☆Armbruster Capital Management, Inc.
Quality Q
0.715
AUM ($M)
671
Positions
125
Turnover
0.04
Top-10 wt
58%
Herfindahl
0.044
History (qtrs)
6
Excess Return
—
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Holdings · 134 positions · portfolio value $671M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MTUM funds › | ISHARES TR | TRIM | — | 10.5% | +2.2% | 70.7 | 206,320 | -6,258 | 5 | — |
| ☆VFVA funds › | VANGUARD WELLINGTON FD | TRIM | — | 9.6% | +0.0% | 64.1 | 431,781 | -188 | 5 | — |
| ☆RPV funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 6.2% | -0.3% | 41.8 | 366,841 | -3,172 | 5 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 6.0% | -0.3% | 40.4 | 540,041 | +10,228 | 5 | — |
| ☆QUAL funds › | ISHARES TR | ADD | — | 5.6% | +0.3% | 37.7 | 171,926 | +1,603 | 5 | — |
| ☆VFQY funds › | VANGUARD WELLINGTON FD | ADD | — | 4.9% | +0.2% | 32.7 | 191,754 | +1,317 | 5 | — |
| ☆IVLU funds › | ISHARES TR | TRIM | — | 4.2% | -0.2% | 28.1 | 671,710 | -3,433 | 5 | — |
| ☆IMTM funds › | ISHARES TR | ADD | — | 3.7% | +0.1% | 24.6 | 460,391 | +7,464 | 5 | — |
| ☆IQLT funds › | ISHARES TR | ADD | — | 3.5% | -0.0% | 23.6 | 477,138 | +8,996 | 5 | — |
| ☆AVES funds › | AMERICAN CENTY ETF TR | ADD | — | 3.5% | +0.0% | 23.2 | 353,764 | +5,375 | 5 | — |
| ☆EFAV funds › | ISHARES TR | ADD | — | 3.0% | -0.3% | 20.1 | 228,932 | +7,506 | 5 | — |
| ☆XSMO funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 2.8% | +0.2% | 18.6 | 198,166 | -4,335 | 5 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 2.4% | -0.1% | 16.0 | 165,518 | -540 | 5 | — |
| ☆XSLV funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 2.1% | +0.1% | 13.9 | 265,916 | +5,897 | 5 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 2.1% | -0.3% | 13.9 | 143,475 | -13,547 | 5 | — |
| ☆VFMO funds › | VANGUARD WELLINGTON FD | TRIM | — | 1.8% | +0.2% | 11.9 | 47,516 | -2,100 | 5 | — |
| ☆QVMT funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 1.6% | +0.1% | 10.9 | 156,628 | -800 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 1.5% | +0.1% | 10.3 | 29,828 | -100 | 5 | — |
| ☆RZV funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 1.4% | +0.1% | 9.5 | 63,762 | -2,341 | 5 | — |
| ☆EMGF funds › | ISHARES INC | TRIM | — | 1.4% | +0.1% | 9.2 | 125,334 | -5,894 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 1.2% | +0.1% | 8.0 | 10,653 | -4 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 1.1% | +0.0% | 7.3 | 87,878 | -5,287 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.1% | +0.0% | 7.2 | 258,406 | -348 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 1.0% | +0.0% | 6.6 | 85,925 | -350 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.8% | -0.1% | 5.7 | 8,278 | -1,540 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.8% | +0.0% | 5.7 | 7,548 | -67 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.8% | -0.1% | 5.2 | 96,770 | -3,400 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.7% | -0.0% | 4.6 | 64,833 | -1,711 | 5 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.7% | -0.0% | 4.4 | 45,733 | -5,282 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | -0.0% | 4.3 | 53,688 | +39,655 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.6% | -0.1% | 4.1 | 138,755 | -25,225 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.5% | -0.1% | 3.6 | 39,958 | -8,950 | 5 | — |
| ☆IJR funds › | ISHARES TR | HOLD | — | 0.5% | +0.0% | 3.6 | 24,238 | +0 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.5% | -0.1% | 3.6 | 40,089 | -8,922 | 5 | — |
| ☆IDLV funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.5% | -0.1% | 3.3 | 96,900 | -4,300 | 5 | — |
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | ADD | — | 0.4% | +0.0% | 3.0 | 22,528 | +36 | 5 | — |
| ☆EFIV funds › | SPDR SERIES TRUST | TRIM | — | 0.4% | +0.0% | 2.6 | 35,346 | -270 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.4% | -0.0% | 2.4 | 8,401 | -339 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.4% | -0.0% | 2.4 | 4,854 | -58 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.3% | -0.1% | 2.1 | 17,178 | -3,390 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.3% | -0.0% | 2.1 | 34,731 | -1,439 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.1% | 2.1 | 5,584 | +2,517 | 5 | — |
