Archer Investment Management, LLC
CIK: 0002052868Latest portfolio: $185.9M · Q4 2025
Holdings
117
Total Value
$185.9M
New Positions
61
Closed Positions
3
Top Holdings
View All 117 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHRSCHWAB STRATEGIC TR | 404,578 | $10.1M | 5.46% | -178,624 | |
| 2 | DFGPDIMENSIONAL ETF TRUST | 176,015 | $9.5M | 5.12% | -94,656 | |
| 3 | VEUVANGUARD INTL EQUITY INDEX F | 93,449 | $6.9M | 3.70% | -33,965 | |
| 4 | QLTYGMO ETF TRUST | 159,614 | $6.1M | 3.30% | -69,006 | |
| 5 | SGOVISHARES TR | 55,266 | $5.5M | 2.98% | -25,113 | |
| 6 | IQLTISHARES TR | 121,547 | $5.5M | 2.97% | -70,970 | |
| 7 | TIPISHARES TR | 49,441 | $5.4M | 2.92% | -23,663 | |
| 8 | USMFWISDOMTREE TR | 101,325 | $5.2M | 2.79% | -62,028 | |
| 9 | DYNFBLACKROCK ETF TRUST | 83,023 | $5.0M | 2.72% | NEW | |
| 10 | FDEMFIDELITY COVINGTON TRUST | 148,037 | $4.6M | 2.46% | -80,311 | |
| 11 | IVVISHARES TR | 6,550 | $4.5M | 2.41% | NEW | |
| 12 | BDYNBLACKROCK ETF TRUST | 171,309 | $4.4M | 2.36% | NEW | |
| 13 | TLTISHARES TR | 44,911 | $3.9M | 2.11% | -16,941 | |
| 14 | SCHGSCHWAB STRATEGIC TR | 118,815 | $3.9M | 2.08% | NEW | |
| 15 | IVWISHARES TR | 30,897 | $3.8M | 2.05% | NEW | |
| 16 | IVEISHARES TR | 17,632 | $3.7M | 2.01% | NEW | |
| 17 | DFSBDIMENSIONAL ETF TRUST | 71,624 | $3.7M | 2.00% | -17,510 | |
| 18 | SCHBSCHWAB STRATEGIC TR | 136,408 | $3.6M | 1.92% | -3,166 | |
| 19 | SCHCSCHWAB STRATEGIC TR | 73,790 | $3.4M | 1.81% | -37,392 | |
| 20 | DGRWWISDOMTREE TR | 36,592 | $3.3M | 1.76% | -23,636 | |
| 21 | SPEMSPDR INDEX SHS FDS | 61,442 | $2.9M | 1.55% | NEW | |
| 22 | DFSIDIMENSIONAL ETF TRUST | 61,817 | $2.6M | 1.42% | -19,754 | |
| 23 | CVMCMORGAN STANLEY ETF TRUST | 39,608 | $2.5M | 1.37% | -10,987 | |
| 24 | CVIEMORGAN STANLEY ETF TRUST | 35,365 | $2.5M | 1.36% | -9,250 | |
| 25 | ESGEISHARES INC | 54,211 | $2.4M | 1.29% | -10,592 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1150996792364362.3T)
Unknown0.0% ($11211.0T)
Consumer Cyclical0.0% ($338K)
Communication Services0.0% ($253K)
Filing History
Fund Information
Archer Investment Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $185.9M across 117 holdings. The largest position is SCHWAB STRATEGIC TR (SCHR), representing 5.5% of the portfolio. Compared to the previous quarter, the fund opened 61 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.