Archer Investment Management, LLC

CIK 0002052868 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryFinancialsOther

Holdings by filing

Portfolio value: $137.8M53 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST II	GMO US QUALITY E	$7.9M	5.7%	229,350 SH	New
AMAZON COM INC	COM	$319K	0.2%	1,453 SH	New
APPLE INC	COM	$858K	0.6%Prev: 0.4%	4,182 SH	Decreased+743 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$1.4M	1.0%	23,062 SH	New
DBX ETF TR	XTRACKERS MSCI	$2.1M	1.5%Prev: 0.3%	36,047 SH	Increased+25,105 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$14.2M	10.3%	260,885 SH	New
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$4.5M	3.3%	86,640 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.9M	2.1%Prev: 0.2%	74,824 SH	Increased+65,852 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$712K	0.5%Prev: 0.3%	16,629 SH	Increased+5,175 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$598K	0.4%Prev: 0.1%	17,297 SH	Increased+8,731 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$599K	0.4%Prev: 0.1%	19,280 SH	Increased+10,632 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.8M	1.3%Prev: 0.6%	50,706 SH	Increased+13,010 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$229K	0.2%	6,451 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$228K	0.2%	7,750 SH	New
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$1.9M	1.4%	35,559 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$1.4M	1.0%	29,126 SH	New
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$2.2M	1.6%	90,926 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCAP QTY	$331K	0.2%Prev: 0.1%	8,122 SH	Increased+2,868 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	1.2%Prev: 0.2%	9,371 SH	Increased+6,846 SH
ISHARES TR	0-3 MNTH TREASRY	$12.5M	9.1%	124,602 SH	New
ISHARES TR	20 YR TR BD ETF	$7.7M	5.6%	87,589 SH	New
ISHARES TR	CORE INTL AGGR	$631K	0.5%Prev: 0.1%	12,360 SH	Increased+5,490 SH
ISHARES TR	EAFE SML CP ETF	$242K	0.2%	3,328 SH	New
ISHARES TR	ESG SELECT SCRE	$732K	0.5%Prev: 0.1%	15,343 SH	Increased+11,121 SH
ISHARES TR	ESG SELECT SCREE	$333K	0.2%	8,429 SH	New
ISHARES TR	INTL EQTY FACTOR	$1.1M	0.8%Prev: 0.2%	32,517 SH	Increased+19,409 SH
ISHARES TR	MICRO-CAP ETF	$1.5M	1.1%Prev: 0.2%	12,090 SH	Increased+9,095 SH
ISHARES TR	MSCI ACWI EX US	$274K	0.2%Prev: 0.1%	4,502 SH	Increased+736 SH
ISHARES TR	MSCI INTL QUALTY	$8.1M	5.9%Prev: 0.4%	188,032 SH	Increased+167,570 SH
ISHARES TR	MSCI USA QLT FCT	$244K	0.2%Prev: 2.8%	1,337 SH	Decreased-33,146 SH
ISHARES TR	USD GRN BOND ETF	$531K	0.4%	11,149 SH	New
MANAGED PORTFOLIO SERIES	TORTOISE GLOBAL	$640K	0.5%	12,092 SH	New
MICROSOFT CORP	COM	$410K	0.3%Prev: 0.1%	823 SH	Increased+239 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$2.7M	1.9%Prev: 0.3%	41,183 SH	Increased+32,916 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$3.1M	2.2%Prev: 0.3%	50,889 SH	Increased+40,749 SH
NVIDIA CORPORATION	COM	$240K	0.2%Prev: 0.2%	1,522 SH	Decreased-644 SH
NXP SEMICONDUCTORS N V	COM	$364K	0.3%Prev: 0.1%	1,668 SH	Increased
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$17.4M	12.6%Prev: 0.1%	695,093 SH	Increased+686,741 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$856K	0.6%Prev: 0.3%	38,743 SH	Increased+11,272 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$641K	0.5%	26,293 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.5M	2.6%Prev: 1.3%	148,566 SH	Increased+26,869 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.8%	42,746 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$285K	0.2%	3,870 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$226K	0.2%Prev: 0.1%	398 SH	Increased+56 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$883K	0.6%Prev: 0.7%	2,906 SH	Decreased-1,976 SH
VANGUARD INDEX FDS	VALUE ETF	$500K	0.4%Prev: 0.6%	2,827 SH	Decreased-4,898 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$8.8M	6.4%Prev: 1.2%	130,442 SH	Increased+93,201 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.9M	1.4%Prev: 0.5%	32,358 SH	Increased+14,265 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$1.1M	0.8%	18,816 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$501K	0.4%Prev: 0.3%	8,792 SH	Decreased-1,783 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$265K	0.2%	4,046 SH	New
WISDOMTREE TR	US MULTIFACTOR	$7.7M	5.6%Prev: 0.5%	150,176 SH	Increased+123,809 SH
WISDOMTREE TR	US QTLY DIV GRT	$4.9M	3.5%Prev: 0.3%	58,345 SH	Increased+49,113 SH

Sold (vs prior filing)

ALPHABET INC — $270K
BITWISE 10 CRYPTO INDEX ETF — $515K
BLACKROCK ETF TRUST — $467K
BLACKROCK ETF TRUST — $6.6M
BLACKROCK ETF TRUST — $13.1M
BLACKROCK ETF TRUST — $4.9M
BLACKROCK ETF TRUST — $5.8M
BLACKROCK ETF TRUST — $11.4M
BLACKROCK ETF TRUST — $6.0M
BLACKROCK ETF TRUST — $1.5M
BLACKROCK ETF TRUST II — $2.8M
BLACKROCK ETF TRUST II — $3.1M
CISCO SYS INC — $262K
FIDELITY COVINGTON TRUST — $432K
FRANKLIN TEMPLETON HOLDINGS — $211K
GLOBAL X FDS — $5.0M
GMO ETF TRUST — $2.2M
GOLDMAN SACHS ETF TR — $2.0M
HASHDEX NASDAQ CME CRYPTO — $227K
INVESCO EXCH TRADED FD TR II — $6.0M
… and 53 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002052868-26-000007	—	View
Jan 12, 2026	Q4 2025	13F-HR	0002052868-26-000001	$185.9M	View
Oct 9, 2025