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: $185.9M114 positionsView on SEC.gov

			% of Portfolio
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$268K	0.1%	3,957 SH	New
ALPHABET INC	CAP STK CL C	$253K	0.1%	807 SH	New
AMAZON COM INC	COM	$339K	0.2%Prev: 0.2%	1,468 SH	Increased-35 SH
APPLE INC	COM	$996K	0.5%Prev: 0.6%	3,664 SH	Increased-144 SH
ARK ETF TR	BLOCKCHAIN & FIN	$1.2M	0.6%	24,672 SH	New
BITWISE BITCOIN ETF TR	SHS BEN INT	$793K	0.4%Prev: 0.7%	16,669 SH	Decreased-1,403 SH
BLACKROCK ETF TRUST	DISCIPLINED VOLA	$1.5M	0.8%	58,959 SH	New
BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$4.4M	2.4%	171,309 SH	New
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.7M	0.9%	51,788 SH	New
BLACKROCK ETF TRUST	ISHARES US CARBO	$1.2M	0.6%	16,128 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.0M	2.7%	83,023 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$1.7M	0.9%	44,502 SH	New
BLACKROCK ETF TRUST	ISHARES WORLD EX	$208K	0.1%	3,805 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.4M	0.8%	27,091 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$224K	0.1%	4,594 SH	New
BLACKROCK ETF TRUST II	ISHARES INTERMED	$508K	0.3%	21,152 SH	New
CISCO SYS INC	COM	$258K	0.1%Prev: 0.1%	3,352 SH	Increased-17 SH
DBX ETF TR	XTRACKERS MSCI	$1.8M	1.0%Prev: 1.4%	28,024 SH	Decreased-8,216 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$9.5M	5.1%Prev: 9.2%	176,015 SH	Decreased-94,656 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$3.7M	2.0%Prev: 2.9%	71,624 SH	Decreased-17,510 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.6M	1.4%Prev: 2.1%	61,817 SH	Decreased-19,754 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$703K	0.4%Prev: 0.4%	14,091 SH	Increased-50 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$502K	0.3%Prev: 0.3%	13,182 SH	Decreased-1,920 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$521K	0.3%Prev: 0.4%	15,106 SH	Decreased-3,082 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	0.8%Prev: 1.1%	38,343 SH	Decreased-9,760 SH
FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$4.6M	2.5%Prev: 4.2%	148,037 SH	Decreased-80,311 SH
GLOBAL X FDS	DEFENSE TECH ETF	$725K	0.4%	11,194 SH	New
GMO ETF TRUST	GMO US QUALITY E	$6.1M	3.3%	159,614 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$1.2M	0.6%Prev: 1.0%	29,714 SH	Decreased-1,050 SH
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$1.5M	0.8%Prev: 1.4%	53,070 SH	Decreased-5,187 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCAP QTY	$418K	0.2%Prev: 0.3%	9,918 SH	Decreased-1,025 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.2M	1.2%	36,513 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.4M	0.7%Prev: 1.3%	7,191 SH	Decreased-4,310 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$771K	0.4%	15,530 SH	New
ISHARES GOLD TR	ISHARES NEW	$1.0M	0.6%	12,645 SH	New
ISHARES INC	CORE MSCI EMKT	$448K	0.2%	6,657 SH	New
ISHARES INC	ESG AWR MSCI EM	$2.4M	1.3%Prev: 1.7%	54,211 SH	Decreased-10,592 SH
ISHARES INC	MSCI GBL GOLD MN	$367K	0.2%	4,981 SH	New
ISHARES TR	0-3 MNTH TREASRY	$5.5M	3.0%Prev: 5.0%	55,266 SH	Decreased-25,113 SH
ISHARES TR	0-5 YR TIPS ETF	$204K	0.1%	1,995 SH	New
ISHARES TR	10-20 YR TRS ETF	$728K	0.4%	7,163 SH	New
ISHARES TR	20 YR TR BD ETF	$3.9M	2.1%Prev: 3.4%	44,911 SH	Decreased-16,941 SH
ISHARES TR	7-10 YR TRSY BD	$224K	0.1%	2,331 SH	New
ISHARES TR	CONV BD ETF	$272K	0.1%	2,763 SH	New
ISHARES TR	CORE INTL AGGR	$727K	0.4%Prev: 0.3%	14,539 SH	Increased+4,468 SH
ISHARES TR	CORE MSCI EAFE	$977K	0.5%	10,923 SH	New
ISHARES TR	CORE MSCI EURO	$978K	0.5%	13,772 SH	New
ISHARES TR	CORE S&P500 ETF	$4.5M	2.4%	6,550 SH	New
ISHARES TR	CORE UNIVRSL USD	$1.8M	1.0%	38,913 SH	New
ISHARES TR	EAFE GRWTH ETF	$342K	0.2%	3,005 SH	New
ISHARES TR	EAFE SML CP ETF	$258K	0.1%Prev: 0.2%	3,328 SH	Increased
ISHARES TR	EAFE VALUE ETF	$1.4M	0.8%	20,283 SH	New
ISHARES TR	ESG ADVANCED UNI	$426K	0.2%	9,710 SH	New
ISHARES TR	ESG AWR MSCI USA	$1.2M	0.7%	14,710 SH	New
ISHARES TR	ESG AWR US AGRGT	$1.2M	0.7%	25,843 SH	New
ISHARES TR	ESG AWRE USD ETF	$1.2M	0.7%	52,056 SH	New
ISHARES TR	ESG MSCI KLD 400	$794K	0.4%	6,161 SH	New
ISHARES TR	ESG MSCI USA ETF	$459K	0.2%	7,971 SH	New
ISHARES TR	ESG SELECT SCRE	$838K	0.5%Prev: 0.6%	15,909 SH	Decreased-2,049 SH
ISHARES TR	ESG SELECT SCREE	$264K	0.1%Prev: 0.2%	6,191 SH	Decreased-655 SH
