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Archer Investment Management, LLC — 13F Holdings & Portfolio

CIK 2052868 · latest 13F-HR filed 2026-07-07

Backtest portfolio

Archer Investment Management, LLC manages $292.7M in 13F-reported U.S. long-equity assets across 110 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (11.20%), CORO (5.71%), DYNF (4.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 10, added to 58, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4411 AUTHENTIC DRIVE
AUSTIN, TX 78731
Phone
(800) 840-5946
Filing Manager
Archer Investment Management, LLC
AUSTIN, TX
Signatory
Tracy Costello
Operations Manager
Loading holdings…
AUM

$292.7M

Long-equity book

Holdings

110

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+12 / −10 / ↑58 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$19.6M +149.6%
  • BLACKROCK ETF TRUST$4.5M +68.4%
  • ISHARES TR$4.3M +132.1%
  • BLACKROCK ETF TRUST$3.6M +27.4%
  • INVESCO EXCH TRADED FD TR II$3.2M +53.3%
Show all 58 →

Top Trims

  • ISHARES TR-$4.2M -64.7%
  • ISHARES TR-$4.0M -60.3%
  • ISHARES TR-$3.8M -67.4%
  • ISHARES BITCOIN TRUST ETF-$2.7M -82.7%
  • ISHARES TR-$2.1M -82.6%
Show all 21 →

New Positions

  • BLACKROCK ETF TRUST$8.2M
  • SUNBELT RENTALS HOLDINGS INC$2.5M
  • ISHARES TR$1.9M
  • STATE STR SPDR S&P 500 ETF T$1.2M
  • ISHARES TR$772.2K
Show all 12 →

Exited Positions

  • ISHARES TR$676.8K
  • ISHARES TR$343.8K
  • WORLD GOLD TR$324.4K
  • ISHARES TR$268.1K
  • ISHARES TR$257.9K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $32.8M 11.20% 43,751 SH
2 BLACKROCK ETF TRUST CORO 09290C764 $16.7M 5.71% 456,465 SH
3 BLACKROCK ETF TRUST DYNF 09290C103 $14.0M 4.79% 206,282 SH
4 ISHARES TR IVW 464287309 $13.4M 4.59% 97,770 SH
5 ISHARES TR IVE 464287408 $12.6M 4.32% 55,706 SH
6 BLACKROCK ETF TRUST BAI 09290C780 $11.2M 3.82% 211,985 SH
7 INVESCO EXCH TRADED FD TR II PZA 46138E537 $9.1M 3.12% 388,496 SH
8 BLACKROCK ETF TRUST IALT 09290C665 $8.2M 2.81% 293,252 SH
9 ISHARES TR GOVT 46429B267 $7.5M 2.56% 329,090 SH
10 BLACKROCK ETF TRUST BLCR 09290C855 $6.6M 2.26% 131,557 SH
11 BLACKROCK ETF TRUST LCTU 09290C509 $5.9M 2.01% 73,549 SH
12 GLOBAL X FDS SHLD 37960A529 $5.9M 2.01% 98,551 SH
13 SPDR INDEX SHS FDS SPEM 78463X509 $5.7M 1.96% 110,890 SH
14 BLACKROCK ETF TRUST THRO 09290C806 $5.7M 1.93% 131,207 SH
15 ISHARES TR ESGU 46435G425 $5.4M 1.86% 33,187 SH
16 ISHARES TR MTUM 46432F396 $4.9M 1.68% 14,362 SH
17 SCHWAB STRATEGIC TR SCHG 808524300 $4.3M 1.48% 127,697 SH
18 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $4.0M 1.37% 29,765 SH
19 VANGUARD CHARLOTTE FDS BNDX 92203J407 $4.0M 1.37% 82,782 SH
20 ISHARES TR USXF 46436E767 $4.0M 1.36% 57,487 SH
21 ISHARES TR DSI 464288570 $3.9M 1.34% 27,556 SH
22 SCHWAB STRATEGIC TR SCHB 808524102 $3.7M 1.28% 129,422 SH
23 SPDR SERIES TRUST SPMB 78464A383 $3.6M 1.22% 159,834 SH
24 BLACKROCK ETF TRUST II INMU 092528207 $3.5M 1.21% 145,722 SH
25 ISHARES TR EUSB 46436E619 $3.3M 1.14% 76,663 SH
26 ISHARES INC ESGE 46434G863 $3.2M 1.09% 58,417 SH
27 VANGUARD INTL EQUITY INDEX F VEU 922042775 $3.0M 1.04% 36,260 SH
28 VANGUARD INDEX FDS VTI 922908769 $2.7M 0.91% 7,187 SH
29 ISHARES TR QUAL 46432F339 $2.6M 0.90% 11,974 SH
30 ISHARES TR IFXAF 46436E221 $2.6M 0.88% 73,379 SH
31 GOLDMAN SACHS ETF TR GSLC 381430503 $2.5M 0.85% 17,590 SH
32 SPDR SERIES TRUST SPYM 78464A854 $2.5M 0.85% 28,310 SH
33 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $2.5M 0.84% 33,005 SH
34 GMO ETF TRUST QLTY 90139K100 $2.3M 0.80% 56,094 SH
35 BLACKROCK ETF TRUST II BINC 092528603 $2.3M 0.79% 44,232 SH
36 HASHDEX NASDAQ CME CRYPTO NCIQ 41809Y102 $2.3M 0.78% 157,232 SH
37 ISHARES TR EAGG 46435U549 $2.3M 0.78% 48,269 SH
38 VANGUARD MUN BD FDS VTEB 922907746 $2.2M 0.75% 43,486 SH
39 ISHARES GOLD TR IAU 464285204 $2.1M 0.73% 28,109 SH
40 ISHARES TR EFV 464288877 $2.1M 0.71% 27,067 SH
41 VANGUARD WORLD FD VGT 92204A702 $2.0M 0.69% 16,957 SH
42 SPDR SERIES TRUST SPTL 78464A664 $1.9M 0.65% 72,540 SH
43 ISHARES TR SUSB 46435G243 $1.9M 0.64% 74,788 SH
44 ISHARES TR AGG 464287226 $1.9M 0.63% 18,745 SH
45 VANGUARD INDEX FDS VTV 922908744 $1.9M 0.63% 8,506 SH
46 ISHARES TR SUSC 46435G193 $1.8M 0.63% 79,609 SH
47 ISHARES TR DMXF 46436E759 $1.8M 0.62% 21,610 SH
48 DIMENSIONAL ETF TRUST DFAC 25434V708 $1.7M 0.57% 37,347 SH
49 VANGUARD INDEX FDS VUG 922908736 $1.6M 0.55% 18,828 SH
50 BLACKROCK ETF TRUST LCTD 09290C608 $1.5M 0.51% 25,705 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $292.7M 110 0002052868-26-000003
2026-03-31 2026-04-08 $237.7M 108 0002052868-26-000002
2025-12-31 2026-01-12 $185.9M 117 0002052868-26-000001