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: $237.7M105 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$270K	0.1%	942 SH	New
APPLE INC	COM	$873K	0.4%Prev: 0.9%	3,439 SH	Decreased-2,163 SH
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$515K	0.2%	11,544 SH	New
BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$467K	0.2%	19,227 SH	New
BLACKROCK ETF TRUST	ISHARES A I INNO	$6.6M	2.8%	201,469 SH	New
BLACKROCK ETF TRUST	ISHARES INTL CTR	$13.1M	5.5%	407,781 SH	New
BLACKROCK ETF TRUST	ISHARES LARGE CA	$4.9M	2.1%	119,791 SH	New
BLACKROCK ETF TRUST	ISHARES US CARBO	$5.8M	2.4%	82,480 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$11.4M	4.8%	195,227 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$6.0M	2.5%	166,848 SH	New
BLACKROCK ETF TRUST	ISHARES WORLD EX	$1.5M	0.7%	28,008 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.8M	1.2%	53,764 SH	New
BLACKROCK ETF TRUST II	ISHARES INTERMED	$3.1M	1.3%	127,835 SH	New
CISCO SYS INC	COM	$262K	0.1%	3,374 SH	New
DBX ETF TR	XTRACKERS MSCI	$653K	0.3%	10,942 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$380K	0.2%Prev: 2.1%	8,972 SH	Decreased-79,433 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$605K	0.3%Prev: 0.5%	11,454 SH	Decreased-5,677 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$334K	0.1%Prev: 0.5%	8,566 SH	Decreased-16,086 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$307K	0.1%Prev: 0.6%	8,648 SH	Decreased-23,514 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	0.6%Prev: 1.4%	37,696 SH	Decreased-23,528 SH
FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$432K	0.2%	13,664 SH	New
FRANKLIN TEMPLETON HOLDINGS	RESPBLY SRCD GLD	$211K	0.1%	3,396 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$5.0M	2.1%	70,763 SH	New
GMO ETF TRUST	GMO US QUALITY E	$2.2M	0.9%	61,200 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.0M	0.8%	15,923 SH	New
HASHDEX NASDAQ CME CRYPTO	SHS BEN INT	$227K	0.1%	13,192 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$6.0M	2.5%	259,293 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCAP QTY	$222K	0.1%	5,254 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$485K	0.2%Prev: 1.6%	2,525 SH	Decreased-11,119 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$3.3M	1.4%	84,634 SH	New
ISHARES GOLD TR	ISHARES NEW	$1.8M	0.7%	20,217 SH	New
ISHARES GOLD TR	SHARES REPRESENT	$241K	0.1%	5,161 SH	New
ISHARES INC	CORE MSCI EMKT	$356K	0.1%	5,105 SH	New
ISHARES INC	ESG AWR MSCI EM	$2.7M	1.1%	59,935 SH	New
ISHARES TR	0-5 YR TIPS ETF	$532K	0.2%	5,141 SH	New
ISHARES TR	10-20 YR TRS ETF	$268K	0.1%	2,662 SH	New
ISHARES TR	CONV BD ETF	$548K	0.2%	5,388 SH	New
ISHARES TR	CORE INTL AGGR	$344K	0.1%Prev: 0.5%	6,870 SH	Decreased-6,925 SH
ISHARES TR	CORE MSCI EAFE	$255K	0.1%	2,821 SH	New
ISHARES TR	CORE S&P500 ETF	$13.1M	5.5%	20,098 SH	New
ISHARES TR	CORE UNIVRSL USD	$2.4M	1.0%	51,689 SH	New
ISHARES TR	EAFE GRWTH ETF	$1.0M	0.4%	9,428 SH	New
ISHARES TR	EAFE VALUE ETF	$1.8M	0.8%	24,227 SH	New
ISHARES TR	ESG ADVANCED UNI	$3.3M	1.4%	75,725 SH	New
ISHARES TR	ESG AW MSCI EAFE	$990K	0.4%	10,355 SH	New
ISHARES TR	ESG AWR MSCI USA	$5.9M	2.5%	74,878 SH	New
ISHARES TR	ESG AWR US AGRGT	$6.5M	2.7%	136,477 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$487K	0.2%	19,416 SH	New
ISHARES TR	ESG AWRE USD ETF	$5.7M	2.4%	244,396 SH	New
ISHARES TR	ESG EAFE ETF	$1.8M	0.7%	23,526 SH	New
ISHARES TR	ESG MSCI KLD 400	$4.7M	2.0%	39,065 SH	New
ISHARES TR	ESG MSCI USA ETF	$4.7M	2.0%	85,845 SH	New
ISHARES TR	ESG SELECT SCRE	$208K	0.1%	4,222 SH	New
ISHARES TR	INTL EQTY FACTOR	$511K	0.2%Prev: 0.9%	13,108 SH	Decreased-28,646 SH
ISHARES TR	LONG TERM MUNI	$677K	0.3%	13,555 SH	New
ISHARES TR	MBS ETF	$562K	0.2%	5,920 SH	New
ISHARES TR	MICRO-CAP ETF	$478K	0.2%Prev: 0.9%	2,995 SH	Decreased-8,093 SH
ISHARES TR	MSCI ACWI EX US	$258K	0.1%Prev: 0.2%	3,766 SH	Decreased-2,282 SH
ISHARES TR	MSCI INTL QUALTY	$946K	0.4%Prev: 6.4%	20,462 SH	Decreased-213,578 SH
ISHARES TR	MSCI USA MIN VOL	$923K	0.4%	9,955 SH	New
