Archer Investment Management, LLC

Diversified strategyHigh-turnover traderSector-focused

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%.

Personality snowflake

Concentration: 10.13
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 86.77

Recent moves

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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%

1–50 of 108

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	108	$237.7M	100	1IVE 2IVV 3CORO Top holdings2026-03-31 1.IVE 2.IVV 3.CORO 4.IVW 5.DYNF 6.SPEM 7.BAI 8.QUAL 9.EAGG 10.THRO
2025-12-31	117	$185.9M	69	1SCHR 2DFGP 3VEU Top holdings2025-12-31 1.SCHR 2.DFGP 3.VEU 4.QLTY 5.SGOV 6.IQLT 7.TIP 8.USMF 9.DYNF 10.FDEM
2025-09-30	59	$162.8M	52	1DFGP 2SCHR 3VEU Top holdings2025-09-30 1.DFGP 2.SCHR 3.VEU 4.USMF 5.IQLT 6.QLTY 7.TIP 8.SGOV 9.FDEM 10.TLT
2025-06-30	53	$137.8M	0	1SCHR 2DFGP 3SGOV Top holdings2025-06-30 1.SCHR 2.DFGP 3.SGOV 4.VEU 5.IQLT 6.QLTY 7.TLT 8.USMF 9.DGRW 10.DFSB
2025-03-31	57	$144.6M	0	1SCHR 2DFGP 3VEU Top holdings2025-03-31 1.SCHR 2.DFGP 3.VEU 4.QLTY 5.USMF 6.IQLT 7.FLDR 8.TLT 9.DGRW 10.DFSB
2024-12-31	58	$162.4M	0	1SCHR 2QLTY 3USMF Top holdings2024-12-31 1.SCHR 2.QLTY 3.USMF 4.DFGP 5.VEU 6.DGRW 7.IQLT 8.FLDR 9.TLT 10.CVMC

Holding changes this quarter

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).

Position changes disclosed by Archer Investment Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVE	Ishares S&p 500 Value ETF	+3.8%	+272.37%	Add
2	IVV	Ishares Core S&p 500 ETF	+3.1%	+206.84%	Add
3	IVW	Ishares S&p 500 Growth ETF	+2.7%	+225.71%	Add
4	DYNF	Ishrs US E F R A Etf-usd INC	+2.1%	+135.15%	Add
5	EAGG	Ishares Esg Aware US Aggrega	+2.1%	+428.10%	Add
6	BAI	Ishrs Ai In And Tech Act ETF	+1.9%	+289.03%	Add
7	LCTU	Ishares U.s. Carbon Transiti	+1.8%	+411.41%	Add
8	USXF	Ishares Esg Advance Msci USA	+1.7%	+976.97%	Add
9	QUAL	Ishares Msci USA Quality Fac	+1.7%	+252.30%	Add
10	SUSC	Ishares Esg Aware Usd Corpor	+1.7%	+369.49%	Add
11	SHLD	Global X Defense Tech ETF	+1.7%	+532.15%	Add
12	THRO	Ishares U.s. Thematic Rotati	+1.6%	+274.92%	Add
13	DSI	Ishares Esg Msci Kld 400 ETF	+1.6%	+534.07%	Add
14	ESGU	Ishares Esg Aware Msci USA	+1.4%	+401.22%	Add
15	MTUM	Ishares Msci USA Momentum Fa	+1.3%	+271.09%	Add
16	SPEM	State Street Sp Ptf Em ETF	+1.3%	+131.92%	Add
17	EUSB	Ishr Esg Advn Universal Bd-$	+1.2%	+679.87%	Add
18	INMU	Ishares Intermediate Muni In	+1%	+504.36%	Add
19	IBIT	Ishares Bitcoin Trust ETF	+1%	+444.97%	Add
20	BNDX	Vanguard Total Intl Bond ETF	+0.9%	+636.08%	Add
21	VTEB	Vanguard Tax-exempt Bond ETF	+0.9%	+541.19%	Add
22	SPMB	Ss Spdr P Mort Back Bond ETF	+0.6%	+365.20%	Add
23	XLF	Ss Financial Select Sector	-0.9%	-85.89%	Trim
24	CVMC	Calvert US Mcap Core Resp	-1.1%	-74.40%	Trim
25	CVIE	Cal Intl Responsible Index	-1.1%	-76.62%	Trim
26	DFSI	Dimensional Int Sus Cor1 ETF	-1.3%	-85.49%	Trim
27	DGRW	Wisdomtree U.s. Quality Divi	-1.4%	-74.77%	Trim
28	BDYN	Ishares Dyn Act ETF	-2.2%	-88.78%	Trim
29	USMF	Wisdomtree US Multifactor Fu	-2.2%	-73.98%	Trim
30	FDEM	Fidelity Emrg Mrkt Multifact	-2.3%	-90.77%	Trim
31	QLTY	Gmo U.s. Quality ETF	-2.4%	-61.66%	Trim
32	VEU	Vanguard Ftse All-world Ex-u	-2.5%	-60.15%	Trim
33	IQLT	Ishares Msci International Q	-2.6%	-83.17%	Trim
34	TIP	Ishares Tips Bond ETF	-2.8%	-96.30%	Trim
35	SCHR	Schwab Intermediate-term US	-5.4%	-97.94%	Trim
36	CORO	Ish Intl Ctry Rot Act ETF	—	NEW	New buy
37	DFGP	Dimensional Glbl Core Pl Fix	—	EXIT	Sold out
38	PZA	Invesco National Amt-free Mu	—	NEW	New buy
39	SGOV	Ishares 0-3 Month Treasury B	—	EXIT	Sold out
40	BLCR	Ishares Lrg Cp Cr Act Etf-ui	—	NEW	New buy
41	TLT	Ishares 20+ Year Treasury Bd	—	EXIT	Sold out
42	DFSB	Dim Glb Sustain Fix INC ETF	—	EXIT	Sold out
43	SCHC	Schwab Intl Small-cap Equity	—	EXIT	Sold out
44	GOVT	Ishares US Treasury Bond ETF	—	NEW	New buy
45	BBUS	Jpmorgan Betabuilders US Equ	—	NEW	New buy
46	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	NEW	New buy
47	MUB	Ishares National Muni Bond E	—	NEW	New buy
48	XLG	Invesco S&p 500 Top 50 ETF	—	EXIT	Sold out
49	GSLC	Goldman Activebeta US Lc ETF	—	NEW	New buy
50	DMXF	Ishares Esg Advanc Msci Eafe	—	NEW	New buy

FAQ

What is Archer Investment Management, LLC and what type of investor is it?

Archer Investment Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $237.7M, spread across 108 disclosed positions.

What are Archer Investment Management, LLC's largest equity positions?

Based on the latest 13F filing, Archer Investment Management, LLC's top holdings by market value are: 1. Ishares S&p 500 Value ETF (IVE) — $13.9M (5.8%) 2. Ishares Core S&p 500 ETF (IVV) — $13.1M (5.5%) 3. Ish Intl Ctry Rot Act ETF (CORO) — $13.1M (5.5%) 4. Ishares S&p 500 Growth ETF (IVW) — $11.4M (4.8%) 5. Ishrs US E F R A Etf-usd INC (DYNF) — $11.4M (4.8%)

What changes did Archer Investment Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Archer Investment Management, LLC made 50 notable position adjustments: 9 new positions were initiated, 22 existing holdings were added to, 13 positions were partially reduced, and 6 were completely exited. The largest of these moves: 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)

What sectors does Archer Investment Management, LLC focus on?

Archer Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 88.4% • Communication Services: 11.6%