| ☆SMMV funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 2.0 | 42,800 | -3,740 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.2% | -0.1% | 1.6 | 4,820 | -2,270 | 5 | — |
| ☆SPSM funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 1.6 | 27,209 | -8,515 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | +0.0% | 1.5 | 16,779 | -185 | 5 | — |
| ☆BNL funds › | BROADSTONE NET LEASE INC | HOLD | — | 0.2% | +0.0% | 1.5 | 70,554 | +0 | 5 | — |
| ☆AVLC funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.2% | -0.0% | 1.5 | 16,200 | -4,800 | 5 | — |
| ☆ESGD funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 1.5 | 14,147 | +355 | 5 | — |
| ☆SPMD funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 1.3 | 19,727 | -4,058 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.2% | +0.0% | 1.3 | 9,465 | -12,660 | 5 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 1.3 | 35,056 | +5 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | +0.0% | 1.3 | 4,134 | -115 | 5 | — |
| ☆INTF funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 1.2 | 29,375 | -4,225 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.2% | -0.0% | 1.2 | 3,201 | -28 | 5 | — |
| ☆XMMO funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.2% | +0.0% | 1.2 | 6,959 | +0 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 1.2 | 5,387 | +82 | 5 | — |
| ☆PWB funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.2% | +0.0% | 1.1 | 6,370 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 1.0 | 2,866 | -8 | 5 | — |
| ☆EFA funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 1.0 | 9,276 | +0 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.9 | 9,826 | +345 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 0.1% | -0.2% | 0.9 | 9,390 | -10,909 | 5 | — |
| ☆EEMV funds › | ISHARES INC | TRIM | — | 0.1% | +0.0% | 0.9 | 11,700 | -325 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.9 | 3,614 | +0 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.9 | 11,087 | +0 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.1% | -0.0% | 0.9 | 2,251 | -760 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | +0.0% | 0.8 | 21,805 | -75 | 5 | — |
| ☆IWV funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.8 | 1,840 | +10 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | -0.1% | 0.8 | 1,056 | -1,706 | 5 | — |
| ☆PWV funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.1% | -0.0% | 0.8 | 10,117 | +0 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.1% | -0.0% | 0.7 | 1,978 | -3 | 5 | — |
| ☆GLW funds › | CORNING INC | HOLD | — | 0.1% | +0.0% | 0.7 | 2,769 | +0 | 2 | — |
| ☆NFG funds › | NATIONAL FUEL GAS CO | HOLD | — | 0.1% | -0.0% | 0.7 | 8,723 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.1% | -0.0% | 0.6 | 4,390 | -20 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.6 | 7,270 | +0 | 5 | — |
| ☆XSVM funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.1% | +0.0% | 0.6 | 9,094 | +0 | 5 | — |
| ☆XMVM funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.1% | -0.0% | 0.6 | 8,749 | +0 | 5 | — |
| ☆ACWV funds › | ISHARES INC | HOLD | — | 0.1% | -0.0% | 0.6 | 5,160 | +0 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | +0.0% | 0.6 | 7,351 | +0 | 5 | — |
| ☆XAR funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | +0.0% | 0.6 | 2,160 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.1% | +0.0% | 0.6 | 4,820 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.1% | +0.0% | 0.5 | 2,181 | +0 | 5 | — |
| ☆IUSG funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.5 | 2,900 | +0 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.5 | 18,071 | +100 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | HOLD | — | 0.1% | -0.0% | 0.5 | 1,418 | +0 | 5 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.1% | -0.0% | 0.5 | 4,395 | +0 | 5 | — |