ISHARES TR	MSCI USA MMENTM	$4.8M	2.0%	20,091 SH	New
ISHARES TR	MSCI USA QLT FCT	$6.6M	2.8%	34,483 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.5M	1.0%	23,403 SH	New
ISHARES TR	RUS 1000 VAL ETF	$201K	0.1%	943 SH	New
ISHARES TR	S&P 500 GRWT ETF	$11.4M	4.8%	100,635 SH	New
ISHARES TR	S&P 500 VAL ETF	$13.9M	5.8%	65,657 SH	New
ISHARES TR	SYSTEMATIC BD ET	$1.3M	0.5%	14,070 SH	New
ISHARES TR	TIPS BD ETF	$202K	0.1%	1,828 SH	New
ISHARES TR	US AER DEF ETF	$219K	0.1%	1,003 SH	New
ISHARES TR	US TREAS BD ETF	$3.2M	1.4%	140,981 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$3.1M	1.3%	26,322 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.0M	0.4%	16,405 SH	New
MICROSOFT CORP	COM	$216K	0.1%Prev: 0.2%	584 SH	Decreased-51 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$601K	0.3%Prev: 1.9%	8,267 SH	Decreased-38,657 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$649K	0.3%Prev: 2.6%	10,140 SH	Decreased-55,690 SH
NVIDIA CORPORATION	COM	$378K	0.2%	2,166 SH	New
NXP SEMICONDUCTORS N V	COM	$328K	0.1%Prev: 0.2%	1,668 SH	Increased-3 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$208K	0.1%Prev: 11.3%	8,352 SH	Decreased-650,212 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$680K	0.3%Prev: 0.6%	27,471 SH	Decreased-18,221 SH
SCHWAB STRATEGIC TR	MUN BD ETF	$897K	0.4%	35,200 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.1M	1.3%Prev: 2.6%	121,697 SH	Decreased-54,476 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.0M	1.2%	101,562 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$223K	0.1%	4,525 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$344K	0.1%	2,125 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$502K	0.2%	3,774 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$6.7M	2.8%	142,494 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$6.4M	2.7%	189,278 SH	New
VANECK BITCOIN ETF	SH BEN INT	$214K	0.1%	11,144 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.7M	1.1%	55,854 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.6%	3,153 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$204K	0.1%Prev: 0.1%	342 SH	Increased-48 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.7%Prev: 0.6%	4,882 SH	Increased+1,548 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.6%Prev: 0.4%	7,725 SH	Increased+4,712 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.8M	1.2%Prev: 7.0%	37,241 SH	Decreased-130,258 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$557K	0.2%	10,308 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.7M	1.1%	54,302 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$453K	0.2%	5,478 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.1M	0.5%Prev: 0.8%	18,093 SH	Decreased-2,439 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$297K	0.1%	1,382 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$204K	0.1%Prev: 0.4%	2,643 SH	Decreased-6,586 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$678K	0.3%Prev: 0.3%	10,575 SH	Increased+1,658 SH
VANGUARD WORLD FD	INF TECH ETF	$962K	0.4%	1,379 SH	New
WISDOMTREE TR	US MULTIFACTOR	$1.3M	0.5%Prev: 6.9%	26,367 SH	Decreased-173,539 SH
WISDOMTREE TR	US QTLY DIV GRT	$811K	0.3%Prev: 4.5%	9,232 SH	Decreased-71,535 SH
WORLD GOLD TR	SPDR GLD MINIS	$324K	0.1%	3,500 SH	New

Sold (vs prior filing)

2023 ETF SERIES TRUST II — $10.0M
AMAZON COM INC — $251K
AMERICAN CENTY ETF TR — $400K
BITWISE BITCOIN ETF TR — $1.4M
DBX ETF TR — $2.3M
DELL TECHNOLOGIES INC — $792K
DIMENSIONAL ETF TRUST — $12.7M
DIMENSIONAL ETF TRUST — $4.4M
DIMENSIONAL ETF TRUST — $2.4M
DIMENSIONAL ETF TRUST — $244K
DIMENSIONAL ETF TRUST — $393K
DIMENSIONAL ETF TRUST — $223K
DIMENSIONAL ETF TRUST — $358K
FIDELITY COVINGTON TRUST — $1.8M
FIDELITY MERRIMACK STR TR — $7.4M
GRAYSCALE BITCOIN MINI TR ET — $505K
GRAYSCALE ETHEREUM MINI TR E — $1.5M
GRAYSCALE ETHEREUM TRUST ETF — $297K
ISHARES TR — $7.1M
ISHARES TR — $211K
… and 9 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