Archer Investment Management, LLC — 13F Holdings & Portfolio
CIK 2052868 · latest 13F-HR filed 2026-04-08
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.
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AUM
$237.7M
Long-equity book
Holdings
108
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+26 / −35 / ↑38 / ↓41
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$10.1M +270.8%
- ISHARES TR$8.6M +192.6%
- ISHARES TR$7.6M +198.9%
- BLACKROCK ETF TRUST$6.3M +125.0%
- ISHARES TR$5.3M +424.8%
Top Trims
- SCHWAB STRATEGIC TR-$9.9M -97.9%
- ISHARES TR-$5.2M -96.3%
- ISHARES TR-$4.6M -82.9%
- FIDELITY COVINGTON TRUST-$4.1M -90.6%
- VANGUARD INTL EQUITY INDEX F-$4.1M -59.3%
New Positions
- BLACKROCK ETF TRUST$13.1M
- INVESCO EXCH TRADED FD TR II$6.0M
- BLACKROCK ETF TRUST$4.9M
- ISHARES TR$3.2M
- J P MORGAN EXCHANGE TRADED F$3.1M
Exited Positions
- DIMENSIONAL ETF TRUST$9.5M
- ISHARES TR$5.5M
- ISHARES TR$3.9M
- DIMENSIONAL ETF TRUST$3.7M
- SCHWAB STRATEGIC TR$3.4M
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 | IVE | 464287408 | $13.9M | 5.83% | 65,657 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $13.1M | 5.52% | 20,098 | SH |
| 3 | BLACKROCK ETF TRUST | CORO | 09290C764 | $13.1M | 5.52% | 407,781 | SH |
| 4 | ISHARES TR | IVW | 464287309 | $11.4M | 4.79% | 100,635 | SH |
| 5 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $11.4M | 4.78% | 195,227 | SH |
| 6 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $6.7M | 2.81% | 142,494 | SH |
| 7 | BLACKROCK ETF TRUST | BAI | 09290C780 | $6.6M | 2.79% | 201,469 | SH |
| 8 | ISHARES TR | QUAL | 46432F339 | $6.6M | 2.78% | 34,483 | SH |
| 9 | ISHARES TR | EAGG | 46435U549 | $6.5M | 2.73% | 136,477 | SH |
| 10 | BLACKROCK ETF TRUST | THRO | 09290C806 | $6.0M | 2.54% | 166,848 | SH |
| 11 | INVESCO EXCH TRADED FD TR II | PZA | 46138E537 | $6.0M | 2.51% | 259,293 | SH |
| 12 | BLACKROCK ETF TRUST | LCTU | 09290C509 | $5.8M | 2.43% | 82,480 | SH |
| 13 | ISHARES TR | SUSC | 46435G193 | $5.7M | 2.38% | 244,396 | SH |
| 14 | GLOBAL X FDS | SHLD | 37960A529 | $5.0M | 2.11% | 70,763 | SH |
| 15 | BLACKROCK ETF TRUST | BLCR | 09290C855 | $4.9M | 2.07% | 119,791 | SH |
| 16 | ISHARES TR | MTUM | 46432F396 | $4.8M | 2.03% | 20,091 | SH |
| 17 | ISHARES TR | USXF | 46436E767 | $4.7M | 1.99% | 85,845 | SH |
| 18 | ISHARES TR | DSI | 464288570 | $4.7M | 1.99% | 39,065 | SH |
| 19 | ISHARES TR | ESGU | 46435G425 | $4.6M | 1.93% | 32,494 | SH |
| 20 | ISHARES TR | EUSB | 46436E619 | $3.3M | 1.39% | 75,725 | SH |
| 21 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $3.3M | 1.37% | 84,634 | SH |
| 22 | ISHARES TR | GOVT | 46429B267 | $3.2M | 1.36% | 140,981 | SH |
| 23 | J P MORGAN EXCHANGE TRADED F | BBUS | 46641Q399 | $3.1M | 1.30% | 26,322 | SH |
| 24 | BLACKROCK ETF TRUST II | INMU | 092528207 | $3.1M | 1.29% | 127,835 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $3.1M | 1.28% | 121,697 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $3.0M | 1.24% | 101,562 | SH |
| 27 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $2.8M | 1.18% | 37,241 | SH |
| 28 | BLACKROCK ETF TRUST II | BINC | 092528603 | $2.8M | 1.17% | 53,764 | SH |
| 29 | ISHARES INC | ESGE | 46434G863 | $2.7M | 1.15% | 59,935 | SH |
| 30 | SPDR SERIES TRUST | SPYM | 78464A854 | $2.7M | 1.14% | 35,550 | SH |
| 31 | VANGUARD MUN BD FDS | VTEB | 922907746 | $2.7M | 1.14% | 54,302 | SH |
| 32 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $2.7M | 1.13% | 55,854 | SH |
| 33 | ISHARES TR | MUB | 464288414 | $2.5M | 1.05% | 23,403 | SH |
| 34 | ISHARES TR | IUSB | 46434V613 | $2.4M | 1.00% | 51,689 | SH |
| 35 | GMO ETF TRUST | QLTY | 90139K100 | $2.2M | 0.93% | 61,200 | SH |
| 36 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $2.0M | 0.84% | 15,923 | SH |
| 37 | SPDR SERIES TRUST | SPMB | 78464A383 | $2.0M | 0.82% | 87,193 | SH |
| 38 | ISHARES TR | EFV | 464288877 | $1.8M | 0.76% | 24,227 | SH |
| 39 | ISHARES GOLD TR | IAU | 464285204 | $1.8M | 0.75% | 20,217 | SH |
| 40 | ISHARES TR | DMXF | 46436E759 | $1.8M | 0.75% | 23,526 | SH |
| 41 | SPDR SERIES TRUST | SPTL | 78464A664 | $1.7M | 0.74% | 66,535 | SH |
| 42 | VANGUARD INDEX FDS | VTI | 922908769 | $1.6M | 0.66% | 4,882 | SH |
| 43 | BLACKROCK ETF TRUST | LCTD | 09290C608 | $1.5M | 0.65% | 28,008 | SH |
| 44 | VANGUARD INDEX FDS | VTV | 922908744 | $1.5M | 0.64% | 7,725 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $1.5M | 0.62% | 37,696 | SH |
| 46 | VANGUARD INDEX FDS | VUG | 922908736 | $1.4M | 0.58% | 3,153 | SH |
| 47 | ISHARES TR | IFXAF | 46436E221 | $1.3M | 0.57% | 42,384 | SH |
| 48 | WISDOMTREE TR | USMF | 97717Y857 | $1.3M | 0.55% | 26,367 | SH |
| 49 | ISHARES TR | SYSB | 46435U796 | $1.3M | 0.53% | 14,070 | SH |
| 50 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $1.1M | 0.45% | 18,093 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $237.7M | 108 | 0002052868-26-000002 |
| 2025-12-31 | 2026-01-12 | $185.9M | 117 | 0002052868-26-000001 |