13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002052868
Total reported value
$317.3M
$317.3M
110 檔
28.2%
In Q2 2026, Archer Investment Management, LLC's U.S. equity holdings reached a combined market value of $317.3M, distributed across 110 disclosed stock positions.
Archer Investment Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 12 new positions while fully exiting 10 holdings and trimming 55 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.20% | -1.33% | +117.69% | |
| 2 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 5.71% | +0.04% | +11.94% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.79% | +0.02% | +5.66% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.59% | +0.12% | -2.85% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.32% | -0.33% | -15.16% | |
| 6 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.82% | -0.80% | +5.22% | |
| 7 | PZA | Invesco National Amt-free Mu | ETF-Other | 3.12% | -2.33% | +49.83% | |
| 8 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 2.81% | +1.08% | — | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.56% | -0.11% | +133.43% | |
| 10 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 2.26% | +0.85% | +9.82% | |
| 11 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 2.01% | -0.32% | -10.83% | |
| 12 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.01% | +0.12% | +39.27% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.96% | +0.09% | -22.18% | |
| 14 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.93% | — | -21.36% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.86% | -0.17% | +2.13% | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.68% | -1.68% | EXIT | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.48% | -0.23% | +25.73% | |
| 18 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.37% | -0.13% | +13.08% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.37% | +0.22% | +48.21% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.36% | -0.35% | -33.03% | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.34% | -0.12% | -29.46% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.28% | -0.12% | +6.35% | |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.22% | -0.85% | +83.31% | |
| 24 | INMU | Ishares Intermediate Muni In | ETF-Other | 1.21% | +0.04% | +13.99% | |
| 25 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.14% | -0.42% | +1.24% | |
| 26 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.09% | -0.13% | -2.53% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.04% | -0.18% | -2.63% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.20% | +47.21% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | -0.07% | -65.28% | |
| 30 | EVUS | Ishares Esg Aw Msci US Value | ETF-Other | 0.88% | -0.09% | +73.13% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.85% | -0.10% | +10.47% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.05% | -20.37% | |
| 33 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 0.84% | -0.08% | — | |
| 34 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.80% | -0.12% | -8.34% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.79% | -0.04% | -17.73% | |
| 36 | NCIQ | Hashdex Nasdaq Cme Crypto In | ETF-Crypto | 0.78% | +0.35% | +1091.87% | |
| 37 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.78% | +0.12% | -64.63% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.75% | — | -19.92% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.73% | +0.91% | +39.04% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.71% | -0.05% | +11.72% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.69% | +0.03% | +1129.66% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.65% | -0.06% | +9.03% | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.64% | -0.22% | +285.19% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.22% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.13% | +10.11% | |
| 46 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.63% | +0.09% | -67.43% | |
| 47 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.62% | +0.15% | -8.14% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.57% | -0.05% | -0.93% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | -0.03% | +497.15% | |
| 50 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | 0.51% | — | -8.22% |
According to official SEC Form 13F filings, Archer Investment Management, LLC reported a total U.S. public equity portfolio value of $317.3M across 110 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, CORO, DYNF) accounted for 28.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $8.2M
Top Position Liquidated / Trimmed
LMUB
前期市值: $676.8K
During Q2 2026, Archer Investment Management, LLC's top holdings by market value included IVV (11.2%)、CORO (5.7%)、DYNF (4.8%). The largest single position, IVV, represented 11.2% of total portfolio value.
In Q2 2026, Archer Investment Management, LLC made 119 total portfolio adjustments, initiating 12 new buys, adding to 42 positions, trimming 55 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.