ISHARES TR	GL CLEAN ENE ETF	$482K	0.3%Prev: 0.4%	29,322 SH	Decreased-8,772 SH
ISHARES TR	IBOXX INV CP ETF	$877K	0.5%	7,955 SH	New
ISHARES TR	INTL EQTY FACTOR	$1.1M	0.6%Prev: 0.7%	29,372 SH	Increased-1,146 SH
ISHARES TR	JPMORGAN USD EMG	$449K	0.2%	4,663 SH	New
ISHARES TR	MBS ETF	$1.4M	0.7%	14,434 SH	New
ISHARES TR	MICRO-CAP ETF	$1.3M	0.7%Prev: 1.1%	8,168 SH	Decreased-3,802 SH
ISHARES TR	MSCI ACWI EX US	$255K	0.1%Prev: 0.1%	3,801 SH	Increased+165 SH
ISHARES TR	MSCI INTL QUALTY	$5.5M	3.0%Prev: 5.2%	121,547 SH	Decreased-70,970 SH
ISHARES TR	MSCI USA MMENTM	$1.4M	0.7%	5,414 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.9M	1.0%	9,788 SH	New
ISHARES TR	MSCI USA QUALITY	$597K	0.3%	8,767 SH	New
ISHARES TR	S&P 100 ETF	$709K	0.4%	2,068 SH	New
ISHARES TR	S&P 500 GRWT ETF	$3.8M	2.0%	30,897 SH	New
ISHARES TR	S&P 500 VAL ETF	$3.7M	2.0%	17,632 SH	New
ISHARES TR	TIPS BD ETF	$5.4M	2.9%Prev: 5.0%	49,441 SH	Decreased-23,663 SH
ISHARES TR	US AER DEF ETF	$1.1M	0.6%Prev: 1.0%	5,225 SH	Decreased-2,208 SH
ISHARES TR	USD GRN BOND ETF	$546K	0.3%Prev: 0.3%	11,382 SH	Increased+63 SH
MICROSOFT CORP	COM	$364K	0.2%Prev: 0.2%	753 SH	Increased+62 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$2.5M	1.4%Prev: 1.9%	35,365 SH	Decreased-9,250 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$2.5M	1.4%Prev: 2.0%	39,608 SH	Decreased-10,987 SH
NVIDIA CORPORATION	COM	$283K	0.2%Prev: 0.2%	1,519 SH	Increased+104 SH
NXP SEMICONDUCTORS N V	COM	$362K	0.2%Prev: 0.2%	1,670 SH	Decreased+1 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$10.1M	5.5%Prev: 9.0%	404,578 SH	Decreased-178,624 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$871K	0.5%Prev: 0.5%	36,243 SH	Increased-95 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.4M	1.8%Prev: 3.1%	73,790 SH	Decreased-37,392 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$363K	0.2%Prev: 0.2%	14,902 SH	Decreased-1,613 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.6M	1.9%Prev: 2.2%	136,408 SH	Decreased-3,166 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.9M	2.1%	118,815 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$621K	0.3%Prev: 0.6%	21,790 SH	Decreased-12,998 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$337K	0.2%	2,866 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$352K	0.2%	2,948 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.8M	0.9%	32,079 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$455K	0.2%	2,937 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$610K	0.3%	3,933 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	0.6%	8,026 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.9M	1.5%	61,442 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	0.6%	40,766 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$238K	0.1%Prev: 0.2%	3,213 SH	Decreased-360 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$367K	0.2%	7,588 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$211K	0.1%	432 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$216K	0.1%Prev: 0.1%	344 SH	Increased-6 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$226K	0.1%	748 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	1.0%Prev: 0.6%	5,707 SH	Increased+2,815 SH
VANGUARD INDEX FDS	VALUE ETF	$541K	0.3%Prev: 0.3%	2,830 SH	Increased+3 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.9M	3.7%Prev: 5.6%	93,449 SH	Decreased-33,965 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$426K	0.2%	8,469 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.6M	0.9%Prev: 1.1%	27,372 SH	Decreased-3,056 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$661K	0.4%Prev: 0.5%	11,853 SH	Decreased-1,146 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$386K	0.2%	1,756 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$417K	0.2%	5,525 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$543K	0.3%Prev: 0.3%	8,687 SH	Increased+355 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$287K	0.2%Prev: 0.2%	4,012 SH	Increased
WISDOMTREE TR	US MULTIFACTOR	$5.2M	2.8%Prev: 5.2%	101,325 SH	Decreased-62,028 SH
WISDOMTREE TR	US QTLY DIV GRT	$3.3M	1.8%Prev: 3.3%	36,592 SH	Decreased-23,636 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST II — $8.3M
ARK ETF TR — $2.1M
DELL TECHNOLOGIES INC — $247K
DIMENSIONAL ETF TRUST — $246K
META PLATFORMS INC — $5.0M

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