Archer Investment Management, LLC
CIK 2052868 · View on SEC EDGAR ↗
- Portfolio value
- $292.7M
- Positions
- 110
- As of
- June 30, 2026
#5,258 of 9,443 by 13F value · top 55.7%
Portfolio value QoQ: +23.1% 13F does not disclose cash
- Top 10 holdings weight
- 45.19%
- Top 25 holdings weight
- 68.42%
- Positions above 1%
- 27
- Effective number of positions
- 31.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.38% Est. buys $66,521,240 · sells $38,135,002
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 64.7% still held
- New positions
- 12
- Increased
- 42
- Decreased
- 55
- Closed
- 10
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.0%
Communication Services
0.1%
Communications
0.1%
Retail
0.1%
Other/Unmapped
98.7%
Full portfolio 110 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $32,764,774 | 11.20% | 43,751 | $19,636,765 | Up ×2 | ||
| CORO iShares International Country Rotation Active ETF | $16,706,620 | 5.71% | 456,465 | $3,595,237 | Up ×1 | ||
| DYNF | $14,029,227 | 4.79% | 206,282 | $2,670,896 | Up ×2 | ||
| IVW | $13,446,298 | 4.59% | 97,770 | $2,063,448 | Down ×1 | ||
| IVE | $12,648,538 | 4.32% | 55,706 | $-1,214,985 | Down ×1 | ||
| BAI | $11,175,834 | 3.82% | 211,985 | $4,537,440 | Up ×2 | ||
| PZA | $9,137,426 | 3.12% | 388,496 | $3,178,873 | Up ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $8,225,707 | 2.81% | 293,252 | Up ×1 | |||
| GOVT | $7,496,668 | 2.56% | 329,090 | $4,266,803 | Up ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $6,626,516 | 2.26% | 131,557 | $1,707,916 | Up ×1 | ||
| LCTU | $5,895,651 | 2.01% | 73,549 | $110,759 | Down ×1 | ||
| SHLD | $5,884,456 | 2.01% | 98,551 | $871,634 | Up ×2 | ||
| SPEM | $5,741,864 | 1.96% | 110,890 | $-942,547 | Down ×1 | ||
| THRO | $5,656,347 | 1.93% | 131,207 | $-386,877 | Down ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $5,431,774 | 1.86% | 33,187 | $836,423 | Up ×2 | ||
| MTUM | $4,923,836 | 1.68% | 14,362 | $102,215 | Down ×1 | ||
| SCHG | $4,321,266 | 1.48% | 127,697 | $1,362,765 | Up ×1 | ||
| BBUS | $4,009,941 | 1.37% | 29,765 | $925,529 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $4,009,132 | 1.37% | 82,782 | $1,325,347 | Up ×2 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $3,992,493 | 1.36% | 57,487 | $-746,167 | Down ×1 | ||
| DSI | $3,923,699 | 1.34% | 27,556 | $-810,588 | Down ×1 | ||
| SCHB | $3,748,047 | 1.28% | 129,422 | $693,463 | Up ×1 | ||
| SPMB | $3,565,897 | 1.22% | 159,834 | $1,613,646 | Up ×2 | ||
| INMU | $3,533,759 | 1.21% | 145,722 | $477,224 | Up ×2 | ||
| EUSB | $3,331,007 | 1.14% | 76,663 | $36,969 | Up ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $3,194,840 | 1.09% | 58,417 | $469,584 | Down ×1 | ||
| VEU | $3,036,763 | 1.04% | 36,260 | $239,975 | Down ×5 | ||
| VTI | $2,659,477 | 0.91% | 7,187 | $1,093,283 | Up ×1 | ||
| QUAL | $2,627,556 | 0.90% | 11,974 | $-3,986,680 | Down ×1 | ||
| EVUS | $2,576,340 | 0.88% | 73,379 | $1,227,186 | Up ×2 | ||
| GSLC | $2,495,845 | 0.85% | 17,590 | $503,400 | Up ×1 | ||
| SPYM | $2,487,883 | 0.85% | 28,310 | $-233,114 | Down ×1 | ||
| Unknown issuer (CUSIP: 866966104) | $2,469,104 | 0.84% | 33,005 | Up ×1 | |||
| QLTY | $2,334,620 | 0.80% | 56,094 | $120,414 | Down ×6 | ||
| BINC | $2,315,084 | 0.79% | 44,232 | $-476,883 | Down ×1 | ||
