Armbruster Capital Management, Inc.

RIA/Wealth

Armbruster Capital Management, Inc. is a RIA/Wealth based in Pittsford, NY led by Mark Edward Armbruster, reporting $900.8M in AUM as of Q3 2025 with 94% ETF concentration, 56% concentrated in top 10 holdings, and minimal technology exposure.

CEOMark Edward Armbruster

Portfolio Value: $587.6M
Positions: 131
Top Holding: VFVA at 9.29%
Last Reported: Q3 2025

Address1250 Pittsford Victor Road, Building 100, Suite 180, Pittsford, NY, 14534, United States

Top Holdings

Largest long holdings in Armbruster Capital Management, Inc.'s portfolio (55.5% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 VFVA Vanguard U.S. Value Factor VFVA	ETF ETF	$54.6M	9.29%	+$546.1K Bought	— 427.8K shares	Q3 2019 Held for 6y 2m
2 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$54.1M	9.21%	+$741.1K Bought	— 211.1K shares	Q4 2015 Held for 9y 11m
3 Invesco S&P 500 Low Volatility SPLV	ETF ETF	$35.4M	6.03%	+$1.7M Bought	— 482.4K shares	Q4 2017 Held for 7y 11m
4 Invesco S&P 500 Pure Value RPV	ETF ETF	$35.0M	5.96%	-$219.8K Sold	— 352.6K shares	Q4 2015 Held for 9y 11m
5 iShares MSCI USA Quality Factor QUAL	ETF ETF	$31.7M	5.40%	+$563.7K Bought	— 163.0K shares	Q3 2019 Held for 6y 2m
6 Vanguard U.S. Quality Factor ETF VFQY	ETF ETF	$28.3M	4.81%	+$455.5K Bought	— 187.5K shares	Q1 2020 Held for 5y 8m
7 iShares MSCI Intl Value Factor IVLU	ETF ETF	$24.9M	4.23%	+$18.7K Bought	— 701.4K shares	Q4 2022 Held for 2y 11m
8 iShares MSCI Intl Momentum Factor IMTM	ETF ETF	$21.7M	3.70%	+$182.7K Bought	— 454.2K shares	Q1 2020 Held for 5y 8m
9 IQLT iShares MSCI Intl Quality Factor IQLT	ETF ETF	$20.6M	3.50%	+$447.2K Bought	— 465.5K shares	Q1 2020 Held for 5y 8m
10 Avantis Emerging Markets Value AVES	ETF ETF	$19.9M	3.38%	+$383.5K Bought	— 346.3K shares	Q1 2023 Held for 2y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Armbruster Capital Management, Inc.'s latest filing

See all changes

GthenC

Market Value

$587.6M

Prior: $552.1M

Q/Q Change

+6.42%

+$35.4M

Net Flows % of MV

+0.259%

Turnover Ratio

1.91%

New Purchases

0 stocks

Added To

39 stocks

+$11.4M

Sold Out Of

2 stocks

$452.4K

Reduced Holdings

52 stocks

-$9.4M

Increased Positions

Position	Shares Δ	Change
1 iShares Bitcoin Trust IBIT	+105.92%	7.4K → 15.2K +$509.5K
2 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	+27.72%	16.5K → 21.0K +$260.8K
3 Vanguard S&P 500 ETF VOO	+24.03%	7.4K → 9.1K +$1.1M
4 AVLV Avantis U.S. Large Cap Value AVLV	+22.52%	36.7K → 44.9K +$596.6K
5 SPDR Portfolio S&P 600 Small Cap ETF SPSM	+20.2%	27.5K → 33.0K +$257.0K

Decreased Positions

Position	Shares Δ	Change
1 Automatic Data Processing, Inc. ADP	Sold	801.0 → 0 −$247.0K
2 DOCT FT Vest U.S. Equity Deep Buffer ETF DOCT	Sold	5.0K → 0 −$205.3K
3 SPDR Dow Jones Industrial Average ETF Trust DIA	-59.29%	12.4K → 5.1K −$3.4M
4 iShares Core S&P 500 ETF IVV	-36.07%	14.9K → 9.5K −$3.6M
5 Broadstone Net Lease BNL	-17.53%	85.6K → 70.6K −$268.1K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Armbruster Capital Management, Inc.

View analytics

GthenA

Sector Allocation

ETF

94.40%

Technology

1.40%

Financial Services

0.90%

Industrials

0.80%

Healthcare

0.50%

Consumer Defensive

0.50%

Communication Services

0.40%

Energy

0.30%

Consumer Cyclical

0.30%

Real Estate

0.20%

Utilities

0.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

3.60%

Large Cap ($10B - $200B)

1.43%

Mid Cap ($2B - $10B)

0.46%

N/A (ETF or Unknown)

94.51%

Portfolio Concentration

Top 10 Holdings %

55.52%

Top 20 Holdings %

75.18%

Top 50 Holdings %

92.17%

Top 100 Holdings %

98.47%