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Armor Investment Advisors, LLC — 13F Holdings & Portfolio

CIK 1694079 · latest 13F-HR filed 2026-08-04

Backtest portfolio

Armor Investment Advisors, LLC manages $311.7M in 13F-reported U.S. long-equity assets across 155 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (17.01%), JPIE (8.71%), FENI (5.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 8, added to 90, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4101 LAKE BOONE TRAIL, SUITE 208
RALEIGH, NC 27607
Phone
(919) 571-4382
Filing Manager
Armor Investment Advisors, LLC
RALEIGH, NC
Signatory
John Vietor Purrington
CEO
Loading holdings…
AUM

$311.7M

Long-equity book

Holdings

155

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+3 / −8 / ↑90 / ↓27

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$7.6M +16.6%
  • FIDELITY COVINGTON TRUST$4.1M +34.9%
  • CAPITAL GROUP DIVIDEND VALUE$2.6M +27.9%
  • ISHARES TR$2.4M +90.2%
  • J P MORGAN EXCHANGE TRADED F$2.1M +8.6%
Show all 90 →

Top Trims

  • ISHARES TR-$633.5K -81.8%
  • J P MORGAN EXCHANGE TRADED F-$323.2K -21.0%
  • ISHARES TR-$321.3K -38.2%
  • SOUTHERN CO-$282.9K -14.6%
  • WALMART INC-$179.2K -9.3%
Show all 27 →

New Positions

  • LAMAR ADVERTISING CO$234.0K
  • VANGUARD INDEX FDS$2.6K
  • J P MORGAN EXCHANGE TRADED F$1.3K
Show all 3 →

Exited Positions

  • EXXON MOBIL CORP$1.1M
  • DOUBLELINE ETF TRUST$1.0M
  • ACCENTURE PLC IRELAND$253.2K
  • AT&T INC$222.1K
  • CONOCOPHILLIPS$212.4K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $53.0M 17.01% 70,816 SH
2 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $27.2M 8.71% 589,846 SH
3 FIDELITY COVINGTON TRUST FENI 31609A404 $18.0M 5.79% 449,492 SH
4 FIDELITY COVINGTON TRUST FTEC 316092808 $16.0M 5.14% 56,066 SH
5 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $13.3M 4.27% 281,913 SH
6 ISHARES TR IUSB 46434V613 $11.8M 3.79% 256,207 SH
7 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $11.7M 3.76% 237,673 SH
8 VANGUARD BD INDEX FDS BND 921937835 $11.0M 3.54% 150,328 SH
9 FIDELITY COVINGTON TRUST FMDE 31609A503 $9.8M 3.14% 241,066 SH
10 CAPITAL GROUP NEW GEOGRAPHY CGNG 14021N105 $8.4M 2.70% 224,769 SH
11 SCHWAB STRATEGIC TR SCHF 808524805 $6.3M 2.01% 225,742 SH
12 FIDELITY COVINGTON TRUST FESM 31609A206 $6.0M 1.93% 124,642 SH
13 FIDELITY MERRIMACK STR TR FBND 316188309 $5.9M 1.90% 130,155 SH
14 BLACKROCK ETF TRUST DYNF 09290C103 $5.5M 1.78% 81,390 SH
15 ISHARES TR MUB 464288414 $5.5M 1.76% 51,115 SH
16 ISHARES TR IJH 464287507 $5.4M 1.74% 70,435 SH
17 ISHARES TR SOXX 464287523 $5.1M 1.62% 7,897 SH
18 ADVISORS INNER CIRCLE FD III SAMT 00775Y645 $5.0M 1.61% 105,111 SH
19 DIMENSIONAL ETF TRUST DFAS 25434V500 $4.0M 1.27% 48,091 SH
20 META PLATFORMS INC META 30303M102 $3.8M 1.23% 6,819 SH
21 ALPHABET INC GOOGL 02079K305 $2.9M 0.92% 8,060 SH
22 ISHARES INC IEMG 46434G103 $2.8M 0.90% 33,956 SH
23 MICROSOFT CORP MSFT 594918104 $2.7M 0.86% 7,164 SH
24 BLACKROCK ETF TRUST BAI 09290C780 $2.5M 0.80% 47,345 SH
25 VISA INC V 92826C839 $2.4M 0.78% 7,076 SH
26 FIDELITY COVINGTON TRUST FHLC 316092600 $2.4M 0.76% 30,591 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $2.3M 0.75% 7,122 SH
28 SELECT SECTOR SPDR TR XLK 81369Y803 $2.3M 0.73% 11,983 SH
29 DIGITAL RLTY TR INC DLR 253868103 $2.0M 0.63% 10,979 SH
30 SCHWAB STRATEGIC TR SCHD 808524797 $1.9M 0.62% 60,953 SH
31 ELI LILLY & CO LLY 532457108 $1.9M 0.60% 1,557 SH
32 VANGUARD WHITEHALL FDS VYM 921946406 $1.8M 0.59% 11,682 SH
33 T ROWE PRICE EXCHANGE-TRADED TBUX 87283Q701 $1.8M 0.59% 37,045 SH
34 LOWES COS INC LOW 548661107 $1.8M 0.59% 8,320 SH
35 NVIDIA CORPORATION NVDA 67066G104 $1.8M 0.58% 9,082 SH
36 WALMART INC WMT 931142103 $1.8M 0.56% 15,483 SH
37 SOUTHERN CO SO 842587107 $1.7M 0.53% 17,343 SH
38 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.6M 0.53% 2,204 SH
39 DUKE ENERGY CORP NEW DUK 26441C204 $1.6M 0.53% 12,981 SH
40 DEERE & CO DE 244199105 $1.6M 0.52% 2,573 SH
41 ASML HLDG NV ASML N07059210 $1.6M 0.52% 814 SH
42 SCHWAB STRATEGIC TR SCHE 808524706 $1.5M 0.49% 42,234 SH
43 VANGUARD ADMIRAL FDS INC VOOG 921932505 $1.4M 0.45% 17,100 SH
44 PGIM ETF TR PTRB 69344A800 $1.4M 0.44% 32,891 SH
45 ISHARES TR ICVT 46435G102 $1.3M 0.42% 10,745 SH
46 SCHWAB STRATEGIC TR SCHA 808524607 $1.2M 0.39% 33,805 SH
47 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.2M 0.39% 21,509 SH
48 PROGRESSIVE CORP PGR 743315103 $1.2M 0.38% 5,441 SH
49 VANGUARD INDEX FDS VTI 922908769 $1.1M 0.37% 3,086 SH
50 SCHWAB STRATEGIC TR SCHM 808524508 $966.0K 0.31% 26,199 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $311.7M 155 0001398344-26-013457
2026-03-31 2026-04-29 $277.5M 160 0001398344-26-007604
2025-12-31 2026-02-05 $271.9M 151 0001398344-26-002321