202635d155$311.7M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202629d160$277.5M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d151$271.9M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d149$315.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.