| NCIQ Hashdex Nasdaq CME Crypto Index ETF | $2,297,160 | 0.78% | 157,232 | $2,069,862 | Up ×1 | ||
| EAGG | $2,288,419 | 0.78% | 48,269 | $-4,201,048 | Down ×1 | ||
| VTEB | $2,199,522 | 0.75% | 43,486 | $-509,605 | Down ×1 | ||
| IAU | $2,122,511 | 0.73% | 28,109 | $340,180 | Up ×2 | ||
| EFV | $2,071,966 | 0.71% | 27,067 | $270,724 | Up ×2 | ||
| VGT | $2,026,701 | 0.69% | 16,957 | $1,064,545 | Up ×1 | ||
| SPTL | $1,902,724 | 0.65% | 72,540 | $152,853 | Up ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1,868,952 | 0.64% | 74,788 | $1,382,290 | Up ×1 | ||
| AGG | $1,855,380 | 0.63% | 18,745 | Up ×1 | |||
| VTV | $1,853,713 | 0.63% | 8,506 | $338,068 | Up ×3 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $1,843,055 | 0.63% | 79,609 | $-3,811,702 | Down ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $1,828,206 | 0.62% | 21,610 | $53,169 | Down ×1 | ||
| DFAC | $1,656,713 | 0.57% | 37,347 | $191,846 | Down ×5 | ||
| VUG | $1,621,844 | 0.55% | 18,828 | $244,645 | Up ×2 | ||
| LCTD | $1,482,064 | 0.51% | 25,705 | $-66,363 | Down ×1 | ||
| XLI XLI | $1,391,818 | 0.48% | 7,514 | $1,048,142 | Up ×1 | ||
| USMF | $1,321,131 | 0.45% | 24,356 | $19,139 | Down ×3 | ||
| IUSB iShares Core Universal USD Bond ETF | $1,319,463 | 0.45% | 28,591 | $-1,068,030 | Down ×1 | ||
| SCMB | $1,259,680 | 0.43% | 48,787 | $362,784 | Up ×1 | ||
| EFG | $1,224,609 | 0.42% | 9,843 | $174,613 | Up ×2 | ||
| SPY SPY | $1,215,742 | 0.42% | 1,628 | ||||
| JQUA | $1,159,588 | 0.40% | 16,043 | $153,633 | Down ×1 | ||
| USMV | $1,143,726 | 0.39% | 11,857 | $220,499 | Up ×1 | ||
| VOO | $1,092,715 | 0.37% | 1,591 | $888,353 | Up ×1 | ||
| SYSB | $1,091,485 | 0.37% | 12,303 | $-160,749 | Down ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $1,065,802 | 0.36% | 10,367 | $75,684 | Up ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $1,001,421 | 0.34% | 16,979 | $-76,017 | Down ×4 | ||
| AAPL Apple Inc. - Common Stock | $985,560 | 0.34% | 3,406 | $112,776 | Down ×5 | ||
| STIP | $969,192 | 0.33% | 9,487 | $437,458 | Up ×2 | ||
| IQLT | $960,464 | 0.33% | 19,384 | $14,518 | Down ×3 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $839,107 | 0.29% | 8,775 | $28,130 | Down ×3 | ||
| VEA | $806,764 | 0.28% | 11,323 | $129,118 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $797,668 | 0.27% | 3,987 | $419,997 | Up ×3 | ||
| ICLN iShares Global Clean Energy ETF | $772,227 | 0.26% | 37,688 | ||||
| VWO | $743,439 | 0.25% | 12,455 | $186,292 | Up ×1 | ||
| CVMC | $713,795 | 0.24% | 9,376 | $64,632 | Down ×6 | ||
| USSG | $682,931 | 0.23% | 9,832 | $29,912 | Down ×3 | ||
| SCHF | $668,325 | 0.23% | 24,127 | $-11,571 | Down ×6 | ||
| VXUS Vanguard Total International Stock ETF | $642,201 | 0.22% | 7,512 | $438,399 | Up ×1 | ||
| HODL | $624,420 | 0.21% | 37,593 | $410,901 | Up ×1 | ||
| XLK XLK | $621,095 | 0.21% | 3,260 | $119,530 | Down ×2 | ||
| DFIV | $606,212 | 0.21% | 11,222 | $1,670 | Down ×6 | ||
| CVIE | $598,064 | 0.20% | 7,035 | $-2,864 | Down ×3 | ||
| IWC | $589,258 | 0.20% | 2,946 | $111,273 | Down ×4 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $566,235 | 0.19% | 6,851 | $112,930 | Up ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $562,732 | 0.19% | 16,904 | $-2,688,904 | Down ×1 | ||