| ☆XJH funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.5 | 9,425 | +200 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | HOLD | — | 0.1% | +0.0% | 0.5 | 1,175 | +0 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.1% | +0.0% | 0.5 | 923 | +0 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,354 | +11 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | HOLD | — | 0.1% | -0.0% | 0.5 | 926 | +0 | 5 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | -0.0% | 0.5 | 2,949 | +0 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | HOLD | — | 0.1% | -0.0% | 0.5 | 13,643 | +0 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.4 | 11,845 | +0 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 0.4 | 2,742 | +0 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.1% | -0.1% | 0.4 | 2,278 | -3,341 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | HOLD | — | 0.1% | -0.0% | 0.4 | 1,194 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | +0.0% | 0.4 | 1,613 | +156 | 4 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.1% | +0.0% | 0.4 | 1,440 | -65 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.1% | +0.0% | 0.4 | 4,731 | +1,171 | 5 | — |
| ☆XJR funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 7,546 | +190 | 5 | — |
| ☆CUSIP:025072323 funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.1% | -0.0% | 0.4 | 5,360 | -740 | 5 | — |
| ☆FLEX funds › | FLEX LTD | NEW | — | 0.1% | +0.1% | 0.4 | 2,337 | +2,337 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.1% | +0.0% | 0.4 | 1,547 | +0 | 5 | — |
| ☆VDC funds › | VANGUARD WORLD FD | HOLD | — | 0.1% | -0.0% | 0.4 | 1,630 | +0 | 5 | — |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.1% | +0.0% | 0.4 | 4,000 | +0 | 5 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | ADD | — | 0.1% | +0.0% | 0.4 | 7,002 | +107 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,670 | -2,022 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | HOLD | — | 0.1% | -0.0% | 0.3 | 2,242 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 602 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | +0.0% | 0.3 | 799 | +0 | 4 | — |
| ☆SLYV funds › | SPDR SERIES TRUST | TRIM | — | 0.0% | +0.0% | 0.3 | 3,038 | -50 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.0% | +0.0% | 0.3 | 305 | +1 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.0% | -0.0% | 0.3 | 1,526 | -812 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | HOLD | — | 0.0% | -0.0% | 0.3 | 324 | +0 | 5 | — |
| ☆ESGE funds › | ISHARES INC | TRIM | — | 0.0% | +0.0% | 0.3 | 4,900 | -100 | 4 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.0% | +0.0% | 0.2 | 1,500 | +0 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.0% | -0.0% | 0.2 | 1,272 | +4 | 4 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.0% | -0.0% | 0.2 | 1,585 | -1,249 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.0% | -0.0% | 0.2 | 2,814 | -3,397 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.0% | -0.0% | 0.2 | 1,327 | -698 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TR | TRIM | — | 0.0% | -0.1% | 0.2 | 2,900 | -4,625 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | -0.0% | 0.2 | 1,098 | +0 | 2 | — |
| ☆SPHD funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.0% | -0.0% | 0.2 | 4,226 | +55 | 2 | — |
| ☆DGRW funds › | WISDOMTREE TR | NEW | — | 0.0% | +0.0% | 0.2 | 2,177 | +2,177 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -11,224 | 0 | — |
| ☆GE funds › | GE AEROSPACE | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,153 | 0 | — |
| ☆ALL funds › | ALLSTATE CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,161 | 0 | — |
| ☆GEV funds › | GE VERNOVA INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -536 | 0 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,387 | 0 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,925 | 0 | — |
| ☆LIT funds › | GLOBAL X FDS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,750 | 0 | — |
| ☆UNP funds › | UNION PAC CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,341 | 0 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,159 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 671 | 125 | 0.04 | 58% | 0.044 | 0.712 | — | in |
| 2026Q1 | 610 | 132 | 0.02 | 56% | 0.041 | 0.725 | — | in |
| 2025Q4 | 596 | 132 | 0.02 | 56% | 0.041 | 0.694 | — | in |
| 2025Q3 | 588 | 131 | 0.02 | 56% | 0.041 | 0.687 | — | in |
| 2025Q2 | 552 | 128 | 0.04 | 55% | 0.040 | 0.684 | — | entered |
| 2025Q1 | 501 | 128 | 0.00 | 55% | 0.040 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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