CIK: 0002052868
Total reported value
$237.7M
Reporting period: 2026-03-31 · Number of holdings: 108
Archer Investment Management, LLC disclosed 108 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $237.7M and a quarterly turnover rate of 125.2%.
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Archer Investment Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 40 equally-sized positions, well below its 108 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 1.32), 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 1% 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.
Trim SCHR
-97.9% -$9.9M
Add IVE
+272.4% $10.1M
Add IVV
+206.8% $8.6M
Trim TIP
-96.3% -$5.2M
Add IVW
+225.7% $7.6M
Trim IQLT
-83.2% -$4.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.83% | +3.82% | +272.37% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.52% | +3.11% | +206.84% | |
| 3 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 5.52% | +5.52% | NEW | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.79% | +2.74% | +225.71% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 4.78% | +2.06% | +135.15% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.81% | +1.26% | +131.92% | |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.79% | +1.86% | +289.03% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.78% | +1.73% | +252.30% | |
| 9 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.73% | +2.06% | +428.10% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.54% | +1.62% | +274.92% | |
| 11 | PZA | Invesco National Amt-free Mu | ETF-Other | 2.51% | +2.51% | NEW | |
| 12 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 2.43% | +1.79% | +411.41% | |
| 13 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 2.38% | +1.73% | +369.49% | |
| 14 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.11% | +1.72% | +532.15% | |
| 15 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 2.07% | +2.07% | NEW | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.03% | +1.30% | +271.09% | |
| 17 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.99% | +1.74% | +976.97% | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.99% | +1.56% | +534.07% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.93% | +1.41% | +401.22% | |
| 20 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.39% | +1.16% | +679.87% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.37% | +0.96% | +444.97% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.36% | +1.36% | NEW | |
| 23 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.30% | +1.30% | NEW | |
| 24 | INMU | Ishares Intermediate Muni In | ETF-Other | 1.29% | +1.02% | +504.36% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.28% | — | -10.78% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.24% | — | -14.52% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.18% | -2.52% | -60.15% | |
| 28 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 1.17% | — | +98.46% | |
| 29 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 1.15% | — | +10.56% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +1.14% | NEW | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.14% | +0.91% | +541.19% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.13% | +0.93% | +636.08% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 1.05% | +1.04% | NEW | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.00% | — | +32.83% | |
| 35 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.93% | -2.37% | -61.66% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.84% | +0.84% | NEW | |
| 37 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.82% | +0.59% | +365.20% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.76% | — | +19.44% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.75% | — | +59.88% | |
| 40 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.75% | +0.75% | NEW | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.74% | — | +261.09% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | — | -14.46% | |
| 43 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | 0.65% | — | +636.08% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | — | +172.97% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.62% | — | -1.69% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | — | +629.86% | |
| 47 | EVUS | Ishares Esg Aw Msci US Value | ETF-Other | 0.57% | — | +415.18% | |
| 48 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.55% | -2.24% | -73.98% | |
| 49 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.53% | — | — | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.45% | — | -33.90% |
Performance for Q3 2026
+0.9%
Performance Last 4 Quarters
+10.5%
Based on 63% of reported portfolio value with available pricing
Archer Investment Management, LLC's most significant position changes for 2026-03-31: New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Dimensional Glbl Core Pl Fix (DFGP); New buy: Invesco National Amt-free Mu (PZA); Sold out: Ishares 0-3 Month Treasury B (SGOV); New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-09 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-09 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-24 | 13F-HR | View on EDGAR |
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