| INTF | $529,039 | 0.18% | 12,916 | $18,351 | Down ×6 | ||
| BDYN iShares Dynamic Equity Active ETF | $517,545 | 0.18% | 18,657 | $50,137 | Down ×2 | ||
| IAUM | $489,642 | 0.17% | 12,238 | $248,623 | Up ×1 | ||
| FDEM | $480,765 | 0.16% | 13,233 | $49,247 | Down ×3 | ||
| RSP | $475,939 | 0.16% | 2,237 | $-8,634 | Down ×3 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $469,039 | 0.16% | 1,669 | $140,677 | Up ×1 | ||
| IOT Samsara Inc. Class A Common Stock | $454,247 | 0.16% | 14,007 | Up ×1 | |||
| MUB | $432,202 | 0.15% | 4,016 | $-2,052,026 | Down ×1 | ||
| BITW | $357,987 | 0.12% | 9,526 | $-156,956 | Down ×1 | ||
| MBB iShares MBS ETF | $351,100 | 0.12% | 3,715 | $-210,975 | Down ×2 | ||
| DFAI | $342,540 | 0.12% | 8,304 | $8,809 | Down ×6 | ||
| VIG | $324,643 | 0.11% | 1,372 | $27,430 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $322,671 | 0.11% | 913 | $52,366 | Down ×1 | ||
| DFIC | $316,300 | 0.11% | 8,489 | $9,037 | Down ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $277,910 | 0.09% | 2,366 | $16,121 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $267,417 | 0.09% | 1,122 | ||||
| XSHQ | $250,825 | 0.09% | 5,187 | $29,306 | Down ×3 | ||
| XVV | $238,972 | 0.08% | 4,208 | $31,165 | Down ×3 | ||
| VBK | $234,248 | 0.08% | 641 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VTV | $1,853,713 | 0.63% | up ×3 |
| VEA | $806,764 | 0.28% | up ×3 |
| NVDA | $797,668 | 0.27% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IALT | $8,225,707 | 293,252 | 2.81% |
| Unknown issuer (CUSIP: 866966104) | $2,469,104 | 33,005 | 0.84% |
| AGG | $1,855,380 | 18,745 | 0.63% |
| SPY | $1,215,742 | 1,628 | 0.42% |
| ICLN | $772,227 | 37,688 | 0.26% |
| IOT | $454,247 | 14,007 | 0.16% |
| AMZN | $267,417 | 1,122 | 0.09% |
| VBK | $234,248 | 641 | 0.08% |
| IETC | $233,594 | 2,176 | 0.08% |
| ETHW | $228,725 | 20,277 | 0.08% |
| VT | $202,622 | 1,291 | 0.07% |
| FTMU | $195,641 | 24,671 | 0.07% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +24K | +$19.6M |
| BAI | Bought more | +11K | +$4.5M |
| GOVT | Bought more | +188K | +$4.3M |
| EAGG | Trimmed | -88K | -$4.2M |
| QUAL | Trimmed | -23K | -$4.0M |
| SUSC | Trimmed | -165K | -$3.8M |
| CORO | Bought more | +49K | +$3.6M |
| PZA | Bought more | +129K | +$3.2M |
| DYNF | Bought more | +11K | +$2.7M |
| IVW | Trimmed | -3K | +$2.1M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DFGP | March 31, 2026 | 176,015 | $9,517,119 | |
| FLDR | June 30, 2025 | 147,956 | $7,415,550 | No longer tracked |
| SGOV | March 31, 2026 | 55,266 | $5,547,560 | 0.0% |
| META | Dec. 31, 2025 | 6,771 | $4,972,693 | -16.9% |
| TLT | March 31, 2026 | 44,911 | $3,914,415 | |
| DFSB | March 31, 2026 | 71,624 | $3,710,112 | No longer tracked |
| SCHC | March 31, 2026 | 73,790 | $3,359,679 | No longer tracked |
| DFSD | June 30, 2025 | 50,789 | $2,413,490 | No longer tracked |
| XLG | March 31, 2026 | 36,513 | $2,164,484 | No longer tracked |
| FUTY | Sept. 30, 2025 | 35,559 | $1,870,418 | No longer tracked |
| ETH | March 31, 2026 | 53,070 | $1,489,144 | No longer tracked |
| BDVL | March 31, 2026 | 58,959 | $1,462,490 | |
| ARKF | March 31, 2026 | 24,672 | $1,175,114 | No longer tracked |
| BTC | March 31, 2026 | 29,714 | $1,150,823 | No longer tracked |
