CIK: 0002126837
Total reported value
$191.6M
Reporting period: 2026-03-31 · Number of holdings: 53
Arch Global Advisors, LLC disclosed 53 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $191.6M and a quarterly turnover rate of 0.0%.
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Arch Global Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 53 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.31), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 27% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 11.59% | — | — | — |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.55% | — | — | — |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 8.08% | — | — | — |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.08% | — | — | — |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 5.90% | — | — | — |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.52% | — | — | — |
| 7 | AIQ | Global X Art Intel & Tech | ETF-Tech | 4.48% | — | — | — |
| 8 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 3.31% | — | — | — |
| 9 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 3.22% | — | — | — |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | — | — | — |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.87% | — | — | — |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 2.86% | — | — | — |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.83% | — | — | — |
| 14 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.77% | — | — | — |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.64% | — | — | — |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 2.32% | — | — | — |
| 17 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.24% | — | — | — |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | — | — | — |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.01% | — | — | — |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.00% | — | — | — |
| 21 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.98% | — | — | — |
| 22 | TSLA | Tesla INC | Stock-Consumer Disc | 1.97% | — | — | — |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | — | — | — |
| 24 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.73% | — | — | — |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | — | — | — |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | — | — | — |
| 27 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.75% | — | — | — |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | — | — |
| 29 | NFLX | Netflix INC | Stock-Comm Services | 0.36% | — | — | — |
| 30 | AVGO | Broadcom INC | Stock-Tech | 0.35% | — | — | — |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | — | — | — |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | — | — | — |
| 33 | PEP | Pepsico INC | Stock-Consumer Staples | 0.23% | — | — | — |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | — | — | — |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.22% | — | — | — |
| 36 | WMT | Walmart INC | Stock-Consumer Staples | 0.20% | — | — | — |
| 37 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.20% | — | — | — |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.19% | — | — | — |
| 39 | STLD | Steel Dynamics INC | Stock-Materials | 0.19% | — | — | — |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | — | — | — |
| 41 | AMAT | Applied Materials INC | Stock-Tech | 0.15% | — | — | — |
| 42 | XYL | Xylem INC | Stock-Industrials | 0.14% | — | — | — |
| 43 | EQR | Equity Residential | Stock-Real Estate | 0.13% | — | — | — |
| 44 | COP | Conocophillips | Stock-Energy | 0.13% | — | — | — |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | — | — | — |
| 46 | PKST | Peakstone Realty Trust | Stock-Other | 0.13% | — | — | — |
| 47 | CSCO | Cisco Systems INC | Stock-Tech | 0.12% | — | — | — |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | — | — | — |
| 49 | AXP | American Express Co | Stock-Financials | 0.12% | — | — | — |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.11% | — | — | — |
Performance for Q3 2026
-2.1%
Performance Last 4 Quarters
-2.1%
Based on 2 months of available history
Based on 77% of reported portfolio value with available pricing
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026 Q1 | 2026-04-15 | 13F-HR | View on EDGAR |
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