| IEUR | March 31, 2026 | 13,772 | $977,537 | No longer tracked |
| LQD | March 31, 2026 | 7,955 | $876,561 | No longer tracked |
| BITB | March 31, 2026 | 16,669 | $792,778 | No longer tracked |
| DELL | June 30, 2025 | 8,691 | $792,185 | 258.2% |
| DFAE | March 31, 2025 | 29,550 | $749,684 | No longer tracked |
| OEF | March 31, 2026 | 2,068 | $709,142 | No longer tracked |
| LMUB | June 30, 2026 | 13,555 | $676,801 | No longer tracked |
| VGLT | March 31, 2026 | 11,853 | $661,397 | |
| TBLUXXXX | Sept. 30, 2025 | 12,092 | $639,803 | No longer tracked |
| SCHA | March 31, 2026 | 21,790 | $620,565 | No longer tracked |
| GARP | March 31, 2026 | 8,767 | $597,033 | No longer tracked |
| VSS | March 31, 2025 | 5,067 | $580,070 | No longer tracked |
| VXUS | June 30, 2025 | 9,229 | $573,121 | |
| BGRN | March 31, 2026 | 11,382 | $545,604 | |
| ICLN | March 31, 2026 | 29,322 | $481,760 | |
| XLV | March 31, 2026 | 2,937 | $454,648 | No longer tracked |
| EMB | March 31, 2026 | 4,663 | $448,957 | |
| AVUV | June 30, 2025 | 4,587 | $399,849 | No longer tracked |
| RING | March 31, 2026 | 4,981 | $366,801 | |
| SCHO | March 31, 2026 | 14,902 | $363,162 | No longer tracked |
| XLY | March 31, 2026 | 2,948 | $352,021 | No longer tracked |
| IAGG | June 30, 2026 | 6,870 | $343,769 | No longer tracked |
| AMZN | March 31, 2026 | 1,468 | $338,844 | 23.8% |
| XLC | March 31, 2026 | 2,866 | $337,386 | No longer tracked |
| GLDM | June 30, 2026 | 3,500 | $324,415 | No longer tracked |
| DFSV | March 31, 2025 | 10,339 | $318,234 | No longer tracked |
| ETHE | June 30, 2025 | 19,502 | $296,820 | No longer tracked |
| VSGX | March 31, 2026 | 4,012 | $287,339 | No longer tracked |
| TLH | June 30, 2026 | 2,662 | $268,137 | No longer tracked |
| SIVR | March 31, 2026 | 3,957 | $267,651 | No longer tracked |
| XJR | March 31, 2026 | 6,191 | $263,613 | No longer tracked |
| SCZ | March 31, 2026 | 3,328 | $258,020 | |
| ACWX | June 30, 2026 | 3,766 | $257,858 | |
| IEFA | June 30, 2026 | 2,821 | $255,385 | No longer tracked |
| DELL | Dec. 31, 2025 | 1,740 | $246,680 | 248.9% |
| DUHP | Dec. 31, 2025 | 6,504 | $245,656 | No longer tracked |
| QUAL | Sept. 30, 2025 | 1,337 | $244,430 | No longer tracked |
| DFAU | June 30, 2025 | 6,349 | $244,056 | No longer tracked |
| SPY | March 31, 2025 | 410 | $240,020 | No longer tracked |
| BND | March 31, 2026 | 3,213 | $237,987 | |
| IWD | March 31, 2025 | 1,267 | $234,560 | No longer tracked |
| VOE | March 31, 2025 | 1,412 | $228,419 | No longer tracked |
| DFAX | Sept. 30, 2025 | 7,750 | $227,618 | No longer tracked |
| VBK | March 31, 2026 | 748 | $226,124 | No longer tracked |
| IEF | March 31, 2026 | 2,331 | $224,149 | |
| HIMU | March 31, 2026 | 4,594 | $223,636 | No longer tracked |
| XLF | June 30, 2026 | 4,525 | $223,399 | No longer tracked |
| DFUV | June 30, 2025 | 5,405 | $222,740 | No longer tracked |
| FGDL | June 30, 2026 | 3,396 | $211,102 | No longer tracked |
| SCHR | June 30, 2026 | 8,352 | $208,048 | No longer tracked |
| DIHP | March 31, 2025 | 8,121 | $204,893 | No longer tracked |
| SPYV | March 31, 2026 | 3,597 | $204,346 | No longer tracked |
| TIP | June 30, 2026 | 1,828 | $201,738 | No longer tracked |
| CLSK | March 31, 2025 | 13,234 | $121,885 | 96.2% |